Civic Intelligence

Johnstown Rotary Educational Foundation

990EZ • Fiscal year 2016 • EIN 25-6050120

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

Organization ProfileN/A
400 Luray Avenue Suite 100Johnstown, PA 15904

(814) 525-5829

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-65%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.8%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$74,228

Down $3,745 (-4.8%) from 2015

Net Assets

Down

$74,228

Down $3,745 (-4.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$4,395

Down $10,230 (-70%) from 2015

Expenses

Down

$7,250

Down $500 (-6.5%) from 2015

Net Income

Down

-$2,855

Down $9,730 (-142%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

2016

Assets$74,228
Liabilities$0
Net Assets$74,228
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

2016

Revenue$4,395
Expenses$7,250
Net Income-$2,855
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$4,395
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$7,250
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN SEDLAKPresidentPT$0--
SCOTT YATESTreasurer-$0--
PATRICK PETRELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Johnstown Rotary Educational Foundation
EIN
25-6050120
Phone
8145255829
Address
400 LURAY AVENUE SUITE 100, JOHNSTOWN, PA 15904

Signing Officer

Name
Ivar Berge
Title
Treasurer
Phone
8145255829
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Wessel & Company Cpas
Address
215 MAIN STREET, JOHNSTOWN, PA 15901
Preparer
Barry R Gilchrist
Phone
8145367864
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 1. Description: dividend income. Amount: 1,049. Description: capital gains. Amount: 2,845. Total included on form 990-ez, line 4: 3,895.”

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

“Description: scholarships. Amount: 7,250.”

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

“Description: unrealized gain/(loss) on investment. Amount: -890.”

Raw XML Appendix158 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/PhoneNum08145255829
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 LURAY AVENUE SUITE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOHNSTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015904
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077973
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074228
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2855
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt074228
IRS990EZ/GrossReceiptsAmt04395
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03895
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077973
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074228
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074228
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RYAN SEDLAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT YATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICK PETRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-890
IRS990EZ/OtherExpensesTotalAmt07250
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/ProgramServiceExpensesAmt07250
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07250
IRS990EZ/TotalProgramServiceExpensesAmt07250
IRS990EZ/TotalRevenueAmt04395
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031962
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03895
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02623
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0874
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0743
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014260
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03895
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02623
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0874
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0743
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014260
IRS990ScheduleA/InvestmentIncomeCYPct00.30850
IRS990ScheduleA/InvestmentIncomePYPct00.22670
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69150
IRS990ScheduleA/PublicSupportPY509Pct00.77330
IRS990ScheduleA/PublicSupportTotal509Amt031962
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012662
IRS990ScheduleA/Total509Grp/TotalAmt031962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08574
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013405
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt046222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,049. DESCRIPTION: CAPITAL GAINS. AMOUNT: 2,845. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,895.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIPS. AMOUNT: 7,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN/(LOSS) ON INVESTMENT. AMOUNT: -890.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IVAR BERGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08145255829
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSTOWN ROTARY EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PAUL CARPENTER
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0256050120
ReturnHeader/Filer/PhoneNum08145255829
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 LURAY AVENUE SUITE 100
ReturnHeader/Filer/USAddress/CityNm0JOHNSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015904
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/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY R GILCHRIST
ReturnHeader/ReturnTs02017-05-15T09:09:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,228
Liabilities
$0
Net assets
$74,228
Revenue
$4,395
Expenses
$7,250
Net income
-$2,855
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