Civic Intelligence

Rotary Club of Boston

EIN 04-1790210 • 501(c)4 • Framingham, MA

Profile

To encourage worthy enterprise through fostering high ethical standards in business and professions

co PETER GRIFFIN 8 CATHERINE ROADFramingham, MA 01701

bostonrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.07x

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

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

Liabilities / Revenue

94th percentile

0.86x

Higher debt load relative to revenue than 94% of similar nonprofits.

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

Net Margin

61st percentile

7.7%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

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

Asset Growth

41st percentile

-6.1%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

81st percentile

27%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$77,143

Down $5,034 (-6.1%) from 2017

Liabilities

Up

$5,719

Up $1,750 (+44%) from 2017

Net Assets

Down

$71,424

Down $6,784 (-8.7%) from 2017

Operations
Liabilities / Revenue94th percentileNet Margin61st percentile

Revenue

Up

$6,663

Up $1,413 (+27%) from 2017

Expenses

Down

$6,149

Down $3,576 (-37%) from 2017

Net Income

Up

$514

Up $4,989 (+111%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2010: $84,330Liabilities 2010: $14,557Net Assets 2010: $69,7732010Assets 2011: $84,200Liabilities 2011: $7,698Net Assets 2011: $76,5022011Assets 2012: $78,578Liabilities 2012: $10,6002012Assets 2013: $88,623Liabilities 2013: $7,310Net Assets 2013: $81,3132013Assets 2014: $96,037Liabilities 2014: $11,341Net Assets 2014: $84,6962014Assets 2015: $95,023Liabilities 2015: $7,031Net Assets 2015: $87,9922015Assets 2016: $87,960Liabilities 2016: $7,031Net Assets 2016: $80,9292016Assets 2017: $82,177Liabilities 2017: $3,969Net Assets 2017: $78,2082017Assets 2018: $77,143Liabilities 2018: $5,719Net Assets 2018: $71,4242018

Highlighted filing

2018

Assets$77,143
Liabilities$5,719
Net Assets$71,424
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2010: $18,267Expenses 2010: $22,158Net Income 2010: -$3,8912010Revenue 2011: $22,642Expenses 2011: $21,174Net Income 2011: $1,4682011Revenue 2012: $26,175Expenses 2012: $30,490Net Income 2012: -$4,3152012Revenue 2013: $27,409Expenses 2013: $18,469Net Income 2013: $8,9402013Revenue 2014: $21,894Expenses 2014: $18,511Net Income 2014: $3,3832014Revenue 2015: $30,633Expenses 2015: $27,337Net Income 2015: $3,2962015Revenue 2016: $8,138Expenses 2016: $15,201Net Income 2016: -$7,0632016Revenue 2017: $5,250Expenses 2017: $9,725Net Income 2017: -$4,4752017Revenue 2018: $6,663Expenses 2018: $6,149Net Income 2018: $5142018

Highlighted filing

2018

Revenue$6,663
Expenses$6,149
Net Income$514
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$77,143
Liabilities
$5,719
Net assets
$71,424
Revenue
$6,663
Expenses
$6,149
Net income
$514
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$77.1$5.72$71.4$6.66$6.15$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.2$3.97$78.2$5.25$9.73$4.48
2016Detailed filing. Detailed filing data is available for this year.$88.0$7.03$80.9$8.14$15.2$7.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$95.0$7.03$88.0$30.6$27.3$3.30
2014Detailed filing. Detailed filing data is available for this year.$96.0$11.3$84.7$21.9$18.5$3.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.6$7.31$81.3$27.4$18.5$8.94
2012Summary only. Only limited summary data is available for this year.$78.6$10.6$26.2$30.5$4.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.2$7.70$76.5$22.6$21.2$1.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.3$14.6$69.8$18.3$22.2$3.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$6,663
Mission and Program Overview

Mission

To encourage worthy enterprise through fostering high ethical standards in business and professions

Program Services

DescriptionGrantsExpenses
PROGRAM SERVICE ACCOMPLISHMENTS BOSTON ROTARIANS CONTINUE THE ROTARY INTERNATIONAL MOTTO OF SERVICE ABOVE SELF IN THAT ROTARIANS PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD--
GOODWILL AND PEACE IN THE WORLD--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter GriffinTreasurer-$0--
Shiela LallyDirector-$0--
Lori KarasPresidentPT$0--
Susana BrownSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Boston
EIN
04-1790210
Phone
5088776600
Address
co PETER GRIFFIN 8 CATHERINE ROAD, FRAMINGHAM, MA 01701

