Civic Intelligence

Central Bucks Rotary Foundation Inc.

990EZ • Fiscal year 2017 • EIN 45-2149532

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

PO Box 1628Doylestown, PA 18901

(267) 884-4134

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

68th percentile

13%

Higher net margin than 68% 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

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

39th percentile

-6.0%

Faster revenue growth than 39% of similar nonprofits.

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

Assets

Up

$75,172

Up $10,820 (+17%) from 2016

Net Assets

Up

$75,172

Up $10,820 (+17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$83,670

Down $5,350 (-6.0%) from 2016

Expenses

Down

$72,600

Down $3,807 (-5.0%) from 2016

Net Income

Down

$11,070

Down $1,543 (-12%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $14,569Liabilities 2012: $4,9262012Assets 2013: $15,981Liabilities 2013: $02013Assets 2014: $50,999Liabilities 2014: $2002014Assets 2015: $51,739Liabilities 2015: $02015Assets 2016: $64,352Liabilities 2016: $0Net Assets 2016: $64,3522016Assets 2017: $75,172Liabilities 2017: $0Net Assets 2017: $75,1722017Assets 2018: $76,824Liabilities 2018: $5,570Net Assets 2018: $71,2542018Assets 2019: $69,993Net Assets 2019: $69,9932019Assets 2020: $32,130Net Assets 2020: $32,1302020Assets 2021: $34,789Liabilities 2021: $0Net Assets 2021: $34,7892021Assets 2022: $34,881Liabilities 2022: $0Net Assets 2022: $34,8812022

Highlighted filing

2017

Assets$75,172
Liabilities$0
Net Assets$75,172

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $50,600Expenses 2012: $40,957Net Income 2012: $9,6432012Revenue 2013: $52,253Expenses 2013: $45,915Net Income 2013: $6,3382013Revenue 2014: $52,280Expenses 2014: $17,462Net Income 2014: $34,8182014Revenue 2015: $57,996Expenses 2015: $55,976Net Income 2015: $2,0202015Revenue 2016: $89,020Expenses 2016: $76,407Net Income 2016: $12,6132016Revenue 2017: $83,670Expenses 2017: $72,600Net Income 2017: $11,0702017Revenue 2018: $85,362Expenses 2018: $88,794Net Income 2018: -$3,4322018Revenue 2019: $76,945Expenses 2019: $73,181Net Income 2019: $3,7642019Revenue 2020: $19,381Expenses 2020: $56,885Net Income 2020: -$37,5042020Revenue 2021: $7,209Expenses 2021: $4,550Net Income 2021: $2,6592021Revenue 2022: $11,232Expenses 2022: $11,140Net Income 2022: $922022

Highlighted filing

2017

Revenue$83,670
Expenses$72,600
Net Income$11,070
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$83,670
Mission and Program Overview

Mission

Donations to charitable organizations

Program Services

DescriptionGrantsExpenses
THE CLUBS FUNDRAISING ACTIVITIES ARE DESIGNED TO ATTRACT CHARITABLE CONTRIBUTIONS FROM THE GENERAL PUBLIC AND SPONSORS OF CHARITABLE FUNDRAISING EVENTS--
THE NET INCOME FROM ALL EVENTS IS DONATED FOR CHARITABLE PURPOSES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAKE TAYLORTreasurer-$0--
WILLIAM FLAXVice President-$0--
STEVEN MAZZOSecretary-$0--
WILLIAM ROSSMAN JRPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pub Walk$5,395$5,395-$5,395
Superbowl$2,678$2,678-$2,678
Total Events$8,073$8,073-$8,073
Filing and Contact Details

Filer

Filer Name
Central Bucks Rotary Foundation Inc
EIN
45-2149532
Address
PO BOX 1628, DOYLESTOWN, PA 18901

Signing Officer

Name
Jake Taylor
Title
Treasurer
Phone
2678844134
Signed
2017-11-15
Discuss with paid preparer
No

