Civic Intelligence

Middlebury Rotary Club

990EZ • Fiscal year 2015 • EIN 03-6007915

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 23, 2015

Organization Profilemiddleburyrotary.org
PO Box 46Middlebury, VT 05753

(802) 388-3311

Siviq Scores

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

Liabilities / Assets

80th percentile

0.15x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

0.21x

Higher debt load relative to revenue than 83% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

40th percentile

-2.2%

Faster asset growth than 40% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

-2.6%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$31,916

Down $709 (-2.2%) from 2014

Net Assets

Down

$27,142

Down $4,409 (-14%) from 2014

Liabilities

Up

$4,774

Up $3,700 (+345%) from 2014

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin15th percentile

Revenue

Down

$22,815

Down $621 (-2.6%) from 2014

Expenses

Up

$27,225

Up $2,238 (+9.0%) from 2014

Net Income

Down

-$4,410

Down $2,859 (-184%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$40K$20K$0-$20KAssets 2011: $34,468Net Assets 2011: $34,4682011Assets 2012: $34,861Net Assets 2012: $34,8612012Assets 2013: $35,822Liabilities 2013: $1,600Net Assets 2013: $34,2222013Assets 2014: $32,625Liabilities 2014: $1,074Net Assets 2014: $31,5512014Assets 2015: $31,916Liabilities 2015: $4,774Net Assets 2015: $27,1422015Assets 2016: $17,955Liabilities 2016: $0Net Assets 2016: $17,9552016Assets 2017: $18,291Liabilities 2017: $0Net Assets 2017: $18,2912017Assets 2018: $9,481Liabilities 2018: $0Net Assets 2018: $9,4812018Assets 2019: $205Liabilities 2019: $0Net Assets 2019: $2052019Assets 2020: $3,865Liabilities 2020: $0Net Assets 2020: $3,8652020Assets 2021: $3,970Liabilities 2021: $0Net Assets 2021: $3,9702021Assets 2022: $1,335Liabilities 2022: $2,500Net Assets 2022: -$1,1652022Assets 2023: $4,405Liabilities 2023: $9,900Net Assets 2023: -$5,4952023Assets 2024: $6,818Liabilities 2024: $7,776Net Assets 2024: -$9582024

Highlighted filing

2015

Assets$31,916
Liabilities$4,774
Net Assets$27,142
Open 2015 Filing

Operations Trend

Revenue Growth43rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $22,064Expenses 2011: $19,978Net Income 2011: $2,0862011Revenue 2012: $26,521Expenses 2012: $26,128Net Income 2012: $3932012Revenue 2013: $26,401Expenses 2013: $28,138Net Income 2013: -$1,7372013Revenue 2014: $23,436Expenses 2014: $24,987Net Income 2014: -$1,5512014Revenue 2015: $22,815Expenses 2015: $27,225Net Income 2015: -$4,4102015Revenue 2016: $33,684Expenses 2016: $42,870Net Income 2016: -$9,1862016Revenue 2017: $35,076Expenses 2017: $34,740Net Income 2017: $3362017Revenue 2018: $29,542Expenses 2018: $38,352Net Income 2018: -$8,8102018Revenue 2019: $25,198Expenses 2019: $34,475Net Income 2019: -$9,2772019Revenue 2020: $29,838Expenses 2020: $26,178Net Income 2020: $3,6602020Revenue 2021: $15,899Expenses 2021: $15,794Net Income 2021: $1052021Revenue 2022: $28,534Expenses 2022: $33,669Net Income 2022: -$5,1352022Revenue 2023: $28,976Expenses 2023: $33,306Net Income 2023: -$4,3302023Revenue 2024: $35,720Expenses 2024: $31,183Net Income 2024: $4,5372024

Highlighted filing

2015

Revenue$22,815
Expenses$27,225
Net Income-$4,410
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 23, 2015
Return Version
2014v5.0
Gross Receipts
$22,815
Mission and Program Overview

Mission

Internal fund of the Middlbury Vermont Rotary Club General membership organization, to support the non profit organization of the club.

