Civic Intelligence

Rotary Club of Montgomery Village

990EZ • Fiscal year 2019 • EIN 52-1755242

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 25, 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

87th percentile

0.33x

Higher debt load relative to assets than 87% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.18x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

46th percentile

1.5%

Higher net margin than 46% 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

10th percentile

-36%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

84th percentile

27%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Down

$10,348

Down $5,903 (-36%) from 2018

Net Assets

Up

$6,947

Up $646 (+10%) from 2018

Liabilities

Down

$3,401

Down $6,549 (-66%) from 2018

Revenue

Up

$19,283

Up $4,124 (+27%) from 2018

Expenses

Down

$19,003

Down $462 (-2.4%) from 2018

Net Income

Up

$280

Up $4,586 (+107%) from 2018

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

2019

Assets$10,348
Liabilities$3,401
Net Assets$6,947

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

2019

Revenue$19,283
Expenses$19,003
Net Income$280
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 25, 2019
Return Version
2018v3.1
Gross Receipts
$19,283
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-$15,816
SOCIAL EVENTS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC JORGENSENTreasurer-$0--
JOHN TROUPESecretary-$0--
JIM HAMERSKIPast Preside-$0--
DAVID ZEFFPresident-$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
David Zeff
Title
President
Phone
3018693747
Signed
2019-11-25
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 1,263 other 25 total 1,288

Form 990-ez, Part I, Line 16

Holiday party holiday party expenses 1,449 expenses operations 302 mailbox 154 pins & supplies 50 software 275 cost of goods sold 14,616 community service 18 other expenses 94 events 200 donations 1,000 total 18,158

Form 990-ez, Part I, Line 20

OTHER INCREASES 367

Form 990-ez, Part II, Line 24

Accounts receivable 6,614 3,982 other assets 1,500 0 total 8,114 3,982

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,101 246 deferred revenue 7,850 0 flags for heros 0 2,050 emory grove flags 0 1,105

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 Appendix120 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/BooksInCareOfDetail/PersonNm0ERIC JORGENSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum03016707395
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2920
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY VILLAGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020886
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08137
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06366
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0280
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0845
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016251
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010348
IRS990EZ/GrossReceiptsAmt019283
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016929
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06300
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06947
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06300
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06947
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC JORGENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN TROUPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM HAMERSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID ZEFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08114
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03982
IRS990EZ/OtherChangesInNetAssetsAmt0367
IRS990EZ/OtherExpensesTotalAmt018158
IRS990EZ/OtherRevenueTotalAmt01288
IRS990EZ/PoliticalCampaignActyInd0false
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
IRS990EZ/ProgramServiceRevenueAmt01066
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEEKLY MEETING ON RELEVANT SUBJECTS INCLUDING BUSINESS COMMUNITY ISSUES AND THE ACTIVITIES OF ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SOCIAL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015816
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09951
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03401
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019003
IRS990EZ/TotalProgramServiceExpensesAmt015816
IRS990EZ/TotalRevenueAmt019283
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://PORTAL.CLUBRUNNER.CA/4779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER SERVICES 1,263 OTHER 25 TOTAL 1,288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOLIDAY PARTY HOLIDAY PARTY EXPENSES 1,449 EXPENSES OPERATIONS 302 MAILBOX 154 PINS & SUPPLIES 50 SOFTWARE 275 COST OF GOODS SOLD 14,616 COMMUNITY SERVICE 18 OTHER EXPENSES 94 EVENTS 200 DONATIONS 1,000 TOTAL 18,158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER INCREASES 367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 6,614 3,982 OTHER ASSETS 1,500 0 TOTAL 8,114 3,982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,101 246 DEFERRED REVENUE 7,850 0 FLAGS FOR HEROS 0 2,050 EMORY GROVE FLAGS 0 1,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ZEFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03018693747
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF MONTGOMERY VILLAGE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0521755242
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2920
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020886
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FA7586770E5E5B21A153E0FE68D4088C472ABCE5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId035759B8AAB8ADB36E96A57DC8DEF4F0A24FF8B8E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-12-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:08:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521373858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELEON & STANG CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 LAKEFOREST BLVD STE 650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208772609
ReturnHeader/PreparerPersonGrp/PhoneNum03019489825
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD C STANG CPA
ReturnHeader/ReturnTs02019-12-18T12:08:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings