Civic Intelligence

Rotary International

990EZ • Fiscal year 2012 • EIN 51-0149392

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 30, 2013

Organization ProfileWWW.MILLBROOKROTARY.COM
PO Box 44912545-0449
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.

2012 filings • 501(c)4 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

58th percentile

0.00x

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

2012 filings • 501(c)4 • <$500k nonprofits • Source year 2012

Net Margin

23rd percentile

-9.2%

Higher net margin than 23% of similar nonprofits.

2012 filings • 501(c)4 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

29th percentile

-6.3%

Faster asset growth than 29% of similar nonprofits.

2012 filings • 501(c)4 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

2012 filings • 501(c)4 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$39,204

Down $2,629 (-6.3%) from 2011

Net Assets

Down

$39,204

Down $2,629 (-6.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin23rd percentile

Revenue

Down

$28,709

Down $14,401 (-33%) from 2011

Expenses

Down

$31,338

Down $14,273 (-31%) from 2011

Net Income

Down

-$2,629

Down $128 (-5.1%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$80K$60K$40K$20K$0Assets 2010: $44,334Liabilities 2010: $0Net Assets 2010: $44,3342010Assets 2011: $41,833Liabilities 2011: $0Net Assets 2011: $41,8332011Assets 2012: $39,204Liabilities 2012: $0Net Assets 2012: $39,2042012Assets 2013: $31,811Liabilities 2013: $0Net Assets 2013: $31,8112013Assets 2014: $33,349Liabilities 2014: $02014Assets 2015: $30,760Liabilities 2015: $0Net Assets 2015: $30,7602015Assets 2016: $36,142Liabilities 2016: $0Net Assets 2016: $36,1422016Assets 2017: $38,428Net Assets 2017: $38,4282017Assets 2018: $49,076Net Assets 2018: $49,0762018Assets 2019: $54,906Net Assets 2019: $54,9062019Assets 2020: $61,278Liabilities 2020: $0Net Assets 2020: $61,2782020Assets 2021: $67,591Liabilities 2021: $0Net Assets 2021: $67,5912021Assets 2022: $69,703Liabilities 2022: $0Net Assets 2022: $69,7032022Assets 2023: $69,302Liabilities 2023: $02023

Highlighted filing

2012

Assets$39,204
Liabilities$0
Net Assets$39,204
Open 2012 Filing

Operations Trend

Revenue Growth10th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $48,317Expenses 2010: $46,795Net Income 2010: $1,5222010Revenue 2011: $43,110Expenses 2011: $45,611Net Income 2011: -$2,5012011Revenue 2012: $28,709Expenses 2012: $31,338Net Income 2012: -$2,6292012Revenue 2013: $47,501Expenses 2013: $54,894Net Income 2013: -$7,3932013Revenue 2014: $48,129Expenses 2014: $46,591Net Income 2014: $1,5382014Revenue 2015: $46,290Expenses 2015: $48,879Net Income 2015: -$2,5892015Revenue 2016: $49,771Expenses 2016: $44,389Net Income 2016: $5,3822016Revenue 2017: $52,257Expenses 2017: $49,971Net Income 2017: $2,2862017Revenue 2018: $55,097Expenses 2018: $44,449Net Income 2018: $10,6482018Revenue 2019: $60,569Expenses 2019: $54,739Net Income 2019: $5,8302019Revenue 2020: $37,837Expenses 2020: $31,465Net Income 2020: $6,3722020Revenue 2021: $44,438Expenses 2021: $38,125Net Income 2021: $6,3132021Revenue 2022: $51,459Expenses 2022: $49,347Net Income 2022: $2,1122022Revenue 2023: $48,819Expenses 2023: $49,220Net Income 2023: -$4012023

Highlighted filing

2012

Revenue$28,709
Expenses$31,338
Net Income-$2,629
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 30, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

