Civic Intelligence

Gateway Foundation Inc.

990 • Fiscal year 2014 • EIN 03-0306016

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

Organization ProfileN/A
P O Box 6433Brattleboro, VT 05302

(603) 336-8376

Siviq Scores

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

Liabilities / Assets

74th percentile

0.07x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

0.87x

Higher debt load relative to revenue than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$319,014

Up $37,390 (+13%) from 2013

Net Assets

Up

$296,014

Up $31,390 (+12%) from 2013

Liabilities

Up

$23,000

Up $6,000 (+35%) from 2013

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin80th percentile

Revenue

Down

$26,504

Down $26,291 (-50%) from 2013

Expenses

Up

$20,312

Up $1,100 (+5.7%) from 2013

Net Income

Down

$6,192

Down $27,391 (-82%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$600K$400K$200K$0Assets 2010: $227,878Liabilities 2010: $24,000Net Assets 2010: $203,8782010Assets 2011: $263,684Liabilities 2011: $33,000Net Assets 2011: $230,6842011Assets 2012: $238,130Liabilities 2012: $15,000Net Assets 2012: $223,1302012Assets 2013: $281,624Liabilities 2013: $17,000Net Assets 2013: $264,6242013Assets 2014: $319,014Liabilities 2014: $23,000Net Assets 2014: $296,0142014Assets 2015: $309,407Liabilities 2015: $18,000Net Assets 2015: $291,4072015Assets 2016: $291,140Liabilities 2016: $18,000Net Assets 2016: $273,1402016Assets 2017: $310,913Liabilities 2017: $13,500Net Assets 2017: $297,4132017Assets 2018: $325,720Liabilities 2018: $16,500Net Assets 2018: $309,2202018Assets 2019: $340,791Liabilities 2019: $18,000Net Assets 2019: $322,7912019Assets 2020: $316,507Liabilities 2020: $18,000Net Assets 2020: $298,5072020Assets 2021: $402,490Liabilities 2021: $13,750Net Assets 2021: $388,7402021Assets 2022: $337,408Liabilities 2022: $16,500Net Assets 2022: $320,9082022Assets 2023: $370,339Liabilities 2023: $15,950Net Assets 2023: $354,3892023Assets 2024: $423,633Liabilities 2024: $20,300Net Assets 2024: $403,3332024Assets 2025: $465,802Liabilities 2025: $21,500Net Assets 2025: $444,3022025

Highlighted filing

2014

Assets$319,014
Liabilities$23,000
Net Assets$296,014
Open 2014 Filing

Operations Trend

Revenue Growth9th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $49,214Expenses 2010: $25,618Net Income 2010: $23,5962010Revenue 2011: $19,029Expenses 2011: $25,766Net Income 2011: -$6,7372011Revenue 2012: $14,966Expenses 2012: $14,208Net Income 2012: $7582012Revenue 2013: $52,795Expenses 2013: $19,212Net Income 2013: $33,5832013Revenue 2014: $26,504Expenses 2014: $20,312Net Income 2014: $6,1922014Revenue 2015: $35,336Expenses 2015: $22,484Net Income 2015: $12,8522015Revenue 2016: $20,054Expenses 2016: $22,556Net Income 2016: -$2,5022016Revenue 2017: $32,478Expenses 2017: $18,040Net Income 2017: $14,4382017Revenue 2018: $30,983Expenses 2018: $21,195Net Income 2018: $9,7882018Revenue 2019: $27,273Expenses 2019: $22,689Net Income 2019: $4,5842019Revenue 2020: $16,606Expenses 2020: $19,323Net Income 2020: -$2,7172020Revenue 2021: $27,483Expenses 2021: $21,463Net Income 2021: $6,0202021Revenue 2022: $58,095Expenses 2022: $21,744Net Income 2022: $36,3512022Revenue 2023: $9,157Expenses 2023: $21,241Net Income 2023: -$12,0842023Revenue 2024: $19,816Expenses 2024: $19,579Net Income 2024: $2372024Revenue 2025: $49,189Expenses 2025: $21,983Net Income 2025: $27,2062025

Highlighted filing

2014

Revenue$26,504
Expenses$20,312
Net Income$6,192
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 30, 2014
Return Version
2013v3.1
Gross Receipts
$223,595
Mission and Program Overview

Mission

Funding of scholarships for students selected by a related entity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$275,481$318,157▲ $42,676
Cash and Non-Interest-Bearing Accounts$2,454$0▼ $2,454
Savings and Temporary Cash Investments$3,689$857▼ $2,832
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$281,624$319,014▲ $37,390
Other Assets Total-$0-
Liabilities
Other Liabilities$17,000$23,000▲ $6,000
Total Liabilities$17,000$23,000▲ $6,000
Net Assets / Fund Balance
Unrestricted Net Assets$264,624$296,014▲ $31,390
Total Net Assets Fund Balance$264,624$296,014▲ $31,390
Total Liabilities and Net Assets / Fund Balance$281,624$319,014▲ $37,390
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
June HowePresident
William DaleyVice President
Dart W EverettDirector
John MabieDirector
John MeyerDirector
Marty CohnDirector
Richard C CarrollDirector
Sandy RouseDirector
Steven GordonDirector
Jackie BillingsSecretary
William VermouthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,662
Program Service Revenue
$0
Investment Income
$13,842
Other Revenue
$0
All Other Contributions
$12,662
Change in Net Assets
$6,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,000
Other Expenses$2,312
Total Fundraising Expense$172
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$18,000--$18,000
Other Expenses-$92$172$264
Total Functional Expenses$18,000$2,140$172$20,312
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Current scholarship awards payable$18,000
Deferred scholarship awards$5,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The organization has Members. Every member of the Brattleboro Rotary Club Inc. is a Member of the foundation by reason of membership in Rotary.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The Members primary purpose is election the Directors. Directors are elected by vote at an annual meeting in August of each year.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Election of the Directors.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A draft of Form 990 and internally prepared financial statements are distributed to all board members for their review, comment and approval prior to filing. Each Board member is asked to respond with questions or comments.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Review of listings of scholarship benefits. Regular meetings of members.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Forms 990 and governing documents are open and made available.”

Filing and Contact Details

Filer

EIN
03-0306016
Phone
6033368376

Signing Officer

Name
William Vermouth
Title
Treasurer
Signed
2014-10-30
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Vt
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Preparer
John VP Meyer CPA
Phone
8022571307
Raw XML AppendixShowing 400 of 426 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Funding of scholarships for students selected by a related entity.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt012662
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0William Vermouth Treasurer
IRS990/BooksInCareOfDetail/PhoneNum06033368376
IRS990/BooksInCareOfDetail/USAddress/AddressLine1054 Rosewood Lane
IRS990/BooksInCareOfDetail/USAddress/City0Spofford
IRS990/BooksInCareOfDetail/USAddress/State0NH
IRS990/BooksInCareOfDetail/USAddress/ZIPCode003462
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02454
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt012662
IRS990/CYGrantsAndSimilarPaidAmt018000
IRS990/CYInvestmentIncomeAmt013842
IRS990/CYOtherExpensesAmt02312
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt06192
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt020312
IRS990/CYTotalFundraisingExpenseAmt0172
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt026504
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0College scholarship awards based on independent selection.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt018000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Dart W Everett
IRS990/Form990PartVIISectionAGrp/PersonNm1Richard C Carroll
IRS990/Form990PartVIISectionAGrp/PersonNm2John Meyer
IRS990/Form990PartVIISectionAGrp/PersonNm3Jackie Billings
IRS990/Form990PartVIISectionAGrp/PersonNm4John Mabie
IRS990/Form990PartVIISectionAGrp/PersonNm5Marty Cohn
IRS990/Form990PartVIISectionAGrp/PersonNm6William Vermouth
IRS990/Form990PartVIISectionAGrp/PersonNm7June Howe
IRS990/Form990PartVIISectionAGrp/PersonNm8Sandy Rouse
IRS990/Form990PartVIISectionAGrp/PersonNm9William Daley
IRS990/Form990PartVIISectionAGrp/PersonNm10Steven Gordon
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt08936
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt018000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt018000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt018000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0206027
IRS990/GrossReceiptsAmt0223595
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt04906
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04906
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0275481
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0318157
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0197091
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Funding of scholarships for students selected by a related entity.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0264624
IRS990/NetAssetsOrFundBalancesEOYAmt0296014
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt08936
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08936
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt025198
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Investment fees.
IRS990/OtherExpensesGrp/Desc1Administration
IRS990/OtherExpensesGrp/FundraisingAmt0172
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02048
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt192
IRS990/OtherExpensesGrp/TotalAmt02048
IRS990/OtherExpensesGrp/TotalAmt1264
IRS990/OtherLiabilitiesGrp/BOYAmt017000
IRS990/OtherLiabilitiesGrp/EOYAmt023000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt040568
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt017000
IRS990/PYInvestmentIncomeAmt012227
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02212
IRS990/PYRevenuesLessExpensesAmt033583
IRS990/PYTotalExpensesAmt019212
IRS990/PYTotalRevenueAmt052795
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06192
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03689
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08326
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt029168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt099644
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04906
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08393
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06943
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt035665
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72760
IRS990ScheduleA/PublicSupportPY170Pct00.49450
IRS990ScheduleA/PublicSupportTotal170Amt098450
IRS990ScheduleA/SubstantialContributorsTotAmt01194
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040568
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08326
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029168
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt099644
IRS990ScheduleA/TotalSupportAmt0135309
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Current scholarship awards payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Deferred scholarship awards
IRS990ScheduleD/TotalLiabilityAmt023000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has Members. Every member of the Brattleboro Rotary Club Inc. is a Member of the foundation by reason of membership in Rotary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Members primary purpose is election the Directors. Directors are elected by vote at an annual meeting in August of each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Election of the Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A draft of Form 990 and internally prepared financial statements are distributed to all board members for their review, comment and approval prior to filing. Each Board member is asked to respond with questions or comments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Review of listings of scholarship benefits. Regular meetings of members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Forms 990 and governing documents are open and made available.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0281624
IRS990/TotalAssetsEOYAmt0319014
IRS990/TotalAssetsGrp/BOYAmt0281624
IRS990/TotalAssetsGrp/EOYAmt0319014
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012662
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0172
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02140
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018000
IRS990/TotalFunctionalExpensesGrp/TotalAmt020312
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017000
IRS990/TotalLiabilitiesEOYAmt023000
IRS990/TotalLiabilitiesGrp/BOYAmt017000
IRS990/TotalLiabilitiesGrp/EOYAmt023000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0264624
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0296014
IRS990/TotalProgramServiceExpensesAmt018000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013842
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026504
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0281624
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0319014
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0264624
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0296014
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$319,014
Liabilities
$23,000
Net assets
$296,014
Revenue
$26,504
Expenses
$20,312
Net income
$6,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.66$0.22$4.44$0.49$0.22$0.27
2024Detailed filing. Detailed filing data is available for this year.$4.24$0.20$4.03$0.20$0.20$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.70$0.16$3.54$0.09$0.21$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.17$3.21$0.58$0.22$0.36
2021Detailed filing. Detailed filing data is available for this year.$4.02$0.14$3.89$0.27$0.21$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.18$2.99$0.17$0.19$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.18$3.23$0.27$0.23$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.17$3.09$0.31$0.21$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.14$2.97$0.32$0.18$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.18$2.73$0.20$0.23$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.18$2.91$0.35$0.22$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.19$0.23$2.96$0.27$0.20$0.06
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.82$0.17$2.65$0.53$0.19$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.15$2.23$0.15$0.14$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.33$2.31$0.19$0.26$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.24$2.04$0.49$0.26$0.24