Civic Intelligence

Upper Main Line Rotary Club

EIN 80-0779464 • 501(c)4 • Berwyn, PA

Profile

Chapter of rotary international

511 Old Lancaster Road Ste 8Berwyn, PA 19312

www.umlrotary.org

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.04x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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.

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

Asset Growth

30th percentile

-14%

Faster asset growth than 30% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

88th percentile

47%

Faster revenue growth than 88% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$36,883

Down $12,448 (-25%) from 2022

Liabilities

Down

$5,121

Down $12,844 (-71%) from 2022

Net Assets

$31,762

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue72nd percentileNet Margin69th percentile

Revenue

Up

$143,241

Up $76,780 (+116%) from 2022

Expenses

Up

$125,021

Up $65,071 (+109%) from 2022

Net Income

Up

$18,220

Up $11,709 (+180%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$60K$40K$20K$0Assets 2016: $12,484Liabilities 2016: $0Net Assets 2016: $12,4842016Assets 2017: $14,203Liabilities 2017: $0Net Assets 2017: $14,2032017Assets 2018: $15,222Liabilities 2018: $0Net Assets 2018: $15,2222018Assets 2019: $17,895Liabilities 2019: $02019Assets 2020: $43,640Liabilities 2020: $02020Assets 2021: $38,547Liabilities 2021: $13,6922021Assets 2022: $49,331Liabilities 2022: $17,9652022Assets 2024: $36,883Liabilities 2024: $5,121Net Assets 2024: $31,7622024

Highlighted filing

2024

Assets$36,883
Liabilities$5,121
Net Assets$31,762
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $58,465Expenses 2016: $84,162Net Income 2016: -$25,6972016Revenue 2017: $61,635Expenses 2017: $59,916Net Income 2017: $1,7192017Revenue 2018: $67,465Expenses 2018: $66,446Net Income 2018: $1,0192018Revenue 2019: $73,520Expenses 2019: $70,847Net Income 2019: $2,6732019Revenue 2020: $85,113Expenses 2020: $59,368Net Income 2020: $25,7452020Revenue 2021: $71,197Expenses 2021: $89,982Net Income 2021: -$18,7852021Revenue 2022: $66,461Expenses 2022: $59,950Net Income 2022: $6,5112022Revenue 2024: $143,241Expenses 2024: $125,021Net Income 2024: $18,2202024

Highlighted filing

2024

Revenue$143,241
Expenses$125,021
Net Income$18,220
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,883
Liabilities
$5,121
Net assets
$31,762
Revenue
$143,241
Expenses
$125,021
Net income
$18,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.05$0.32$1.43$1.25$0.18
2022Summary only. Only limited summary data is available for this year.$0.49$0.18$0.66$0.60$0.07
2021Summary only. Only limited summary data is available for this year.$0.39$0.14$0.71$0.90$0.19
2020Summary only. Only limited summary data is available for this year.$0.44$0.00$0.85$0.59$0.26
2019Summary only. Only limited summary data is available for this year.$0.18$0.00$0.74$0.71$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.67$0.66$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.62$0.60$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.58$0.84$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$217,321
Mission and Program Overview

Mission

Chapter of rotary international

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$22,043$36,883▲ $14,840
Total Assets$22,043$36,883▲ $14,840
Liabilities
Deferred Revenue$8,501$5,121▼ $3,380
Total Liabilities$8,501$5,121▼ $3,380
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,542$31,762▲ $18,220
Total Net Assets Fund Balance$13,542$31,762▲ $18,220
Total Liabilities and Net Assets / Fund Balance$22,043$36,883▲ $14,840
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Jay JansonImmediate Past President
Glenn AmmarellPresident
Stacey BallardPresident-elect
Bianca MandelDirector
Brian WinterDirector
Chantal EadehDirector
David AllevaDirector
Joseph FaraciDirector
Sara BlevinsDirector
Steve SmithDirector
Lauren AdamskiSecretary
Ryan WarwickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,619
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$121,622
All Other Contributions
$6,159
Change in Net Assets
$18,220
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$113,614
Other Expenses$11,407
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$112,514--$112,514
Other Expenses$1,418$1,863-$1,418
Grants to Domestic Individuals$1,100--$1,100
Fees for Services Accounting-$750-$750
Total Functional Expenses$122,408$2,613$0$125,021
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vanguard Charitable Endowment ProgramWarwick, RI501(c)(3)FOR ORGANIZATIONS THAT SUPPORT ROTARY INTERNATIONAL'S AREAS OF FOCUS$112,214
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$195,702
Fundraising Direct Expenses$74,080
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Golf Outing$148,719$148,719$54,512$94,207
Fall Oktoberfest$46,983$46,983$4,054$42,929
Total Events$195,702$195,702$74,080$121,622
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board members review a draft of form 990.”

Form 990, Part VI, Section B, Line 12C

“Potential conflicts of interest are reviewed and discussed at monthly board meetings before financial transactions are completed.”

Form 990, Part VI, Section C, Line 19

“The club's organizational and other documents are available upon request made to any of the club's board members, or upon request by email via the club's website.”

Filing and Contact Details

Filer

Filer Name
Upper Main Line Rotary Club
EIN
80-0779464
Phone
6109759122
Address
511 OLD LANCASTER ROAD STE 8, BERWYN, PA 19312

Signing Officer

Name
Lauren Adamski
Title
Secretary
Phone
6109759122
Signed
2025-05-15

Organization Details

Principal Officer
Stacey Ballard
Formed
2012
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0
Raw XML Appendix357 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CLUB MONITORS THE USE OF GRANT FUNDS THROUGH OBSERVATION AND REPORTING BY THE CHARITABLE ORGANIZATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MEMBERS REVIEW A DRAFT OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED AND DISCUSSED AT MONTHLY BOARD MEETINGS BEFORE FINANCIAL TRANSACTIONS ARE COMPLETED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CLUB'S ORGANIZATIONAL AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST MADE TO ANY OF THE CLUB'S BOARD MEMBERS, OR UPON REQUEST BY EMAIL VIA THE CLUB'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt022043
IRS990/TotalAssetsEOYAmt036883
IRS990/TotalAssetsGrp/BOYAmt022043
IRS990/TotalAssetsGrp/EOYAmt036883
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt021619
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02613
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122408
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125021
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08501
IRS990/TotalLiabilitiesEOYAmt05121
IRS990/TotalLiabilitiesGrp/BOYAmt08501
IRS990/TotalLiabilitiesGrp/EOYAmt05121
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013542
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt031762
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0122408
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0121622
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0143241
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022043
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036883
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0511 OLD LANCASTER ROAD STE 8
IRS990/USAddress/CityNm0BERWYN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019312
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.UMLROTARY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN ADAMSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06109759122
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER MAIN LINE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0800779464
ReturnHeader/Filer/PhoneNum06109759122
ReturnHeader/Filer/USAddress/AddressLine1Txt0511 OLD LANCASTER ROAD STE 8
ReturnHeader/Filer/USAddress/CityNm0BERWYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019312
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-05-15T06:21:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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