Civic Intelligence

Bath Rotary Club

990EZ • Fiscal year 2024 • EIN 01-6018784

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

Organization ProfileN/A
PO Box 313Bath, ME 04530

(207) 751-7005

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

48th percentile

2.0%

Higher net margin than 48% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

5th percentile

-72%

Faster asset growth than 5% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-17%

Faster revenue growth than 22% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$18,687

Down $48,069 (-72%) from 2023

Net Assets

Down

$18,687

Down $48,069 (-72%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin48th percentile

Revenue

Down

$55,194

Down $11,582 (-17%) from 2023

Expenses

Down

$54,113

Down $20,476 (-27%) from 2023

Net Income

Up

$1,081

Up $8,894 (+114%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$80K$60K$40K$20K$0Assets 2009: $53,059Liabilities 2009: $02009Assets 2010: $56,255Liabilities 2010: $02010Assets 2011: $45,925Liabilities 2011: $02011Assets 2012: $52,665Liabilities 2012: $02012Assets 2013: $58,977Liabilities 2013: $02013Assets 2014: $41,766Liabilities 2014: $02014Assets 2015: $55,598Liabilities 2015: $02015Assets 2016: $44,621Liabilities 2016: $02016Assets 2017: $39,405Liabilities 2017: $02017Assets 2019: $42,639Liabilities 2019: $02019Assets 2020: $57,748Liabilities 2020: $02020Assets 2021: $69,990Liabilities 2021: $0Net Assets 2021: $69,9902021Assets 2022: $74,569Liabilities 2022: $0Net Assets 2022: $74,5692022Assets 2023: $66,756Liabilities 2023: $0Net Assets 2023: $66,7562023Assets 2024: $18,687Liabilities 2024: $0Net Assets 2024: $18,6872024Assets 2025: $12,791Net Assets 2025: $12,7912025

Highlighted filing

2024

Assets$18,687
Liabilities$0
Net Assets$18,687
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$100K$50K$0-$50KRevenue 2009: $48,328Expenses 2009: $57,817Net Income 2009: -$9,4892009Revenue 2010: $56,277Expenses 2010: $53,081Net Income 2010: $3,1962010Revenue 2011: $39,389Expenses 2011: $49,719Net Income 2011: -$10,3302011Revenue 2012: $52,829Expenses 2012: $46,089Net Income 2012: $6,7402012Revenue 2013: $47,052Expenses 2013: $40,740Net Income 2013: $6,3122013Revenue 2014: $52,122Expenses 2014: $43,712Net Income 2014: $8,4102014Revenue 2015: $67,601Expenses 2015: $53,769Net Income 2015: $13,8322015Revenue 2016: $50,841Expenses 2016: $61,818Net Income 2016: -$10,9772016Revenue 2017: $54,511Expenses 2017: $59,727Net Income 2017: -$5,2162017Revenue 2019: $75,393Expenses 2019: $79,146Net Income 2019: -$3,7532019Revenue 2020: $70,295Expenses 2020: $60,475Net Income 2020: $9,8202020Revenue 2021: $63,624Expenses 2021: $51,382Net Income 2021: $12,2422021Revenue 2022: $72,862Expenses 2022: $68,283Net Income 2022: $4,5792022Revenue 2023: $66,776Expenses 2023: $74,589Net Income 2023: -$7,8132023Revenue 2024: $55,194Expenses 2024: $54,113Net Income 2024: $1,0812024Revenue 2025: $74,029Expenses 2025: $79,925Net Income 2025: -$5,8962025

Highlighted filing

2024

Revenue$55,194
Expenses$54,113
Net Income$1,081
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$74,210
Mission and Program Overview

Mission

To provide financial and physical support to a variety of programs and causes whose aim is to make a better life for people not only in the local community, but nationally and internationally as well.

