Civic Intelligence

Lockport New York Rotary Foundation

EIN 45-2556261 • 501(c)3 • Williamsville, NY

Profile

The organization will conduct fund-raising events for the benefit of local charities and make gifts to charities and charitable purposes.

4455 Transit Road Ste 2AWilliamsville, NY 14221

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

64th percentile

26%

Higher net margin than 64% of similar nonprofits.

NTEE T31 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

NTEE T31 • <$500k nonprofits • Source year 2025

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

NTEE T31 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

NTEE T31 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$68,120

Up $8,321 (+14%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$68,120

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Up

$31,472

Up $4,304 (+16%) from 2024

Expenses

Down

$23,151

Down $1,881 (-7.5%) from 2024

Net Income

Up

$8,321

Up $6,185 (+290%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2012: $32,395Net Assets 2012: $32,3952012Assets 2013: $67,008Net Assets 2013: $67,0082013Assets 2014: $77,094Net Assets 2014: $77,0942014Assets 2015: $78,086Net Assets 2015: $78,0862015Assets 2016: $77,924Net Assets 2016: $77,9242016Assets 2017: $69,842Net Assets 2017: $69,8422017Assets 2018: $77,996Net Assets 2018: $77,9962018Assets 2019: $82,217Net Assets 2019: $82,2172019Assets 2020: $46,573Liabilities 2020: $02020Assets 2021: $41,370Net Assets 2021: $41,3702021Assets 2022: $43,230Net Assets 2022: $43,2302022Assets 2023: $57,663Net Assets 2023: $57,6632023Assets 2024: $59,799Liabilities 2024: $02024Assets 2025: $68,120Net Assets 2025: $68,1202025

Highlighted filing

2025

Assets$68,120
Liabilities-
Net Assets$68,120
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50KRevenue 2012: $32,420Expenses 2012: $25Net Income 2012: $32,3952012Revenue 2013: $48,210Expenses 2013: $13,597Net Income 2013: $34,6132013Revenue 2014: $20,161Expenses 2014: $10,075Net Income 2014: $10,0862014Revenue 2015: $19,465Expenses 2015: $18,474Net Income 2015: $9912015Revenue 2016: $19,188Expenses 2016: $19,350Net Income 2016: -$1622016Revenue 2017: $18,921Expenses 2017: $27,002Net Income 2017: -$8,0812017Revenue 2018: $35,956Expenses 2018: $27,802Net Income 2018: $8,1542018Revenue 2019: $29,771Expenses 2019: $25,550Net Income 2019: $4,2212019Revenue 2020: -$10,002Expenses 2020: $25,642Net Income 2020: -$35,6442020Revenue 2021: $19,299Expenses 2021: $24,502Net Income 2021: -$5,2032021Revenue 2022: $33,775Expenses 2022: $31,915Net Income 2022: $1,8602022Revenue 2023: $34,988Expenses 2023: $20,555Net Income 2023: $14,4332023Revenue 2024: $27,168Expenses 2024: $25,032Net Income 2024: $2,1362024Revenue 2025: $31,472Expenses 2025: $23,151Net Income 2025: $8,3212025

Highlighted filing

2025

Revenue$31,472
Expenses$23,151
Net Income$8,321
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,120
Liabilities
-
Net assets
$68,120
Revenue
$31,472
Expenses
$23,151
Net income
$8,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$68.1$68.1$31.5$23.2$8.32
2024Summary only. Only limited summary data is available for this year.$59.8$0.00$27.2$25.0$2.14
2023Detailed filing. Detailed filing data is available for this year.$57.7$57.7$35.0$20.6$14.4
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.2$43.2$33.8$31.9$1.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.4$41.4$19.3$24.5$5.20
2020Summary only. Only limited summary data is available for this year.$46.6$0.00$10.0$25.6$35.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.2$82.2$29.8$25.6$4.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.0$78.0$36.0$27.8$8.15
2017Detailed filing. Detailed filing data is available for this year.$69.8$69.8$18.9$27.0$8.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.9$77.9$19.2$19.4$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.1$78.1$19.5$18.5$0.99
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.1$77.1$20.2$10.1$10.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.0$67.0$48.2$13.6$34.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$32.4$32.4$0.03$32.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$82,238
Mission and Program Overview

