Civic Intelligence

Sanford-Springvale Rotary Club

990EZ • Fiscal year 2014 • EIN 01-6019399

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

Organization ProfileWWW.SSROTARY.ORG
PO Box 1166Sanford, ME 04073

(207) 651-5426

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

18th percentile

-15%

Higher net margin than 18% 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

19th percentile

-15%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

9th percentile

-37%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$43,241

Down $7,335 (-15%) from 2013

Net Assets

$43,241

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin18th percentile

Revenue

Down

$49,850

Down $28,814 (-37%) from 2013

Expenses

Down

$57,185

Down $31,249 (-35%) from 2013

Net Income

Up

-$7,335

Up $2,435 (+25%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$80K$60K$40K$20K$0Assets 2011: $66,141Liabilities 2011: $02011Assets 2012: $60,346Net Assets 2012: $60,3462012Assets 2013: $50,576Liabilities 2013: $02013Assets 2014: $43,241Liabilities 2014: $0Net Assets 2014: $43,2412014Assets 2015: $34,908Liabilities 2015: $0Net Assets 2015: $34,9082015

Highlighted filing

2014

Assets$43,241
Liabilities$0
Net Assets$43,241
Open 2014 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KRevenue 2011: $50,999Expenses 2011: $49,223Net Income 2011: $1,7762011Revenue 2012: $69,273Expenses 2012: $75,068Net Income 2012: -$5,7952012Revenue 2013: $78,664Expenses 2013: $88,434Net Income 2013: -$9,7702013Revenue 2014: $49,850Expenses 2014: $57,185Net Income 2014: -$7,3352014Revenue 2015: $69,657Expenses 2015: $77,990Net Income 2015: -$8,3332015

Highlighted filing

2014

Revenue$49,850
Expenses$57,185
Net Income-$7,335
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$49,850
Mission and Program Overview

Mission

Service club and organization

Program Services

DescriptionGrantsExpenses
PROVIDE ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS THAT PROMOTE SOCIAL ASSISTANCE IN AND AROUND THE SANFORD/SPRINGVALE AREA.$21,785$21,785
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA SUTCLIFFETreasurerPT$0--
DANIELLE TREADWELLSecretaryPT$0--
MARK MICKERIZDirector-$0--
PATRICIA APRILDirector-$0--
HEATHER MATLOSZVice-PresidePT$0--
SALLY CHANDLERPresidentPT$0--
Filing and Contact Details

Filer

EIN
01-6019399

Signing Officer

Name
Jacqueline Roberts
Title
Treasurer
Signed
2015-05-12

Preparer

Preparer
John D Rivard
Phone
6033327031
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“21,785 0 0”

Form 990-ez, Part I, Line 16

“Expenses office 811 conferences/meetings 19,612 rotary dues 7,393 bank fees 785 miscellaneous 5,015 fundraising expenses 1,784 total 35,400”

Raw XML Appendix110 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/PersonNm0BARBARA SUTCLIFFE
CompensationExplanation/CompensationExplanationGrp/PersonNm1DANIELLE TREADWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm2MARK MICKERIZ
CompensationExplanation/CompensationExplanationGrp/PersonNm3PATRICIA APRIL
CompensationExplanation/CompensationExplanationGrp/PersonNm4HEATHER MATLOSZ
CompensationExplanation/CompensationExplanationGrp/PersonNm5SALLY CHANDLER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN RIVARD
IRS990EZ/BooksInCareOfDetail/PhoneNum02076515426
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10284 BERNIER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0SANFORD
IRS990EZ/BooksInCareOfDetail/USAddress/State0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode004073
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050576
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043241
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7335
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050576
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043241
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021785
IRS990EZ/GrossReceiptsAmt049850
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034239
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050576
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043241
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050576
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043241
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA SUTCLIFFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIELLE TREADWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK MICKERIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA APRIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER MATLOSZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SALLY CHANDLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035400
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB AND ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt015611
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS THAT PROMOTE SOCIAL ASSISTANCE IN AND AROUND THE SANFORD/SPRINGVALE AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021785
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021785
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057185
IRS990EZ/TotalProgramServiceExpensesAmt021785
IRS990EZ/TotalRevenueAmt049850
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SSROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt021,785 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 811 CONFERENCES/MEETINGS 19,612 ROTARY DUES 7,393 BANK FEES 785 MISCELLANEOUS 5,015 FUNDRAISING EXPENSES 1,784 TOTAL 35,400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10SANFORD-SPRINGVALE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0SANF
ReturnHeader/Filer/EIN0016019399
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1166
ReturnHeader/Filer/USAddress/City0SANFORD
ReturnHeader/Filer/USAddress/State0ME
ReturnHeader/Filer/USAddress/ZIPCode004073
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043383458
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10YRL GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1267
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0038661267
ReturnHeader/PreparerPersonGrp/PhoneNum06033327031
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D RIVARD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-12T19:25:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,241
Liabilities
$0
Net assets
$43,241
Revenue
$49,850
Expenses
$57,185
Net income
-$7,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$69.7$78.0$8.33
2014Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$49.9$57.2$7.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.6$0.00$78.7$88.4$9.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.3$60.3$69.3$75.1$5.80
2011Summary only. Only limited summary data is available for this year.$66.1$0.00$51.0$49.2$1.78