Civic Intelligence

Rotary International Lock Haven

990EZ • Fiscal year 2021 • EIN 25-6064407

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 11, 2021

Organization Profile
221 W Main StLock Haven, PA 17745

(570) 660-5272

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

74th percentile

20%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

36%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$40,850

Up $6,793 (+20%) from 2020

Net Assets

Up

$40,850

Up $6,793 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin85th percentile

Revenue

Up

$16,896

Up $4,482 (+36%) from 2020

Expenses

Down

$10,103

Down $519 (-4.9%) from 2020

Net Income

Up

$6,793

Up $5,001 (+279%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$60K$40K$20K$0Assets 2019: $33,460Liabilities 2019: $0Net Assets 2019: $33,4602019Assets 2020: $34,057Liabilities 2020: $0Net Assets 2020: $34,0572020Assets 2021: $40,850Liabilities 2021: $0Net Assets 2021: $40,8502021Assets 2022: $36,554Liabilities 2022: $0Net Assets 2022: $36,5542022Assets 2023: $49,542Liabilities 2023: $0Net Assets 2023: $49,5422023

Highlighted filing

2021

Assets$40,850
Liabilities$0
Net Assets$40,850
Open 2021 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2019: $9,738Expenses 2019: $13,980Net Income 2019: -$4,2422019Revenue 2020: $12,414Expenses 2020: $10,622Net Income 2020: $1,7922020Revenue 2021: $16,896Expenses 2021: $10,103Net Income 2021: $6,7932021Revenue 2022: $6,413Expenses 2022: $10,709Net Income 2022: -$4,2962022Revenue 2023: $22,432Expenses 2023: $9,444Net Income 2023: $12,9882023

Highlighted filing

2021

Revenue$16,896
Expenses$10,103
Net Income$6,793
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 11, 2021
Return Version
2020v4.1
Gross Receipts
$19,114
Mission and Program Overview

Mission

Goodwill and Peace

Program Services

DescriptionGrantsExpenses
Holds monthly meeting with business leaders in community to promote Goodwill in area--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brent JonesPresidentsecretaryPT$0--
Jacinth MaynardTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Lock Haven
EIN
25-6064407
Address
221 W Main St, Lock Haven, PA 17745

Signing Officer

Name
Brent Jones
Title
President
Phone
5706605272
Signed
2021-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Yvonne M Hughes CPA LLC
Address
24 Eyer Lane, Lock Haven, PA 17745
Preparer
Yvonne M Hughes CPA
Phone
5703679420
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDues paid to Rotary International 2,934Dues paid to District 915Community Awards 750Charitable Contributions 1,350Office Expense 209Meals and Entertainment 3,200Membership to CCEP 100RF Dinner Raffle Tickets 200TFR Contributions 220”

Description of other assets Part II line 24

“Category Beginning of Year End of YearMember Dues Receivable 9,559 9,294”

Raw XML Appendix107 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jacinth Maynard
IRS990EZ/BooksInCareOfDetail/PhoneNum05706605272
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0221 W Main St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lock Haven
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017745
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024498
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031556
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01211
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06793
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034057
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040850
IRS990EZ/FundraisingGrossIncomeAmt08895
IRS990EZ/GrossReceiptsAmt019114
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09005
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034057
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040850
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034057
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040850
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brent Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jacinth Maynard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PresidentSecretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09559
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09294
IRS990EZ/OtherExpensesTotalAmt09878
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Goodwill and Peace
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Holds monthly meeting with business leaders in community to promote Goodwill in area
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02218
IRS990EZ/SpecialEventsNetIncomeLossAmt06677
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010103
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016896
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDues paid to Rotary International 2,934Dues paid to District 915Community Awards 750Charitable Contributions 1,350Office Expense 209Meals and Entertainment 3,200Membership to CCEP 100RF Dinner Raffle Tickets 200TFR Contributions 220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearMember Dues Receivable 9,559 9,294
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brent Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05706605272
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Lock Haven
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0256064407
ReturnHeader/Filer/USAddress/AddressLine1Txt0221 W Main St
ReturnHeader/Filer/USAddress/CityNm0Lock Haven
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017745
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453789939
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Yvonne M Hughes CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 Eyer Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lock Haven
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017745
ReturnHeader/PreparerPersonGrp/PhoneNum05703679420
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Yvonne M Hughes CPA
ReturnHeader/ReturnTs02021-10-22T08:24:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brent
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jones
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,850
Liabilities
$0
Net assets
$40,850
Revenue
$16,896
Expenses
$10,103
Net income
$6,793
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$22.4$9.44$13.0
2022Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$6.41$10.7$4.30
2021Detailed filing. Detailed filing data is available for this year.$40.9$0.00$40.9$16.9$10.1$6.79
2020Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$12.4$10.6$1.79
2019Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$9.74$14.0$4.24