Civic Intelligence

Pemberton Rotary Foundation Inc.

990EZ • Fiscal year 2017 • EIN 46-1356225

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 26, 2017

Organization Profile
PO Box 333Pemberton, NJ 08068

(609) 760-0477

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.00x

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Net Margin

74th percentile

32%

Higher net margin than 74% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Asset Growth

66th percentile

7.1%

Faster asset growth than 66% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

108%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$213,702

Up $14,153 (+7.1%) from 2016

Net Assets

Up

$213,702

Up $14,153 (+7.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin74th percentile

Revenue

Up

$34,944

Up $18,163 (+108%) from 2016

Expenses

Up

$23,668

Up $8,718 (+58%) from 2016

Net Income

Up

$11,276

Up $9,445 (+516%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$300K$200K$100K$0Assets 2016: $199,549Liabilities 2016: $0Net Assets 2016: $199,5492016Assets 2017: $213,702Liabilities 2017: $0Net Assets 2017: $213,7022017Assets 2018: $212,147Liabilities 2018: $0Net Assets 2018: $212,1472018

Highlighted filing

2017

Assets$213,702
Liabilities$0
Net Assets$213,702
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2016: $16,781Expenses 2016: $14,950Net Income 2016: $1,8312016Revenue 2017: $34,944Expenses 2017: $23,668Net Income 2017: $11,2762017Revenue 2018: $11,791Expenses 2018: $15,955Net Income 2018: -$4,1642018

Highlighted filing

2017

Revenue$34,944
Expenses$23,668
Net Income$11,276
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 26, 2017
Return Version
2016v3.0
Gross Receipts
$54,438
Mission and Program Overview

Mission

Promote literacy in our communities. We grant scholarships to local graduating seniors from high school.

Program Services

DescriptionGrantsExpenses
Scholarship and Training for Local Police Personnel$0$13,890
Scholarships - Total of 6 people benefited$0$6,250
Dictionary Project for 3rd Graders in Local Schools$0$1,680
Thanksgiving Food Baskets for the needy$0$1,141
Donation to Deborah Heart Foundation and Service Award$0$150
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey WilsonTreasurer-$0--
Bobbie DownsPresident-$0--
Tom BauerVice-President-$0--
Arthur GilbertSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholarship Dinner$24,637$24,637$545$24,092
Benefit Dinner for Chiefs of Police$13,970$13,970$0$13,970
Total Events$38,607$38,607$19,493$19,114
Filing and Contact Details

Filer

Filer Name
Pemberton Rotary Foundation Inc
EIN
46-1356225
Phone
6097600477
Address
PO Box 333, Pemberton, NJ 08068

Signing Officer

Name
Jeffrey Wilson
Title
President
Phone
6097600477
Signed
2017-10-26
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 20

“Change in investment values.”

Raw XML Appendix210 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Jeffrey Wilson
IRS990EZ/BooksInCareOfDetail/PhoneNum06097600477
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 333
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pemberton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008068
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0199549
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0213702
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0180
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt011276
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0330
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0199549
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0213702
IRS990EZ/FundraisingGrossIncomeAmt038607
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt05080
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023111
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt054438
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010571
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0199549
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0213702
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0199549
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0213702
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeffrey Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bobbie Downs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Bauer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Arthur Gilbert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt02877
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Promote literacy in our communities. We grant scholarships to local graduating seniors from high school.
IRS990EZ/PrintingPublicationsPostageAmt0227
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Thanksgiving Food Baskets for the needy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Scholarships - Total of 6 people benefited
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Scholarship and Training for Local Police Personnel
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Dictionary Project for 3rd Graders in Local Schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Donation to Deborah Heart Foundation and Service Award
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt40
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01141
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213890
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31680
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt4150
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt019494
IRS990EZ/SpecialEventsNetIncomeLossAmt024193
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023668
IRS990EZ/TotalProgramServiceExpensesAmt023111
IRS990EZ/TotalRevenueAmt034944
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt043867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt038878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0138091
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010571
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt099
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06628
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0553
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017851
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88553
IRS990ScheduleA/PublicSupportPY170Pct00.92828
IRS990ScheduleA/PublicSupportTotal170Amt0138091
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt043867
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt038878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt031846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0138091
IRS990ScheduleA/TotalSupportAmt0155942
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt012000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt012000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019493
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Scholarship Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Benefit Dinner for Chiefs of Police
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06248
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06248
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038607
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019114
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0545
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0545
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Change in investment values.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey Wilson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06097600477
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEMBERTON ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PEMB
ReturnHeader/Filer/EIN0461356225
ReturnHeader/Filer/PhoneNum06097600477
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 333
ReturnHeader/Filer/USAddress/CityNm0Pemberton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008068
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.57.5.6
ReturnHeader/ReturnTs02017-10-26T10:45:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,702
Liabilities
$0
Net assets
$213,702
Revenue
$34,944
Expenses
$23,668
Net income
$11,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.12$0.16$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.35$0.24$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.17$0.15$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • NTEE T99 • <$500k nonprofits