Civic Intelligence

Charitable Division of the Rotary Club of Portsmouth New Hampshire

990 • Fiscal year 2016 • EIN 02-0482034

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 25, 2016

Organization ProfilePORTSMOUTHROTARY.ORG
PO Box 905Portsmouth, NH 03802-0905

(603) 436-3342

Siviq Scores

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

Liabilities / Assets

39th percentile

0.04x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.40x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

28th percentile

-3.3%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

1.9%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$2,286,089

Down $79,166 (-3.3%) from 2015

Net Assets

Down

$2,187,738

Down $89,732 (-3.9%) from 2015

Liabilities

Up

$98,351

Up $10,566 (+12%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin17th percentile

Revenue

Up

$246,624

Up $4,503 (+1.9%) from 2015

Expenses

Up

$287,671

Up $87,844 (+44%) from 2015

Net Income

Down

-$41,047

Down $83,341 (-197%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,776,579Liabilities 2011: $73,067Net Assets 2011: $1,703,5122011Assets 2012: $1,709,581Liabilities 2012: $60,381Net Assets 2012: $1,649,2002012Assets 2013: $2,095,565Liabilities 2013: $59,312Net Assets 2013: $2,036,2532013Assets 2014: $2,323,304Liabilities 2014: $59,025Net Assets 2014: $2,264,2792014Assets 2015: $2,365,255Liabilities 2015: $87,785Net Assets 2015: $2,277,4702015Assets 2016: $2,286,089Liabilities 2016: $98,351Net Assets 2016: $2,187,7382016Assets 2017: $2,525,527Liabilities 2017: $73,608Net Assets 2017: $2,451,9192017Assets 2018: $2,622,660Liabilities 2018: $33,812Net Assets 2018: $2,588,8482018Assets 2019: $2,581,052Liabilities 2019: $24,843Net Assets 2019: $2,556,2092019Assets 2020: $2,510,336Liabilities 2020: $18,067Net Assets 2020: $2,492,2692020Assets 2021: $3,295,552Liabilities 2021: $752Net Assets 2021: $3,294,8002021Assets 2022: $3,205,504Liabilities 2022: $0Net Assets 2022: $3,205,5042022Assets 2023: $3,241,990Liabilities 2023: $0Net Assets 2023: $3,241,9902023Assets 2024: $3,487,825Liabilities 2024: $0Net Assets 2024: $3,487,8252024Assets 2025: $3,615,783Liabilities 2025: $0Net Assets 2025: $3,615,7832025

Highlighted filing

2016

Assets$2,286,089
Liabilities$98,351
Net Assets$2,187,738
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $146,4302011Revenue 2012: $150,920Expenses 2012: $157,186Net Income 2012: -$6,2662012Revenue 2013: $436,970Expenses 2013: $429,364Net Income 2013: $7,6062013Revenue 2014: $200,237Expenses 2014: $199,301Net Income 2014: $9362014Revenue 2015: $242,121Expenses 2015: $199,827Net Income 2015: $42,2942015Revenue 2016: $246,624Expenses 2016: $287,671Net Income 2016: -$41,0472016Revenue 2017: $258,713Expenses 2017: $213,962Net Income 2017: $44,7512017Revenue 2018: $269,368Expenses 2018: $253,212Net Income 2018: $16,1562018Revenue 2019: $201,421Expenses 2019: $231,378Net Income 2019: -$29,9572019Revenue 2020: $178,689Expenses 2020: $156,164Net Income 2020: $22,5252020Revenue 2021: $373,955Expenses 2021: $299,789Net Income 2021: $74,1662021Revenue 2022: $502,112Expenses 2022: $475,634Net Income 2022: $26,4782022Revenue 2023: $264,670Expenses 2023: $266,175Net Income 2023: -$1,5052023Revenue 2024: $288,325Expenses 2024: $238,331Net Income 2024: $49,9942024Revenue 2025: $189,620Expenses 2025: $257,977Net Income 2025: -$68,3572025

Highlighted filing

2016

Revenue$246,624
Expenses$287,671
Net Income-$41,047
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 25, 2016
Return Version
2015v2.1
Gross Receipts
$318,145
Mission and Program Overview

