Civic Intelligence

Ludlow Area Rotary Charitable Fund Inc.

990EZ • Fiscal year 2020 • EIN 03-0367567

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 08, 2021

Organization ProfileN/A
PO Box 216Ludlow, VT 05149

(802) 228-4808

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

14th percentile

-41%

Higher net margin than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-9.9%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-36%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$123,994

Down $13,551 (-9.9%) from 2019

Net Assets

Down

$123,994

Down $8,551 (-6.5%) from 2019

Liabilities

Down

$0

Down $5,000 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin14th percentile

Revenue

Down

$21,030

Down $11,896 (-36%) from 2019

Expenses

Down

$29,581

Down $524 (-1.7%) from 2019

Net Income

Down

-$8,551

Down $11,372 (-403%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$200K$150K$100K$50K$0Assets 2011: $19,216Liabilities 2011: $02011Assets 2012: $44,113Liabilities 2012: $02012Assets 2013: $45,756Liabilities 2013: $02013Assets 2014: $142,922Liabilities 2014: $02014Assets 2015: $126,490Liabilities 2015: $02015Assets 2016: $126,800Liabilities 2016: $02016Assets 2017: $124,356Liabilities 2017: $0Net Assets 2017: $124,3562017Assets 2018: $135,936Liabilities 2018: $6,212Net Assets 2018: $129,7242018Assets 2019: $137,545Liabilities 2019: $5,000Net Assets 2019: $132,5452019Assets 2020: $123,994Liabilities 2020: $0Net Assets 2020: $123,9942020Assets 2021: $122,204Liabilities 2021: $3,520Net Assets 2021: $118,6842021Assets 2022: $142,126Liabilities 2022: $2,908Net Assets 2022: $139,2182022Assets 2023: $150,300Net Assets 2023: $150,3002023Assets 2024: $191,677Liabilities 2024: $12,167Net Assets 2024: $179,5102024

Highlighted filing

2020

Assets$123,994
Liabilities$0
Net Assets$123,994
Open 2020 Filing

Operations Trend

Revenue Growth31st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $36,779Expenses 2011: $28,918Net Income 2011: $7,8612011Revenue 2012: $39,716Expenses 2012: $34,584Net Income 2012: $5,1322012Revenue 2013: $42,214Expenses 2013: $40,571Net Income 2013: $1,6432013Revenue 2014: $151,641Expenses 2014: $54,475Net Income 2014: $97,1662014Revenue 2015: $40,514Expenses 2015: $56,946Net Income 2015: -$16,4322015Revenue 2016: $48,237Expenses 2016: $47,927Net Income 2016: $3102016Revenue 2017: $30,611Expenses 2017: $33,055Net Income 2017: -$2,4442017Revenue 2018: $37,168Expenses 2018: $31,800Net Income 2018: $5,3682018Revenue 2019: $32,926Expenses 2019: $30,105Net Income 2019: $2,8212019Revenue 2020: $21,030Expenses 2020: $29,581Net Income 2020: -$8,5512020Revenue 2021: $29,806Expenses 2021: $35,116Net Income 2021: -$5,3102021Revenue 2022: $59,370Expenses 2022: $38,836Net Income 2022: $20,5342022Revenue 2023: $37,027Expenses 2023: $25,945Net Income 2023: $11,0822023Revenue 2024: $603,747Expenses 2024: $574,537Net Income 2024: $29,2102024

Highlighted filing

2020

Revenue$21,030
Expenses$29,581
Net Income-$8,551
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 8, 2021
Return Version
2019v5.0
Gross Receipts
$35,404
Mission and Program Overview

Mission

Promotion of civic activities

Program Services

DescriptionGrantsExpenses
FUNDED SCHOLARSHIPS FOR LOCAL STUDENTS, SPONSORED AN EXCHANGE STUDENT, AND OTHER LOCAL CIVIC PROGRAMS.$24,195-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA LEMIRESecretary-$0--
MARK HUNTLEYPresident-$0--
KIM LAMPERTTreasurer-$0--
SHARON BIXBYDirector-$0--
JIM RUMRILLDirector-$0--
KEVIN BARNESDirector-$0--
ART RANDOLPHDirector-$0--
JILL TOFFERIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ludlow Area Rotary Charitable Fund
EIN
03-0367567
Address
PO BOX 216, LUDLOW, VT 05149

Signing Officer

Name
Kim Lampert
Title
Treasurer
Signed
2021-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Timothy L Faulkner CPA PC
Address
28 Pond St, Ludlow, VT 05149
Preparer
Timothy L Faulkner
Phone
8022285575
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: COLLEGE SCHOLARSHIPS | Cash Amount Given: $7500”

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: OTHER 501(c)(3) ORGANIZATIONS | Cash Amount Given: $11089”

Other Expenses.1

“MANAGEMENT FEES $4000”

Other Expenses.2

“STORAGE $800”

Other Expenses.3

“DUES & FEES $249”

Other Expenses.4

“MISCELLANEOUS $158”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $5000 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix168 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM LAMBERT
IRS990EZ/BooksInCareOfDetail/PhoneNum08022284808
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01798 ROUTE 103 SOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUDLOW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005149
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0137545
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0123994
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09320
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt08640
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8551
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0179
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0137545
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0123994
IRS990EZ/FundraisingGrossIncomeAmt013784
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0680
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024195
IRS990EZ/GrossReceiptsAmt035404
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02980
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0132545
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0123994
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0132545
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0123994
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA LEMIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK HUNTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM LAMPERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON BIXBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JIM RUMRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEVIN BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ART RANDOLPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JILL TOFFERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05207
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF CIVIC ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDED SCHOLARSHIPS FOR LOCAL STUDENTS, SPONSORED AN EXCHANGE STUDENT, AND OTHER LOCAL CIVIC PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024195
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt09320
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05734
IRS990EZ/SpecialEventsNetIncomeLossAmt08050
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029581
IRS990EZ/TotalProgramServiceExpensesAmt024195
IRS990EZ/TotalRevenueAmt021030
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt063580
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02980
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02676
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02585
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013731
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82240
IRS990ScheduleA/PublicSupportTotal170Amt063580
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010899
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013186
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06510
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023665
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt063580
IRS990ScheduleA/TotalSupportAmt077311
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: COLLEGE SCHOLARSHIPS | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: OTHER 501(c)(3) ORGANIZATIONS | Cash Amount Given: $11089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT FEES $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STORAGE $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES & FEES $249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $5000 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM LAMPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUDLOW AREA ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0LUDL
ReturnHeader/Filer/EIN0030367567
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 216
ReturnHeader/Filer/USAddress/CityNm0LUDLOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005149
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030334408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Timothy L Faulkner CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028 Pond St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ludlow
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005149
ReturnHeader/PreparerPersonGrp/PhoneNum08022285575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy L Faulkner
ReturnHeader/ReturnTs02021-02-08T07:20:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,994
Liabilities
$0
Net assets
$123,994
Revenue
$21,030
Expenses
$29,581
Net income
-$8,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.12$1.80$6.04$5.75$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.50$1.50$0.37$0.26$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.03$1.39$0.59$0.39$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.04$1.19$0.30$0.35$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.21$0.30$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.05$1.33$0.33$0.30$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.06$1.30$0.37$0.32$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.31$0.33$0.02
2016Summary only. Only limited summary data is available for this year.$1.27$0.00$0.48$0.48$0.00
2015Summary only. Only limited summary data is available for this year.$1.26$0.00$0.41$0.57$0.16
2014Summary only. Only limited summary data is available for this year.$1.43$0.00$1.52$0.54$0.97
2013Summary only. Only limited summary data is available for this year.$0.46$0.00$0.42$0.41$0.02
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.40$0.35$0.05
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.37$0.29$0.08