Civic Intelligence

Ludlow Rotary Club

990EZ • Fiscal year 2018 • EIN 03-6016522

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-17%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$17,998

Up $3,704 (+26%) from 2017

Net Assets

Up

$17,998

Up $3,704 (+26%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Down

$22,770

Down $4,804 (-17%) from 2017

Expenses

Down

$19,066

Down $1,700 (-8.2%) from 2017

Net Income

Down

$3,704

Down $3,104 (-46%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2018

Assets$17,998
Liabilities$0
Net Assets$17,998
Open 2018 Filing

Operations Trend

Revenue Growth21st 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

2018

Revenue$22,770
Expenses$19,066
Net Income$3,704
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.2
Gross Receipts
$22,770
Mission and Program Overview

Mission

Promotion of civic activities

Program Services

DescriptionGrantsExpenses
PROMOTION OF CIVIC ACTIVITIES$18,720-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL TOFFERIDirectorPT$0--
BRET HARLOWDirectorPT$0--
SUZANNE GARVEYPresidentPT$0--
SHARON BIXBYDirectorPT$0--
KIM LAMPERTTreasurerPT$0--
TIMOTHY FAULKNERDirectorPT$0--
DAVID ALMONDDirectorPT$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
2019-05-14
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 $3125”

Other Expenses.2

“TIPS $2000”

Other Expenses.3

“GIFTS & AWARDS $845”

Other Expenses.4

“MISCELLANEOUS $347”

Other Assets.1005

“Accounts Receivable - Beginning $1275 Accounts Receivable - Ending $8966”

Raw XML Appendix141 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt012749
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/BOYAmt013019
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09032
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03704
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014294
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017998
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt022770
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022769
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014294
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017998
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014294
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017998
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/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/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/PersonNm7BARBARA LEMIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KYLE MATULONIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRETT WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JIM RUMRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01275
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08966
IRS990EZ/OtherExpensesTotalAmt06317
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF CIVIC ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF CIVIC ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018720
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019066
IRS990EZ/TotalProgramServiceExpensesAmt018720
IRS990EZ/TotalRevenueAmt022770
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES $3125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TIPS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFTS & AWARDS $845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable - Beginning $1275 Accounts Receivable - Ending $8966
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM LAMPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
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/PreparerFirmEIN0030334408
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/ReturnTs02019-05-14T07:26:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,998
Liabilities
$0
Net assets
$17,998
Revenue
$22,770
Expenses
$19,066
Net income
$3,704
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