Civic Intelligence

Rotary Club of Boston

990EZ • Fiscal year 2014 • EIN 04-1790210

Jul 01, 2013 to Jun 30, 2014 • Filed on May 11, 2015

64 Arlington StreetFramingham, MA 02116

(617) 426-7133

Siviq Scores

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

Liabilities / Assets

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

90th percentile

0.52x

Higher debt load relative to revenue than 90% of similar nonprofits.

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

Net Margin

74th percentile

15%

Higher net margin than 74% 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

65th percentile

8.4%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Up

$96,037

Up $7,414 (+8.4%) from 2013

Net Assets

Up

$84,696

Up $3,383 (+4.2%) from 2013

Liabilities

Up

$11,341

Up $4,031 (+55%) from 2013

Revenue

Down

$21,894

Down $5,515 (-20%) from 2013

Expenses

Up

$18,511

Up $42 (+0.2%) from 2013

Net Income

Down

$3,383

Down $5,557 (-62%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$96,037
Liabilities$11,341
Net Assets$84,696

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$21,894
Expenses$18,511
Net Income$3,383
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 11, 2015
Return Version
2013v4.0
Gross Receipts
$33,638
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN FERGUSONPresidentPT$0--
GLENN QUIRIONVice President-$0--
RON MOULTONPresident Elect-$0--
LUCIA MILANSecretary-$0--
GREG DOOLITTLETreasurer-$0--
RON MOULTONDirector-$0--
DAVID MANZIDirector-$0--
SUSANA BROWNDirector-$0--
GLENN QUIRIONDirector-$0--
RYN MIA LIAKEDirector-$0--
Filing and Contact Details

Filer

EIN
04-1790210
Phone
6174267133

Signing Officer

Name
John Ferguson
Title
President
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Preparer
Alan Lury
Phone
7813413929
Supplemental Narrative

Additional Explanations

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

Conferences, conventions, and meetings 460

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

Supplies 1,052

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

Depreciation 276

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

Internet/Website 1,022

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

Bank service charges/credit card fees 610

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

Filing Fees 35

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

Awards 493

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

Service projects 1,534

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

Dues and Memberships 250

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

CORPORATE BONDS Beginning of year 29,524, End of year 33,300

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

US TREASURY NOTES Beginning of year 22,876, End of year 23,669

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

ACCOUNTS RECEIVABLES Beginning of year 13,327, End of year 6,566

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

PREPAID EXPENSES Beginning of year 540, End of year 0

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

DUE FROM RELATED PARTIES Beginning of year 0, End of year 13,514

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

LOAN RECEIVABLE Beginning of year 56, End of year 0

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

OTHER DEPRECIABLE ASSETS Beginning of year 969, End of year 693

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

ACCOUNTS PAYABLES Beginning of year 1,392, End of year 4,570

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

ACCRUED EXPENSES Beginning of year 5,918, End of year 6,771

Raw XML Appendix166 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum06174267133
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1064 ARLINGTON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0BOSTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode002116
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IRS990EZ/MembershipDuesAmt013503
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081313
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081313
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084696
IRS990EZ/OccupancyRentUtltsAndMaintAmt02901
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GLENN QUIRION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RON MOULTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LUCIA MILAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GREG DOOLITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RON MOULTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID MANZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUSANA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GLENN QUIRION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RYN MIA LIAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt067292
IRS990EZ/OtherAssetsTotalDetail/EOYAmt077742
IRS990EZ/OtherExpensesTotalAmt05732
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE WORTHY ENTERPRISE THROUGH FOSTERING HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS
IRS990EZ/PrintingPublicationsPostageAmt0466
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GOODWILL AND PEACE IN THE WORLD
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011744
IRS990EZ/SpecialEventsNetIncomeLossAmt04338
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07310
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011341
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018511
IRS990EZ/TotalRevenueAmt021894
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BOSTONROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 1,052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation 276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Internet/Website 1,022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank service charges/credit card fees 610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Filing Fees 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Awards 493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Service projects 1,534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues and Memberships 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CORPORATE BONDS Beginning of year 29,524, End of year 33,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10US TREASURY NOTES Beginning of year 22,876, End of year 23,669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACCOUNTS RECEIVABLES Beginning of year 13,327, End of year 6,566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PREPAID EXPENSES Beginning of year 540, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DUE FROM RELATED PARTIES Beginning of year 0, End of year 13,514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14LOAN RECEIVABLE Beginning of year 56, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15OTHER DEPRECIABLE ASSETS Beginning of year 969, End of year 693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACCOUNTS PAYABLES Beginning of year 1,392, End of year 4,570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ACCRUED EXPENSES Beginning of year 5,918, End of year 6,771
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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 II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 24, Other 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 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF BOSTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0041790210
ReturnHeader/Filer/PhoneNum06174267133
ReturnHeader/Filer/USAddress/AddressLine1064 ARLINGTON STREET
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JOBEA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 851
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0STOUGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002072
ReturnHeader/PreparerPersonGrp/PhoneNum07813413929
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan Lury
ReturnHeader/ReturnTs02015-05-11T04:53:51-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

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