Civic Intelligence

Ludlow Area Rotary Charitable Fund Inc.

990EZ • Fiscal year 2021 • EIN 03-0367567

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

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

70th percentile

0.03x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.12x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

37th percentile

-1.4%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

42%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$122,204

Down $1,790 (-1.4%) from 2020

Net Assets

Down

$118,684

Down $5,310 (-4.3%) from 2020

Liabilities

Up

$3,520

Up $3,520 from 2020

Revenue

Up

$29,806

Up $8,776 (+42%) from 2020

Expenses

Up

$35,116

Up $5,535 (+19%) from 2020

Net Income

Up

-$5,310

Up $3,241 (+38%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$122,204
Liabilities$3,520
Net Assets$118,684

Operations Trend

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

2021

Revenue$29,806
Expenses$35,116
Net Income-$5,310
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.0
Gross Receipts
$66,307
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.$32,783-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA LEMIRESecretary-$0--
MARK HUNTLEYDirector-$0--
KIM LAMPERTTreasurer-$0--
SHARON BIXBYDirector-$0--
LISA CORMIERDirector-$0--
JIM RUMRILLDirector-$0--
KEVIN BARNESPresident-$0--
ART RANDOLPHVice President-$0--
BRIGID SULLIVANDirector-$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
2022-05-12
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 $5,000.5

| Donee's Name: CLOCK DONATION | Cash Amount Given: $21337

Other Expenses.1

STORAGE $960

Other Expenses.2

DUES & FEES $349

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $550

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $3520

Raw XML Appendix176 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08022284808
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUDLOW
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01848
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IRS990EZ/ExcessOrDeficitForYearAmt0-5310
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt019616
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032783
IRS990EZ/GrossReceiptsAmt066307
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01825
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0123994
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0118684
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA LEMIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK HUNTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM LAMPERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON BIXBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA CORMIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JIM RUMRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KEVIN BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ART RANDOLPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRIGID SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0550
IRS990EZ/OtherExpensesTotalAmt01309
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/GrantsAndAllocationsAmt032783
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt053998
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02119
IRS990EZ/SpecialEventsNetIncomeLossAmt06517
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03520
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035116
IRS990EZ/TotalProgramServiceExpensesAmt032783
IRS990EZ/TotalRevenueAmt029806
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt041763
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01825
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02980
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02676
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02690
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012971
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76300
IRS990ScheduleA/PublicSupportPY170Pct00.82240
IRS990ScheduleA/PublicSupportTotal170Amt041763
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01848
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010899
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013186
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06510
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt041763
IRS990ScheduleA/TotalSupportAmt054734
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: CLOCK DONATION | Cash Amount Given: $21337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STORAGE $960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES & FEES $349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable - Beginning $0 Accounts Receivable - Ending $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $3520
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM LAMPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
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/ReturnTs02022-05-12T09:40:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAMPERT
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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