Civic Intelligence

Bath Rotary Club Charitable Trust

EIN 01-0455507 • 501(c)3 • Bath, ME

Profile

Support of the local vocational school.

PO Box 313Bath, ME 04530

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

4th percentile

-551%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-5.4%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-99%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$100,166

Down $5,739 (-5.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$100,166

Down $5,739 (-5.4%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$1,041

Down $118,974 (-99%) from 2024

Expenses

Down

$6,780

Down $49,102 (-88%) from 2024

Net Income

Down

-$5,739

Down $69,872 (-109%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0Assets 2014: $66,000Liabilities 2014: $02014Assets 2015: $64,850Liabilities 2015: $02015Assets 2016: $63,273Liabilities 2016: $02016Assets 2017: $70,087Liabilities 2017: $1,0002017Assets 2018: $61,069Liabilities 2018: $02018Assets 2019: $61,104Liabilities 2019: $5,0002019Assets 2020: $62,054Liabilities 2020: $02020Assets 2021: $64,882Liabilities 2021: $0Net Assets 2021: $64,8822021Assets 2022: $84,438Liabilities 2022: $20,000Net Assets 2022: $64,4382022Assets 2023: $41,772Liabilities 2023: $0Net Assets 2023: $41,7722023Assets 2024: $105,905Liabilities 2024: $0Net Assets 2024: $105,9052024Assets 2025: $100,166Net Assets 2025: $100,1662025

Highlighted filing

2025

Assets$100,166
Liabilities-
Net Assets$100,166
Open 2025 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $57,327Expenses 2014: $56,621Net Income 2014: $7062014Revenue 2015: $37Expenses 2015: $1,187Net Income 2015: -$1,1502015Revenue 2016: $26,445Expenses 2016: $28,022Net Income 2016: -$1,5772016Revenue 2017: $10,991Expenses 2017: $5,177Net Income 2017: $5,8142017Revenue 2018: $60,085Expenses 2018: $68,103Net Income 2018: -$8,0182018Revenue 2019: $122Expenses 2019: $5,087Net Income 2019: -$4,9652019Revenue 2020: $47,365Expenses 2020: $41,415Net Income 2020: $5,9502020Revenue 2021: $5,011Expenses 2021: $2,183Net Income 2021: $2,8282021Revenue 2022: $13Expenses 2022: $457Net Income 2022: -$4442022Revenue 2023: $20,829Expenses 2023: $43,495Net Income 2023: -$22,6662023Revenue 2024: $120,015Expenses 2024: $55,882Net Income 2024: $64,1332024Revenue 2025: $1,041Expenses 2025: $6,780Net Income 2025: -$5,7392025

Highlighted filing

2025

Revenue$1,041
Expenses$6,780
Net Income-$5,739
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,166
Liabilities
-
Net assets
$100,166
Revenue
$1,041
Expenses
$6,780
Net income
-$5,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.01$0.07$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.20$0.56$0.64
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.21$0.43$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.20$0.64$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.05$0.02$0.03
2020Summary only. Only limited summary data is available for this year.$0.62$0.00$0.47$0.41$0.06
2019Summary only. Only limited summary data is available for this year.$0.61$0.05$0.00$0.05$0.05
2018Summary only. Only limited summary data is available for this year.$0.61$0.00$0.60$0.68$0.08
2017Summary only. Only limited summary data is available for this year.$0.70$0.01$0.11$0.05$0.06
2016Summary only. Only limited summary data is available for this year.$0.63$0.00$0.26$0.28$0.02
2015Summary only. Only limited summary data is available for this year.$0.65$0.00$0.00$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.66$0.00$0.57$0.57$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.2
Gross Receipts
$1,041
Mission and Program Overview

Mission

Support of the local vocational school.

Program Services

DescriptionGrantsExpenses
Support of the local vocational school.-$6,780
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael WaltonPresident-$0--
Anthony JamisonTreasurer-$0--
Caelie SmithOfficer-$0--
Dawnelle VentrySecretary-$0--
Michael JamisonOfficer-$0--
Robert WarrenOfficer-$0--
Albert EdwardsVice President-$0--
Matt StelzerOfficer-$0--
Rick ByrnesOfficer-$0--
Jan ByrnesOfficer-$0--
Richard CromwellOfficer-$0--
Lauren O'ReillyPresident-Elect-$0--
Filing and Contact Details

Filer

Filer Name
Bath Rotary Club Charitable Trust
EIN
01-0455507
Phone
2077517005
Address
PO Box 313, Bath, ME 04530

Signing Officer

Name
Michael Walton
Title
President
Signed
2026-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Michael J Wayashe CPA PA
Address
832 Washington St 1, Bath, ME 04530
Preparer
Michael J Wayashe
Phone
2074435575
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Cambodian Kids $6100”

Other Assets.1

“Work In Progress - Beginning $0 Work In Progress - Ending $52093”

Raw XML Appendix187 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/PersonNm0Michael Walton
IRS990EZ/BooksInCareOfDetail/PhoneNum02077517005
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 313
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bath
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004530
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0105905
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048073
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5739
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0680
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0105905
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0100166
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt01041
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt041
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105905
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0100166
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105905
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0100166
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
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/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michael Walton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anthony Jamison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Caelie Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dawnelle Ventry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michael Jamison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Robert Warren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Albert Edwards
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Matt Stelzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Rick Byrnes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jan Byrnes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Richard Cromwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Lauren O'Reilly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11President-Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt052093
IRS990EZ/OtherExpensesTotalAmt06100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of the local vocational school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support of the local vocational school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06780
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06780
IRS990EZ/TotalProgramServiceExpensesAmt06780
IRS990EZ/TotalRevenueAmt01041
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0120000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0146793
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0105
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0146793
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0120000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/Total509Grp/TotalAmt0146793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0120015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0146898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Cambodian Kids $6100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Work In Progress - Beginning $0 Work In Progress - Ending $52093
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Walton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bath Rotary Club Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0BATH
ReturnHeader/Filer/EIN0010455507
ReturnHeader/Filer/PhoneNum02077517005
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 313
ReturnHeader/Filer/USAddress/CityNm0Bath
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004530
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010420329
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael J Wayashe CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0832 Washington St 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bath
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004530
ReturnHeader/PreparerPersonGrp/PhoneNum02074435575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael J Wayashe
ReturnHeader/ReturnTs02026-01-13T11:24:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits