Civic Intelligence

Central Bucks Rotary Foundation Inc.

990EZ • Fiscal year 2018 • EIN 45-2149532

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

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

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

32nd percentile

-4.0%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

2.2%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

2.0%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$76,824

Up $1,652 (+2.2%) from 2017

Net Assets

Down

$71,254

Down $3,918 (-5.2%) from 2017

Liabilities

Up

$5,570

Up $5,570 from 2017

Revenue

Up

$85,362

Up $1,692 (+2.0%) from 2017

Expenses

Up

$88,794

Up $16,194 (+22%) from 2017

Net Income

Down

-$3,432

Down $14,502 (-131%) from 2017

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

2018

Assets$76,824
Liabilities$5,570
Net Assets$71,254

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

2018

Revenue$85,362
Expenses$88,794
Net Income-$3,432
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$85,362
Mission and Program Overview

Mission

Donations to charitable organizations

Program Services

DescriptionGrantsExpenses
THE CLUB'S 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.$62,873$79,320
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAKE TAYLORTreasurer-$0--
WILLIAM FLAXVice Preside-$0--
STEVEN MAZZOSecretary-$0--
WILLIAM ROXXMAN JRPresident-$0--
Filing and Contact Details

Filer

Filer Name
Central Bucks Rotary Foundation Inc
EIN
45-2149532
Phone
2678844134
Address
PO BOX 1628, DOYLESTOWN, PA 18901

Signing Officer

Name
Jake Taylor
Title
Treasurer
Phone
2678844134
Signed
2018-11-15

Preparer

Firm
Independence Tax Service LLC
Address
PO BOX 2044, DOYLESTOWN, PA 18901-0619
Preparer
Michael Surden
Phone
2153489511
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: operation home front address: 1355 central parkway s. San antonio, tx 78232 cash contribution: 7,000 name: travis manion foundation address: po box 1485 doylestown, pa 18901 cash contribution: 8,000 name: chief rickards cash contribution: 8,000 name: other charitable donations cash contribution: 39,873

Form 990-ez, Part I, Line 16

Expenses rentals 2,443 marketing 3,502 cc processing fees 820 food/drink 1,736 promotional items 7,250 supplies 696 petty cash expense 1,300 operations - other 6,174 raffle expense 2,000 total 25,921

Form 990-ez, Part I, Line 20

Unexplained difference in net assets -486

Form 990-ez, Part II, Line 24

Accounts receivable 2,425 0 undeposited funds 55 1,502 total 2,480 1,502

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 5,570

Form 990-ez, Part III, Line 28

The club's 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.

Raw XML Appendix148 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/PersonNm0JAKE TAYLOR
IRS990EZ/BooksInCareOfDetail/PhoneNum02678844134
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1628
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DOYLESTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072692
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075322
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt082450
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3432
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075172
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076824
IRS990EZ/FundraisingGrossIncomeAmt02912
IRS990EZ/GrantsAndSimilarAmountsPaidAmt062873
IRS990EZ/GrossReceiptsAmt085362
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075172
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071254
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075172
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071254
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAKE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM FLAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN MAZZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM ROXXMAN JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02480
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01502
IRS990EZ/OtherChangesInNetAssetsAmt0-486
IRS990EZ/OtherExpensesTotalAmt025921
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DONATIONS TO CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CLUB'S 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt062873
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt079320
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt02912
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05570
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088794
IRS990EZ/TotalProgramServiceExpensesAmt079320
IRS990EZ/TotalRevenueAmt085362
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt082450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt074923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt087853
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt055696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0348252
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0674
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0252
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0926
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02912
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99730
IRS990ScheduleA/PublicSupportPY170Pct00.99700
IRS990ScheduleA/PublicSupportTotal170Amt0348252
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt082450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt074923
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt087853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055696
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047330
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0348252
IRS990ScheduleA/TotalSupportAmt0349178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: OPERATION HOME FRONT ADDRESS: 1355 CENTRAL PARKWAY S. SAN ANTONIO, TX 78232 CASH CONTRIBUTION: 7,000 NAME: TRAVIS MANION FOUNDATION ADDRESS: PO BOX 1485 DOYLESTOWN, PA 18901 CASH CONTRIBUTION: 8,000 NAME: CHIEF RICKARDS CASH CONTRIBUTION: 8,000 NAME: OTHER CHARITABLE DONATIONS CASH CONTRIBUTION: 39,873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES RENTALS 2,443 MARKETING 3,502 CC PROCESSING FEES 820 FOOD/DRINK 1,736 PROMOTIONAL ITEMS 7,250 SUPPLIES 696 PETTY CASH EXPENSE 1,300 OPERATIONS - OTHER 6,174 RAFFLE EXPENSE 2,000 TOTAL 25,921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNEXPLAINED DIFFERENCE IN NET ASSETS -486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 2,425 0 UNDEPOSITED FUNDS 55 1,502 TOTAL 2,480 1,502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 5,570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CLUB'S 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAKE TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02678844134
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTRAL BUCKS ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0452149532
ReturnHeader/Filer/PhoneNum02678844134
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1628
ReturnHeader/Filer/USAddress/CityNm0DOYLESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018901
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A433BC931C1FBFED08118A93EAB9C17E4A5F0F82
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.167.223.150
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:11:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010826539
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INDEPENDENCE TAX SERVICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2044
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DOYLESTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0189010619
ReturnHeader/PreparerPersonGrp/PhoneNum02153489511
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL SURDEN
ReturnHeader/ReturnTs02018-11-15T12:11:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings