Civic Intelligence

Johnstown Rotary Educational Foundation C/O Paul Carpenter

EIN 25-6050120 • 501(c)3 • Johnstown, PA

Profile

To guide, assist and direct students in furtherance of their education development, to solicit, collect and receive gifts, donations and bequests of money and property, and to invest and manage these assets; and to use the income and principal to aid and assist worthy students who might otherwise be unable to continue with their education by pecuniary grants or loans.

PO Box 42Johnstown, PA 15907

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

-0.8%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$96,226

Down $749 (-0.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$96,226

Down $749 (-0.8%) from 2018

Operations
Liabilities / Revenue61st percentileNet Margin74th percentile

Revenue

Up

$15,038

Up $2,984 (+25%) from 2018

Expenses

Up

$12,115

Up $3,365 (+38%) from 2018

Net Income

Down

$2,923

Down $381 (-12%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$100K$50K$0Assets 2015: $77,973Liabilities 2015: $0Net Assets 2015: $77,9732015Assets 2016: $74,228Liabilities 2016: $0Net Assets 2016: $74,2282016Assets 2017: $88,360Liabilities 2017: $0Net Assets 2017: $88,3602017Assets 2018: $96,975Liabilities 2018: $0Net Assets 2018: $96,9752018Assets 2019: $96,226Liabilities 2019: $0Net Assets 2019: $96,2262019

Highlighted filing

2019

Assets$96,226
Liabilities$0
Net Assets$96,226
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2015: $14,625Expenses 2015: $7,750Net Income 2015: $6,8752015Revenue 2016: $4,395Expenses 2016: $7,250Net Income 2016: -$2,8552016Revenue 2017: $11,957Expenses 2017: $7,750Net Income 2017: $4,2072017Revenue 2018: $12,054Expenses 2018: $8,750Net Income 2018: $3,3042018Revenue 2019: $15,038Expenses 2019: $12,115Net Income 2019: $2,9232019

Highlighted filing

2019

Revenue$15,038
Expenses$12,115
Net Income$2,923
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,226
Liabilities
$0
Net assets
$96,226
Revenue
$15,038
Expenses
$12,115
Net income
$2,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$96.2$0.00$96.2$15.0$12.1$2.92
2018Detailed filing. Detailed filing data is available for this year.$97.0$0.00$97.0$12.1$8.75$3.30
2017Detailed filing. Detailed filing data is available for this year.$88.4$0.00$88.4$12.0$7.75$4.21
2016Detailed filing. Detailed filing data is available for this year.$74.2$0.00$74.2$4.40$7.25$2.86
2015Detailed filing. Detailed filing data is available for this year.$78.0$0.00$78.0$14.6$7.75$6.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 7, 2020
Return Version
2018v3.1
Gross Receipts
$15,038
Mission and Program Overview

Mission

To guide, assist and direct students in furtherance of their education development, to solicit, collect and receive gifts, donations and bequests of money and property, and to invest and manage these assets; and to use the income and principal to aid and assist worthy students who might otherwise be unable to continue with their education by pecuniary grants or loans.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS GIVEN TO WORTHY STUDENTS TO ASSIST IN THE CONTINUANCE OF THEIR EDUCATIONS.$0$9,750
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN SEDLAKTreasurerPT$0--
FRANCIS PETRELLPresident-$0--
Filing and Contact Details

Filer

Filer Name
Johnstown Rotary Educational Foundation
EIN
25-6050120
Phone
8142540256
Address
PO BOX 42, JOHNSTOWN, PA 15907

Signing Officer

Name
Ivar Berge
Title
President
Phone
8142540256
Signed
2020-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Wessel & Company
Address
215 MAIN STREET, JOHNSTOWN, PA 15901
Preparer
Amy J Edmiston CPA
Phone
8145367864
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 3. Description: dividend income. Amount: 1,439. Description: capital gains. Amount: 6,655. Total included on form 990-ez, line 4: 8,097.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: scholarships. Amount: 9,750. Description: golf outing . Amount: 2,365. Total to form 990-ez, line 16: 12,115.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain/(loss) on investment. Amount: -3,672.”

Raw XML Appendix151 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FRANCIS PATRELL
IRS990EZ/BooksInCareOfDetail/PhoneNum08142448253
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 42
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOHNSTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015907
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096975
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt096226
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06941
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02923
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096975
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096226
IRS990EZ/GrossReceiptsAmt015038
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt08097
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096975
IRS990EZ/NetAssetsOrFundBalancesEOYAmt096226
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096975
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt096226
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RYAN SEDLAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRANCIS PETRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-3672
IRS990EZ/OtherExpensesTotalAmt012115
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO GUIDE, ASSIST AND DIRECT STUDENTS IN FURTHERANCE OF THEIR EDUCATION DEVELOPMENT, TO SOLICIT, COLLECT AND RECEIVE GIFTS, DONATIONS AND BEQUESTS OF MONEY AND PROPERTY, AND TO INVEST AND MANAGE THESE ASSETS; AND TO USE THE INCOME AND PRINCIPAL TO AID AND ASSIST WORTHY STUDENTS WHO MIGHT OTHERWISE BE UNABLE TO CONTINUE WITH THEIR EDUCATION BY PECUNIARY GRANTS OR LOANS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS GIVEN TO WORTHY STUDENTS TO ASSIST IN THE CONTINUANCE OF THEIR EDUCATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09750
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012115
IRS990EZ/TotalProgramServiceExpensesAmt09750
IRS990EZ/TotalRevenueAmt015038
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt029341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06604
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03895
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06125
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt028728
IRS990ScheduleA/InvestmentIncomePYPct00.44070
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50530
IRS990ScheduleA/PublicSupportPY170Pct00.51810
IRS990ScheduleA/PublicSupportPY509Pct00.55930
IRS990ScheduleA/PublicSupportTotal170Amt029341
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06941
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029341
IRS990ScheduleA/TotalSupportAmt058069
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,439. DESCRIPTION: CAPITAL GAINS. AMOUNT: 6,655. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 8,097.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIPS. AMOUNT: 9,750. DESCRIPTION: GOLF OUTING . AMOUNT: 2,365. TOTAL TO FORM 990-EZ, LINE 16: 12,115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN/(LOSS) ON INVESTMENT. AMOUNT: -3,672.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IVAR BERGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08142540256
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSTOWN ROTARY EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0256050120
ReturnHeader/Filer/PhoneNum08142540256
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 42
ReturnHeader/Filer/USAddress/CityNm0JOHNSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015907
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId041A93705C18EB943533E82A2F5171DE91CA1683A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05ACFE8EDC9C7C5E63B3BD33AA082172CF002241C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.255.46.85
ReturnHeader/FilingSecurityInformation/IPDt02020-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:37:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251390233
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESSEL & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOHNSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015901
ReturnHeader/PreparerPersonGrp/PhoneNum08145367864
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY J EDMISTON CPA
ReturnHeader/ReturnTs02020-05-12T08:28:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.