Civic Intelligence

Rotary International

EIN 01-6029268 • 501(c)4 • Westbrook, ME

Profile

Humanitarian Service

PO Box 91Westbrook, ME 04098

www.westbrookgorhamrotary.org

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.07x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

10th percentile

-93%

Faster asset growth than 10% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-82%

Faster revenue growth than 9% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$15,873

Down $206,907 (-93%) from 2017

Liabilities

Down

$525

Down $5,425 (-91%) from 2017

Net Assets

Down

$15,348

Down $201,482 (-93%) from 2017

Revenue

Down

$7,996

Down $37,673 (-82%) from 2017

Expenses

Down

$6,679

Down $13,224 (-66%) from 2017

Net Income

Down

$1,317

Down $24,449 (-95%) from 2017

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $211,039Liabilities 2011: $39,513Net Assets 2011: $171,5262011Assets 2012: $211,323Liabilities 2012: $39,641Net Assets 2012: $171,6822012Assets 2013: $212,901Liabilities 2013: $15,020Net Assets 2013: $197,8812013Assets 2014: $215,619Liabilities 2014: $144Net Assets 2014: $215,4752014Assets 2015: $202,124Liabilities 2015: $8Net Assets 2015: $202,1162015Assets 2016: $233,024Liabilities 2016: $41,960Net Assets 2016: $191,0642016Assets 2017: $222,780Liabilities 2017: $5,950Net Assets 2017: $216,8302017Assets 2018: $15,873Liabilities 2018: $525Net Assets 2018: $15,3482018

Highlighted filing

2018

Assets$15,873
Liabilities$525
Net Assets$15,348

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $17,777Expenses 2011: $18,811Net Income 2011: -$1,0342011Revenue 2012: $20,391Expenses 2012: $20,235Net Income 2012: $1562012Revenue 2013: $14,504Expenses 2013: $27,305Net Income 2013: -$12,8012013Revenue 2014: $36,150Expenses 2014: $18,556Net Income 2014: $17,5942014Revenue 2015: $16,978Expenses 2015: $30,337Net Income 2015: -$13,3592015Revenue 2016: $16,037Expenses 2016: $27,089Net Income 2016: -$11,0522016Revenue 2017: $45,669Expenses 2017: $19,903Net Income 2017: $25,7662017Revenue 2018: $7,996Expenses 2018: $6,679Net Income 2018: $1,3172018

Highlighted filing

2018

Revenue$7,996
Expenses$6,679
Net Income$1,317

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$9,087
Mission and Program Overview

Mission

Humanitarian Service

Program Services

DescriptionGrantsExpenses
The Rotary Club of Westbrook-Gorham supported numerous community service programs.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deb ShangrawPresidentPT$0--
Michael FoleyPresident-Elect-$0--
Bill ChadwickImmediate Past President-$0--
William W GowenTreasurer-$0--
Christine JohnsonSecretary-$0--
Carlo GirauloDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Westbrook Gorham
EIN
01-6029268
Phone
2074151412
Address
PO Box 91, Westbrook, ME 04098

Signing Officer

Name
William Gowen
Title
Treasurer
Phone
2074151412
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Purdy Powers & Company
Address
130 Middle Street, Portland, ME 04101
Preparer
Richard E Emerson Jr CPA CVA
Phone
2077753496
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Meetings . Amount: 1,007. Description: Dues . Amount: 3,905. Description: Insurance . Amount: 100. Description: Miscellaneous . Amount: 389. Description: Programs . Amount: 43. Description: Bank Charges . Amount: 2. Description: Office Supplies . Amount: 81. Description: Club Runner . Amount: 411. Total to Form 990-EZ, line 16: 5,938.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Transfer of assets to Westbrook Gorham Rotary Club Charities (501c3). Amount: -202,799.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: LOC - TD Bank . Beg. of Year Amount: 5,000. End of Year Amount: 0. Description: Accrued Expenses . Beg. of Year Amount: 950. End of Year Amount: 475. Description: Due to Operating Fund . Beg. of Year Amount: 0. End of Year Amount: 50.

Raw XML Appendix153 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum02074151412
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0South Portland
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004106
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael Foley
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.westbrookgorhamrotary.org
IRS990ScheduleN/DirectorOfSuccessor2Ind00
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IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Westbrook Gorham Rotary Club Charities
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02018-03-30
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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0Westbrook
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0ME
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd004098
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Meetings . Amount: 1,007. Description: Dues . Amount: 3,905. Description: Insurance . Amount: 100. Description: Miscellaneous . Amount: 389. Description: Programs . Amount: 43. Description: Bank Charges . Amount: 2. Description: Office Supplies . Amount: 81. Description: Club Runner . Amount: 411. Total to Form 990-EZ, line 16: 5,938.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Transfer of assets to Westbrook Gorham Rotary Club Charities (501c3). Amount: -202,799.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 Middle Street
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard E Emerson Jr CPA CVA
ReturnHeader/ReturnTs02018-11-15T08:41:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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