Civic Intelligence

Stroudsburgs Rotary Foundation

990 • Fiscal year 2018 • EIN 45-4251544

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 20, 2019

PO Box 365Stroudsburg, PA 18360

(570) 872-7000

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

60th percentile

7.8%

Higher net margin than 60% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

63rd percentile

9.7%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Flat

$140,468

Flat from 2018

Net Assets

Flat

$140,468

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Flat

$30,677

Flat from 2018

Expenses

Flat

$28,292

Flat from 2018

Net Income

Flat

$2,385

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $97,232Liabilities 2013: $0Net Assets 2013: $97,2322013Assets 2014: $111,172Liabilities 2014: $0Net Assets 2014: $111,1722014Assets 2015: $109,193Liabilities 2015: $0Net Assets 2015: $109,1932015Assets 2016: $108,678Liabilities 2016: $0Net Assets 2016: $108,6782016Assets 2017: $127,995Liabilities 2017: $0Net Assets 2017: $127,9952017Assets 2018: $140,468Liabilities 2018: $0Net Assets 2018: $140,4682018Assets 2018: $140,468Liabilities 2018: $0Net Assets 2018: $140,4682018Assets 2019: $148,540Liabilities 2019: $0Net Assets 2019: $148,5402019Assets 2020: $197,184Liabilities 2020: $0Net Assets 2020: $197,1842020Assets 2021: $220,326Liabilities 2021: $0Net Assets 2021: $220,3262021Assets 2022: $186,812Net Assets 2022: $186,8122022Assets 2023: $202,368Net Assets 2023: $202,3682023Assets 2024: $223,856Net Assets 2024: $223,8562024Assets 2025: $253,010Net Assets 2025: $253,0102025

Highlighted filing

2018

Assets$140,468
Liabilities$0
Net Assets$140,468

Operations Trend

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

$100K$50K$0-$50KExpenses 2013: $50,7902013Revenue 2014: $35,886Expenses 2014: $28,710Net Income 2014: $7,1762014Revenue 2015: $43,435Expenses 2015: $40,859Net Income 2015: $2,5762015Revenue 2016: $31,340Expenses 2016: $26,650Net Income 2016: $4,6902016Revenue 2017: $39,482Expenses 2017: $27,629Net Income 2017: $11,8532017Revenue 2018: $30,677Expenses 2018: $28,292Net Income 2018: $2,3852018Revenue 2018: $30,677Expenses 2018: $28,292Net Income 2018: $2,3852018Revenue 2019: $28,397Expenses 2019: $18,323Net Income 2019: $10,0742019Revenue 2020: $32,041Expenses 2020: $21,254Net Income 2020: $10,7872020Revenue 2021: $54,291Expenses 2021: $40,329Net Income 2021: $13,9622021Revenue 2022: $22,260Expenses 2022: $55,774Net Income 2022: -$33,5142022Revenue 2023: $33,509Expenses 2023: $17,253Net Income 2023: $16,2562023Revenue 2024: $36,886Expenses 2024: $17,742Net Income 2024: $19,1442024Revenue 2025: $50,806Expenses 2025: $21,652Net Income 2025: $29,1542025

Highlighted filing

2018

Revenue$30,677
Expenses$28,292
Net Income$2,385
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 20, 2019
Return Version
2017v2.3
Gross Receipts
$46,920
Mission and Program Overview

Mission

The Foundation's purpose is to provide and foster humanitarian service projects in Monroe County, Pennsylvania and throughout the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$97,553$106,561▲ $9,008
Cash and Non-Interest-Bearing Accounts$30,442$33,907▲ $3,465
Total Assets$127,995$140,468▲ $12,473
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$127,995$140,468▲ $12,473
Total Net Assets Fund Balance$127,995$140,468▲ $12,473
Total Liabilities and Net Assets / Fund Balance$127,995$140,468▲ $12,473

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,657--
Compensation and Service Providers

Board Members and Trustees

NameTitle
James BeckerChairperson
Marlo MerhigeVice Chairperson
David SuperBoard Member
Donald PageBoard Member
Kirby UprightBoard Member
Amy LeiserSecretary
Rob B ThompsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,849
Program Service Revenue
$0
Investment Income
$2,287
Other Revenue
$7,541
All Other Contributions
$9,837
Change in Net Assets
$2,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,235
Other Expenses$9,057
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,585--$13,585
Grants to Domestic Individuals$5,650--$5,650
Office Expenses$4,577$1,002-$5,579
Fees for Services Accounting-$2,200-$2,200
Fees for Service Investment Mgmnt Fees-$1,278-$1,278
Total Functional Expenses$23,812$4,480$0$28,292
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,784
Fundraising Direct Expenses$16,243
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$23,150$15,621$7,988$7,633
Spaghetti Dinner$11,646$8,163-$8,163
Total Events$34,796$23,784$16,243$7,541
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The foundation's board of trustees and officers are elected from time to time by the board of directors of the rotary international stroudsburg rotary club.

