Civic Intelligence

South Burlington Rotary Charities Inc.

990EZ • Fiscal year 2016 • EIN 03-0370330

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 04, 2017

PO Box 9376South Burlington, VT 05403

(802) 999-4914

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-171%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

9th percentile

-48%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-8.7%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$48,684

Down $44,366 (-48%) from 2015

Net Assets

Down

$48,684

Down $44,366 (-48%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$25,872

Down $2,475 (-8.7%) from 2015

Expenses

Up

$70,238

Up $45,188 (+180%) from 2015

Net Income

Down

-$44,366

Down $47,663 (-1446%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $41,615Liabilities 2011: $02011Assets 2012: $67,467Net Assets 2012: $67,4672012Assets 2013: $81,108Liabilities 2013: $0Net Assets 2013: $81,1082013Assets 2014: $89,753Liabilities 2014: $0Net Assets 2014: $89,7532014Assets 2015: $93,050Liabilities 2015: $0Net Assets 2015: $93,0502015Assets 2016: $48,684Liabilities 2016: $0Net Assets 2016: $48,6842016Assets 2017: $34,767Liabilities 2017: $0Net Assets 2017: $34,7672017Assets 2018: $21,055Liabilities 2018: $0Net Assets 2018: $21,0552018Assets 2019: $30,753Liabilities 2019: $0Net Assets 2019: $30,7532019Assets 2020: $38,879Liabilities 2020: $0Net Assets 2020: $38,8792020Assets 2021: $31,182Liabilities 2021: $0Net Assets 2021: $31,1822021Assets 2022: $30,090Liabilities 2022: $0Net Assets 2022: $30,0902022Assets 2023: $50,634Liabilities 2023: $0Net Assets 2023: $50,6342023Assets 2024: $43,424Net Assets 2024: $43,4242024Assets 2025: $65,351Net Assets 2025: $65,3512025

Highlighted filing

2016

Assets$48,684
Liabilities$0
Net Assets$48,684

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $29,046Expenses 2011: $16,804Net Income 2011: $12,2422011Revenue 2012: $36,595Expenses 2012: $10,743Net Income 2012: $25,8522012Revenue 2013: $30,144Expenses 2013: $16,503Net Income 2013: $13,6412013Revenue 2014: $21,127Expenses 2014: $12,482Net Income 2014: $8,6452014Revenue 2015: $28,347Expenses 2015: $25,050Net Income 2015: $3,2972015Revenue 2016: $25,872Expenses 2016: $70,238Net Income 2016: -$44,3662016Revenue 2017: -$298Expenses 2017: $13,619Net Income 2017: -$13,9172017Revenue 2018: $3,836Expenses 2018: $17,548Net Income 2018: -$13,7122018Revenue 2019: $34,423Expenses 2019: $24,725Net Income 2019: $9,6982019Revenue 2020: $39,296Expenses 2020: $31,170Net Income 2020: $8,1262020Revenue 2021: $18,058Expenses 2021: $25,755Net Income 2021: -$7,6972021Revenue 2022: $25,712Expenses 2022: $26,804Net Income 2022: -$1,0922022Revenue 2023: $78,759Expenses 2023: $58,215Net Income 2023: $20,5442023Revenue 2024: $54,158Expenses 2024: $61,368Net Income 2024: -$7,2102024Revenue 2025: $58,127Expenses 2025: $36,200Net Income 2025: $21,9272025

Highlighted filing

2016

Revenue$25,872
Expenses$70,238
Net Income-$44,366
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 4, 2017
Return Version
2015v3.0
Gross Receipts
$87,218
Mission and Program Overview

Mission

Supporting community organizations, youth leadership and other projects providing educational opportunities to those entities.

Program Services

DescriptionGrantsExpenses
SUPPORT LOCAL ORGANIZATIONS, YOUTH LEADERSHIP AND PROVIDE OPPORTUNITIES FOR YOUTH AND EDUCATIONAL INSTITUTIONS.$68,629$70,238
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN BUECHLERPresidentPT$0--
PENNE TOMPKINSPres - Elect-$0--
SUE WAINERTreasurer-$0--
LYNDA CAMIRESecretary-$0--
LESLIE MERCYVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Club Projects$86,748$35,209$61,346$-26,137
Total Events$86,748$35,209$61,346$-26,137
Filing and Contact Details

Filer

Filer Name
South Burlington Rotary
EIN
03-0370330
Phone
8029994914
Address
PO BOX 9376, SOUTH BURLINGTON, VT 05403

Signing Officer

Name
Sue Wainer
Title
Treasurer
Phone
8029994914
Signed
2017-02-04
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Various 8,270 0 0 champlain valley expo 03/30/2016 105 pearl st. Essex jct., vt 05452 42,733 0 0 champlain valley expo 03/30/2016 105 pearl st. Tangible assets essex jct., vt 05452 0 17,626 17,226 book value

Form 990-ez, Part I, Line 16

Expenses office expenses 499 exchange students expense 1,110 total 1,609

Form 990-ez, Part II, Line 24

Nightmare vt assets 15,817 0 total 15,817 0

Form 990-ez, Part III

Supporting community organizations, youth leadership and other projects providing educational opportunities to those entities.

Raw XML Appendix163 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt061346
IRS990EZ/SpecialEventsNetIncomeLossAmt0-26137
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS 8,270 0 0 CHAMPLAIN VALLEY EXPO 03/30/2016 105 PEARL ST. ESSEX JCT., VT 05452 42,733 0 0 CHAMPLAIN VALLEY EXPO 03/30/2016 105 PEARL ST. TANGIBLE ASSETS ESSEX JCT., VT 05452 0 17,626 17,226 BOOK VALUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 499 EXCHANGE STUDENTS EXPENSE 1,110 TOTAL 1,609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NIGHTMARE VT ASSETS 15,817 0 TOTAL 15,817 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPORTING COMMUNITY ORGANIZATIONS, YOUTH LEADERSHIP AND OTHER PROJECTS PROVIDING EDUCATIONAL OPPORTUNITIES TO THOSE ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08029994914
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH BURLINGTON ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITIES INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0030370330
ReturnHeader/Filer/PhoneNum08029994914
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9376
ReturnHeader/Filer/USAddress/CityNm0SOUTH BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005403
ReturnHeader/ReturnTs02017-02-10T08:09:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$65.4$65.4$58.1$36.2$21.9
2024Detailed filing. Detailed filing data is available for this year.$43.4$43.4$54.2$61.4$7.21
2023Detailed filing. Detailed filing data is available for this year.$50.6$0.00$50.6$78.8$58.2$20.5
2022Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$25.7$26.8$1.09
2021Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$18.1$25.8$7.70
2020Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$39.3$31.2$8.13
2019Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$34.4$24.7$9.70
2018Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$3.84$17.5$13.7
2017Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$0.30$13.6$13.9
2016Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$25.9$70.2$44.4
2015Detailed filing. Detailed filing data is available for this year.$93.1$0.00$93.1$28.3$25.1$3.30
2014Detailed filing. Detailed filing data is available for this year.$89.8$0.00$89.8$21.1$12.5$8.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.1$0.00$81.1$30.1$16.5$13.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.5$67.5$36.6$10.7$25.9
2011Summary only. Only limited summary data is available for this year.$41.6$0.00$29.0$16.8$12.2