Mission

The organization of fundraising events to provide funding to qualifying tax-exempt entities in nh's seacoast area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,142,339$2,093,654▼ $48,685
Savings and Temporary Cash Investments$215,991$189,285▼ $26,706
Accounts Receivable$6,925$3,150▼ $3,775
Total Assets$2,365,255$2,286,089▼ $79,166
Liabilities
Other Liabilities$87,785$98,351▲ $10,566
Total Liabilities$87,785$98,351▲ $10,566
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,142,339$2,093,654▼ $48,685
Unrestricted Net Assets$96,125$57,730▼ $38,395
Temporarily Rstr Net Assets$39,006$36,354▼ $2,652
Total Net Assets Fund Balance$2,277,470$2,187,738▼ $89,732
Total Liabilities and Net Assets / Fund Balance$2,365,255$2,286,089▼ $79,166

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,142,339$115,154▼ $67,615$-82,061$2,093,654
2014$2,171,442$28,909▲ $32,602$-77,308$2,142,339
2013$1,944,352$8,568▲ $303,901$-72,271$2,171,442
2012$1,564,905$283,803▲ $170,212$-62,786$1,944,352
2011$1,612,950$53,421▼ $27,967$-61,405$1,564,905
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
James PetersenPresident
Benjamin WheelerPresident El
Di LavigneDirector
Joanie DickinsonDirector
John BohenkoDirector
Leo GagnonDirector
Robert HeroldDirector
Robert LewisDirector
Sara TreacyDirector
Justin FinnAssistant Se
Joe BoveAssistant Tr
Leanne SpeesAsst Seargen
Bill HurleyPast Preside
Marcie BerganSecretary
Jamie DestfanoSenior Direc
Neal OuellettSenior Direc
Patricia CummingsSenior Direc
John St PierreSergeant at
Steve WoodTreasurer
Cleo VillafloresVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$41,424
Program Service Revenue
$0
Investment Income
$80,017
Other Revenue
$125,183
All Other Contributions
$41,424
Change in Net Assets
$-41,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$284,696
Other Expenses$2,975
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$233,393--$233,393
Grants to Domestic Individuals$51,303--$51,303
Fees for Services Accounting-$1,950-$1,950
Other Expenses-$1,025-$1,025
Total Functional Expenses$284,696$2,975$0$287,671
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Foundation-donor Advised FdEvanston, IL3Agency Endowment$88,000
New Hampshire Charitable FundConcord, NH3Agency Endowment$46,296
Rotary FoundationEvanston, IL3General Support$26,718
Safe Harbor Recovery CenterPortsmouth, NH3General Support$6,000
Discover Portsmouth CenterPortsmouth, NH3General Support$5,518
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$196,704
Fundraising Direct Expenses$71,521
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Trees$98,817$98,817$45,475$53,342
Steven Arkell M$47,332$47,332$10,691$36,641
Total Events$196,704$196,704$71,521$125,183
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Arkell Fund Payable$28,000
Golf Tourney - Nhcf$25,383
Labrie Endowment$15,913
Scholarships$9,970
Troy Pappas Memorial$8,950
Miscellaneous Projects$5,340
Ethiopia Project$2,470
Rotary Foundation - Erey$1,600
Paul Harris$725
Rotary Global Grant-
PRESIDENT'S PROJECT-
Road Race-
Mobil Kitchens Project-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Board reviews and approves of all tax filings and financial statements prior to issuance.”

Form 990, Page 6, Part VI, Line 19

“Copies of documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Charitable Division
EIN
02-0482034
Phone
6034363342
Address
PO BOX 905, PORTSMOUTH, NH 03802-0905

Signing Officer

Name
Steve Wood
Title
Treasurer
Phone
6034363342
Signed
2016-08-25

Organization Details

Principal Officer
James Petersen
Voting Board Members
20
Independent Board Members
20
Employees
0

Preparer

Firm
SANDERS & KARCHER CPA'S
Address
264 LAFAYETTE ROAD SUITE 7, PORTSMOUTH, NH 03801
Preparer
Jerry D Karcher
Phone
6034300942
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Decrease in agency endowment funds -48,685 total -48,685”

Raw XML AppendixShowing 400 of 554 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
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IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt051303
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt051303
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0233393
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0233393
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0318145
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt080017
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080017
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02142339
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02093654
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION OF FUNDRAISING EVENTS TO PROVIDE FUNDING TO QUALIFYING TAX-EXEMPT ENTITIES IN NH'S SEACOAST AREA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02277470
IRS990/NetAssetsOrFundBalancesEOYAmt02187738
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0125183
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-48685
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01025
IRS990/OtherExpensesGrp/TotalAmt01025
IRS990/OtherLiabilitiesGrp/BOYAmt087785
IRS990/OtherLiabilitiesGrp/EOYAmt098351
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02142339
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02093654
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES PETERSEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0TRANSFER OF FUNDS TO AGENCY ENDOWMENT ACCOUNTS FOR THE BENEFIT OF THE CHARITABLE DIVISION OF THE ROTARY CLUB OF PORTSMOUTH. THESE FUNDS ARE HELD BY THE NEW HAMPSHIRE CHARITABLE FUND AND THE ROTARY FOUNDATION DONOR ADVISED FUND.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0134296
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0134296
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt042583
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0196116
IRS990/PYInvestmentIncomeAmt058287
IRS990/PYOtherExpensesAmt03711
IRS990/PYOtherRevenueAmt0141251
IRS990/PYRevenuesLessExpensesAmt042294
IRS990/PYTotalExpensesAmt0199827
IRS990/PYTotalRevenueAmt0242121
IRS990/ReconcilationRevenueExpnssAmt0-41047
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0215991
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0189285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042583
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0270167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0411436
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt080017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt058287
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt085121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt071612
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt061773
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0356810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0196704
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0226010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0155047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0179253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0137733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0894747
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt080017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt058287
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt085121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt071612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt061773
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0356810
IRS990ScheduleA/InvestmentIncomeCYPct00.21000
IRS990ScheduleA/InvestmentIncomePYPct00.22000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78540
IRS990ScheduleA/PublicSupportPY509Pct00.78410
IRS990ScheduleA/PublicSupportTotal509Amt01306183
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0238128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0268593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0190004
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0449420
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0160038
IRS990ScheduleA/Total509Grp/TotalAmt01306183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0318145
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0326880
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0275125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0521032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0221811
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01662993
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt014163
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02142339
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0115154
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02093654
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-67615
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-82061
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt013306
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02171442
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt028909
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02142339
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt032602
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-77308
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt013108
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01944352
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08568
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02171442
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0303901
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-72271
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt011782
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01564905
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0283803
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01944352
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0170212
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-62786
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt012095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01612950
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt053421
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01564905
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-27967
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-61405
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt125383
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt215913
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt39970
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt48950
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt55340
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt62470
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt71600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt8725
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ARKELL FUND PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GOLF TOURNEY - NHCF
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LABRIE ENDOWMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SCHOLARSHIPS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4TROY PAPPAS MEMORIAL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5MISCELLANEOUS PROJECTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6ETHIOPIA PROJECT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7ROTARY FOUNDATION - EREY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc8PAUL HARRIS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc9ROTARY GLOBAL GRANT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc10PRESIDENT'S PROJECT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc11ROAD RACE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc12MOBIL KITCHENS PROJECT
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalLiabilityAmt098351
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt071521
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHRISTMAS TREES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STEVEN ARKELL M
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt098817
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt047332

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,286,089
Liabilities
$98,351
Net assets
$2,187,738
Revenue
$246,624
Expenses
$287,671
Net income
-$41,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.00$3.62$0.19$0.26$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.29$0.24$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$0.00$3.24$0.26$0.27$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.50$0.48$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.00$3.29$0.37$0.30$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.02$2.49$0.18$0.16$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.58$0.02$2.56$0.20$0.23$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.03$2.59$0.27$0.25$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.53$0.07$2.45$0.26$0.21$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.29$0.10$2.19$0.25$0.29$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.09$2.28$0.24$0.20$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.06$2.26$0.20$0.20$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.06$2.04$0.44$0.43$0.01
2012Summary only. Only limited summary data is available for this year.$1.71$0.06$1.65$0.15$0.16$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.07$1.70$0.15