Civic Intelligence

Rotary International - Houlton

990EZ • Fiscal year 2014 • EIN 01-6012599

Jul 01, 2013 to Jun 30, 2014 • Filed on Jul 10, 2014

PO Box 425Houlton, ME 04730-0425

(207) 532-4271

Siviq Scores

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

Liabilities / Assets

87th percentile

0.34x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.18x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

39th percentile

-0.7%

Higher net margin than 39% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

56th percentile

3.9%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-9.7%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$28,563

Up $1,061 (+3.9%) from 2013

Net Assets

$18,803

No earlier filing loaded for comparison.

Liabilities

Up

$9,760

Up $1,435 (+17%) from 2013

Revenue

Down

$52,959

Down $5,676 (-9.7%) from 2013

Expenses

Down

$53,333

Down $4,055 (-7.1%) from 2013

Net Income

Down

-$374

Down $1,621 (-130%) from 2013

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $25,900Liabilities 2012: $7,9702012Assets 2013: $27,502Liabilities 2013: $8,3252013Assets 2014: $28,563Liabilities 2014: $9,760Net Assets 2014: $18,8032014Assets 2015: $25,711Liabilities 2015: $8,407Net Assets 2015: $17,3042015Assets 2016: $26,335Liabilities 2016: $8,555Net Assets 2016: $17,7802016Assets 2017: $27,288Liabilities 2017: $10,875Net Assets 2017: $16,4132017Assets 2018: $29,978Liabilities 2018: $8,225Net Assets 2018: $21,7532018Assets 2019: $37,546Liabilities 2019: $8,710Net Assets 2019: $28,8362019Assets 2020: $41,905Liabilities 2020: $6,458Net Assets 2020: $35,4472020Assets 2021: $44,925Liabilities 2021: $10,210Net Assets 2021: $34,7152021Assets 2022: $43,343Liabilities 2022: $7,043Net Assets 2022: $36,3002022Assets 2023: $53,428Liabilities 2023: $6,988Net Assets 2023: $46,4402023Assets 2024: $54,627Liabilities 2024: $7,778Net Assets 2024: $46,8492024Assets 2025: $82,466Liabilities 2025: $5,735Net Assets 2025: $76,7312025

Highlighted filing

2014

Assets$28,563
Liabilities$9,760
Net Assets$18,803

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $49,070Expenses 2012: $55,058Net Income 2012: -$5,9882012Revenue 2013: $58,635Expenses 2013: $57,388Net Income 2013: $1,2472013Revenue 2014: $52,959Expenses 2014: $53,333Net Income 2014: -$3742014Revenue 2015: $54,693Expenses 2015: $56,192Net Income 2015: -$1,4992015Revenue 2016: $51,307Expenses 2016: $50,831Net Income 2016: $4762016Revenue 2017: $52,899Expenses 2017: $54,266Net Income 2017: -$1,3672017Revenue 2018: $59,087Expenses 2018: $53,747Net Income 2018: $5,3402018Revenue 2019: $55,181Expenses 2019: $48,098Net Income 2019: $7,0832019Revenue 2020: $48,083Expenses 2020: $41,472Net Income 2020: $6,6112020Revenue 2021: $51,965Expenses 2021: $52,697Net Income 2021: -$7322021Revenue 2022: $62,991Expenses 2022: $61,406Net Income 2022: $1,5852022Revenue 2023: $69,503Expenses 2023: $59,363Net Income 2023: $10,1402023Revenue 2024: $68,899Expenses 2024: $68,490Net Income 2024: $4092024Revenue 2025: $90,179Expenses 2025: $60,297Net Income 2025: $29,8822025

Highlighted filing

2014

Revenue$52,959
Expenses$53,333
Net Income-$374
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 10, 2014
Return Version
2013v3.1
Gross Receipts
$75,190
Mission and Program Overview

Mission

Promotion of social welfare

Program Services

DescriptionGrantsExpenses
ASSISTANCE TO THE YOUTH OF THE COMMUNITY FOR RECREATION, EDUCATIONAL SCHOLARSHIPS, PERSONAL NEEDS$29,449$29,449
ROTARY YOUTH EXCHANGE PROGRAM-$4,768
INTERNATIONAL HEALTH & SAFETY$3,100$3,100
LOCAL HEALTH CARE OF THE NEEDY$2,000$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI WESTONPresident-$0--
RYAN BUSHEYImmediate Pa-$0--
DEBRA CLARKSecretary-$0--
PAUL CALLNANTreasurer-$0--
AMY HOCKINGSVice Preside-$0--
JANE TORRESDirector-$0--
LEIGH CUMMINGSDirector-$0--
DEAN CLARKDirector-$0--
PETER HOWEDirector-$0--
TAMMIE MULVEYDirector-$0--
JERRY WILSONDirector-$0--
SCOTT DIONNEDirector-$0--
MICHAEL CLARKDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$53,974$53,974$17,469$36,505
Event 2$6,062$6,062$2,276$3,786
Total Events$60,036$60,036$19,745$40,291
Filing and Contact Details

Filer

EIN
01-6012599
Phone
2075324271

Signing Officer

Name
Lori Weston
Title
President
Phone
2075324271
Signed
2014-07-10

Preparer

Preparer
Paul J Callnan
Phone
2075324271
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Meals 1,025 happy dollars 449 miscellaneous 386 heads & tails 330 pot o' gold 230 birthday dollars 42 total 2,462

Form 990-ez, Part I, Line 10

Houlton elementary school children 10,000 0 0

Form 990-ez, Part I, Line 16

Expenses rotary dist. Int'l dues 7,918 rotary youth exchange 4,768 rotary conference 1,499 postage & supples 2,441 new member drive 548 miscellaneous 110 total 17,284

Form 990-ez, Part II, Line 24

Grant receivable 0 2,000 total 0 2,000

Form 990-ez, Part II, Line 26

Prepaid dues 6,750 8,500 prepaid meals 1,575 1,260

Form 990-ez, Part III, Line 31

Rotary youth exchange program

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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LORI WESTON
CompensationExplanation/CompensationExplanationGrp/PersonNm1RYAN BUSHEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2DEBRA CLARK
CompensationExplanation/CompensationExplanationGrp/PersonNm3PAUL CALLNAN
CompensationExplanation/CompensationExplanationGrp/PersonNm4AMY HOCKINGS
CompensationExplanation/CompensationExplanationGrp/PersonNm5JANE TORRES
CompensationExplanation/CompensationExplanationGrp/PersonNm6LEIGH CUMMINGS
CompensationExplanation/CompensationExplanationGrp/PersonNm7DEAN CLARK
CompensationExplanation/CompensationExplanationGrp/PersonNm8PETER HOWE
CompensationExplanation/CompensationExplanationGrp/PersonNm9TAMMIE MULVEY
CompensationExplanation/CompensationExplanationGrp/PersonNm10JERRY WILSON
CompensationExplanation/CompensationExplanationGrp/PersonNm11SCOTT DIONNE
CompensationExplanation/CompensationExplanationGrp/PersonNm12MICHAEL CLARK
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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IRS990EZ/BooksInCareOfDetail/PhoneNum02075324271
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104 NORTH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0HOULTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode004730
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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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/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI WESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN BUSHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBRA CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL CALLNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY HOCKINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JANE TORRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEIGH CUMMINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEAN CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PETER HOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TAMMIE MULVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JERRY WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SCOTT DIONNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12MICHAEL CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt017284
IRS990EZ/OtherRevenueTotalAmt02462
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SOCIAL WELFARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTANCE TO THE YOUTH OF THE COMMUNITY FOR RECREATION, EDUCATIONAL SCHOLARSHIPS, PERSONAL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERNATIONAL HEALTH & SAFETY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LOCAL HEALTH CARE OF THE NEEDY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ROTARY YOUTH EXCHANGE PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029449
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13100
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029449
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt34768
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt022231
IRS990EZ/SpecialEventsNetIncomeLossAmt040113
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08325
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09760
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053333
IRS990EZ/TotalProgramServiceExpensesAmt039317
IRS990EZ/TotalRevenueAmt052959
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HOULTONROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06062
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060036
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06062
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060036
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ROTARY AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0ROTARY BINGO NI
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040291
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019745
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017469
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEALS 1,025 HAPPY DOLLARS 449 MISCELLANEOUS 386 HEADS & TAILS 330 POT O' GOLD 230 BIRTHDAY DOLLARS 42 TOTAL 2,462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOULTON ELEMENTARY SCHOOL CHILDREN 10,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ROTARY DIST. INT'L DUES 7,918 ROTARY YOUTH EXCHANGE 4,768 ROTARY CONFERENCE 1,499 POSTAGE & SUPPLES 2,441 NEW MEMBER DRIVE 548 MISCELLANEOUS 110 TOTAL 17,284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANT RECEIVABLE 0 2,000 TOTAL 0 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PREPAID DUES 6,750 8,500 PREPAID MEALS 1,575 1,260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY YOUTH EXCHANGE PROGRAM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI WESTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02075324271
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL - HOULTON
ReturnHeader/Filer/BusinessName/BusinessNameLine20ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0016012599
ReturnHeader/Filer/PhoneNum02075324271
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 425
ReturnHeader/Filer/USAddress/City0HOULTON
ReturnHeader/Filer/USAddress/State0ME
ReturnHeader/Filer/USAddress/ZIPCode0047300425
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010411241
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CHESTER M KEARNEY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 744
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HOULTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0047300744
ReturnHeader/PreparerPersonGrp/PhoneNum02075324271
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J CALLNAN
ReturnHeader/ReturnTs02014-07-21T07:46:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$82.5$5.74$76.7$90.2$60.3$29.9
2024Detailed filing. Detailed filing data is available for this year.$54.6$7.78$46.8$68.9$68.5$0.41
2023Detailed filing. Detailed filing data is available for this year.$53.4$6.99$46.4$69.5$59.4$10.1
2022Detailed filing. Detailed filing data is available for this year.$43.3$7.04$36.3$63.0$61.4$1.59
2021Detailed filing. Detailed filing data is available for this year.$44.9$10.2$34.7$52.0$52.7$0.73
2020Detailed filing. Detailed filing data is available for this year.$41.9$6.46$35.4$48.1$41.5$6.61
2019Detailed filing. Detailed filing data is available for this year.$37.5$8.71$28.8$55.2$48.1$7.08
2018Detailed filing. Detailed filing data is available for this year.$30.0$8.23$21.8$59.1$53.7$5.34
2017Detailed filing. Detailed filing data is available for this year.$27.3$10.9$16.4$52.9$54.3$1.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$8.56$17.8$51.3$50.8$0.48
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$8.41$17.3$54.7$56.2$1.50
2014Detailed filing. Detailed filing data is available for this year.$28.6$9.76$18.8$53.0$53.3$0.37
2013Summary only. Only limited summary data is available for this year.$27.5$8.33$58.6$57.4$1.25
2012Summary only. Only limited summary data is available for this year.$25.9$7.97$49.1$55.1$5.99
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits