Civic Intelligence

Rotary District 7150 Youth Exchange Inc

990EZ • Fiscal year 2014 • EIN 65-1308049

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 17, 2015

10 South Main Street PO Box 649Moravia, NY 13118

(315) 497-3475

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.10x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

71st percentile

0.07x

Higher debt load relative to revenue than 71% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

63rd percentile

7.3%

Higher net margin than 63% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

83rd percentile

26%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-17%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$69,610

Up $14,354 (+26%) from 2013

Net Assets

Up

$62,810

Up $7,554 (+14%) from 2013

Liabilities

Up

$6,800

Up $6,800 from 2013

Revenue

Down

$103,919

Down $21,373 (-17%) from 2013

Expenses

Down

$96,365

Down $15,709 (-14%) from 2013

Net Income

Down

$7,554

Down $5,664 (-43%) from 2013

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: $55,708Liabilities 2010: $0Net Assets 2010: $55,7082010Assets 2011: $45,161Liabilities 2011: $0Net Assets 2011: $45,1612011Assets 2012: $42,038Liabilities 2012: $0Net Assets 2012: $42,0382012Assets 2013: $55,256Liabilities 2013: $0Net Assets 2013: $55,2562013Assets 2014: $69,610Liabilities 2014: $6,800Net Assets 2014: $62,8102014Assets 2015: $78,303Liabilities 2015: $0Net Assets 2015: $78,3032015Assets 2016: $73,185Liabilities 2016: $0Net Assets 2016: $73,1852016Assets 2017: $66,121Liabilities 2017: $0Net Assets 2017: $66,1212017Assets 2018: $72,289Liabilities 2018: $0Net Assets 2018: $72,2892018

Highlighted filing

2014

Assets$69,610
Liabilities$6,800
Net Assets$62,810

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $129,826Expenses 2010: $125,968Net Income 2010: $3,8582010Revenue 2011: $98,350Expenses 2011: $108,897Net Income 2011: -$10,5472011Revenue 2012: $103,662Expenses 2012: $106,785Net Income 2012: -$3,1232012Revenue 2013: $125,292Expenses 2013: $112,074Net Income 2013: $13,2182013Revenue 2014: $103,919Expenses 2014: $96,365Net Income 2014: $7,5542014Revenue 2015: $93,922Expenses 2015: $85,229Net Income 2015: $8,6932015Revenue 2016: $119,812Expenses 2016: $124,930Net Income 2016: -$5,1182016Revenue 2017: $105,103Expenses 2017: $112,167Net Income 2017: -$7,0642017Revenue 2018: $100,502Expenses 2018: $94,334Net Income 2018: $6,1682018

Highlighted filing

2014

Revenue$103,919
Expenses$96,365
Net Income$7,554
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 17, 2015
Return Version
2014v5.0
Gross Receipts
$103,919
Mission and Program Overview

Mission

The primary exempt purpose of the youth exchange program is to permit young people to learn the culture of the united states and other countries through active participation in family, school and community life in order to further international goodwill and understanding. An important aspect of the exchange program is to permit outstanding youth to develop their confidence, personality and maturity in order to become more responsible citizens.

Program Services

DescriptionGrantsExpenses
THE ROTARY DISTRICT 7150 YOUTH EXCHANGE, INC. GIVES STUDENTS FROM OTHER COUNTRIES THE OPPORTUNITY TO TRAVEL TO THE UNITED STATES TO SHARE OUR CULTURE WITH THEM. ALSO STUDENTS FROM THE UNITED STATES GET THE OPPORTUNITY TO TRAVEL TO OTHER COUNTRIES TO SHARE THEIR CULTURE.$0$91,547
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS TAYLORChair & Inbound Chair-$0--
CATHERINE DOCUSStep Chair-$0--
WILLIAM STEVENSSecretary-$0--
RANDALL COOKEOutbound Chair-$0--
RAYMOND ALLENCertification Officer-$0--
STUART WOOD JRTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 7150 Youth Exchangeinc
EIN
65-1308049
Phone
3154973475
Address
10 SOUTH MAIN STREET PO BOX 649, MORAVIA, NY 13118

Signing Officer

Name
Stuart Wood
Title
District Treasurer
Phone
3154973475
Signed
2015-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Barone Howard & Co Cpas Pc
Address
8504 SENECA TURNPIKE, NEW HARTFORD, NY 13413
Preparer
Thomas M Vanhatten CPA
Phone
3157976601
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 78.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: applicant interview expenses. Amount: 1,370. Description: orientation expenses. Amount: 2,961. Description: outbound student visa costs. Amount: 3,390. Description: welcome home dinner. Amount: 2,665. Description: scholarships. Amount: 6,800. Description: other ye committee costs. Amount: 1,142. Description: student insurance. Amount: 13,598. Description: travel agent fees. Amount: 2,500. Description: airfare. Amount: 40,911. Description: other outbound student expenses and materials. Amount: 143. Description: district conference. Amount: 240. Description: language camp. Amount: 1,265. Description: inbound orientation. Amount: 1,832. Description: background investigations. Amount: 4,257. Description: short-term program expenses. Amount: 774. Description: host parent orientation. Amount: 128. Description: other student materials. Amount: 2,635. Description: website maintenance. Amount: 230. Description: csiet dues and fees. Amount: 495. Description: club relations. Amount: 783. Description: communications. Amount: 174. Description: miscellaneous. Amount: 963. Description: performance bonds. Amount: 2,100. Description: outbound support for yec/inbound. Amount: 3,456. Total to form 990-ez, line 16: 94,812.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 0. End of year amount: 6,800.

