Civic Intelligence

Rotary Club of West Bay Camden

990EZ • Fiscal year 2015 • EIN 01-0422692

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 15, 2016

PO Box 1033Camden, ME 04843

(207) 236-0918

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

54th percentile

2.8%

Faster asset growth than 54% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

6.9%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$19,457

Up $530 (+2.8%) from 2014

Net Assets

Up

$19,324

Up $528 (+2.8%) from 2014

Liabilities

Up

$133

Up $2 (+1.5%) from 2014

Revenue

Up

$83,422

Up $5,388 (+6.9%) from 2014

Expenses

Up

$83,244

Up $11,131 (+15%) from 2014

Net Income

Down

$178

Down $5,743 (-97%) from 2014

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $24,623Liabilities 2011: $02011Assets 2012: $19,504Net Assets 2012: $19,5042012Assets 2013: $13,581Liabilities 2013: $706Net Assets 2013: $12,8752013Assets 2014: $18,927Liabilities 2014: $131Net Assets 2014: $18,7962014Assets 2015: $19,457Liabilities 2015: $133Net Assets 2015: $19,3242015Assets 2016: $26,618Liabilities 2016: $7,909Net Assets 2016: $18,7092016Assets 2017: $36,161Liabilities 2017: $10,747Net Assets 2017: $25,4142017Assets 2018: $36,616Liabilities 2018: $7,862Net Assets 2018: $28,7542018Assets 2019: $64,774Liabilities 2019: $2,616Net Assets 2019: $62,1582019Assets 2020: $39,988Liabilities 2020: $116Net Assets 2020: $39,8722020Assets 2021: $34,210Liabilities 2021: $116Net Assets 2021: $34,0942021Assets 2022: $42,427Liabilities 2022: $516Net Assets 2022: $41,9112022Assets 2023: $41,416Liabilities 2023: $0Net Assets 2023: $41,4162023Assets 2024: $49,368Net Assets 2024: $49,3682024

Highlighted filing

2015

Assets$19,457
Liabilities$133
Net Assets$19,324

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $58,715Expenses 2011: $66,260Net Income 2011: -$7,5452011Revenue 2012: $66,023Expenses 2012: $71,142Net Income 2012: -$5,1192012Revenue 2013: $59,852Expenses 2013: $71,381Net Income 2013: -$11,5292013Revenue 2014: $78,034Expenses 2014: $72,113Net Income 2014: $5,9212014Revenue 2015: $83,422Expenses 2015: $83,244Net Income 2015: $1782015Revenue 2016: $80,443Expenses 2016: $81,059Net Income 2016: -$6162016Revenue 2017: $79,509Expenses 2017: $70,202Net Income 2017: $9,3072017Revenue 2018: $92,084Expenses 2018: $88,745Net Income 2018: $3,3392018Revenue 2019: $115,222Expenses 2019: $81,819Net Income 2019: $33,4032019Revenue 2020: $79,120Expenses 2020: $101,404Net Income 2020: -$22,2842020Revenue 2021: $53,595Expenses 2021: $59,373Net Income 2021: -$5,7782021Revenue 2022: $72,231Expenses 2022: $65,677Net Income 2022: $6,5542022Revenue 2023: $81,843Expenses 2023: $82,337Net Income 2023: -$4942023Revenue 2024: $85,470Expenses 2024: $77,518Net Income 2024: $7,9522024

Highlighted filing

2015

Revenue$83,422
Expenses$83,244
Net Income$178
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 15, 2016
Return Version
2014v6.0
Gross Receipts
$110,365
Mission and Program Overview

Mission

Rotary's primary exempt purposes are to promote community fellowship, and to provide international and community services.

Program Services

DescriptionGrantsExpenses
Rotary raises funds to donate to various charities in the mid-coast area of Maine.$29,360$29,360
Roughly 70 Rotarians in this Club meet every week, and have 2 annual dinners.$26,152-
Rotary increases awareness of international issues by funding foreign exchange students and attending leadership and fellowship conferences$7,982-
Rotary provides scholarship funds for deserving students in the local area.$6,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim DresserPresidentPT$0--
Noel CoxDirector-$0--
Lisa DresserDirector-$0--
Richard CoxSecretary-$0--
Deborah HitchingsDirector-$0--
Lisa SojkaDirector-$0--
Steven DaileyTreasurer-$0--
Peter BerkeDirector-$0--
Jane LaFleurDirector-$0--
Mark MastersonSargeant At Arm-$0--
Jim PotterDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Duck Derby$11,399$11,399$2,233$9,166
Toboggan championship$6,851$6,851$2,191$4,660
Total Events$24,360$24,360$8,502$15,858
Filing and Contact Details

Filer

Filer Name
Rotary Club of West Bay Camden
EIN
01-0422692
Address
PO Box 1033, Camden, ME 04843

Signing Officer

Name
Kristen Lindquist
Title
Treasurer
Signed
2016-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Williams CPA Group LLC
Address
350 Commercial/PO BOX 839, Rockport, ME 04856-0839
Preparer
David R Williams
Phone
2072368781
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Community charities | Cash Amount Given: $29360

Other Expenses.1002

Office Expenses $259

Other Expenses.1007

Conferences, Conventions, and Meetings $2098

Other Expenses.1

Catering $18209

Other Expenses.2

Dues & Fees $9168

Other Expenses.3

International Expenses $7982

Other Expenses.4

Scholarships $6000

Other Expenses.5

Facilities $3600

Other Expenses.6

President's Project $2833

Other Expenses.7

Supplies $1974

Other Expenses.8

Website $695

Other Expenses.9

Memberships $576

Other Expenses.10

Miscellaneous $490

Total Liabilities.1002

Grants Payable - Beginning $132 Grants Payable - Ending $133

Raw XML Appendix188 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/PhoneNum02072360918
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012 Mt Battie St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Camden
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004843
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0178
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IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt022
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019195
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018795
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019324
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tim Dresser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Noel Cox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Dresser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Richard Cox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Deborah Hitchings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lisa Sojka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Steven Dailey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Peter Berke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jane LaFleur
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Mark Masterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jim Potter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Sargeant at Arm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0351
IRS990EZ/OtherExpensesTotalAmt053884
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Rotary's primary exempt purposes are to promote community fellowship, and to provide international and community services.
IRS990EZ/ProgramServiceRevenueAmt026212
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Roughly 70 Rotarians in this Club meet every week, and have 2 annual dinners.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Rotary increases awareness of international issues by funding foreign exchange students and attending leadership and fellowship conferences
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Rotary provides scholarship funds for deserving students in the local area.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026152
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt129360
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt27982
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt36000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029360
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015342
IRS990EZ/SpecialEventsNetIncomeLossAmt024688
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0132
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0133
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083244
IRS990EZ/TotalProgramServiceExpensesAmt069494
IRS990EZ/TotalRevenueAmt083422
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08502
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Duck Derby
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Toboggan championship
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06851
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06851
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024360
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015858
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04078
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08502
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02233
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02191
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Community charities | Cash Amount Given: $29360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $2098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Catering $18209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues & Fees $9168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5International Expenses $7982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Scholarships $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Facilities $3600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8President's Project $2833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Supplies $1974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Website $695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Memberships $576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Miscellaneous $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Grants Payable - Beginning $132 Grants Payable - Ending $133
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1002
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristen Lindquist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of West Bay Camden
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0010422692
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1033
ReturnHeader/Filer/USAddress/CityNm0Camden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Williams CPA Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 Commercial/PO BOX 839
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0048560839
ReturnHeader/PreparerPersonGrp/PhoneNum02072368781
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David R Williams
ReturnHeader/ReturnTs02016-02-15T13:18:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.85$0.78$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.82$0.82$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.01$0.42$0.72$0.66$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.54$0.59$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.79$1.01$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.03$0.62$1.15$0.82$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.08$0.29$0.92$0.89$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.11$0.25$0.80$0.70$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.08$0.19$0.80$0.81$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.83$0.83$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.78$0.72$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.01$0.13$0.60$0.71$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.20$0.66$0.71$0.05
2011Summary only. Only limited summary data is available for this year.$0.25$0.00$0.59$0.66$0.08