Program Services

DescriptionGrantsExpenses
To provide financial and physical support to a variety of programs and causes whose aim is to make a better life for people not only in the local community but nationally and internationally as well.-$54,113
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael WaltonPresident-$0--
Anthony JamisonTreasurer-$0--
Caelie SmithSecretary-$0--
Dawnelle VentrySecretary-$0--
Lee PatenaudeBoard Member-$0--
Robert WarrenBoard Member-$0--
Al EdwardsBoard Member-$0--
Michael PrinciottaBoard Member-$0--
Jeff GuentherBoard Member-$0--
Jayne PalmerBoard Member-$0--
Richard CromwellBoard Member-$0--
Sandra FishVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$19,521$19,521$19,016$505
Total Events$19,521$19,521$19,016$505
Filing and Contact Details

Filer

Filer Name
Bath Rotary Club
EIN
01-6018784
Phone
2077517005
Address
PO Box 313, Bath, ME 04530

Signing Officer

Name
Michael Walton
Title
President
Signed
2024-11-05
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.1001

“Advertising and Promotion $47”

Other Expenses.1

“Club Operating Expenses $30757”

Other Expenses.2

“International Service $8305”

Other Expenses.3

“Community Service $7333”

Other Expenses.4

“Vocational Services $3400”

Other Expenses.5

“4Way5K $2771”

Other Expenses.6

“Community Addiction Awareness $1500”

Raw XML Appendix158 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/PhoneNum02077517005
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 328
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bath
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004530
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017606
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05676
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michael Walton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anthony Jamison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Caelie Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dawnelle Ventry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lee Patenaude
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Robert Warren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Al Edwards
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Michael Princiotta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jeff Guenther
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jayne Palmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Richard Cromwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Sandra Fish
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054113
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide financial and physical support to a variety of programs and causes whose aim is to make a better life for people not only in the local community, but nationally and internationally as well.
IRS990EZ/ProgramServiceRevenueAmt049004
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide financial and physical support to a variety of programs and causes whose aim is to make a better life for people not only in the local community but nationally and internationally as well.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054113
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt019016
IRS990EZ/SpecialEventsNetIncomeLossAmt0505
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt054113
IRS990EZ/TotalRevenueAmt055194
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019016
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019521
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0505
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019016
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Club Operating Expenses $30757
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2International Service $8305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Community Service $7333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Vocational Services $3400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt54Way5K $2771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Community Addiction Awareness $1500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Walton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bath Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0BATH
ReturnHeader/Filer/EIN0016018784
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/ReturnTs02024-11-05T05:07:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,687
Liabilities
$0
Net assets
$18,687
Revenue
$55,194
Expenses
$54,113
Net income
$1,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.8$12.8$74.0$79.9$5.90
2024Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$55.2$54.1$1.08
2023Detailed filing. Detailed filing data is available for this year.$66.8$0.00$66.8$66.8$74.6$7.81
2022Detailed filing. Detailed filing data is available for this year.$74.6$0.00$74.6$72.9$68.3$4.58
2021Detailed filing. Detailed filing data is available for this year.$70.0$0.00$70.0$63.6$51.4$12.2
2020Summary only. Only limited summary data is available for this year.$57.7$0.00$70.3$60.5$9.82
2019Summary only. Only limited summary data is available for this year.$42.6$0.00$75.4$79.1$3.75
2017Summary only. Only limited summary data is available for this year.$39.4$0.00$54.5$59.7$5.22
2016Summary only. Only limited summary data is available for this year.$44.6$0.00$50.8$61.8$11.0
2015Summary only. Only limited summary data is available for this year.$55.6$0.00$67.6$53.8$13.8
2014Summary only. Only limited summary data is available for this year.$41.8$0.00$52.1$43.7$8.41
2013Summary only. Only limited summary data is available for this year.$59.0$0.00$47.1$40.7$6.31
2012Summary only. Only limited summary data is available for this year.$52.7$0.00$52.8$46.1$6.74
2011Summary only. Only limited summary data is available for this year.$45.9$0.00$39.4$49.7$10.3
2010Summary only. Only limited summary data is available for this year.$56.3$0.00$56.3$53.1$3.20
2009Summary only. Only limited summary data is available for this year.$53.1$0.00$48.3$57.8$9.49
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)4 • <$500k nonprofits