Civic Intelligence

Boothbay Harbor Rotary Club

EIN 01-0217620 • 501(c)4 • Boothbay Harbor, ME

Profile

The purpose of the Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: First: The development of acquaintance as an opportunity of service; Second: High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each Rotarian occupation as an opportunity to serve society; Third: The application of the ideal of service in each Rotarians personal, business and community life; Fourth: The advancement of International understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.

PO Box 518Boothbay Harbor, ME 04538

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

60th percentile

0.00x

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

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

Net Margin

74th percentile

18%

Higher net margin than 74% 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 2021

Asset Growth

67th percentile

6.6%

Faster asset growth than 67% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

91st percentile

62%

Faster revenue growth than 91% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$29,629

Up $5,192 (+21%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$8,849

Down $15,588 (-64%) from 2021

Operations
Liabilities / Revenue60th percentileNet Margin74th percentile

Revenue

Up

$50,527

Up $38,736 (+329%) from 2021

Expenses

Up

$41,678

Up $34,176 (+456%) from 2021

Net Income

Up

$8,849

Up $4,560 (+106%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$300K$200K$100K$0Assets 2011: $89,880Liabilities 2011: $9,8992011Assets 2012: $216,757Liabilities 2012: $10,9252012Assets 2013: $205,339Liabilities 2013: $02013Assets 2014: $209,019Liabilities 2014: $0Net Assets 2014: $209,0192014Assets 2015: $215,175Liabilities 2015: $02015Assets 2016: $213,949Liabilities 2016: $0Net Assets 2016: $213,9492016Assets 2017: $213,331Liabilities 2017: $0Net Assets 2017: $213,3312017Assets 2018: $2,680Liabilities 2018: $0Net Assets 2018: $2,6802018Assets 2019: $19,120Liabilities 2019: $0Net Assets 2019: $19,1202019Assets 2020: $20,526Liabilities 2020: $0Net Assets 2020: $20,5262020Assets 2021: $24,437Liabilities 2021: $0Net Assets 2021: $24,4372021Assets 2024: $29,629Liabilities 2024: $0Net Assets 2024: $8,8492024

Highlighted filing

2024

Assets$29,629
Liabilities$0
Net Assets$8,849
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $45,999Expenses 2011: $45,272Net Income 2011: $7272011Revenue 2012: $173,123Expenses 2012: $47,272Net Income 2012: $125,8512012Revenue 2013: $38,185Expenses 2013: $38,624Net Income 2013: -$4392013Revenue 2014: $41,823Expenses 2014: $38,143Net Income 2014: $3,6802014Revenue 2015: $49,884Expenses 2015: $43,728Net Income 2015: $6,1562015Revenue 2016: $40,290Expenses 2016: $41,516Net Income 2016: -$1,2262016Revenue 2017: $42,377Expenses 2017: $42,995Net Income 2017: -$6182017Revenue 2018: $42,452Expenses 2018: $39,772Net Income 2018: $2,6802018Revenue 2019: $47,748Expenses 2019: $58,986Net Income 2019: -$11,2382019Revenue 2020: $23,387Expenses 2020: $36,506Net Income 2020: -$13,1192020Revenue 2021: $11,791Expenses 2021: $7,502Net Income 2021: $4,2892021Revenue 2024: $50,527Expenses 2024: $41,678Net Income 2024: $8,8492024

Highlighted filing

2024

Revenue$50,527
Expenses$41,678
Net Income$8,849
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$29,629
Liabilities
$0
Net assets
$8,849
Revenue
$50,527
Expenses
$41,678
Net income
$8,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.09$0.51$0.42$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.12$0.08$0.04
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.21$0.00$0.21$0.23$0.37$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.48$0.59$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.42$0.40$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.42$0.43$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.40$0.42$0.01
2015Summary only. Only limited summary data is available for this year.$2.15$0.00$0.50$0.44$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.42$0.38$0.04
2013Summary only. Only limited summary data is available for this year.$2.05$0.00$0.38$0.39$0.00
2012Summary only. Only limited summary data is available for this year.$2.17$0.11$1.73$0.47$1.26
2011Summary only. Only limited summary data is available for this year.$0.90$0.10$0.46$0.45$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 20, 2024
Return Version
2023v5.1
Gross Receipts
$50,527
Mission and Program Overview

Mission

The purpose of the Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: First: The development of acquaintance as an opportunity of service; Second: High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each Rotarian occupation as an opportunity to serve society; Third: The application of the ideal of service in each Rotarians personal, business and community life; Fourth: The advancement of International understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.

Program Services

DescriptionGrantsExpenses
The purpose of the Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: First: The development of acquaintance as an opportunity of service; Second: High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each Rotarian occupation as an opportunity to serve society; Third: The application of the ideal of service in each Rotarians personal, business and community life; Fourth: The advancement of International understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alden WoodsPresident-$0--
Tony CurullaPast President-$0--
Rick JamesonVice President-$0--
Jim HerboldCo-President-$0--
Brian McGrathTreasurer-$0--
Irene FowleSecretary-$0--
Lori ZimmerliPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
Boothbay Harbor Rotary Club
EIN
01-0217620
Phone
2076338330
Address
PO Box 518, Boothbay Harbor, ME 04538

Signing Officer

Name
Brian McGrath
Title
Treasurer
Signed
2024-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Midcoast Payroll & Accounting Inc
Address
35 School St, Boothbay Harbor, ME 04538
Preparer
Linda Foster
Phone
2076336500
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $696”

Other Expenses.1007

“Conferences, Conventions, and Meetings $333”

Other Expenses.1

“Food $11707”

Other Expenses.2

“Catering Weekly $8146”

Other Expenses.3

“Club Dues - RI $7176”

Other Expenses.4

“Spain Trip $6157”

Other Expenses.5

“Club Dues - District 7780 $3320”

Other Expenses.6

“Beverages $1860”

Other Expenses.7

“Building Dues to Foundation $650”

Other Expenses.8

“Supplies $549”

Other Expenses.9

“Community Dues $295”

Other Expenses.10

“Outside Services $265”

Other Expenses.11

“Goods for Resale $224”

Other Expenses.12

“Taxes & License Fees $85”

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/CityNm0East Boothbay
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004556
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029629
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027950
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08849
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0215
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt022577
IRS990EZ/GrossReceiptsAmt050527
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08849
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029629
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alden Woods
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tony Curulla
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rick Jameson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jim Herbold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brian McGrath
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Irene Fowle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lori Zimmerli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041463
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of the Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: First: The development of acquaintance as an opportunity of service; Second: High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each Rotarian occupation as an opportunity to serve society; Third: The application of the ideal of service in each Rotarians personal, business and community life; Fourth: The advancement of International understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The purpose of the Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: First: The development of acquaintance as an opportunity of service; Second: High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each Rotarian occupation as an opportunity to serve society; Third: The application of the ideal of service in each Rotarians personal, business and community life; Fourth: The advancement of International understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041678
IRS990EZ/TotalRevenueAmt050527
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Food $11707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Catering Weekly $8146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Club Dues - RI $7176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Spain Trip $6157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Club Dues - District 7780 $3320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Beverages $1860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Building Dues to Foundation $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Supplies $549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Community Dues $295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Outside Services $265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Goods for Resale $224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Taxes & License Fees $85
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Brian McGrath
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-20
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ReturnHeader/Filer/BusinessNameControlTxt0BOOT
ReturnHeader/Filer/EIN0010217620
ReturnHeader/Filer/PhoneNum02076338330
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 518
ReturnHeader/Filer/USAddress/CityNm0Boothbay Harbor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004538
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272120095
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 School St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boothbay Harbor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004538
ReturnHeader/PreparerPersonGrp/PhoneNum02076336500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda Foster
ReturnHeader/ReturnTs02024-11-20T09:27:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits