Civic Intelligence

Wells Rotary Club

990EZ • Fiscal year 2019 • EIN 01-0422023

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 20, 2019

Organization ProfileWELLSROTARY.ORG
PO Box 203Wells, ME 04090

(207) 608-4376

Siviq Scores

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

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.24x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

72nd percentile

14%

Higher net margin than 72% 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

58th percentile

4.4%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

32nd percentile

-9.6%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$120,852

Up $5,083 (+4.4%) from 2018

Net Assets

Up

$112,656

Up $4,778 (+4.4%) from 2018

Liabilities

Up

$8,196

Up $305 (+3.9%) from 2018

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin72nd percentile

Revenue

Down

$34,046

Down $3,634 (-9.6%) from 2018

Expenses

Down

$29,268

Down $2,112 (-6.7%) from 2018

Net Income

Down

$4,778

Down $1,522 (-24%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$150K$100K$50K$0Assets 2012: $83,042Liabilities 2012: $12,0132012Assets 2013: $89,259Liabilities 2013: $18,5822013Assets 2014: $95,215Liabilities 2014: $22,7872014Assets 2015: $110,948Liabilities 2015: $31,1982015Assets 2016: $110,649Liabilities 2016: $18,627Net Assets 2016: $92,0222016Assets 2017: $116,587Liabilities 2017: $15,009Net Assets 2017: $101,5782017Assets 2018: $115,769Liabilities 2018: $7,891Net Assets 2018: $107,8782018Assets 2019: $120,852Liabilities 2019: $8,196Net Assets 2019: $112,6562019Assets 2020: $118,787Liabilities 2020: $8,162Net Assets 2020: $110,6252020

Highlighted filing

2019

Assets$120,852
Liabilities$8,196
Net Assets$112,656
Open 2019 Filing

Operations Trend

Revenue Growth32nd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $62,346Expenses 2012: $63,384Net Income 2012: -$1,0382012Revenue 2013: $58,734Expenses 2013: $57,856Net Income 2013: $8782013Revenue 2014: $39,990Expenses 2014: $38,237Net Income 2014: $1,7532014Revenue 2015: $65,204Expenses 2015: $57,883Net Income 2015: $7,3212015Revenue 2016: $44,423Expenses 2016: $32,153Net Income 2016: $12,2702016Revenue 2017: $42,572Expenses 2017: $33,016Net Income 2017: $9,5562017Revenue 2018: $37,680Expenses 2018: $31,380Net Income 2018: $6,3002018Revenue 2019: $34,046Expenses 2019: $29,268Net Income 2019: $4,7782019Revenue 2020: $19,762Expenses 2020: $20,496Net Income 2020: -$7342020

Highlighted filing

2019

Revenue$34,046
Expenses$29,268
Net Income$4,778
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 20, 2019
Return Version
2018v3.1
Gross Receipts
$48,585
Mission and Program Overview

Mission

Not-for-profit organization that supports the efforts of rotary international to achieve world understanding and peace through international humanitarian, educational, and cultural exchange programs

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDS FOR LOCAL COMMUNITY PROGRAMS AND PROJECTS, INCLUDING BREAST CANCER AWARENESS, COMMUNITY SERVICE ORGANIZATIONS, EDUCATIONAL SCHOLARSHIPS, LITERACY, AND OTHERS$9,885$29,268
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE ILSLEYPresidentPT$0--
VINCENT CHRISTINZIANOSecretaryPT$0--
RICHARD COYNETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$21,768$21,768$8,372$13,396
Bbq$7,949$7,949$4,212$3,737
Total Events$29,717$29,717$12,584$17,133
Filing and Contact Details

Filer

Filer Name
Wells Rotary Club
EIN
01-0422023
Phone
2076084376
Address
PO BOX 203, WELLS, ME 04090

Signing Officer

Name
Richard Coyne
Title
Treasurer
Phone
2076084376
Signed
2019-08-20

Preparer

Firm
Yellis & Foley LLC
Address
PO BOX 1359, WELLS, ME 04090
Preparer
James M Foley
Phone
2076461007
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office & admin 947 training & recognition 3,008 food & supplies 6,520 dues 3,223 service 3,570 total 17,268”

Form 990-ez, Part II, Line 24

“Accounts receivable 208 447 equipment 5,287 0 less accumulated depreciation 5,287 0 total 208 447”

Form 990-ez, Part II, Line 26

“Grants payable 7,891 8,196”

Form 990-ez, Part III

“Not-for-profit organization that supports the efforts of rotary international to achieve world understanding and peace through international humanitarian, educational, and cultural exchange programs”

Raw XML Appendix130 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/PersonNm0RICHARD COYNE
IRS990EZ/BooksInCareOfDetail/PhoneNum02072512119
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 203
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004090
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0115561
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0120405
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04778
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02115
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0208
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0447
IRS990EZ/OtherExpensesTotalAmt017268
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NOT-FOR-PROFIT ORGANIZATION THAT SUPPORTS THE EFFORTS OF ROTARY INTERNATIONAL TO ACHIEVE WORLD UNDERSTANDING AND PEACE THROUGH INTERNATIONAL HUMANITARIAN, EDUCATIONAL, AND CULTURAL EXCHANGE PROGRAMS
IRS990EZ/ProgramServiceRevenueAmt06376
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FUNDS FOR LOCAL COMMUNITY PROGRAMS AND PROJECTS, INCLUDING BREAST CANCER AWARENESS, COMMUNITY SERVICE ORGANIZATIONS, EDUCATIONAL SCHOLARSHIPS, LITERACY, AND OTHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09885
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029268
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014539
IRS990EZ/SpecialEventsNetIncomeLossAmt018498
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07891
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029268
IRS990EZ/TotalProgramServiceExpensesAmt029268
IRS990EZ/TotalRevenueAmt034046
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WELLSROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012584
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BBQ
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029717
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017133
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012584
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08372
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE & ADMIN 947 TRAINING & RECOGNITION 3,008 FOOD & SUPPLIES 6,520 DUES 3,223 SERVICE 3,570 TOTAL 17,268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 208 447 EQUIPMENT 5,287 0 LESS ACCUMULATED DEPRECIATION 5,287 0 TOTAL 208 447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS PAYABLE 7,891 8,196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOT-FOR-PROFIT ORGANIZATION THAT SUPPORTS THE EFFORTS OF ROTARY INTERNATIONAL TO ACHIEVE WORLD UNDERSTANDING AND PEACE THROUGH INTERNATIONAL HUMANITARIAN, EDUCATIONAL, AND CULTURAL EXCHANGE PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02076084376
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLS ROTARY CLUB
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ReturnHeader/Filer/EIN0010422023
ReturnHeader/Filer/PhoneNum02076084376
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.65.145.182
ReturnHeader/FilingSecurityInformation/IPDt02019-08-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:21:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263786395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YELLIS & FOLEY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1359
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004090
ReturnHeader/PreparerPersonGrp/PhoneNum02076461007
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M FOLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-26T09:21:42-05:00
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
$120,852
Liabilities
$8,196
Net assets
$112,656
Revenue
$34,046
Expenses
$29,268
Net income
$4,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.08$1.11$0.20$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.08$1.13$0.34$0.29$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.08$1.08$0.38$0.31$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.15$1.02$0.43$0.33$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.19$0.92$0.44$0.32$0.12
2015Summary only. Only limited summary data is available for this year.$1.11$0.31$0.65$0.58$0.07
2014Summary only. Only limited summary data is available for this year.$0.95$0.23$0.40$0.38$0.02
2013Summary only. Only limited summary data is available for this year.$0.89$0.19$0.59$0.58$0.01
2012Summary only. Only limited summary data is available for this year.$0.83$0.12$0.62$0.63$0.01