Civic Intelligence

Boothbay Harbor Rotary Club

990EZ • Fiscal year 2019 • EIN 01-0217620

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 17, 2019

Organization ProfileN/A
PO Box 518Boothbay Harbor, ME 04538

(207) 633-8330

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

99th percentile

613%

Faster asset growth than 99% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

73rd percentile

12%

Faster revenue growth than 73% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$19,120

Up $16,440 (+613%) from 2018

Net Assets

Down

-$8,558

Down $11,238 (-419%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin14th percentile

Revenue

Up

$47,748

Up $5,296 (+12%) from 2018

Expenses

Up

$58,986

Up $19,214 (+48%) from 2018

Net Income

Down

-$11,238

Down $13,918 (-519%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$300K$200K$100K$0-$100KAssets 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: -$8,5582019Assets 2020: $20,526Liabilities 2020: $0Net Assets 2020: $20,5262020Assets 2021: $24,437Liabilities 2021: $0Net Assets 2021: $24,8152021Assets 2024: $29,629Liabilities 2024: $0Net Assets 2024: $8,8492024Assets 2025: $42,084Net Assets 2025: $32,7882025

Highlighted filing

2019

Assets$19,120
Liabilities$0
Net Assets-$8,558
Open 2019 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this 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: $8,8492024Revenue 2025: $41,868Expenses 2025: $38,709Net Income 2025: $3,1592025

Highlighted filing

2019

Revenue$47,748
Expenses$58,986
Net Income-$11,238
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 17, 2019
Return Version
2018v3.1
Gross Receipts
$47,748
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 Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doug RobertsDirector-$0--
Tony CurullaPast President-$0--
Jonathan TindalPast President-$0--
Brian McGrathTreasurer-$0--
Rick ElderPresident & CEO-$0--
Lori ZimmerliSecretary-$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
2019-11-17
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.1001

“Advertising and Promotion $225”

Other Expenses.1002

“Office Expenses $249”

Other Expenses.1007

“Conferences, Conventions, and Meetings $357”

Other Expenses.1

“Food $13008”

Other Expenses.2

“Catering $8329”

Other Expenses.3

“Club Dues - RI $5483”

Other Expenses.4

“Turpentine Club $2733”

Other Expenses.5

“Club Dues - District 7780 $2643”

Other Expenses.6

“Hometown Heros Expense $2405”

Other Expenses.7

“Supplies $1940”

Other Expenses.8

“Website/Internet $1099”

Other Expenses.9

“Rotary Fest $300”

Other Expenses.11

“Checks $104”

Other Expenses.12

“Petty Cash $50”

Raw XML Appendix138 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/USAddress/CityNm0East Boothbay
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004556
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Doug Roberts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tony Curulla
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brian McGrath
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rick Elder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lori Zimmerli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038925
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0168
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalExpensesAmt058986
IRS990EZ/TotalRevenueAmt047748
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Food $13008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Catering $8329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Club Dues - RI $5483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Turpentine Club $2733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Club Dues - District 7780 $2643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Hometown Heros Expense $2405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Supplies $1940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Website/Internet $1099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Rotary Fest $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Checks $104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Petty Cash $50
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Brian McGrath
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-17
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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
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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/ReturnTs02019-11-17T12:36:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,120
Liabilities
$0
Net assets
-$8,558
Revenue
$47,748
Expenses
$58,986
Net income
-$11,238
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.42$0.33$0.42$0.39$0.03
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$0.25$0.12$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.23$0.37$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.09$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
2017Detailed filing. Detailed filing data is available for this year.$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