Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 01-6029268

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 03, 2014

Organization Profilewww.westbrookgorhamrotary.org
PO Box 91Westbrook, ME 04098

(207) 415-1412

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

95th percentile

49%

Higher net margin than 95% 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

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

97th percentile

149%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$215,619

Up $2,718 (+1.3%) from 2013

Net Assets

Up

$215,475

Up $17,594 (+8.9%) from 2013

Liabilities

Down

$144

Down $14,876 (-99%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin95th percentile

Revenue

Up

$36,150

Up $21,646 (+149%) from 2013

Expenses

Down

$18,556

Down $8,749 (-32%) from 2013

Net Income

Up

$17,594

Up $30,395 (+237%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2014

Assets$215,619
Liabilities$144
Net Assets$215,475
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$36,150
Expenses$18,556
Net Income$17,594
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 3, 2014
Return Version
2013v3.0
Gross Receipts
$46,254
Mission and Program Overview

Mission

Humanitarian Service

Program Services

DescriptionGrantsExpenses
The Rotary Club of Westbrook-Gorham supported numerous community service programs.$11,330$11,330
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven RandPresidentPT$0--
Christine JohnsonVice President-$0--
William W GowenTreasurer-$0--
Michael FoleySecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$11,524$11,524$6,329$5,195
Event 2$5,489$5,489$3,016$2,473
Total Events$40,582$40,582$10,104$30,478
Filing and Contact Details

Filer

EIN
01-6029268
Phone
2074151412

Signing Officer

Name
William Gowen
Title
Treasurer
Phone
2074151412
Signed
2014-10-03
Discuss with paid preparer
Yes

Preparer

Preparer
Richard E Emerson Jr CPA CVA
Phone
2077753496
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 232.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Grants & Scholarships <$5,000. Grantee Name: Various under $5,000. Amount Given: 11,330.”

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

“Description: Meetings . Amount: 1,529. Description: Dues . Amount: 3,288. Description: Insurance . Amount: 209. Description: Micsellaneous . Amount: 9. Description: Programs . Amount: 90. Description: Bank Charges . Amount: 250. Description: Interest Expense . Amount: 251. Description: Office Supplies . Amount: 103. Description: Club Runner . Amount: 659. Total to Form 990-EZ, line 16: 6,388.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: Inventory . Beg. of Year Amount: 196,918. End of Year Amount: 84,729.”

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

“Description: Due to Rotary Foundation. Beg. of Year Amount: 20. End of Year Amount: 144. Description: LOC - TD Bank . Beg. of Year Amount: 15,000. End of Year Amount: 0.”

Raw XML Appendix144 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0William W Gowen
IRS990EZ/BooksInCareOfDetail/PhoneNum02074151412
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10468 Allen Ave
IRS990EZ/BooksInCareOfDetail/USAddress/City0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/State0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode004103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015983
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0130890
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01377
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt017594
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0640
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0212901
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0215619
IRS990EZ/FundraisingGrossIncomeAmt040582
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011330
IRS990EZ/GrossReceiptsAmt046254
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0232
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04063
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0197881
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0215475
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0197881
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0215475
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steven Rand
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christine Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2William W Gowen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michael Foley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0196918
IRS990EZ/OtherAssetsTotalDetail/EOYAmt084729
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06388
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Humanitarian Service
IRS990EZ/PrintingPublicationsPostageAmt0198
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Rotary Club of Westbrook-Gorham supported numerous community service programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011330
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011330
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt010104
IRS990EZ/SpecialEventsNetIncomeLossAmt030478
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015020
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0144
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018556
IRS990EZ/TotalProgramServiceExpensesAmt011330
IRS990EZ/TotalRevenueAmt036150
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.westbrookgorhamrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010104
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt023569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040582
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt023569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040582
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Christmas Tree Sales
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030478
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0759
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06329
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03016
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 232.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Grants & Scholarships <$5,000. Grantee Name: Various under $5,000. Amount Given: 11,330.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Meetings . Amount: 1,529. Description: Dues . Amount: 3,288. Description: Insurance . Amount: 209. Description: Micsellaneous . Amount: 9. Description: Programs . Amount: 90. Description: Bank Charges . Amount: 250. Description: Interest Expense . Amount: 251. Description: Office Supplies . Amount: 103. Description: Club Runner . Amount: 659. Total to Form 990-EZ, line 16: 6,388.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Inventory . Beg. of Year Amount: 196,918. End of Year Amount: 84,729.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Due to Rotary Foundation. Beg. of Year Amount: 20. End of Year Amount: 144. Description: LOC - TD Bank . Beg. of Year Amount: 15,000. End of Year Amount: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 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.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William Gowen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02074151412
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary Club of Westbrook Gorham
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0016029268
ReturnHeader/Filer/PhoneNum02074151412
ReturnHeader/Filer/USAddress/AddressLine10PO Box 91
ReturnHeader/Filer/USAddress/City0Westbrook
ReturnHeader/Filer/USAddress/State0ME
ReturnHeader/Filer/USAddress/ZIPCode004098
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010463013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Purdy Powers & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10130 Middle Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode004101
ReturnHeader/PreparerPersonGrp/PhoneNum02077753496
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard E Emerson Jr CPA CVA
ReturnHeader/ReturnTs02014-10-07T15:01:49-05:00
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
$215,619
Liabilities
$144
Net assets
$215,475
Revenue
$36,150
Expenses
$18,556
Net income
$17,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.01$0.15$0.08$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.06$2.17$0.46$0.20$0.26
2016Detailed filing. Detailed filing data is available for this year.$2.33$0.42$1.91$0.16$0.27$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.17$0.30$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.15$0.36$0.19$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.15$1.98$0.15$0.27$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.40$1.72$0.20$0.20$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.40$1.72$0.18$0.19$0.01