Program Services

DescriptionGrantsExpenses
NONE--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM HOLLANDERPresidentPT$0--
GEOFFREY CONRADPresident ElectPT$0--
BEN FULLERVice PresidentPT$0--
SPENCE PUTNAMSecretaryPT$0--
FRANCIS FRAGATreasurerPT$0--
ELIZABETH SMITHDirector-$0--
DAVID CLARKDirector-$0--
ERIC MCFERRANDirector-$0--
ERIC DENUDirector-$0--
NANCY FOSTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Middlebury Rotary Club
EIN
03-6007915
Phone
8023883311
Address
PO Box 46, Middlebury, VT 05753

Signing Officer

Name
Francis Fraga
Title
Treasurer
Phone
8023883311
Signed
2015-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Fraga and Lilja
Address
2 CROSS ST, MIDDLEBURY, VT 05753-1404
Preparer
Susan B Lilja
Phone
8023889863
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Car show 100. Award dinner 1018. Meals/meetings 45. Other income 2275. Raffle 19.”

Form 990EZ, Part I, Line 16

“Awards & gifts 682. Change over dinner 205. Award dinner 1045. Dues district 7850 2271. Dues rotary int'l 2745. Meals 18064. Other expenses 643. Postage & shipping 266. Supplies 959. Miscellaneous 320.”

Form 990EZ, Part I, Line 20

“ROUNDING 1.”

Form 990EZ, Part II, Line 26

“To/from rotary service 4774.”

Raw XML Appendix135 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/PersonNm0FRANCIS FRAGA
IRS990EZ/BooksInCareOfDetail/PhoneNum08023889863
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02 Cross Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Middlebury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005753
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032625
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031916
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0241
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4410
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032625
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031916
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt022815
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt056
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019061
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031551
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027142
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031551
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027142
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIM HOLLANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEOFFREY CONRAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BEN FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SPENCE PUTNAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRANCIS FRAGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ERIC MCFERRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ERIC DENU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NANCY FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt027200
IRS990EZ/OtherRevenueTotalAmt03457
IRS990EZ/PrimaryExemptPurposeTxt0Internal fund of the Middlbury Vermont Rotary Club General membership organization, to support the non profit organization of the club.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01074
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04774
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027225
IRS990EZ/TotalRevenueAmt022815
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0middleburyrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAR SHOW 100. AWARD DINNER 1018. MEALS/MEETINGS 45. OTHER INCOME 2275. RAFFLE 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AWARDS & GIFTS 682. CHANGE OVER DINNER 205. AWARD DINNER 1045. DUES DISTRICT 7850 2271. DUES ROTARY INT'L 2745. MEALS 18064. OTHER EXPENSES 643. POSTAGE & SHIPPING 266. SUPPLIES 959. MISCELLANEOUS 320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO/FROM ROTARY SERVICE 4774.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCIS FRAGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08023883311
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Middlebury Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0036007915
ReturnHeader/Filer/PhoneNum08023883311
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 46
ReturnHeader/Filer/USAddress/CityNm0Middlebury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAGA AND LILJA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 CROSS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLEBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0057531404
ReturnHeader/PreparerPersonGrp/PhoneNum08023889863
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN B LILJA
ReturnHeader/ReturnTs02015-11-16T06:06:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,916
Liabilities
$4,774
Net assets
$27,142
Revenue
$22,815
Expenses
$27,225
Net income
-$4,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.82$7.78$0.96$35.7$31.2$4.54
2023Detailed filing. Detailed filing data is available for this year.$4.41$9.90$5.50$29.0$33.3$4.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$2.50$1.17$28.5$33.7$5.14
2021Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$15.9$15.8$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$29.8$26.2$3.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$25.2$34.5$9.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.48$0.00$9.48$29.5$38.4$8.81
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$0.00$18.3$35.1$34.7$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$0.00$18.0$33.7$42.9$9.19
2015Detailed filing. Detailed filing data is available for this year.$31.9$4.77$27.1$22.8$27.2$4.41
2014Detailed filing. Detailed filing data is available for this year.$32.6$1.07$31.6$23.4$25.0$1.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.8$1.60$34.2$26.4$28.1$1.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.9$34.9$26.5$26.1$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.5$34.5$22.1$20.0$2.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)4 • <$500k nonprofits