Civic Intelligence

Ludlow Rotary Club

990EZ • Fiscal year 2017 • EIN 03-6016522

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization ProfileN/A
PO Box 216Ludlow, VT 05149

(802) 228-4000

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

84th percentile

25%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

95th percentile

91%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

48%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$14,294

Up $6,808 (+91%) from 2016

Net Assets

$14,294

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin84th percentile

Revenue

Up

$27,574

Up $9,002 (+48%) from 2016

Expenses

Up

$20,766

Up $887 (+4.5%) from 2016

Net Income

Up

$6,808

Up $8,115 (+621%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$30K$20K$10K$0Assets 2011: $28,717Liabilities 2011: $02011Assets 2012: $6,875Liabilities 2012: $02012Assets 2013: $7,741Liabilities 2013: $02013Assets 2014: $8,767Liabilities 2014: $02014Assets 2015: $8,793Liabilities 2015: $02015Assets 2016: $7,486Liabilities 2016: $02016Assets 2017: $14,294Liabilities 2017: $0Net Assets 2017: $14,2942017Assets 2018: $17,998Liabilities 2018: $0Net Assets 2018: $17,9982018Assets 2019: $16,759Liabilities 2019: $0Net Assets 2019: $16,7592019Assets 2020: $15,886Liabilities 2020: $0Net Assets 2020: $15,8862020Assets 2021: $19,348Liabilities 2021: $0Net Assets 2021: $19,3482021Assets 2022: $15,132Liabilities 2022: $0Net Assets 2022: $15,1322022Assets 2023: $17,241Net Assets 2023: $17,2412023Assets 2024: $20,651Net Assets 2024: $20,6512024

Highlighted filing

2017

Assets$14,294
Liabilities$0
Net Assets$14,294
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $24,671Expenses 2011: $25,141Net Income 2011: -$4702011Revenue 2012: $23,043Expenses 2012: $25,120Net Income 2012: -$2,0772012Revenue 2013: $22,634Expenses 2013: $21,768Net Income 2013: $8662013Revenue 2014: $22,724Expenses 2014: $21,698Net Income 2014: $1,0262014Revenue 2015: $20,990Expenses 2015: $20,964Net Income 2015: $262015Revenue 2016: $18,572Expenses 2016: $19,879Net Income 2016: -$1,3072016Revenue 2017: $27,574Expenses 2017: $20,766Net Income 2017: $6,8082017Revenue 2018: $22,770Expenses 2018: $19,066Net Income 2018: $3,7042018Revenue 2019: $27,252Expenses 2019: $28,491Net Income 2019: -$1,2392019Revenue 2020: $18,250Expenses 2020: $19,123Net Income 2020: -$8732020Revenue 2021: $11,549Expenses 2021: $8,087Net Income 2021: $3,4622021Revenue 2022: $17,151Expenses 2022: $21,367Net Income 2022: -$4,2162022Revenue 2023: $20,237Expenses 2023: $18,128Net Income 2023: $2,1092023Revenue 2024: $23,040Expenses 2024: $19,630Net Income 2024: $3,4102024

Highlighted filing

2017

Revenue$27,574
Expenses$20,766
Net Income$6,808
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$27,574
Mission and Program Overview

Mission

Promotion of civic activities

Program Services

DescriptionGrantsExpenses
PROMOTION OF CIVIC ACTIVITIES$20,237-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL TOFFERIDirectorPT$0--
BRET HARLOWDirectorPT$0--
SUZANNE GARVEYVice PresidentPT$0--
SHARON BIXBYDirectorPT$0--
KIM LAMPERTTreasurerPT$0--
TIMOTHY FAULKNERDirectorPT$0--
DAVID ALMONDDirectorPT$0--
TESHA BUSSPresidentPT$0--
BARBARA LEMIRESecretaryPT$0--
KYLE MATULONISDirectorPT$0--
BRETT WRIGHTDirectorPT$0--
JIM RUMRILLDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Ludlow Rotary Club
EIN
03-6016522
Phone
8022284000
Address
PO BOX 216, LUDLOW, VT 05149

Signing Officer

Name
Kim Lampert
Title
Treasurer
Signed
2018-05-14
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

Other Expenses.1

“DUES $3213”

Other Expenses.2

“TIPS $2000”

Other Expenses.3

“GIFTS & AWARDS $846”

Other Expenses.4

“MISCELLANEOUS $529”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1275”

Raw XML Appendix143 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/BenefitsPaidToOrForMembersAmt014178
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM LAMPERT
IRS990EZ/BooksInCareOfDetail/PhoneNum08022284808
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01798 ROUTE 100 N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUDLOW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005149
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07486
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013019
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06808
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07486
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014294
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt027574
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027573
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07486
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014294
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07486
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014294
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JILL TOFFERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRET HARLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUZANNE GARVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON BIXBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM LAMPERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIMOTHY FAULKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID ALMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TESHA BUSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BARBARA LEMIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KYLE MATULONIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BRETT WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JIM RUMRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01275
IRS990EZ/OtherExpensesTotalAmt06588
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF CIVIC ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF CIVIC ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020237
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020766
IRS990EZ/TotalProgramServiceExpensesAmt020237
IRS990EZ/TotalRevenueAmt027574
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES $3213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TIPS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFTS & AWARDS $846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1275
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1005
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM LAMPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUDLOW ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0LUDL
ReturnHeader/Filer/EIN0036016522
ReturnHeader/Filer/PhoneNum08022284000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 216
ReturnHeader/Filer/USAddress/CityNm0LUDLOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005149
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/ReturnTs02018-05-14T12:30:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,294
Liabilities
$0
Net assets
$14,294
Revenue
$27,574
Expenses
$20,766
Net income
$6,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.7$20.7$23.0$19.6$3.41
2023Detailed filing. Detailed filing data is available for this year.$17.2$17.2$20.2$18.1$2.11
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$17.2$21.4$4.22
2021Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$11.5$8.09$3.46
2020Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$18.3$19.1$0.87
2019Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$27.3$28.5$1.24
2018Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$22.8$19.1$3.70
2017Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$27.6$20.8$6.81
2016Summary only. Only limited summary data is available for this year.$7.49$0.00$18.6$19.9$1.31
2015Summary only. Only limited summary data is available for this year.$8.79$0.00$21.0$21.0$0.03
2014Summary only. Only limited summary data is available for this year.$8.77$0.00$22.7$21.7$1.03
2013Summary only. Only limited summary data is available for this year.$7.74$0.00$22.6$21.8$0.87
2012Summary only. Only limited summary data is available for this year.$6.88$0.00$23.0$25.1$2.08
2011Summary only. Only limited summary data is available for this year.$28.7$0.00$24.7$25.1$0.47
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits