Civic Intelligence

Johnstown Rotary Educational Foundation

990EZ • Fiscal year 2019 • EIN 25-6050120

Jul 01, 2018 to Jun 30, 2019 • Filed on May 07, 2020

Organization ProfileN/A
PO Box 42Johnstown, PA 15907

(814) 254-0256

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$96,226

Down $749 (-0.8%) from 2018

Net Assets

Down

$96,226

Down $749 (-0.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin75th 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

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

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

Operations Trend

Revenue Growth76th 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

2019

Revenue$15,038
Expenses$12,115
Net Income$2,923
Open 2019 Filing
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 Pay77th 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOHNSTOWN
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IRS990EZ/OtherExpensesTotalAmt012115
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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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09750
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt015038
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt028728
IRS990ScheduleA/InvestmentIncomePYPct00.44070
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06941
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029341
IRS990ScheduleA/TotalSupportAmt058069
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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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.
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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/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.

Filings

Displayed 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