Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 51-0149392

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 29, 2020

Organization ProfileWWW.MILLBROOKROTARY.COM
PO Box 261Millbrook, NY 12545-0261

(845) 677-5321

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

64th percentile

9.6%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

9.9%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$54,906

Up $5,830 (+12%) from 2018

Net Assets

Up

$54,906

Up $5,830 (+12%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Up

$60,569

Up $5,472 (+9.9%) from 2018

Expenses

Up

$54,739

Up $10,290 (+23%) from 2018

Net Income

Down

$5,830

Down $4,818 (-45%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2019

Assets$54,906
Liabilities-
Net Assets$54,906
Open 2019 Filing

Operations Trend

Revenue Growth70th 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

2019

Revenue$60,569
Expenses$54,739
Net Income$5,830
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 29, 2020
Return Version
2019v5.0
Gross Receipts
$77,187
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.$15,711$15,711
WE PROVIDE LABOR AND MANAGEMENT ROAD SIDE CLEAN UP AND FUND FOOD PANTRIES, CLEAN WATER AND VACCINATION PROGRAMS.$12,999$12,999
WE MANAGE AND FUND INTERNATIONAL HIGH SCHOOL STUDENT EXCHANGE PROGRAMS.$1,860$1,860
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STAAF-GUNTHERMONAPresident-$0--
O'CONNELL SARAHVice Preside-$0--
SANTACROCE ANNETTESecretary-$0--
STACEY LANGENTHALTreasurer-$0--
JOAN LACASSEDirector-$0--
BRYAN BUNCHDirector-$0--
FRIED BRIANDirector-$0--
SWECK KIMDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Directory$47,551$47,551$16,618$30,933
Total Events$47,551$47,551$16,618$30,933
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
51-0149392
Phone
8456775321
Address
PO BOX 261, MILLBROOK, NY 12545-0261

Signing Officer

Name
Stacey Langenthal
Title
Treasurer
Phone
8456775321
Signed
2020-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Prager Metis Cpas LLC
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 2,989 rotary dist 7210 dues 1,953”

Form 990-ez, Part I, Line 16

“Expenses supplies 300 club runner 419 postage 80 conferences 870 total 1,669”

Form 990-ez, Part V, Line 35B

“The rotary club of millbrook produces and distributes an annual business directory of local businesses which pay for the advertising. Gross receipts in 2019 were 47,551; net receipts were 30,933. All sales, editing, layout, web design and distribution labor is volunteer. Printing is done by contractors and provide less than 10% 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 Appendix145 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/BenefitsPaidToOrForMembersAmt017558
IRS990EZ/BooksInCareOfDetail/PersonNm0STACEY LANGENTHAL
IRS990EZ/BooksInCareOfDetail/PhoneNum08456775321
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O BANK OF MILLBROOK
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILLBROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012545
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049076
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054906
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08597
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05830
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049076
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054906
IRS990EZ/FundraisingGrossIncomeAmt047551
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035512
IRS990EZ/GrossReceiptsAmt077187
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0232
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020807
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049076
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054906
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049076
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054906
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm2SANTACROCE ANNETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACEY LANGENTHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOAN LACASSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRYAN BUNCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6FRIED BRIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SWECK KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01669
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/GrantsAndAllocationsAmt015711
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11860
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt212999
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015711
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11860
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212999
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt016618
IRS990EZ/SpecialEventsNetIncomeLossAmt030933
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054739
IRS990EZ/TotalProgramServiceExpensesAmt030570
IRS990EZ/TotalRevenueAmt060569
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MILLBROOKROTARY.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016618
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DIRECTORY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047551
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047551
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047551
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047551
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030933
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016618
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL DUES 2,989 ROTARY DIST 7210 DUES 1,953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES 300 CLUB RUNNER 419 POSTAGE 80 CONFERENCES 870 TOTAL 1,669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ROTARY CLUB OF MILLBROOK PRODUCES AND DISTRIBUTES AN ANNUAL BUSINESS DIRECTORY OF LOCAL BUSINESSES WHICH PAY FOR THE ADVERTISING. GROSS RECEIPTS IN 2019 WERE 47,551; NET RECEIPTS WERE 30,933. ALL SALES, EDITING, LAYOUT, WEB DESIGN AND DISTRIBUTION LABOR IS VOLUNTEER. PRINTING IS DONE BY CONTRACTORS AND PROVIDE LESS THAN 10% 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART V, LINE 35B
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY LANGENTHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08456775321
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0510149392
ReturnHeader/Filer/PhoneNum08456775321
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/IPDt02020-10-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:36:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061667465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRAGER METIS CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 HAIGHT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POUGHKEEPSIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012603
ReturnHeader/PreparerPersonGrp/PhoneNum08454737774
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN DIFILIPPO
ReturnHeader/ReturnTs02020-10-06T18:36:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,906
Liabilities
-
Net assets
$54,906
Revenue
$60,569
Expenses
$54,739
Net income
$5,830
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
2019Detailed filing. Detailed filing data is available for this year.$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