CHARITABLE ACTIVITIES

Filing and Contact Details

Filer

EIN
51-0149392
Raw XML Appendix139 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
CompensationExplanation/Compensation/Explanation0volunteer
CompensationExplanation/Compensation/PersonName0Heather Malcom
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/BenefitsPaidToOrForMembers04237
IRS990EZ/CashSavingsAndInvestments/BOY041833
IRS990EZ/CashSavingsAndInvestments/EOY039204
IRS990EZ/ContributionsGiftsGrantsEtc08248
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-2629
IRS990EZ/FiledScheduleA0false
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome035008
IRS990EZ/GrantsAndSimilarAmountsPaid020646
IRS990EZ/GrossReceipts045634
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InvestmentIncome051
IRS990EZ/LandAndBuildings/BOY00
IRS990EZ/LandAndBuildings/EOY00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues01976
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY041833
IRS990EZ/NetAssetsOrFundBalancesBOY041833
IRS990EZ/NetAssetsOrFundBalances/EOY039204
IRS990EZ/NetAssetsOrFundBalancesEOY039204
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition110.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Heather Malcom
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Molly Olson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2John Genn
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Treasurer
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherExpensesTotal04275
IRS990EZ/OtherRevenueTotal0351
IRS990EZ/PrimaryExemptPurpose0charitable activities
IRS990EZ/PrintingPublicationsPostage02180
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0We provide college scholarships to Millbrook High School graduates 5500 Rotary Youth Leadership Academy 900donate books to students 1691 donate school supplies 2768
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1We manage and fund international HS student exchange programs from Taiwan this year 1614
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2We provide labor and management for New Year&#x39s Eve Millbrook a community arts celebration road side clean up and fund food pantries clean water and vaccination programs
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations021846
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses016925
IRS990EZ/SpecialEventsNetIncomeLoss018083
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10Bank of Millbrook
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Millbrook
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NY
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode012545
IRS990EZ/TheBooksAreInCareOf/NamePerson0John Genn
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08456774266
IRS990EZ/TotalAssets/BOY041833
IRS990EZ/TotalAssets/EOY039204
IRS990EZ/TotalExpenses031338
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue028709
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0wwwmillbrookrotaryorg
IRS990ScheduleG/AgreementRefFundraising0false
IRS990ScheduleG/EmailSolicitations0X
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents016925
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1035008
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal035008
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1035008
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents035008
IRS990ScheduleG/EventsInformation/NameOfEvent10Directory
IRS990ScheduleG/EventsInformation/NetIncomeSummary018083
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1016925
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents016925
IRS990ScheduleG/InPersonSolicitations0X
IRS990ScheduleG/LicensedStates0NY
IRS990ScheduleG/MailSolicitations0X
IRS990ScheduleG/PhoneSolicitations0X
IRS990ScheduleO/GeneralExplanation/Explanation0Description Amount checks voided 268 pin sales 83
IRS990ScheduleO/GeneralExplanation/Explanation1Activity scholarships Grantee students MCSD Street PO Box AB City, State, Zip Millbrook NY 12545 Relationship none Amount 5,500 Activity school supplies donated Grantee Millbrook and Webutuck CSD City, State, Zip Millbrook NY 12545 Relationship none Amount 1,568 Activity solar hearing aids factories Grantee Pleasant Valley Rotary City, State, Zip Pleasant Valley NY 12569 Relationship none Amount 500 Activity disaster relief tents and supplies Grantee Shelter Box USA Street 8374 Market St, Suite 203 City, State, Zip Lakewood Ranch FL 34202 Relationship none Amount 1,000 Activity misc other donations City, State, Zip Millbrook NY 12545 Relationship none Amount 1,350 Activity support disabled children9s home Grantee Cardinal Hayes Home Street 60 St. Joseph9s Drive City, State, Zip Millbrook NY 12545 Relationship none Amount 500 Activity child health & Education support Grantee Children International Street PO Box 219357 City, State, Zip Kansas City MO 64121 Relationship none Amount 400 Activity Exchange Student Program net cost Grantee Cheng-Jia Tsai from Taiwan Street c/o Rotary, PO Box 261 City, State, Zip Millbrook NY 12545 Relationship none Amount 1,614 Activity Books to 8th graders Grantee Millbrook CSD,Dutchess Day,UptonLak Street PO Box AB Alden Place City, State, Zip Millbrook NY 12545 Relationship none Amount 1,178 Activity Dictionaries to 4rd graders Grantee 5 local schools incl Millbrook Elem Street PO Box AB Alden Place City, State, Zip Millbrook NY 12545 Relationship