Preparer

Firm
Independence Tax Service LLC
Address
99 Lantern Dr Suite 301, Doylestown, PA 18901
Preparer
Michael Surden EA
Phone
2153489511
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountride for the heros indv registratio 35,335adminraffle ticket sales 920admin contribution 843

List of grants and similar amounts paid Part I line 10

Activity various charitable organizations grantee general contributions street various locations city, state, zip doylestown, pa 18901relationship donatee amount 29,014activity ride for the heros grantee operation home front street po box 2102 city, state, zip doylestown, pa 18901-0640relationship donatee amount 9,000activity ride for the heroes grantee travis manion foundation street po box 1485 city, state, zip doylestown, pa 18901relationship donatee amount 11,000

Description of other expenses Part I line 16

Description amountcc processing fees 575paypal processing fees 316promotional items 5,030marketing 6,447operation expenses other 1,166supplies 4,250food 5,149rentals 593books, subscriptions, reference 16bank fees 44

Other changes in net assets or fund balances Part I line 20

Description amountnet unrestricted assets (250)net unrestricted assets -250

Description of other assets Part II line 24

Category beginning of year end of yearaccounts receivable 250 2,425undeposited funds 2,886 55

Raw XML Appendix164 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/BooksInCareOfDetail/USAddress/CityNm0DOYLESTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061216
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM ROSSMAN JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03136
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02480
IRS990EZ/OtherChangesInNetAssetsAmt0-250
IRS990EZ/OtherExpensesTotalAmt023586
IRS990EZ/OtherRevenueTotalAmt037098
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE NET INCOME FROM ALL EVENTS IS DONATED FOR CHARITABLE PURPOSES
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt08073
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072600
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99700
IRS990ScheduleA/PublicSupportPY170Pct00.99910
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt074923
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PUB WALK
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SUPERBOWL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05395
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05395
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08073
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTRIDE FOR THE HEROS INDV REGISTRATIO 35,335ADMINRAFFLE TICKET SALES 920ADMIN CONTRIBUTION 843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY VARIOUS CHARITABLE ORGANIZATIONS GRANTEE GENERAL CONTRIBUTIONS STREET VARIOUS LOCATIONS CITY, STATE, ZIP DOYLESTOWN, PA 18901RELATIONSHIP DONATEE AMOUNT 29,014ACTIVITY RIDE FOR THE HEROS GRANTEE OPERATION HOME FRONT STREET PO BOX 2102 CITY, STATE, ZIP DOYLESTOWN, PA 18901-0640RELATIONSHIP DONATEE AMOUNT 9,000ACTIVITY RIDE FOR THE HEROES GRANTEE TRAVIS MANION FOUNDATION STREET PO BOX 1485 CITY, STATE, ZIP DOYLESTOWN, PA 18901RELATIONSHIP DONATEE AMOUNT 11,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTCC PROCESSING FEES 575PAYPAL PROCESSING FEES 316PROMOTIONAL ITEMS 5,030MARKETING 6,447OPERATION EXPENSES OTHER 1,166SUPPLIES 4,250FOOD 5,149RENTALS 593BOOKS, SUBSCRIPTIONS, REFERENCE 16BANK FEES 44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTNET UNRESTRICTED ASSETS (250)NET UNRESTRICTED ASSETS -250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 250 2,425UNDEPOSITED FUNDS 2,886 55
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of other assets Part II line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAKE TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02678844134
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTRAL BUCKS ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0452149532
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1628
ReturnHeader/Filer/USAddress/CityNm0DOYLESTOWN
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ReturnHeader/FilingSecurityInformation/IPTm011:33:25
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 Lantern Dr Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Doylestown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018901
ReturnHeader/PreparerPersonGrp/PhoneNum02153489511
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Surden EA
ReturnHeader/ReturnTs02017-11-15T11:29:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings