Civic Intelligence

Burlington Rotary Foundation Inc

990EZ • Fiscal year 2012 • EIN 03-0353834

Jul 01, 2011 to Jun 30, 2012 • Filed on May 15, 2013

Organization Profilewww.burlingtonvtrotary.org
100 Dorset StreetRoom/Suite 20B05403
Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

31st percentile

-9.0%

Faster asset growth than 31% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$79,886

Down $7,883 (-9.0%) from 2011

Net Assets

Down

$79,245

Down $8,524 (-9.7%) from 2011

Liabilities

$641

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin12th percentile

Revenue

Up

$28,424

Up $5,433 (+24%) from 2011

Expenses

Up

$36,948

Up $12,466 (+51%) from 2011

Net Income

Down

-$8,524

Down $7,033 (-472%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$100K$50K$0Assets 2011: $87,769Net Assets 2011: $87,7692011Assets 2012: $79,886Liabilities 2012: $641Net Assets 2012: $79,2452012

Highlighted filing

2012

Assets$79,886
Liabilities$641
Net Assets$79,245
Open 2012 Filing

Operations Trend

Revenue Growth75th percentile

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

$40K$20K$0-$20KRevenue 2011: $22,991Expenses 2011: $24,482Net Income 2011: -$1,4912011Revenue 2012: $28,424Expenses 2012: $36,948Net Income 2012: -$8,5242012

Highlighted filing

2012

Revenue$28,424
Expenses$36,948
Net Income-$8,524
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 15, 2013
Return Version
2011v1.5
Filing and Contact Details

Filer

EIN
03-0353834
Raw XML Appendix173 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
CompensationExplanation/Compensation/PersonName0STUART WICHERT
CompensationExplanation/Compensation/PersonName1LEO OREILLY
CompensationExplanation/Compensation/PersonName2NANCY LAWRENCE
CompensationExplanation/Compensation/PersonName3ERIK SANDBLOM
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY087769
IRS990EZ/CashSavingsAndInvestments/EOY078886
IRS990EZ/ContributionsGiftsGrantsEtc022541
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-8524
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrantsAndSimilarAmountsPaid032500
IRS990EZ/GrossReceipts028424
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome05883
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY087769
IRS990EZ/NetAssetsOrFundBalancesBOY087769
IRS990EZ/NetAssetsOrFundBalances/EOY079245
IRS990EZ/NetAssetsOrFundBalancesEOY079245
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10100 DORSET STREET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11100 DORSET STREET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12100 DORSET STREET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13100 DORSET STREET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine20SUITE 20B
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine21SUITE 20B
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine22SUITE 20B
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine23SUITE 20B
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0SOUTH BURLINGTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1SOUTH BURLINGTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2SOUTH BURLINGTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3SOUTH BURLINGTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0VT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1VT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2VT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3VT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode005403
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode105403
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode205403
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode305403
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition210.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition35.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0STUART WICHERT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1LEO O'REILLY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2NANCY LAWRENCE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3ERIK SANDBLOM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VICE PRESIDE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/EOY01000
IRS990EZ/OtherExpensesTotal04448
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO SUPPORT VARIOUS LOCAL PROJECTS INCLUDING RENOVATION OF PUBLIC PARKS AND LOCAL CHARITIES. SUPPORT ORGANIZATIONS THAT PROVIDE WATER AND INFRASTRUCTURE SYSTEMS TO COMMUNITIES AROUND THE WORLD.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDE IMPROVEMENT AND MAINTENANCE FOR BURLINGTON PARKS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1SUPPORT ORGANIZATIONS THAT PROVIDE WATER AND INFRASTRUCTURE SYSTEMS TO COMMUNITIES AROUND THE WORLD.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations022100
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations110400
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses026548
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses110400
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/EOY0641
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10100 DORSET STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine20SUITE 20B
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0SOUTH BURLINGTON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0VT
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode005403
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10FIDUCIAL
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08028590003
IRS990EZ/TotalAssets/BOY087769
IRS990EZ/TotalAssets/EOY079886
IRS990EZ/TotalExpenses036948
IRS990EZ/TotalProgramServiceExpenses036948
IRS990EZ/TotalRevenue028424
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.BURLINGTONVTROTARY.ORG
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear022541
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year017675
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years024811
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years04107
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years03008
IRS990ScheduleA/GiftsGrantsContribReceived170/Total072142
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear04811
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year0300
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years01547
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years01202
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0611
IRS990ScheduleA/GrossInvestmentIncome170/Total08471
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc01072
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.89490
IRS990ScheduleA/PublicSupportPertcentPriorYear00.94100
IRS990ScheduleA/PublicSupportTotal170072142
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear022541
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year017675
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years024811
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years04107
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years03008
IRS990ScheduleA/Total170/Total072142
IRS990ScheduleA/TotalSupport080613
IRS990ScheduleO/GeneralExplanation/Explanation0BURLINGTON PARKS BURLINGTON PARKS & RECREATION 645 PINE STREET 20,500 0 BURLINGTON, VT 05401 0 PURE WATER FOR THE WORLD PURE WATER FOR THE WORLD PO BOX 55 5,400 0 RUTLAND, VT 05702 0
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES MAJOR FUNDRAISING EXPENSE 4,053 CREDIT CARD FEES 395 TOTAL 4,448
IRS990ScheduleO/GeneralExplanation/Explanation2UNREALIZED GAIN ON INVESTMENTS 0 FUND CORRECTION 0
IRS990ScheduleO/GeneralExplanation/Explanation3PLEDGES RECEIVABLE 0 1,000 TOTAL 0 1,000
IRS990ScheduleO/GeneralExplanation/Explanation4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 641
IRS990ScheduleO/GeneralExplanation/Explanation5TO SUPPORT VARIOUS LOCAL PROJECTS INCLUDING RENOVATION OF PUBLIC PARKS AND LOCAL CHARITIES. SUPPORT ORGANIZATIONS THAT PROVIDE WATER AND INFRASTRUCTURE SYSTEMS TO COMMUNITIES AROUND THE WORLD.
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER CHANGES IN NET ASSETS OR FUND BALANCES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier5PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0030353834
ReturnHeader/Filer/Name/BusinessNameLine10BURLINGTON ROTARY FOUNDATION INC
ReturnHeader/Filer/NameControl0BURL
ReturnHeader/Filer/Phone08028590003
ReturnHeader/Filer/USAddress/AddressLine10100 DORSET STREET
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 20B
ReturnHeader/Filer/USAddress/City0SOUTH BURLINGTON
ReturnHeader/Filer/USAddress/State0VT
ReturnHeader/Filer/USAddress/ZIPCode005403
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0LEO O'REILLY
ReturnHeader/Officer/Phone08028590003
ReturnHeader/Officer/Title0TREASUER
ReturnHeader/Preparer/DatePrepared02013-05-16
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10O'REILLY & O'REILLY BUS SER INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10100 DORSET ST STE 20B
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SOUTH BURLINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0054036241
ReturnHeader/Preparer/Name0LEO P O'REILLY
ReturnHeader/Preparer/Phone08028590003
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-16T14:57:47-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$79,886
Liabilities
$641
Net assets
$79,245
Revenue
$28,424
Expenses
$36,948
Net income
-$8,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.9$0.64$79.2$28.4$36.9$8.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.8$87.8$23.0$24.5$1.49