Form 990, Part VI, Section A, Line 8B

Committees do not have authority to act on behalf of the governing body, they report back to the governing body.

Form 990, Part VI, Section B, Line 11B

The foundation's form 990 is reviewed by the board of trustees and officers before it is filed.

Form 990, Part VI, Section B, Line 12C

Any interested person must disclose conflicts of interest to trustees, officers, and committee members. The interested party may make a presentation at a governing board or committee meeting, but after the presentation, he/she shall leave the meeting during the discussion of and vote on the transaction or arrangement involving the possible conflict of interest. The trustees and officers will exercise due diligence in determining whether it is more advantageous to make transactions with interested or disinterested party.

Form 990, Part VI, Section C, Line 18

The foundation's form 1023 and forms 990 are available to the public upon request. The forms 990 are also available on the internet by a third party provider.

Form 990, Part VI, Section C, Line 19

The foundation's governing documents, conflict of interest policy, and financial records are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Stroudsburgs Rotary Foundation
EIN
45-4251544
Phone
5708727000
Address
PO BOX 365, STROUDSBURG, PA 18360

Signing Officer

Name
Rob B Thompson
Title
Treasurer
Phone
5708727000
Signed
2019-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob B Thompson
Formed
2011
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Riley and Company Inc
Address
PO BOX 1049, STROUDSBURG, PA 18360
Preparer
Scott a Miller CPA Cfe Cva
Phone
5704240667
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The foundation's board of directors assume responsibility for oversight of the compilation of its financial statements and selection of an independent accountant.

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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPAGHETTI DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03868
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04387
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034796
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015621
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023784
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07541
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07988
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07988
IRS990ScheduleI/GrantRecordsMaintainedInd01
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION KEEPS TRACK OF CONTRIBUTIONS AND SCHOLARSHIPS IN ITS ACCOUNTING SOFTWARE RECORDS. THERE ARE NO RESTRICTIONS ON THE USE OF FUNDS. ORGANIZATIONS AND INDIVIDUALS RECEIVING THE FUNDS DO NOT HAVE TO REPORT BACK TO THE FOUNDATION. THE FOUNDATION IS NORMALLY FAMILIAR WITH OR WILL RESEARCH THE ORGANIZATIONS BEFORE IT MAKES A CONTRIBUTION. WHEN THE FOUNDATION SELECTS AN ORGANIZATON TO MAKE A CONTRIBUTION TO, IT CONSIDERS THE ORGANIZATION'S MISSION AND IMPACT ITS SERVICES HAVE IN FOSTERING HUMANITARIAN SERVICE PROJECTS. THE FOUNDATION MADE CONTRIBUTIONS TO 13 ORGANIZATONS DURING THE PERIOD BEGINNING JULY 1, 2017 THROUGH JUNE 30, 2018. NONE OF THE CONTRIBUTION EXCEEDED $5,000. SCHOLARSHIPS FOSTER SECONDARY EDUCATION FOR STUDENTS ATTENDING EAST STROUDSBURG UNIVERSITY AND HIGH SCHOOL SENIORS WHO PLAN TO PERSUE A SECONDARY EDUCATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S BOARD OF TRUSTEES AND OFFICERS ARE ELECTED FROM TIME TO TIME BY THE BOARD OF DIRECTORS OF THE ROTARY INTERNATIONAL STROUDSBURG ROTARY CLUB.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMITTEES DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY, THEY REPORT BACK TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES AND OFFICERS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY INTERESTED PERSON MUST DISCLOSE CONFLICTS OF INTEREST TO TRUSTEES, OFFICERS, AND COMMITTEE MEMBERS. THE INTERESTED PARTY MAY MAKE A PRESENTATION AT A GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE TRUSTEES AND OFFICERS WILL EXERCISE DUE DILIGENCE IN DETERMINING WHETHER IT IS MORE ADVANTAGEOUS TO MAKE TRANSACTIONS WITH INTERESTED OR DISINTERESTED PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION'S FORM 1023 AND FORMS 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORMS 990 ARE ALSO AVAILABLE ON THE INTERNET BY A THIRD PARTY PROVIDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL RECORDS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FOUNDATION'S BOARD OF DIRECTORS ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ROTARY
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0140468
IRS990/TotalAssetsGrp/BOYAmt0127995
IRS990/TotalAssetsGrp/EOYAmt0140468
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt020849
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04480
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023812
IRS990/TotalFunctionalExpensesGrp/TotalAmt028292
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0127995
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0140468
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt023812
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09828
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030677
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0127995
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0140468
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0127995
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0140468
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 365
IRS990/USAddress/CityNm0STROUDSBURG
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018360
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROB B THOMPSON
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-20
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.53$2.53$0.51$0.22$0.29
2024Detailed filing. Detailed filing data is available for this year.$2.24$2.24$0.37$0.18$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.34$0.17$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.87$1.87$0.22$0.56$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.54$0.40$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.32$0.21$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.28$0.18$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.31$0.28$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.31$0.28$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.39$0.28$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.31$0.27$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.43$0.41$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.36$0.29$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.51