Mission

The organization will conduct fund-raising events for the benefit of local charities and make gifts to charities and charitable purposes.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION WILL CONDUCT FUND-RAISING EVENTS FOR THE BENEFIT OF LOCAL CHARITIES AND MAKE GIFTS TO CHARITIES AND CHARITABLE PURPOSES.-$23,151
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT SHAWPresident-$0--
JAY DRYTreasurer-$0--
TRACY FARRELLDirector-$0--
AARON CARLSONDirector-$0--
VINCE DAVISDirector-$0--
DAVID GREENFIELDDirector-$0--
SHELLEY UNOCICDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$76,623$76,623$50,766$25,857
Total Events$76,623$76,623$50,766$25,857
Filing and Contact Details

Filer

Filer Name
Lockport New York Rotary Foundation
EIN
45-2556261
Phone
7166347253
Address
4455 TRANSIT ROAD STE 2A, WILLIAMSVILLE, NY 14221

Signing Officer

Name
Jay Dry
Title
Treasurer
Phone
7166347253
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Wittlin Dry & Dry Llp
Address
4455 TRANSIT RD STE 2A, WILLIAMSVILLE, NY 14221-5985
Preparer
Jay S Dry CPA
Phone
7166347253
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses filing fees 50 community service 22,715 bank charges 386 total 23,151”

Form 990-ez, Part III

“The organization will conduct fund-raising events for the benefit of local charities and make gifts to charities and charitable purposes.”

Raw XML Appendix146 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JAY DRY
IRS990EZ/BooksInCareOfDetail/PhoneNum07166347253
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04455 TRANSIT RD STE 2A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILLIAMSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014221
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059799
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068120
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05615
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08321
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059799
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068120
IRS990EZ/FundraisingGrossIncomeAmt076623
IRS990EZ/GrossReceiptsAmt082238
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059799
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068120
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059799
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAY DRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY FARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AARON CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VINCE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID GREENFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHELLEY UNOCIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023151
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION WILL CONDUCT FUND-RAISING EVENTS FOR THE BENEFIT OF LOCAL CHARITIES AND MAKE GIFTS TO CHARITIES AND CHARITABLE PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION WILL CONDUCT FUND-RAISING EVENTS FOR THE BENEFIT OF LOCAL CHARITIES AND MAKE GIFTS TO CHARITIES AND CHARITABLE PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023151
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050766
IRS990EZ/SpecialEventsNetIncomeLossAmt025857
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023151
IRS990EZ/TotalProgramServiceExpensesAmt023151
IRS990EZ/TotalRevenueAmt031472
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015985
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0244181
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt015985
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05615
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01007
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05616
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03747
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015985
IRS990ScheduleA/TotalSupportAmt015985
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050766
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt076623
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076623
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt076623
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076623
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025857
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt050766
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt050766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FILING FEES 50 COMMUNITY SERVICE 22,715 BANK CHARGES 386 TOTAL 23,151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL CONDUCT FUND-RAISING EVENTS FOR THE BENEFIT OF LOCAL CHARITIES AND MAKE GIFTS TO CHARITIES AND CHARITABLE PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY DRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07166347253
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCKPORT NEW YORK ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0452556261
ReturnHeader/Filer/PhoneNum07166347253
ReturnHeader/Filer/USAddress/AddressLine1Txt04455 TRANSIT ROAD STE 2A
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014221
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161594374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITTLIN DRY & DRY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04455 TRANSIT RD STE 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0142215985
ReturnHeader/PreparerPersonGrp/PhoneNum07166347253
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY S DRY CPA
ReturnHeader/ReturnTs02025-11-12T10:16:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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