Civic Intelligence

Middlebury Rotary Club

990EZ • Fiscal year 2014 • EIN 03-6007915

Jul 01, 2013 to Jun 30, 2014 • Filed on Jul 31, 2014

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

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

28th percentile

-6.6%

Higher net margin than 28% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

26th percentile

-8.9%

Faster asset growth than 26% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$32,625

Down $3,197 (-8.9%) from 2013

Net Assets

Down

$31,551

Down $2,671 (-7.8%) from 2013

Liabilities

Down

$1,074

Down $526 (-33%) from 2013

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin28th percentile

Revenue

Down

$23,436

Down $2,965 (-11%) from 2013

Expenses

Down

$24,987

Down $3,151 (-11%) from 2013

Net Income

Up

-$1,551

Up $186 (+11%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2014

Assets$32,625
Liabilities$1,074
Net Assets$31,551
Open 2014 Filing

Operations Trend

Revenue Growth26th 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

2014

Revenue$23,436
Expenses$24,987
Net Income-$1,551
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 31, 2014
Return Version
2013v3.1
Gross Receipts
$23,436
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.

Internal Fund of the Middlebury Vermont Rotary Club

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY FOSTERPresidentPT$0--
TIM HOLLANDERPresident ElectPT$0--
GEOFF CONRADVice PresidentPT$0--
SPENCER PUTNAMSecretaryPT$0--
TOM TELLINGTreasurerPT$0--
LIZ SMITHDirector-$0--
JUDY BROWNDirector-$0--
ERIC DENUDirector-$0--
MARGUERITE QUINNDirector-$0--
Filing and Contact Details

Filer

EIN
03-6007915
Phone
8023883311

Signing Officer

Name
Nancy Foster
Title
President
Phone
8023883311
Signed
2014-07-31
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas Telling
Phone
8023883311
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Other income 728. Member donations for rotary polio plus 306. Dinner fees-paul harris award 675. Happy dollars/raffle 1671.”

Form 990EZ, Part I, Line 16

“Awards 311. Chili festival food costs 287. Dinner-paul harris 913. Dues district 7850 2103. Dues rotary int'l 2827. Leadership training 314. Meals/ meeting 16150. Dinner-change over dinner 191. Supplies 484. Web page 419. Other expenses 988.”

Form 990EZ, Part I, Line 20

“Accrual to cash basis adjustment -1120.”

Form 990EZ, Part II, Line 26

“Due to rotary service 1600. 1074.”

Form 990, Part IX, Line 24F

“BANK FEE OTHER”

Raw XML Appendix133 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10Tom Telling
IRS990EZ/BooksInCareOfDetail/PhoneNum08023883311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105 Park Street
IRS990EZ/BooksInCareOfDetail/USAddress/City0Middlebury
IRS990EZ/BooksInCareOfDetail/USAddress/State0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode005753
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035822
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032625
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1551
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035822
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032625
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt023436
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0100
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019956
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034222
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031551
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034222
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031551
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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/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/PersonNm0NANCY FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM HOLLANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GEOFF CONRAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SPENCER PUTNAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM TELLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LIZ SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JUDY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ERIC DENU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARGUERITE QUINN
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/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1120
IRS990EZ/OtherExpensesTotalAmt024987
IRS990EZ/OtherRevenueTotalAmt03380
IRS990EZ/PrimaryExemptPurposeTxt0Internal Fund of the Middlebury Vermont Rotary Club
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01600
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01074
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024987
IRS990EZ/TotalRevenueAmt023436
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0middleburyrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 728. MEMBER DONATIONS FOR ROTARY POLIO PLUS 306. DINNER FEES-PAUL HARRIS AWARD 675. HAPPY DOLLARS/RAFFLE 1671.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AWARDS 311. CHILI FESTIVAL FOOD COSTS 287. DINNER-PAUL HARRIS 913. DUES DISTRICT 7850 2103. DUES ROTARY INT'L 2827. LEADERSHIP TRAINING 314. MEALS/ MEETING 16150. DINNER-CHANGE OVER DINNER 191. SUPPLIES 484. WEB PAGE 419. OTHER EXPENSES 988.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCRUAL TO CASH BASIS ADJUSTMENT -1120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO ROTARY SERVICE 1600. 1074.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEE OTHER
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24f
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08023883311
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10Middlebury Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0036007915
ReturnHeader/Filer/PhoneNum08023883311
ReturnHeader/Filer/USAddress/AddressLine10PO Box 46
ReturnHeader/Filer/USAddress/City0Middlebury
ReturnHeader/Filer/USAddress/State0VT
ReturnHeader/Filer/USAddress/ZIPCode005753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TELLING & ASSOCIATES CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105 PARK ST STAR MILL BUILDING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MIDDLEBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode005753
ReturnHeader/PreparerPersonGrp/PhoneNum08023883311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS TELLING
ReturnHeader/ReturnTs02014-08-26T06:47:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,625
Liabilities
$1,074
Net assets
$31,551
Revenue
$23,436
Expenses
$24,987
Net income
-$1,551
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. 2014 filings • 501(c)4 • <$500k nonprofits