Signing Officer

Name
Peter Griffin Treasurer
Title
5102019
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Jobea LLC
Address
PO BOX 851, STOUGHTON, MA 02072
Preparer
Alan D Lury CPA
Phone
7813413929
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Meeting Meals 1,400”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Service and credit card fees 231”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues and Subscriptions 2,107”

Form 990-EZ, Part I, Line 16, Other Expenses

“Food Meeting Expense 1,065”

Form 990-EZ, Part I, Line 16, Other Expenses

“Program Expense 309”

Form 990-EZ, Part I, Line 16, Other Expenses

“Club Communications 375”

Form 990-EZ, Part I, Line 16, Other Expenses

“Storage 259”

Form 990-EZ, Part I, Line 16, Other Expenses

“Software 583”

Form 990-EZ, Part I, Line 16, Other Expenses

“Donations 220”

Form 990-EZ, Part I, Line 20, Net Assets

“Us treasury bonds appreciation -1,514”

Form 990-EZ, Part I, Line 20, Net Assets

“OTHER ADJUSTMENTS -5,784”

Form 990-EZ, Part II, Line 24, Other Assets

“OTHER ASSETS - CORPORATE BONDS Beginning of year 30,536, End of year 0”

Form 990-EZ, Part II, Line 24, Other Assets

“OTHER ASSETS US TREASURY NOTES Beginning of year 26,369, End of year 26,002”

Form 990-EZ, Part II, Line 24, Other Assets

“DUE FROM RELATED PARITES Beginning of year 889, End of year 889”

Form 990-EZ, Part II, Line 24, Other Assets

“OTHER CURRENT ASSETS Beginning of year 0, End of year 240”

Form 990-EZ, Part II, Line 26, Liabilities

“Accrued Liablities Beginning of year 750, End of year 0”

Form 990-EZ, Part II, Line 26, Liabilities

“Due to related Party Beginning of year 3,219, End of year 5,719”

Raw XML Appendix145 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/PersonNm0ROTARY CLUB OF BOSTON
IRS990EZ/BooksInCareOfDetail/PhoneNum06174267133
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt064 ARLINGTON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002116
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024383
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050012
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0514
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082177
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077143
IRS990EZ/GrossReceiptsAmt06663
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01013
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04250
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078208
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071424
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078208
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071424
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Peter Griffin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Shiela Lally
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lori Karas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Susana Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt057794
IRS990EZ/OtherAssetsTotalDetail/EOYAmt027131
IRS990EZ/OtherChangesInNetAssetsAmt0-7298
IRS990EZ/OtherExpensesTotalAmt05149
IRS990EZ/OtherRevenueTotalAmt01400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE WORTHY ENTERPRISE THROUGH FOSTERING HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAM SERVICE ACCOMPLISHMENTS BOSTON ROTARIANS CONTINUE THE ROTARY INTERNATIONAL MOTTO OF SERVICE ABOVE SELF IN THAT ROTARIANS PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GOODWILL AND PEACE IN THE WORLD
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03969
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05719
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06149
IRS990EZ/TotalRevenueAmt06663
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0bostonrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meeting Meals 1,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Service and credit card fees 231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues and Subscriptions 2,107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Food Meeting Expense 1,065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program Expense 309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Club Communications 375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Storage 259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Software 583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Donations 220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9US TREASURY BONDS APPRECIATION -1,514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OTHER ADJUSTMENTS -5,784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OTHER ASSETS - CORPORATE BONDS Beginning of year 30,536, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12OTHER ASSETS US TREASURY NOTES Beginning of year 26,369, End of year 26,002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DUE FROM RELATED PARITES Beginning of year 889, End of year 889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14OTHER CURRENT ASSETS Beginning of year 0, End of year 240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accrued Liablities Beginning of year 750, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Due to related Party Beginning of year 3,219, End of year 5,719
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER GRIFFIN TREASURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt05102019
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF BOSTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0041790210
ReturnHeader/Filer/PhoneNum05088776600
ReturnHeader/Filer/USAddress/AddressLine1Txt0co PETER GRIFFIN 8 CATHERINE ROAD
ReturnHeader/Filer/USAddress/CityNm0FRAMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0276008EB6C86F928E137732D97AB6F0111F3BB01
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId041DD7974C41A0CBE22753495CAB99E4997402414
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.96.10.42
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm021:11:47
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOBEA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 851
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOUGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002072
ReturnHeader/PreparerPersonGrp/PhoneNum07813413929
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN D LURY CPA
ReturnHeader/ReturnTs02019-05-10T05:19:51-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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