Civic Intelligence

S W Smith Memorial Library Rotary Trust Fund

EIN 25-1867640 • 501(c)3 • Port Allegany, PA

Profile

Maintenance and support of sw smith memorial library

PO Box 41Port Allegany, PA 16743

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-34%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

115%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$172,572

Up $18,668 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$172,572

Up $18,668 (+12%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin18th percentile

Revenue

Up

$7,662

Up $4,103 (+115%) from 2023

Expenses

Up

$10,286

Up $3,075 (+43%) from 2023

Net Income

Up

-$2,624

Up $1,028 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2014: $110,466Liabilities 2014: $0Net Assets 2014: $110,4662014Assets 2015: $103,300Liabilities 2015: $0Net Assets 2015: $103,3002015Assets 2016: $113,097Liabilities 2016: $0Net Assets 2016: $113,0972016Assets 2017: $129,554Liabilities 2017: $0Net Assets 2017: $129,5542017Assets 2018: $113,200Liabilities 2018: $0Net Assets 2018: $113,2002018Assets 2019: $137,601Liabilities 2019: $0Net Assets 2019: $137,6012019Assets 2020: $157,212Liabilities 2020: $0Net Assets 2020: $157,2122020Assets 2021: $177,677Liabilities 2021: $0Net Assets 2021: $177,6772021Assets 2022: $137,167Liabilities 2022: $0Net Assets 2022: $137,1672022Assets 2023: $153,904Liabilities 2023: $0Net Assets 2023: $153,9042023Assets 2024: $172,572Liabilities 2024: $0Net Assets 2024: $172,5722024

Highlighted filing

2024

Assets$172,572
Liabilities$0
Net Assets$172,572
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2014: $9,347Expenses 2014: $9,380Net Income 2014: -$332014Revenue 2015: $10,263Expenses 2015: $5,806Net Income 2015: $4,4572015Revenue 2016: $9,629Expenses 2016: $5,473Net Income 2016: $4,1562016Revenue 2017: $8,919Expenses 2017: $5,992Net Income 2017: $2,9272017Revenue 2018: $14,050Expenses 2018: $7,852Net Income 2018: $6,1982018Revenue 2019: $10,914Expenses 2019: $6,024Net Income 2019: $4,8902019Revenue 2020: $9,234Expenses 2020: $9,384Net Income 2020: -$1502020Revenue 2021: $18,629Expenses 2021: $10,339Net Income 2021: $8,2902021Revenue 2022: $9,382Expenses 2022: $10,345Net Income 2022: -$9632022Revenue 2023: $3,559Expenses 2023: $7,211Net Income 2023: -$3,6522023Revenue 2024: $7,662Expenses 2024: $10,286Net Income 2024: -$2,6242024

Highlighted filing

2024

Revenue$7,662
Expenses$10,286
Net Income-$2,624
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,572
Liabilities
$0
Net assets
$172,572
Revenue
$7,662
Expenses
$10,286
Net income
-$2,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.08$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.04$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09$0.10$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.19$0.10$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.09$0.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.11$0.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.14$0.08$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.10$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.10$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.09$0.09$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$7,662
Mission and Program Overview

Mission

Maintenance and support of s w smith memorial library

Maintenance and support of sw smith memorial library

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$153,904$172,572▲ $18,668
Investments in Publicly Traded Securities$153,765$172,379▲ $18,614
Cash and Non-Interest-Bearing Accounts$139$193▲ $54
Total Assets$153,904$172,572▲ $18,668
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$153,904$172,572▲ $18,668
Total Liabilities and Net Assets / Fund Balance$153,904$172,572▲ $18,668
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
J Michael BaylinePresident/ Treasurer
Ann GardnerVice President
Anna FairBoard Member
Christa SchottBoard Member
Mary BurrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$7,662
Other Revenue
$0
Change in Net Assets
$-2,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,956
Other Expenses$330
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,956--$9,956
Fees for Services Accounting-$275-$275
Office Expenses-$55-$55
Total Functional Expenses$9,956$330$0$10,286
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11B

“The board of directors of sw smith memroail library rotary trust is presented a of copy of the return for their approval prio to filing form 990”

Part VI, Line 19

“All documents, policies, and financial statements are available upon request during regular business hours”

Filing and Contact Details

Filer

Filer Name
S W Smith Memorial Library Rotary Trust Fund
EIN
25-1867640
Phone
8146429400
Address
PO BOX 41, PORT ALLEGANY, PA 16743

Signing Officer

Name
J Michael Bayline
Title
Treasurer
Phone
8146429400
Signed
2025-05-13
Discuss with paid preparer
No

Organization Details

Principal Officer
Herbert Witter
Formed
2000
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
H and R Block
Address
487 N UNION ST, OLEAN, NY 14760
Preparer
Kelly Lent-Paul
Phone
8004725625
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt05943
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt05301
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt09956
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IRS990ScheduleI/GrantRecordsMaintainedInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS OF SW SMITH MEMROAIL LIBRARY ROTARY TRUST IS PRESENTED A OF COPY OF THE RETURN FOR THEIR APPROVAL PRIO TO FILING FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsGrp/EOYAmt0172572
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0330
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09956
IRS990/TotalFunctionalExpensesGrp/TotalAmt010286
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0153904
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0172572
IRS990/TotalProgramServiceExpensesAmt010286
IRS990/TotalRevenueGrp/ExclusionAmt07662
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07662
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0153904
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0172572
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 41
IRS990/USAddress/CityNm0Port Allegany
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd016743
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0J MICHAEL BAYLINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08146429400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S W SMITH MEMORIAL LIBRARY ROTARY TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SWSM
ReturnHeader/Filer/EIN0251867640
ReturnHeader/Filer/PhoneNum08146429400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 41
ReturnHeader/Filer/USAddress/CityNm0PORT ALLEGANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016743
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161337001
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0487 N UNION ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OLEAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014760
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly Lent-Paul
ReturnHeader/ReturnTs02025-05-13T14:53:31Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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