Civic Intelligence

Charitable Division of the Rotary Club of Portsmouth New Hampshire

990 • Fiscal year 2022 • EIN 02-0482034

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 19, 2022

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

47th percentile

5.3%

Higher net margin than 47% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

37th percentile

-2.7%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

34%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,205,504

Down $90,048 (-2.7%) from 2021

Net Assets

Down

$3,205,504

Down $89,296 (-2.7%) from 2021

Liabilities

Down

$0

Down $752 (-100%) from 2021

Revenue

Up

$502,112

Up $128,157 (+34%) from 2021

Expenses

Up

$475,634

Up $175,845 (+59%) from 2021

Net Income

Down

$26,478

Down $47,688 (-64%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$3,205,504
Liabilities$0
Net Assets$3,205,504

Operations Trend

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

2022

Revenue$502,112
Expenses$475,634
Net Income$26,478
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 19, 2022
Return Version
2021v4.0
Gross Receipts
$565,349
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$3,073,075$2,957,302▼ $115,773
Savings and Temporary Cash Investments$222,477$242,402▲ $19,925
Accounts Receivable-$5,500-
Prepaid Expenses and Deferred Charges-$300-
Total Assets$3,295,552$3,205,504▼ $90,048
Liabilities
Other Liabilities$752--
Total Liabilities$752$0▼ $752
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,073,075$2,957,302▼ $115,773
Net Assets Without Donor Restrictions$221,725$248,202▲ $26,477
Total Net Assets Fund Balance$3,294,800$3,205,504▼ $89,296
Total Liabilities and Net Assets / Fund Balance$3,295,552$3,205,504▼ $90,048

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$3,073,075$270,661▼ $241,210$125,857$2,957,302
2020$2,344,710$75,000▲ $771,685$99,715$3,073,075
2019$2,431,175$17,000▲ $1,358$86,502$2,344,710
2018$2,433,857$33,500▲ $67,079$85,818$2,431,175
2017$2,313,084$45,527▲ $177,301$85,404$2,433,857
Compensation and Service Providers

Board Members and Trustees

NameTitle
Justin FinnPresident
Joanie DickinsonPresident El
Betsy ScottDirector
Caitlyn HassettDirector
Jessica HamiltonDirector
John BohenkoDirector
Robert HeroldDirector
Tristan ShanleyDirector
Caitlin BurkeAssistant Se
Joseph BoveAssistant Tr
Julia ThompsonAsst Seargen
Jonathan FlaggPast Preside
Lindsay ReidSecretary
Ben WheelerSenior Direc
Cleo VillafloresSenior Direc
Dan HolfleSenior Direc
John St PierreSergeant at
Stephen WoodTreasurer
Yvonne LeggeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$284,289
Program Service Revenue
$0
Investment Income
$113,067
Other Revenue
$104,756
All Other Contributions
$284,289
Change in Net Assets
$26,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$470,268
Other Expenses$5,366
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$387,276--$387,276
Grants to Domestic Individuals$82,992--$82,992
Other Expenses-$3,166-$3,166
Fees for Services Accounting-$2,200-$2,200
Total Functional Expenses$470,268$5,366$0$475,634
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New Hampshire Charitable FundConcord, NH3Agency Endowment$270,661
Rotary FoundationEvanston, IL3General Support$22,079
PORTSMOUTH WOMEN'S CITY CLUBPortsmouth, NH3Renovations$19,421
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$167,993
Fundraising Direct Expenses$63,237
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Trees$94,512$94,512$45,801$48,711
Golf Tournament$72,161$72,161$17,436$54,725
Total Events$166,673$166,673$63,237$103,436
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
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
Stephen Wood
Title
Treasurer
Phone
6034363342
Signed
2022-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Finn
Voting Board Members
19
Independent Board Members
19
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 -115,774

Raw XML AppendixShowing 400 of 496 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/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.
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01824828
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHRISTMAS TREES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt110367
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GENERAL SUPPORT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt021
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1600
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IRS990ScheduleI/RecipientTable/CashGrantAmt1270661
IRS990ScheduleI/RecipientTable/CashGrantAmt219421
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/IRCSectionDesc13
IRS990ScheduleI/RecipientTable/IRCSectionDesc23
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1AGENCY ENDOWMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2RENOVATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NEW HAMPSHIRE CHARITABLE FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PORTSMOUTH WOMEN'S CITY CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0AGENCY ENDOWMENT FUND
IRS990ScheduleI/RecipientTable/RecipientEIN0363245072
IRS990ScheduleI/RecipientTable/RecipientEIN1026005265
IRS990ScheduleI/RecipientTable/RecipientEIN2020205355
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE ROTARY CENTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt137 PLEASANT STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2375 MIDDLE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt01560 SHERMAN AVENUE

Document Assets

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Filings

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
2022Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
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