Civic Intelligence

Johnstown Rotary Educational Foundation

990EZ • Fiscal year 2017 • EIN 25-6050120

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 09, 2018

Organization ProfileN/A
PO Box 42Johnstown, PA 15907

(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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

172%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$88,360

Up $14,132 (+19%) from 2016

Net Assets

Up

$88,360

Up $14,132 (+19%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin86th percentile

Revenue

Up

$11,957

Up $7,562 (+172%) from 2016

Expenses

Up

$7,750

Up $500 (+6.9%) from 2016

Net Income

Up

$4,207

Up $7,062 (+247%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2017

Assets$88,360
Liabilities$0
Net Assets$88,360
Open 2017 Filing

Operations Trend

Revenue Growth96th 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

2017

Revenue$11,957
Expenses$7,750
Net Income$4,207
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 9, 2018
Return Version
2016v3.0
Gross Receipts
$11,957
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 Pay76th percentile

Employees

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

Filer

Filer Name
Johnstown Rotary Educational Foundation
EIN
25-6050120
Phone
8145255829
Address
PO BOX 42, JOHNSTOWN, PA 15907

Signing Officer

Name
G Scott Yates
Title
Treasurer
Phone
8145255829
Signed
2018-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Wessel & Company Cpas
Address
215 MAIN STREET, JOHNSTOWN, PA 15901
Preparer
Lisa a Lecorchick
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: 1,250. Description: capital gains. Amount: 2,756. Total included on form 990-ez, line 4: 4,007.”

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: 9,925.”

Raw XML Appendix172 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.

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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherExpensesTotalAmt07750
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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
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04007
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017524
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04007
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0874
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017524
IRS990ScheduleA/InvestmentIncomeCYPct00.39140
IRS990ScheduleA/InvestmentIncomePYPct00.30850
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.60860
IRS990ScheduleA/PublicSupportPY509Pct00.69150
IRS990ScheduleA/PublicSupportTotal509Amt027250
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,250. DESCRIPTION: CAPITAL GAINS. AMOUNT: 2,756. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,007.
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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.
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ReturnHeader/FilingSecurityInformation/IPTm010:18:20
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOHNSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015901
ReturnHeader/PreparerPersonGrp/PhoneNum08145367864
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A LECORCHICK
ReturnHeader/ReturnTs02018-02-13T07:59:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,360
Liabilities
$0
Net assets
$88,360
Revenue
$11,957
Expenses
$7,750
Net income
$4,207
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