Civic Intelligence

Barre Vt Rotary Club No 6424

990EZ • Fiscal year 2014 • EIN 03-6009460

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 15, 2014

Organization ProfileN/A
PO Box 167Barre, VT 05641-0167

(802) 476-2407

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

75th percentile

0.07x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

21st percentile

-12%

Higher net margin than 21% 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

6th percentile

-44%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

35th percentile

-5.9%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$13,317

Down $10,547 (-44%) from 2013

Net Assets

Down

$12,053

Down $2,193 (-15%) from 2013

Liabilities

Down

$1,264

Down $8,354 (-87%) from 2013

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin21st percentile

Revenue

Down

$18,784

Down $1,174 (-5.9%) from 2013

Expenses

Down

$20,977

Down $5,297 (-20%) from 2013

Net Income

Up

-$2,193

Up $4,123 (+65%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$30K$20K$10K$0Assets 2012: $25,168Liabilities 2012: $4,6062012Assets 2013: $23,864Liabilities 2013: $9,618Net Assets 2013: $14,2462013Assets 2014: $13,317Liabilities 2014: $1,264Net Assets 2014: $12,0532014Assets 2015: $16,402Liabilities 2015: $2,336Net Assets 2015: $14,0662015Assets 2016: $25,450Liabilities 2016: $5,791Net Assets 2016: $19,6592016Assets 2017: $27,919Liabilities 2017: $4,156Net Assets 2017: $23,7632017Assets 2018: $22,273Liabilities 2018: $0Net Assets 2018: $22,2732018Assets 2019: $21,762Liabilities 2019: $0Net Assets 2019: $21,7622019Assets 2020: $16,143Liabilities 2020: $0Net Assets 2020: $16,1432020Assets 2021: $16,665Liabilities 2021: $0Net Assets 2021: $16,6652021Assets 2022: $15,702Liabilities 2022: $410Net Assets 2022: $15,2922022Assets 2023: $20,201Liabilities 2023: $1,495Net Assets 2023: $18,7062023Assets 2024: $24,607Liabilities 2024: $1,379Net Assets 2024: $23,2282024Assets 2025: $8,384Liabilities 2025: $1,379Net Assets 2025: $7,0052025

Highlighted filing

2014

Assets$13,317
Liabilities$1,264
Net Assets$12,053
Open 2014 Filing

Operations Trend

Revenue Growth35th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $38,570Expenses 2012: $44,275Net Income 2012: -$5,7052012Revenue 2013: $19,958Expenses 2013: $26,274Net Income 2013: -$6,3162013Revenue 2014: $18,784Expenses 2014: $20,977Net Income 2014: -$2,1932014Revenue 2015: $21,487Expenses 2015: $19,474Net Income 2015: $2,0132015Revenue 2016: $27,080Expenses 2016: $21,487Net Income 2016: $5,5932016Revenue 2017: $30,368Expenses 2017: $26,264Net Income 2017: $4,1042017Revenue 2018: $30,492Expenses 2018: $31,982Net Income 2018: -$1,4902018Revenue 2019: $24,680Expenses 2019: $25,191Net Income 2019: -$5112019Revenue 2020: $23,826Expenses 2020: $29,445Net Income 2020: -$5,6192020Revenue 2021: $22,712Expenses 2021: $22,190Net Income 2021: $5222021Revenue 2022: $5,628Expenses 2022: $7,001Net Income 2022: -$1,3732022Revenue 2023: $18,538Expenses 2023: $15,124Net Income 2023: $3,4142023Revenue 2024: $22,094Expenses 2024: $17,572Net Income 2024: $4,5222024Revenue 2025: $13,756Expenses 2025: $29,979Net Income 2025: -$16,2232025

Highlighted filing

2014

Revenue$18,784
Expenses$20,977
Net Income-$2,193
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 15, 2014
Return Version
2013v3.1
Gross Receipts
$25,028
Mission and Program Overview

Mission

Foster the ideal of service as a worthy enterprise

Program Services

DescriptionGrantsExpenses
DONATED FUNDS TO NEEDY ORGANIZATIONS WHOSE PURPOSE CONTRIBUTES IN A POSITIVE WAY TO THIS AREA AND INTERNATIONALLY (SEE LIST OF CONTRIBUTIONS)$15,070$15,070
DUES PAID TO ROTARY INTERNATIONAL AND ROTARY DISTRICT 7850 ON A PER CAPITA BASIS$3,807$3,807
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN POCZOBUTSecretary-$0--
ELIZABETH LAPERLETreasurer-$0--
WILLIAM NOYESPresident-$0--
JIM CATONEPast President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$16,718$16,718$845$15,873
Total Events$16,718$16,718$6,244$10,474
Filing and Contact Details

Filer

EIN
03-6009460
Phone
8024762407

Signing Officer

Name
Elizabeth Laperle
Title
Treasurer
Phone
8024762407
Signed
2014-09-15
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas a Babic CPA
Phone
8024768673
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Club member fines 372. Miscellaneous 80. Partition rental 2000.”

Form 990EZ, Part I, Line 10

“Donated funds to needy organizations see schedule 15070.”

Form 990EZ, Part I, Line 16

“Dues 3807. Supplies 107. Website 449. Miscellaneous 367. Net meals expense 902. Depreciation 0.”

Form 990EZ, Part II, Line 26

“Deferred breakfast and raffle revenue 9618. 1264.”

Raw XML Appendix130 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/PersonNm0ELIZABETH LAPERLE
IRS990EZ/BooksInCareOfDetail/PhoneNum08024762407
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 496
IRS990EZ/BooksInCareOfDetail/USAddress/City0EAST BARRE
IRS990EZ/BooksInCareOfDetail/USAddress/State0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode005649
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023864
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013317
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0823
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2193
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023864
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013317
IRS990EZ/FundraisingGrossIncomeAmt016740
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt0493
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015070
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt025028
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04520
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014246
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012053
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014246
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012053
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN POCZOBUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH LAPERLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM NOYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM CATONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05632
IRS990EZ/OtherRevenueTotalAmt02452
IRS990EZ/PrimaryExemptPurposeTxt0FOSTER THE IDEAL OF SERVICE AS A WORTHY ENTERPRISE
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATED FUNDS TO NEEDY ORGANIZATIONS WHOSE PURPOSE CONTRIBUTES IN A POSITIVE WAY TO THIS AREA AND INTERNATIONALLY (SEE LIST OF CONTRIBUTIONS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DUES PAID TO ROTARY INTERNATIONAL AND ROTARY DISTRICT 7850 ON A PER CAPITA BASIS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015070
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13807
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015070
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13807
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06244
IRS990EZ/SpecialEventsNetIncomeLossAmt010989
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09618
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01264
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020977
IRS990EZ/TotalProgramServiceExpensesAmt018877
IRS990EZ/TotalRevenueAmt018784
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06244
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02650
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016718
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0LIBRARY BREAKFAST
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010474
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0845
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0845
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02749
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB MEMBER FINES 372. MISCELLANEOUS 80. PARTITION RENTAL 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATED FUNDS TO NEEDY ORGANIZATIONS SEE SCHEDULE 15070.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES 3807. SUPPLIES 107. WEBSITE 449. MISCELLANEOUS 367. NET MEALS EXPENSE 902. DEPRECIATION 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED BREAKFAST AND RAFFLE REVENUE 9618. 1264.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH LAPERLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08024762407
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10BARRE VT ROTARY CLUB NO 6424
ReturnHeader/Filer/BusinessNameControlTxt0BARR
ReturnHeader/Filer/EIN0036009460
ReturnHeader/Filer/PhoneNum08024762407
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 167
ReturnHeader/Filer/USAddress/City0BARRE
ReturnHeader/Filer/USAddress/State0VT
ReturnHeader/Filer/USAddress/ZIPCode0056410167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Salvador and Babic PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 593
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Barre
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode005641
ReturnHeader/PreparerPersonGrp/PhoneNum08024768673
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A BABIC CPA
ReturnHeader/ReturnTs02014-10-07T05:21:12-07:00
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
$13,317
Liabilities
$1,264
Net assets
$12,053
Revenue
$18,784
Expenses
$20,977
Net income
-$2,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.38$1.38$7.01$13.8$30.0$16.2
2024Detailed filing. Detailed filing data is available for this year.$24.6$1.38$23.2$22.1$17.6$4.52
2023Detailed filing. Detailed filing data is available for this year.$20.2$1.50$18.7$18.5$15.1$3.41
2022Detailed filing. Detailed filing data is available for this year.$15.7$0.41$15.3$5.63$7.00$1.37
2021Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$22.7$22.2$0.52
2020Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$23.8$29.4$5.62
2019Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$24.7$25.2$0.51
2018Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$30.5$32.0$1.49
2017Detailed filing. Detailed filing data is available for this year.$27.9$4.16$23.8$30.4$26.3$4.10
2016Detailed filing. Detailed filing data is available for this year.$25.5$5.79$19.7$27.1$21.5$5.59
2015Detailed filing. Detailed filing data is available for this year.$16.4$2.34$14.1$21.5$19.5$2.01
2014Detailed filing. Detailed filing data is available for this year.$13.3$1.26$12.1$18.8$21.0$2.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.9$9.62$14.2$20.0$26.3$6.32
2012Summary only. Only limited summary data is available for this year.$25.2$4.61$38.6$44.3$5.71
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits