Civic Intelligence

Rotary Club of Montgomery Village

990EZ • Fiscal year 2018 • EIN 52-1755242

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

PO Box 2920Montgomery Village, MD 20886

(301) 670-7395

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.61x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.66x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

12th percentile

-28%

Higher net margin than 12% 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

91st percentile

53%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

18th percentile

-22%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Up

$16,251

Up $5,644 (+53%) from 2017

Net Assets

Down

$6,301

Down $4,306 (-41%) from 2017

Liabilities

Up

$9,950

Up $9,950 from 2017

Revenue

Down

$15,159

Down $4,391 (-22%) from 2017

Expenses

Up

$19,465

Up $562 (+3.0%) from 2017

Net Income

Down

-$4,306

Down $4,953 (-766%) from 2017

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $14,191Liabilities 2011: $955Net Assets 2011: $13,2362011Assets 2012: $16,549Liabilities 2012: $2,751Net Assets 2012: $13,7982012Assets 2014: $12,332Liabilities 2014: $124Net Assets 2014: $12,2082014Assets 2015: $10,104Liabilities 2015: $114Net Assets 2015: $9,9902015Assets 2016: $10,560Liabilities 2016: $600Net Assets 2016: $9,9602016Assets 2017: $10,607Liabilities 2017: $0Net Assets 2017: $10,6072017Assets 2018: $16,251Liabilities 2018: $9,950Net Assets 2018: $6,3012018Assets 2019: $10,348Liabilities 2019: $3,401Net Assets 2019: $6,9472019Assets 2020: $5,872Liabilities 2020: $225Net Assets 2020: $5,6472020

Highlighted filing

2018

Assets$16,251
Liabilities$9,950
Net Assets$6,301

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $25,535Expenses 2011: $22,299Net Income 2011: $3,2362011Revenue 2012: $24,363Expenses 2012: $23,801Net Income 2012: $5622012Revenue 2014: $24,766Expenses 2014: $21,546Net Income 2014: $3,2202014Revenue 2015: $25,866Expenses 2015: $28,084Net Income 2015: -$2,2182015Revenue 2016: $21,020Expenses 2016: $21,050Net Income 2016: -$302016Revenue 2017: $19,550Expenses 2017: $18,903Net Income 2017: $6472017Revenue 2018: $15,159Expenses 2018: $19,465Net Income 2018: -$4,3062018Revenue 2019: $19,283Expenses 2019: $19,003Net Income 2019: $2802019Revenue 2020: $13,917Expenses 2020: $15,218Net Income 2020: -$1,3012020

Highlighted filing

2018

Revenue$15,159
Expenses$19,465
Net Income-$4,306
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$15,159
Mission and Program Overview

Mission

See schedule 1

The object of rotary is to encourage and foster service as a basis of worthy explanation enterpnse and, in particular, to encourage and foster (1) the development of acqualntanc attachment es as an opportunity for servlce,(2) high ethical standards in business and professions, the recognitions of the worthiness of all useful occupations, and the dignifying of each rotanans occupation as an opportunity to serve soclety, (3) the application of the ideal of service in each rotanans personal, business, and community life, and(4) the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional people united in the ideal of service

Program Services

DescriptionGrantsExpenses
WEEKLY MEETING ON RELEVANT SUBJECTS INCLUDING BUSINESS COMMUNITY ISSUES AND THE ACTIVITIES OF ROTARY INTERNATIONAL-$15,067
SOCIAL EVENTS-$15
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC JORGENSENPast Preside-$0--
NELLO LAVORNIFoundation P-$0--
RON HAUBERSecretary-$0--
JACQUE GRENNINGDirector-$0--
JIM HAMERSKIPresident-$0--
PRISCILLA KINNEARDirector-$0--
RUTCHICK STUARTDirector-$0--
DAVID ZEFFPresident-El-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Montgomery Village
EIN
52-1755242
Address
PO BOX 2920, MONTGOMERY VILLAGE, MD 20886

Signing Officer

Name
Jim Hamerski
Title
President
Phone
3018693747
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Deleon & Stang Cpas and Advisors
Address
100 LAKEFOREST BLVD STE 650, GAITHERSBURG, MD 20877-2609
Preparer
Richard C Stang CPA
Phone
3019489825
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other services 1,245 total 1,245

Form 990-ez, Part I, Line 16

Expenses software 275 operations 337 mailbox 140 pins & supplies 866 travel 265 cost of goods sold 15,067 social events 15 community service 1,500 vocational service 1,000 total 19,465

Form 990-ez, Part II, Line 24

Accounts receivable 0 6,614 other assets 1,662 1,500 total 1,662 8,114

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 2,100 deferred revenue 0 7,850

Form 990-ez, Part III

The object of rotary is to encourage and foster service as a basis of worthy explanation enterpnse and, in particular, to encourage and foster (1) the development of acqualntanc attachment es as an opportunity for servlce,(2) high ethical standards in business and professions, the recognitions of the worthiness of all useful occupations, and the dignifying of each rotanans occupation as an opportunity to serve soclety, (3) the application of the ideal of service in each rotanans personal, business, and community life, and(4) the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional people united in the ideal of service

Raw XML Appendix131 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY VILLAGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER SERVICE AS A BASIS OF WORTHY EXPLANATION ENTERPNSE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER (1) THE DEVELOPMENT OF ACQUALNTANC ATTACHMENT ES AS AN OPPORTUNITY FOR SERVLCE,(2) HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS, THE RECOGNITIONS OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS, AND THE DIGNIFYING OF EACH ROTANANS OCCUPATION AS AN OPPORTUNITY TO SERVE SOCLETY, (3) THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTANANS PERSONAL, BUSINESS, AND COMMUNITY LIFE, AND(4) THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PEOPLE UNITED IN THE IDEAL OF SERVICE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER SERVICES 1,245 TOTAL 1,245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SOFTWARE 275 OPERATIONS 337 MAILBOX 140 PINS & SUPPLIES 866 TRAVEL 265 COST OF GOODS SOLD 15,067 SOCIAL EVENTS 15 COMMUNITY SERVICE 1,500 VOCATIONAL SERVICE 1,000 TOTAL 19,465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 0 6,614 OTHER ASSETS 1,662 1,500 TOTAL 1,662 8,114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 2,100 DEFERRED REVENUE 0 7,850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER SERVICE AS A BASIS OF WORTHY EXPLANATION ENTERPNSE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER (1) THE DEVELOPMENT OF ACQUALNTANC ATTACHMENT ES AS AN OPPORTUNITY FOR SERVLCE,(2) HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS, THE RECOGNITIONS OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS, AND THE DIGNIFYING OF EACH ROTANANS OCCUPATION AS AN OPPORTUNITY TO SERVE SOCLETY, (3) THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTANANS PERSONAL, BUSINESS, AND COMMUNITY LIFE, AND(4) THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PEOPLE UNITED IN THE IDEAL OF SERVICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
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ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings