Civic Intelligence

Rotary International-York Maine

EIN 01-0379103 • 501(c)4 • York, ME

Profile

The primary exempt purpose of the york rotary club is the promotion of social welfare in a spirit of fellowship among members of the club. This is accomplished by members joining together to raise funds for charitable purposes and giving of their time and talents towards local and international community service projects. Members meet on a weekly basis and have breakfast together. During this time members discuss projects to be carried out by the club, hear from speakers on a range of topics, develop future plans for the club, etc.

PO Box 806York, ME 03909

www,yorkmerotary.org

Siviq Scores

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

Liabilities / Assets

88th percentile

0.35x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.13x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

22nd percentile

-20%

Higher net margin than 22% of similar nonprofits.

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

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 2018

Asset Growth

19th percentile

-41%

Faster asset growth than 19% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-18%

Faster revenue growth than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$14,531

Down $10,065 (-41%) from 2017

Liabilities

Down

$5,016

Down $2,480 (-33%) from 2017

Net Assets

Down

$9,515

Down $7,585 (-44%) from 2017

Operations
Liabilities / Revenue82nd percentileNet Margin22nd percentile

Revenue

Down

$37,497

Down $8,052 (-18%) from 2017

Expenses

Up

$45,082

Up $7,256 (+19%) from 2017

Net Income

Down

-$7,585

Down $15,308 (-198%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$30K$20K$10K$0Assets 2011: $2,431Liabilities 2011: $2,9162011Assets 2012: $7,354Liabilities 2012: $6,0172012Assets 2013: $8,165Liabilities 2013: $4,811Net Assets 2013: $3,3542013Assets 2014: $9,977Liabilities 2014: $5,0082014Assets 2015: $14,170Liabilities 2015: $5,497Net Assets 2015: $8,6732015Assets 2016: $15,490Liabilities 2016: $6,113Net Assets 2016: $9,3772016Assets 2017: $24,596Liabilities 2017: $7,496Net Assets 2017: $17,1002017Assets 2018: $14,531Liabilities 2018: $5,016Net Assets 2018: $9,5152018

Highlighted filing

2018

Assets$14,531
Liabilities$5,016
Net Assets$9,515
Open 2018 Filing

Operations Trend

Revenue Growth31st percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $35,870Expenses 2011: $38,278Net Income 2011: -$2,4082011Revenue 2012: $33,113Expenses 2012: $31,291Net Income 2012: $1,8222012Revenue 2013: $34,718Expenses 2013: $32,701Net Income 2013: $2,0172013Revenue 2014: $34,896Expenses 2014: $33,281Net Income 2014: $1,6152014Revenue 2015: $37,694Expenses 2015: $33,989Net Income 2015: $3,7052015Revenue 2016: $37,770Expenses 2016: $37,066Net Income 2016: $7042016Revenue 2017: $45,549Expenses 2017: $37,826Net Income 2017: $7,7232017Revenue 2018: $37,497Expenses 2018: $45,082Net Income 2018: -$7,5852018

Highlighted filing

2018

Revenue$37,497
Expenses$45,082
Net Income-$7,585
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,531
Liabilities
$5,016
Net assets
$9,515
Revenue
$37,497
Expenses
$45,082
Net income
-$7,585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$14.5$5.02$9.52$37.5$45.1$7.59
2017Detailed filing. Detailed filing data is available for this year.$24.6$7.50$17.1$45.5$37.8$7.72
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$6.11$9.38$37.8$37.1$0.70
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$5.50$8.67$37.7$34.0$3.71
2014Summary only. Only limited summary data is available for this year.$9.98$5.01$34.9$33.3$1.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.17$4.81$3.35$34.7$32.7$2.02
2012Summary only. Only limited summary data is available for this year.$7.35$6.02$33.1$31.3$1.82
2011Summary only. Only limited summary data is available for this year.$2.43$2.92$35.9$38.3$2.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$45,211
Mission and Program Overview

Mission

The primary exempt purpose of the york rotary club is the promotion of social welfare in a spirit of fellowship among members of the club. This is accomplished by members joining together to raise funds for charitable purposes and giving of their time and talents towards local and international community service projects. Members meet on a weekly basis and have breakfast together. During this time members discuss projects to be carried out by the club, hear from speakers on a range of topics, develop future plans for the club, etc.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN MCLAUGHLIN-MURRAYPresident-$0--
HOLLY SARGENTPresident Elect-$0--
STEPHEN JENDZEJECDirector-$0--
GAIL MORSESecretary-$0--
BEN LOVELLDirector-$0--
DOUGLAS GRAYDirector-$0--
RON MCALLISTERDirector-$0--
SCOTT FIERENTINODirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International York Maine
EIN
01-0379103
Address
PO BOX 806, YORK, ME 03909

Signing Officer

Name
Jackie Grant
Title
Treasurer
Phone
2073960871
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Isaacs & Associates LLC
Address
2 Bow Street, Berwick, ME 03901
Preparer
Rebecca A Isaacs
Phone
2077150187
Supplemental Narrative

Additional Explanations

General explanation attachment

“Form 990-ez, part iii, primary exempt purpose - the primary exempt purpose of the york rotary club is the promotion of social welfare in a spirit of fellowship among members of the club. This is accomplished by members joining together to raise funds for charitable purposes and giving of their time and talents towards local and international community service projects. Members meet on a weekly basis and have breakfast together. During this time members discuss projects to be carried out by the club, hear from speakers on a range of topics, develop future for the club, etc.”

Description of other expenses Part I line 16

“Description amountclub supplies 120changing of the guard 3,398conference expense 1,355governor visit 250chamber dues 230district 7780 dues 1,850rotary int dues 4,266miscellaneous 832office supplies 374postal box rent 160state filing fees 95website hosting services 1,311club meetings breakfast/meals 30,806”

Description of total liabilities Part II line 26

“Category beginning of year end of yeardue to interact club 7,496 5,016”

Raw XML Appendix147 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/CityNm0YORK
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd003909
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7585
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt05715
IRS990EZ/GrossReceiptsAmt045211
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09261
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017100
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09515
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017100
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09515
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARILYN MCLAUGHLIN-MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HOLLY SARGENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN JENDZEJEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GAIL MORSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BEN LOVELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DOUGLAS GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RON MCALLISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SCOTT FIERENTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt045047
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt035
IRS990EZ/ProgramServiceRevenueAmt030235
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07714
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1999
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07496
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05016
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045082
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt037497
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.YORKMEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - THE PRIMARY EXEMPT PURPOSE OF THE YORK ROTARY CLUB IS THE PROMOTION OF SOCIAL WELFARE IN A SPIRIT OF FELLOWSHIP AMONG MEMBERS OF THE CLUB. THIS IS ACCOMPLISHED BY MEMBERS JOINING TOGETHER TO RAISE FUNDS FOR CHARITABLE PURPOSES AND GIVING OF THEIR TIME AND TALENTS TOWARDS LOCAL AND INTERNATIONAL COMMUNITY SERVICE PROJECTS. MEMBERS MEET ON A WEEKLY BASIS AND HAVE BREAKFAST TOGETHER. DURING THIS TIME MEMBERS DISCUSS PROJECTS TO BE CARRIED OUT BY THE CLUB, HEAR FROM SPEAKERS ON A RANGE OF TOPICS, DEVELOP FUTURE FOR THE CLUB, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCLUB SUPPLIES 120CHANGING OF THE GUARD 3,398CONFERENCE EXPENSE 1,355GOVERNOR VISIT 250CHAMBER DUES 230DISTRICT 7780 DUES 1,850ROTARY INT DUES 4,266MISCELLANEOUS 832OFFICE SUPPLIES 374POSTAL BOX RENT 160STATE FILING FEES 95WEBSITE HOSTING SERVICES 1,311CLUB MEETINGS BREAKFAST/MEALS 30,806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARDUE TO INTERACT CLUB 7,496 5,016
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKIE GRANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02073960871
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL YORK MAINE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0010379103
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 806
ReturnHeader/Filer/USAddress/CityNm0YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd003909
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.140.17
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTm014:38:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474023321
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Isaacs & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 Bow Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Berwick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003901
ReturnHeader/PreparerPersonGrp/PhoneNum02077150187
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebecca A Isaacs
ReturnHeader/ReturnTs02019-05-14T10:51:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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