Civic Intelligence

Rotary Club of Ponchatoula

EIN 72-6040980 • 501(c)4 • Ponchatoula, LA

Profile

Local and worldwide community service.

PO Box 1008Ponchatoula, LA 70454

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

18th percentile

-30%

Higher net margin than 18% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

35th percentile

-11%

Faster asset growth than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-40%

Faster revenue growth than 19% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$101,073

Down $12,577 (-11%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$101,073

Down $12,577 (-11%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$53,624

Down $35,789 (-40%) from 2022

Expenses

Up

$69,883

Up $26,673 (+62%) from 2022

Net Income

Down

-$16,259

Down $62,462 (-135%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $69,253Liabilities 2011: $02011Assets 2012: $58,245Net Assets 2012: $58,2452012Assets 2013: $58,517Net Assets 2013: $58,5172013Assets 2014: $68,484Net Assets 2014: $68,4842014Assets 2015: $59,372Net Assets 2015: $59,3722015Assets 2017: $81,091Net Assets 2017: $81,0912017Assets 2018: $73,648Net Assets 2018: $73,6482018Assets 2019: $70,533Net Assets 2019: $70,5332019Assets 2020: $59,669Net Assets 2020: $59,6692020Assets 2021: $72,357Net Assets 2021: $72,3572021Assets 2022: $113,650Net Assets 2022: $113,6502022Assets 2023: $101,073Net Assets 2023: $101,0732023

Highlighted filing

2023

Assets$101,073
Liabilities-
Net Assets$101,073
Open 2023 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $53,255Expenses 2011: $54,829Net Income 2011: -$1,5742011Revenue 2012: $47,938Expenses 2012: $58,946Net Income 2012: -$11,0082012Revenue 2013: $42,562Expenses 2013: $43,535Net Income 2013: -$9732013Revenue 2014: $55,426Expenses 2014: $42,784Net Income 2014: $12,6422014Revenue 2015: $39,792Expenses 2015: $48,904Net Income 2015: -$9,1122015Revenue 2017: $58,452Expenses 2017: $45,615Net Income 2017: $12,8372017Revenue 2018: $37,442Expenses 2018: $45,126Net Income 2018: -$7,6842018Revenue 2019: $60,264Expenses 2019: $63,379Net Income 2019: -$3,1152019Revenue 2020: $24,626Expenses 2020: $37,224Net Income 2020: -$12,5982020Revenue 2021: $39,860Expenses 2021: $37,591Net Income 2021: $2,2692021Revenue 2022: $89,413Expenses 2022: $43,210Net Income 2022: $46,2032022Revenue 2023: $53,624Expenses 2023: $69,883Net Income 2023: -$16,2592023

Highlighted filing

2023

Revenue$53,624
Expenses$69,883
Net Income-$16,259
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,073
Liabilities
-
Net assets
$101,073
Revenue
$53,624
Expenses
$69,883
Net income
-$16,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.54$0.70$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.89$0.43$0.46
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.40$0.38$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.25$0.37$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.60$0.63$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.37$0.45$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.58$0.46$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.40$0.49$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.55$0.43$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.59$0.43$0.44$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$0.48$0.59$0.11
2011Summary only. Only limited summary data is available for this year.$0.69$0.00$0.53$0.55$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$99,403
Mission and Program Overview

Mission

Local and worldwide community service.

Program Services

DescriptionGrantsExpenses
THE PONCHATOULA ROTARY CLUB IS A LOCAL AFFILIATE OF ROTARY INTERNATIONAL. THE CLUB'S PRIMARY PURPOSE IS TO COLLECT DUES AND PROCEEDS FROM FUNDRAISING EVENTS TO BE USED TO FUND SCHOLARSHIPS, YOUTH ATHLETICS, EDUCATION AND OTHER COMMUNITY SERVICE PROJECTS IN THE PONCHATOULA, LOUISIANA COMMUNITY.-$58,545
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE PORTIERSecretary-$0--
JOHN E WELLES IITreasurer-$0--
PAM ARMSTRONGPresident El-$0--
FAITH PETERSONPresident-$0--
RICK HENRYDirector-$0--
ROBBIE VAN MULLEMDirector-$0--
BARRY BLEAKLYDirector-$0--
GEORGE ELSTROTT JRDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Strawberry Fest$48,508$48,508$31,163$17,345
Golf Tournament$31,177$31,177$14,616$16,561
Total Events$79,685$79,685$45,779$33,906
Filing and Contact Details

Filer

Filer Name
Rotary Club of Ponchatoula
EIN
72-6040980
Phone
9853866583
Address
PO BOX 1008, PONCHATOULA, LA 70454

Signing Officer

Name
John E Welles Ii
Title
Treasurer
Phone
9853866583
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
James Lambert Riggs & Associates Inc
Address
401 E THOMAS ST, HAMMOND, LA 70401-3319
Preparer
Lauren Kimble Smith CPA
Phone
9853456262
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses dues & subscriptions 341 supplies 836 insurance 1,700 education 433 bank changes 58 meetings 22,066 operating cost 34,823 members party 1,165 total 61,422”

Form 990-ez, Part I, Line 20

“Reconcile to edward jones stmt. 3,682 reconcile to edward jones stmt 0”

Form 990-ez, Part III, Line 28

“The ponchatoula rotary club is a local affiliate of rotary international. The club's primary purpose is to collect dues and proceeds from fundraising events to be used to fund scholarships, youth athletics, education and other community service projects in the ponchatoula, louisiana community.”

Raw XML Appendix139 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PONCHATOULA
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IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101073
IRS990EZ/OccupancyRentUtltsAndMaintAmt08136
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE PORTIER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAM ARMSTRONG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICK HENRY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BARRY BLEAKLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GEORGE ELSTROTT JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03682
IRS990EZ/OtherExpensesTotalAmt061422
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL AND WORLDWIDE COMMUNITY SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PONCHATOULA ROTARY CLUB IS A LOCAL AFFILIATE OF ROTARY INTERNATIONAL. THE CLUB'S PRIMARY PURPOSE IS TO COLLECT DUES AND PROCEEDS FROM FUNDRAISING EVENTS TO BE USED TO FUND SCHOLARSHIPS, YOUTH ATHLETICS, EDUCATION AND OTHER COMMUNITY SERVICE PROJECTS IN THE PONCHATOULA, LOUISIANA COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058545
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt033906
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069883
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IRS990EZ/TotalRevenueAmt053624
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STRAWBERRY FEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048508
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031177
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033906
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031163
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014616
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DUES & SUBSCRIPTIONS 341 SUPPLIES 836 INSURANCE 1,700 EDUCATION 433 BANK CHANGES 58 MEETINGS 22,066 OPERATING COST 34,823 MEMBERS PARTY 1,165 TOTAL 61,422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECONCILE TO EDWARD JONES STMT. 3,682 RECONCILE TO EDWARD JONES STMT 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PONCHATOULA ROTARY CLUB IS A LOCAL AFFILIATE OF ROTARY INTERNATIONAL. THE CLUB'S PRIMARY PURPOSE IS TO COLLECT DUES AND PROCEEDS FROM FUNDRAISING EVENTS TO BE USED TO FUND SCHOLARSHIPS, YOUTH ATHLETICS, EDUCATION AND OTHER COMMUNITY SERVICE PROJECTS IN THE PONCHATOULA, LOUISIANA COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09853866583
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
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ReturnHeader/Filer/BusinessNameControlTxt0ROTA
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ReturnHeader/Filer/PhoneNum09853866583
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721462261
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN KIMBLE SMITH CPA
ReturnHeader/ReturnTs02024-05-15T09:18:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WELLESII
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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