Raw XML Appendix130 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0STUART WOOD JR
IRS990EZ/BooksInCareOfDetail/PhoneNum03154973475
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 649
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORAVIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013118
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055256
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHERINE DOCUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RANDALL COOKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RAYMOND ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STUART WOOD JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR & INBOUND CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1STEP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3OUTBOUND CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CERTIFICATION OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt094812
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY EXEMPT PURPOSE OF THE YOUTH EXCHANGE PROGRAM IS TO PERMIT YOUNG PEOPLE TO LEARN THE CULTURE OF THE UNITED STATES AND OTHER COUNTRIES THROUGH ACTIVE PARTICIPATION IN FAMILY, SCHOOL AND COMMUNITY LIFE IN ORDER TO FURTHER INTERNATIONAL GOODWILL AND UNDERSTANDING. AN IMPORTANT ASPECT OF THE EXCHANGE PROGRAM IS TO PERMIT OUTSTANDING YOUTH TO DEVELOP THEIR CONFIDENCE, PERSONALITY AND MATURITY IN ORDER TO BECOME MORE RESPONSIBLE CITIZENS.
IRS990EZ/PrintingPublicationsPostageAmt029
IRS990EZ/ProgramServiceRevenueAmt0102391
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ROTARY DISTRICT 7150 YOUTH EXCHANGE, INC. GIVES STUDENTS FROM OTHER COUNTRIES THE OPPORTUNITY TO TRAVEL TO THE UNITED STATES TO SHARE OUR CULTURE WITH THEM. ALSO STUDENTS FROM THE UNITED STATES GET THE OPPORTUNITY TO TRAVEL TO OTHER COUNTRIES TO SHARE THEIR CULTURE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt091547
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06800
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt096365
IRS990EZ/TotalProgramServiceExpensesAmt091547
IRS990EZ/TotalRevenueAmt0103919
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARYDISTRICT7150YOUTHEXCHANGE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 78.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: APPLICANT INTERVIEW EXPENSES. AMOUNT: 1,370. DESCRIPTION: ORIENTATION EXPENSES. AMOUNT: 2,961. DESCRIPTION: OUTBOUND STUDENT VISA COSTS. AMOUNT: 3,390. DESCRIPTION: WELCOME HOME DINNER. AMOUNT: 2,665. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 6,800. DESCRIPTION: OTHER YE COMMITTEE COSTS. AMOUNT: 1,142. DESCRIPTION: STUDENT INSURANCE. AMOUNT: 13,598. DESCRIPTION: TRAVEL AGENT FEES. AMOUNT: 2,500. DESCRIPTION: AIRFARE. AMOUNT: 40,911. DESCRIPTION: OTHER OUTBOUND STUDENT EXPENSES AND MATERIALS. AMOUNT: 143. DESCRIPTION: DISTRICT CONFERENCE. AMOUNT: 240. DESCRIPTION: LANGUAGE CAMP. AMOUNT: 1,265. DESCRIPTION: INBOUND ORIENTATION. AMOUNT: 1,832. DESCRIPTION: BACKGROUND INVESTIGATIONS. AMOUNT: 4,257. DESCRIPTION: SHORT-TERM PROGRAM EXPENSES. AMOUNT: 774. DESCRIPTION: HOST PARENT ORIENTATION. AMOUNT: 128. DESCRIPTION: OTHER STUDENT MATERIALS. AMOUNT: 2,635. DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 230. DESCRIPTION: CSIET DUES AND FEES. AMOUNT: 495. DESCRIPTION: CLUB RELATIONS. AMOUNT: 783. DESCRIPTION: COMMUNICATIONS. AMOUNT: 174. DESCRIPTION: MISCELLANEOUS. AMOUNT: 963. DESCRIPTION: PERFORMANCE BONDS. AMOUNT: 2,100. DESCRIPTION: OUTBOUND SUPPORT FOR YEC/INBOUND. AMOUNT: 3,456. TOTAL TO FORM 990-EZ, LINE 16: 94,812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,800.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03154973475
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 7150 YOUTH EXCHANGEINC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0651308049
ReturnHeader/Filer/PhoneNum03154973475
ReturnHeader/Filer/USAddress/AddressLine1Txt010 SOUTH MAIN STREET PO BOX 649
ReturnHeader/Filer/USAddress/CityNm0MORAVIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208275758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARONE HOWARD & CO CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08504 SENECA TURNPIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013413
ReturnHeader/PreparerPersonGrp/PhoneNum03157976601
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M VANHATTEN CPA
ReturnHeader/ReturnTs02015-03-25T16:22:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)7 • <$500k nonprofits