Civic Intelligence

Pearl River Rotarycharitable Fund

990EZ • Fiscal year 2021 • EIN 81-5208244

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

38 South Main StreetPearl River, NY 10965

(845) 735-9500

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE W • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE W • <$500k nonprofits • Source year 2021

Net Margin

66th percentile

27%

Higher net margin than 66% of similar nonprofits.

2021 filings • NTEE W • <$500k nonprofits • Source year 2021

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2021 filings • NTEE W • <$500k nonprofits • Source year 2021

Asset Growth

67th percentile

20%

Faster asset growth than 67% of similar nonprofits.

2021 filings • NTEE W • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-9.1%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • NTEE W • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$41,027

Up $6,784 (+20%) from 2020

Net Assets

Up

$41,027

Up $6,784 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$25,142

Down $2,520 (-9.1%) from 2020

Expenses

Down

$18,358

Down $80,520 (-81%) from 2020

Net Income

Up

$6,784

Up $78,000 (+110%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2017: $62,652Liabilities 2017: $0Net Assets 2017: $62,6522017Assets 2018: $86,785Liabilities 2018: $0Net Assets 2018: $86,7852018Assets 2019: $127,842Liabilities 2019: $22,383Net Assets 2019: $105,4592019Assets 2020: $34,243Liabilities 2020: $0Net Assets 2020: $34,2432020Assets 2021: $41,027Liabilities 2021: $0Net Assets 2021: $41,0272021Assets 2022: $31,409Liabilities 2022: $0Net Assets 2022: $31,4092022Assets 2023: $33,606Liabilities 2023: $0Net Assets 2023: $33,6062023Assets 2024: $43,247Liabilities 2024: $0Net Assets 2024: $43,2472024

Highlighted filing

2021

Assets$41,027
Liabilities$0
Net Assets$41,027

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2017: $63,829Expenses 2017: $1,177Net Income 2017: $62,6522017Revenue 2018: $46,516Expenses 2018: $22,383Net Income 2018: $24,1332018Revenue 2019: $66,082Expenses 2019: $47,408Net Income 2019: $18,6742019Revenue 2020: $27,662Expenses 2020: $98,878Net Income 2020: -$71,2162020Revenue 2021: $25,142Expenses 2021: $18,358Net Income 2021: $6,7842021Revenue 2022: $41,352Expenses 2022: $50,970Net Income 2022: -$9,6182022Revenue 2023: $26,992Expenses 2023: $24,795Net Income 2023: $2,1972023Revenue 2024: $39,627Expenses 2024: $29,986Net Income 2024: $9,6412024

Highlighted filing

2021

Revenue$25,142
Expenses$18,358
Net Income$6,784
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$41,115
Mission and Program Overview

Mission

Rotary international' motto of service above self is the core mission of the pearl river rotary's charitable fund. Our members demonstrate service bby identifying needs and providing assistance to the community and to engage in service missions in rockland county and around the world. The corporation shall provide financial support in furtherance of charitable, philanthropic and benevolent causes, either directly or indirectly by way of contribution to other qualified organizations as well as individuals or groups in need, as deemed appropriate by the corporation.

Program Services

DescriptionGrantsExpenses
RAN A GOLF OUTING THAT TOOK IN $36,929$0$15,973
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES MURPHYPresident-$0--
MARK GRIFFITH JRVice President-$0--
ROBERT SIMONSecretary-$0--
ROBERT CRAIGTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$36,929$18,449$2,329$16,120
Total Events$36,929$18,449$15,973$2,476
Filing and Contact Details

Filer

Filer Name
Pearl River Rotary Charitable Fund
EIN
81-5208244
Phone
8457359500
Address
38 SOUTH MAIN STREET, PEARL RIVER, NY 10965

Signing Officer

Name
Carol Mcgrath
Title
President
Phone
8457359500
Signed
2022-11-15

Preparer

Firm
NEIL T O'SULLIVAN CPA PLLC
Address
38 SOUTH MAIN STREET, PEARL RIVER, NY 10965
Preparer
NEIL O'SULLIVAN
Phone
8457359502
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: CHARITABLE. Grantee Name: JOSE ANDRUZ CRUZ LAZO. Grantee Address: URB NUEVA MET 3 AV DORIS POL EL SALVADOR. Date of Gift: 01/14/21. Amount Given: 6050.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: CHARITABLE. Grantee Name: JOSE ANDRUZ CRUZ LAZO. Grantee Address: URB NUEVA MET 3 AV DORIS POL EL SALVADOR. Date of Gift: 02/23/21. Amount Given: 1950. Total included on Form 990-EZ, line 10: 8000.

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

Description: DONATIONS. Amount: 9290. Description: BANK CHARGES. Amount: 120. Description: FISHING CONTEST EXPENSE. Amount: 448. Total to Form 990-EZ, line 16: 9858.

Raw XML Appendix177 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/PhoneNum08457354346
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEARL RIVER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK GRIFFITH JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT CRAIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09858
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY INTERNATIONAL' MOTTO OF SERVICE ABOVE SELF IS THE CORE MISSION OF THE PEARL RIVER ROTARY'S CHARITABLE FUND. OUR MEMBERS DEMONSTRATE SERVICE BBY IDENTIFYING NEEDS AND PROVIDING ASSISTANCE TO THE COMMUNITY AND TO ENGAGE IN SERVICE MISSIONS IN ROCKLAND COUNTY AND AROUND THE WORLD. THE CORPORATION SHALL PROVIDE FINANCIAL SUPPORT IN FURTHERANCE OF CHARITABLE, PHILANTHROPIC AND BENEVOLENT CAUSES, EITHER DIRECTLY OR INDIRECTLY BY WAY OF CONTRIBUTION TO OTHER QUALIFIED ORGANIZATIONS AS WELL AS INDIVIDUALS OR GROUPS IN NEED, AS DEEMED APPROPRIATE BY THE CORPORATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAN A GOLF OUTING THAT TOOK IN $36,929
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015973
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt02476
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IRS990EZ/TotalRevenueAmt025142
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04900
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: CHARITABLE. Grantee Name: JOSE ANDRUZ CRUZ LAZO. Grantee Address: URB NUEVA MET 3 AV DORIS POL EL SALVADOR. Date of Gift: 01/14/21. Amount Given: 6050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: CHARITABLE. Grantee Name: JOSE ANDRUZ CRUZ LAZO. Grantee Address: URB NUEVA MET 3 AV DORIS POL EL SALVADOR. Date of Gift: 02/23/21. Amount Given: 1950. Total included on Form 990-EZ, line 10: 8000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: DONATIONS. Amount: 9290. Description: BANK CHARGES. Amount: 120. Description: FISHING CONTEST EXPENSE. Amount: 448. Total to Form 990-EZ, line 16: 9858.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL MCGRATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08457359500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEARL RIVER ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PEAR
ReturnHeader/Filer/EIN0815208244
ReturnHeader/Filer/PhoneNum08457359500
ReturnHeader/Filer/USAddress/AddressLine1Txt038 SOUTH MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0PEARL RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010965
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264214417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEIL T O'SULLIVAN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt038 SOUTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEARL RIVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010965
ReturnHeader/PreparerPersonGrp/PhoneNum08457359502
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEIL O'SULLIVAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T11:31:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGRATH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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