Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 01-0379103

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 22, 2017

PO Box 806York, ME 03909

(603) 430-6200

Siviq Scores

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

Liabilities / Assets

87th percentile

0.30x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.16x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

92nd percentile

59%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

21%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$24,596

Up $9,106 (+59%) from 2016

Net Assets

Up

$17,100

Up $7,723 (+82%) from 2016

Liabilities

Up

$7,496

Up $1,383 (+23%) from 2016

Revenue

Up

$45,549

Up $7,779 (+21%) from 2016

Expenses

Up

$37,826

Up $760 (+2.1%) from 2016

Net Income

Up

$7,723

Up $7,019 (+997%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$24,596
Liabilities$7,496
Net Assets$17,100

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$45,549
Expenses$37,826
Net Income$7,723
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 22, 2017
Return Version
2016v3.0
Gross Receipts
$45,549
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.

Program Services

DescriptionGrantsExpenses
THE ROTARY CLUB OF YORK, MAINE IS A SOCIAL WELFARE CLUB MADE UP OF APPROXIMATELY 40 MEMBERS. MEMBERS MEET ON A WEEKLY BASIS TO SHARE FELLOWSHIP, LISTEN TO SPEAKERS WHO OFTEN PRESENT INFORMATION ON SERVICE TOPICS OF INTEREST TO CLUB MEMBERS, AND DISCUSS AND PLAN COMMUNITY SERVICE ACTIVITIES TO BE SUPPORTED BY THE CLUB. THE CLUB'S MEMBERS PROVIDE MANPOWER AND SUPPORT TO ASSIST THE CLUB'S AFFILIATED CHARITABLE ORGANIZATION , THE ROTARY CLUB OF YORK, MAINE CHARITABLE FOUNDATION (A 501(C)(3) PUBLIC CHARITY) THE RESOURCES IT NEEDS TO CARRY OUT ITS CHARITABLE PURPOSE. CLUB MEMBERS PAY DUES AND ASSESSMENTS TO PAY CLUB EXPENSES SUCH AS BREAKFAST MEALS, CLUB SUPPLIES, ROTARY INTERNATIONAL AND DISTRICT DUES, ETC.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN MCLAUGHLIN-MURRAYPresident-$0--
HOLLY SARGENTPresident-Elect-$0--
STEPHEN JENDZEJECDirector-$0--
GAIL MORSESecretary-$0--
JACQUELINE GRANTTreasurer-$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
Phone
6034306200
Address
PO BOX 806, YORK, ME 03909

Signing Officer

Name
Raymond Bald
Title
Treasurer
Phone
6034306200
Signed
2017-11-22
Discuss with paid preparer
Yes

Preparer

Firm
Cummings Lamont & Mcnamee Pa
Address
ONE HAMPTON ROAD SUITE 306, EXETER, NH 03833
Preparer
Raymond L Bald CPA
Phone
6037723460
Supplemental Narrative

Additional Explanations

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

Description: club meetings-breakfasts/meals. Amount: 29,049. Description: club supplies. Amount: 570. Description: website hosting. Amount: 701. Description: conferences. Amount: 521. Description: district dues. Amount: 1,844. Description: rotary international dues. Amount: 3,943. Description: po box rental/filing fees/chamber dues. Amount: 460. Description: miscellaneous. Amount: 545. Description: office supplies. Amount: 193. Total to form 990-ez, line 16: 37,826.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to interact club. Beg. Of year amount: 6,113. End of year amount: 7,496.

Raw XML Appendix148 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/BusinessName/BusinessNameLine1Txt0JACKIE GRANT
IRS990EZ/BooksInCareOfDetail/PhoneNum02076469282
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd003909
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015490
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARILYN MCLAUGHLIN-MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HOLLY SARGENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN JENDZEJEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GAIL MORSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACQUELINE GRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BEN LOVELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DOUGLAS GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RON MCALLISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SCOTT FIERENTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037826
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt045549
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ROTARY CLUB OF YORK, MAINE IS A SOCIAL WELFARE CLUB MADE UP OF APPROXIMATELY 40 MEMBERS. MEMBERS MEET ON A WEEKLY BASIS TO SHARE FELLOWSHIP, LISTEN TO SPEAKERS WHO OFTEN PRESENT INFORMATION ON SERVICE TOPICS OF INTEREST TO CLUB MEMBERS, AND DISCUSS AND PLAN COMMUNITY SERVICE ACTIVITIES TO BE SUPPORTED BY THE CLUB. THE CLUB'S MEMBERS PROVIDE MANPOWER AND SUPPORT TO ASSIST THE CLUB'S AFFILIATED CHARITABLE ORGANIZATION , THE ROTARY CLUB OF YORK, MAINE CHARITABLE FOUNDATION (A 501(C)(3) PUBLIC CHARITY) THE RESOURCES IT NEEDS TO CARRY OUT ITS CHARITABLE PURPOSE. CLUB MEMBERS PAY DUES AND ASSESSMENTS TO PAY CLUB EXPENSES SUCH AS BREAKFAST MEALS, CLUB SUPPLIES, ROTARY INTERNATIONAL AND DISTRICT DUES, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06113
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037826
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt045549
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW,YORKMEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CLUB MEETINGS-BREAKFASTS/MEALS. AMOUNT: 29,049. DESCRIPTION: CLUB SUPPLIES. AMOUNT: 570. DESCRIPTION: WEBSITE HOSTING. AMOUNT: 701. DESCRIPTION: CONFERENCES. AMOUNT: 521. DESCRIPTION: DISTRICT DUES. AMOUNT: 1,844. DESCRIPTION: ROTARY INTERNATIONAL DUES. AMOUNT: 3,943. DESCRIPTION: PO BOX RENTAL/FILING FEES/CHAMBER DUES. AMOUNT: 460. DESCRIPTION: MISCELLANEOUS. AMOUNT: 545. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 193. TOTAL TO FORM 990-EZ, LINE 16: 37,826.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE TO INTERACT CLUB. BEG. OF YEAR AMOUNT: 6,113. END OF YEAR AMOUNT: 7,496.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND BALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06034306200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL-YORK MAINE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0010379103
ReturnHeader/Filer/PhoneNum06034306200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 806
ReturnHeader/Filer/USAddress/CityNm0YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd003909
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E2EC66916109ECD24F294D02EDEA46DD4F0D0B8C
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.73.126.162
ReturnHeader/FilingSecurityInformation/IPDt02017-11-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:55:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010372413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUMMINGS LAMONT & MCNAMEE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HAMPTON ROAD SUITE 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EXETER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003833
ReturnHeader/PreparerPersonGrp/PhoneNum06037723460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND L BALD CPA
ReturnHeader/ReturnTs02019-02-12T12:23:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings