Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 51-0149392

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 27, 2019

PO Box 261Millbrook, NY 12545-0261

(845) 677-4266

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

84th percentile

28%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

5.4%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$49,076

Up $10,648 (+28%) from 2017

Net Assets

Up

$49,076

Up $10,648 (+28%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$55,097

Up $2,840 (+5.4%) from 2017

Expenses

Down

$44,449

Down $5,522 (-11%) from 2017

Net Income

Up

$10,648

Up $8,362 (+366%) 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 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

2018

Assets$49,076
Liabilities-
Net Assets$49,076

Operations Trend

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

2018

Revenue$55,097
Expenses$44,449
Net Income$10,648
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 27, 2019
Return Version
2018v3.1
Gross Receipts
$72,595
Mission and Program Overview

Mission

CHARITABLE ACTIVITIES

Program Services

DescriptionGrantsExpenses
WE PROVIDE COLLEGE SCHOLARSHIPS TO MILLBROOK HIGH SCHOOL GRADUATES, ROTARY YOUTH LEADERSHIP ACADEMY, DONATE BOOKS TO STUDENTS AND DONATE SCHOOL SUPPLIES TO SCHOOLS.$15,134$15,134
WE PROVIDE LABOR AND MANAGEMENT ROAD SIDE CLEAN UP AND FUND FOOD PANTRIES, CLEAN WATER AND VACCINATION PROGRAMS.$6,963$6,963
WE MANAGE AND FUND INTERNATIONAL HIGH SCHOOL STUDENT EXCHANGE PROGRAMS.$2,115$2,115
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STAAF-GUNTHERMONAPresident-$0--
O'CONNELL SARAHVice Preside-$0--
STACEY LANGENTHALTreasurer-$0--
BRYAN BUNCHDirector-$0--
JOAN LACASSEDirector-$0--
FRIED BRIANDirector-$0--
THURST BETTYSecretary-$0--
ELIZABETH VILADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Directory$44,760$44,760$17,498$27,262
Total Events$44,760$44,760$17,498$27,262
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
51-0149392
Phone
8456774266
Address
PO BOX 261, MILLBROOK, NY 12545-0261

Signing Officer

Name
Stacey Langenthal
Title
Treasurer
Phone
8456774266
Signed
2019-06-27
Discuss with paid preparer
Yes

Preparer

Firm
D'ARCANGELO & CO LLP
Address
510 HAIGHT AVE, POUGHKEEPSIE, NY 12603
Preparer
Brian Difilippo
Phone
8454737774
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Rotary international dues 3,617 rotary dist 7210 dues 2,111

Form 990-ez, Part I, Line 10

Class of activity: scholarship cash contribution: 5,500 relationship: none

Form 990-ez, Part I, Line 16

Expenses supplies 128 club runner 479 conferences 895 total 1,502

Form 990-ez, Part V, Line 35B

The rotary club of millbrook produces and distributes an annual telephone directory of local businesses which pay for the advertising. Gross receipts in 2018 were 41,315; net receipts were 22,537. All sales, editing,layout, and distribution labor is volunteer. Printing and web design were done by contractors and provide 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

Raw XML Appendix147 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/BenefitsPaidToOrForMembersAmt013007
IRS990EZ/BooksInCareOfDetail/PersonNm0STACEY LANGENTHAL
IRS990EZ/BooksInCareOfDetail/PhoneNum08456774266
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O BANK OF MILLBROOK
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILLBROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012545
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038428
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049076
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07325
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010648
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038428
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049076
IRS990EZ/FundraisingGrossIncomeAmt044760
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029940
IRS990EZ/GrossReceiptsAmt072595
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0223
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020287
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038428
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049076
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038428
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049076
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STAAF-GUNTHERMONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1O'CONNELL SARAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACEY LANGENTHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRYAN BUNCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOAN LACASSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FRIED BRIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6THURST BETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ELIZABETH VILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01502
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE PROVIDE COLLEGE SCHOLARSHIPS TO MILLBROOK HIGH SCHOOL GRADUATES, ROTARY YOUTH LEADERSHIP ACADEMY, DONATE BOOKS TO STUDENTS AND DONATE SCHOOL SUPPLIES TO SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WE MANAGE AND FUND INTERNATIONAL HIGH SCHOOL STUDENT EXCHANGE PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WE PROVIDE LABOR AND MANAGEMENT ROAD SIDE CLEAN UP AND FUND FOOD PANTRIES, CLEAN WATER AND VACCINATION PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015134
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12115
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26963
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015134
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12115
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26963
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt017498
IRS990EZ/SpecialEventsNetIncomeLossAmt027262
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044449
IRS990EZ/TotalProgramServiceExpensesAmt024212
IRS990EZ/TotalRevenueAmt055097
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MILLBROOKROTARY.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017498
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DIRECTORY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044760
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027262
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017498
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL DUES 3,617 ROTARY DIST 7210 DUES 2,111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: SCHOLARSHIP CASH CONTRIBUTION: 5,500 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES SUPPLIES 128 CLUB RUNNER 479 CONFERENCES 895 TOTAL 1,502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ROTARY CLUB OF MILLBROOK PRODUCES AND DISTRIBUTES AN ANNUAL TELEPHONE DIRECTORY OF LOCAL BUSINESSES WHICH PAY FOR THE ADVERTISING. GROSS RECEIPTS IN 2018 WERE 41,315; NET RECEIPTS WERE 22,537. ALL SALES, EDITING,LAYOUT, AND DISTRIBUTION LABOR IS VOLUNTEER. PRINTING AND WEB DESIGN WERE DONE BY CONTRACTORS AND PROVIDE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART V, LINE 35B
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY LANGENTHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08456774266
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0510149392
ReturnHeader/Filer/PhoneNum08456774266
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 261
ReturnHeader/Filer/USAddress/CityNm0MILLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0125450261
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DE762C18F0B1150B505FED3876381AE5DEEEC87B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DE762C18F0B1150B505FED3876381AE5DEEEC87B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.50.165.82
ReturnHeader/FilingSecurityInformation/IPDt02019-07-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:08:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132550103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D'ARCANGELO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 HAIGHT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POUGHKEEPSIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012603
ReturnHeader/PreparerPersonGrp/PhoneNum08454737774
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN DIFILIPPO
ReturnHeader/ReturnTs02019-07-02T10:08:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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