none Amount 513 Activity cash to food pantries Grantee Lyall Fed Mem Church & Grace Church Street Maple Ave City, State, Zip Millbrook NY 12545 Relationship none Amount 1,668 Grantee Rotary International Street 14280 Collection Center City, State, Zip Chicago IL 60693 Relationship affiliate Activity Millbrook HS Drama Club Grantee Millbrook CSD Street Alden Place City, State, Zip Millbrook NY 12545 Relationship none Amount 50 Activity community spelling bee for literacy Grantee Literacy Connections Street 29 No Hamilton St SUITE 311 City, State, Zip Poughkeepsie NY 12601 Relationship none Amount 300 Activity Sisters Under Sail Notre Dame Un Grantee Sarah Powers Street Millbrook City, State, Zip Millbrook NY 12545 Relationship none Amount 225 Activity local concerts Grantee Millbrook Arts Group Street PO Box 944 Front Street City, State, Zip Millbrook NY 12545 Relationship none Amount 500 Activity Radio Rotary donation Grantee Radio Rotary, Rotary District 7210 Street Martin Nowak, 386 Ingrassia Rd City, State, Zip Middletown NY 10940 Relationship affiliate Amount 300 Activity RYLA leadership train MCSD students Grantee Rotary District 7210 Street Martin Nowak, 386 Ingrassia Rd City, State, Zip Middletown NY 10940 Relationship affiliate Amount 900 Activity Hurrican Sandy NYS relief Grantee Rotary District 7210 Street Martin Nowak, 386 Ingrassia Rd City, State, Zip Middletown NY 10940 Relationship affiliate Amount 1,000 Activity matching grant for projects Grantee Rotary Foundation Street One Rotary Center 1560 Sherman Ave City, State, Zip Evanston IL XXX-XX-XXXX Relationship affiliate Amount 775 Activity clean water project Honduras Grantee Poughkeepsie-Arlington Rotary Club Street 4 Greenwood Drive City, State, Zip Beacon NY 12508 Relationship none Amount 500 Activity womens shelter Grace Smith House Grantee Christ Episcopal Church Street 20 Carroll Street City, State, Zip Poughkeepsie NY 12601 Relationship none Amount 100 Activity training for officers and leaders Grantee Millbrook HS Interact Club Street
IRS990ScheduleO/GeneralExplanation/Explanation2Description Amount District Dues 4,275
IRS990ScheduleO/GeneralExplanation/Explanation3The Rotary Club of Millbrook produces and distributes an annual telephone directory of local businesses which pay for the advertising. Gross receipts in 2012 were $35,008; net receipts were $18,083. All sales, editing, layout, and distribution labor is volunteer. Printing is done by a contractor and provides less than 15% of the labor input. Thus the directory qualifies for exception 02 from 990-T due to labor being a material factor and substantially all labor is volunteer.
IRS990ScheduleO/GeneralExplanation/Identifier0O01
IRS990ScheduleO/GeneralExplanation/Identifier1O02
IRS990ScheduleO/GeneralExplanation/Identifier2O03
IRS990ScheduleO/GeneralExplanation/Identifier3O04
IRS990ScheduleO/GeneralExplanation/ReturnReference0Description of other revenue Part I line 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2Description of other expenses Part I line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3Business income not reported on 990-T Part V line 35
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0510149392
ReturnHeader/Filer/Name/BusinessNameLine10Rotary International
ReturnHeader/Filer/NameControl0ROTA
ReturnHeader/Filer/USAddress/AddressLine10PO Box 449
ReturnHeader/Filer/USAddress/City0Millbrook
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0125450449
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-07-30
ReturnHeader/Officer/Name0Heather Malcom
ReturnHeader/Officer/Phone08456774266
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02013-07-30
ReturnHeader/PreparerFirm/EIN0203901208
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Bondus Financial Services
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 449 27 Weatherford Lane
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Millbrook
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode012545
ReturnHeader/Preparer/Name0Judith Bondus
ReturnHeader/Preparer/Phone08456778234
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-30T09:21:57-04:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$39,204
Liabilities
$0
Net assets
$39,204
Revenue
$28,709
Expenses
$31,338
Net income
-$2,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$69.3$0.00$48.8$49.2$0.40
2022Detailed filing. Detailed filing data is available for this year.$69.7$0.00$69.7$51.5$49.3$2.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.6$0.00$67.6$44.4$38.1$6.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.3$0.00$61.3$37.8$31.5$6.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.9$54.9$60.6$54.7$5.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.1$49.1$55.1$44.4$10.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.4$38.4$52.3$50.0$2.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.1$0.00$36.1$49.8$44.4$5.38
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.8$0.00$30.8$46.3$48.9$2.59
2014Summary only. Only limited summary data is available for this year.$33.3$0.00$48.1$46.6$1.54
2013Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$47.5$54.9$7.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.2$0.00$39.2$28.7$31.3$2.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.8$0.00$41.8$43.1$45.6$2.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.3$0.00$44.3$48.3$46.8$1.52