Civic Intelligence

Johnstown Rotary Educational Foundation

990EZ • Fiscal year 2015 • EIN 25-6050120

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization ProfileN/A
237 Johns Street Westview CenterJohnstown, PA 15907

(814) 533-5365

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

$77,973

No earlier filing loaded for comparison.

Net Assets

$77,973

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin91st percentile

Revenue

$14,625

No earlier filing loaded for comparison.

Expenses

$7,750

No earlier filing loaded for comparison.

Net Income

$6,875

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$77,973
Liabilities$0
Net Assets$77,973
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$14,625
Expenses$7,750
Net Income$6,875
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$14,625
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$7,750
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN SEDLAKPresidentPT$0--
JOHN COYLETreasurer-$0--
IVAR BERGESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Johnstown Rotary Educational Foundation
EIN
25-6050120
Phone
8145335365
Address
237 JOHNS STREET WESTVIEW CENTER, JOHNSTOWN, PA 15907

Signing Officer

Name
Ivar Berge
Title
President
Phone
8145335365
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Wessel & Company Cpas
Address
215 MAIN STREET, JOHNSTOWN, PA 15901
Preparer
Patti a Hudson
Phone
8145367864
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 2. Description: dividend income. Amount: 1,316. Description: capital gains. Amount: 4,807. Total included on form 990-ez, line 4: 6,125.”

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

“Description: scholarships. Amount: 7,750.”

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

“Description: unrealized gain/(loss) on investment. Amount: -1,616.”

Raw XML Appendix166 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/BusinessNameLine1Txt0PAUL CARPENTER
IRS990EZ/BooksInCareOfDetail/PhoneNum08145344445
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0237 JOHNS STREET WESTVIEW CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 1
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOHNSTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072714
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077973
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt06875
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IRS990EZ/GrossReceiptsAmt014625
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt06125
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072714
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077973
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072714
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077973
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RYAN SEDLAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN COYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IVAR BERGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-1616
IRS990EZ/OtherExpensesTotalAmt07750
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/ProgramServiceExpensesAmt07750
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/TotalExpensesAmt07750
IRS990EZ/TotalProgramServiceExpensesAmt07750
IRS990EZ/TotalRevenueAmt014625
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037462
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02623
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0874
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0743
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0619
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010984
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02623
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0874
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0743
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0619
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010984
IRS990ScheduleA/InvestmentIncomeCYPct00.22670
IRS990ScheduleA/InvestmentIncomePYPct00.22270
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77330
IRS990ScheduleA/PublicSupportPY509Pct00.77730
IRS990ScheduleA/PublicSupportTotal509Amt037462
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06000
IRS990ScheduleA/Total509Grp/TotalAmt037462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08574
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06619
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt048446
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: 2. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,316. DESCRIPTION: CAPITAL GAINS. AMOUNT: 4,807. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIPS. AMOUNT: 7,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN/(LOSS) ON INVESTMENT. AMOUNT: -1,616.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IVAR BERGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08145335365
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSTOWN ROTARY EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PAUL CARPENTER
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0256050120
ReturnHeader/Filer/PhoneNum08145335365
ReturnHeader/Filer/USAddress/AddressLine1Txt0237 JOHNS STREET WESTVIEW CENTER
ReturnHeader/Filer/USAddress/CityNm0JOHNSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015907
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251390233
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESSEL & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOHNSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015901
ReturnHeader/PreparerPersonGrp/PhoneNum08145367864
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATTI A HUDSON
ReturnHeader/ReturnTs02015-11-13T13:50:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,973
Liabilities
$0
Net assets
$77,973
Revenue
$14,625
Expenses
$7,750
Net income
$6,875
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