Civic Intelligence

Rotary International Worcester Rotary Club

990EZ • Fiscal year 2014 • EIN 04-1790230

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 13, 2015

Organization Profilewww.rotary.org
PO Box 3413Worcester, MA 01613

(978) 835-8509

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.04x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

84th percentile

25%

Higher net margin than 84% 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

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2011 to 2014

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$15,839

Up $6,116 (+63%) from 2011

Net Assets

Up

$14,839

Up $19,968 (+389%) from 2011

Liabilities

Down

$1,000

Down $13,852 (-93%) from 2011

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin84th percentile

Revenue

Up

$26,455

Up $10,858 (+70%) from 2011

Expenses

Up

$19,966

Up $11,264 (+129%) from 2011

Net Income

Down

$6,489

Down $406 (-5.9%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$20K$10K$0-$10KAssets 2011: $9,723Liabilities 2011: $14,852Net Assets 2011: -$5,1292011Assets 2014: $15,839Liabilities 2014: $1,000Net Assets 2014: $14,8392014Assets 2015: $16,504Liabilities 2015: $2,000Net Assets 2015: $14,5042015Assets 2016: $13,341Liabilities 2016: $5,500Net Assets 2016: $7,8412016Assets 2017: $13,148Liabilities 2017: $5,500Net Assets 2017: $7,6482017Assets 2018: $13,284Liabilities 2018: $5,500Net Assets 2018: $7,7842018Assets 2019: $12,443Liabilities 2019: $5,500Net Assets 2019: $6,9432019Assets 2020: $10,293Liabilities 2020: $5,500Net Assets 2020: $4,7932020Assets 2021: $6,462Liabilities 2021: $5,500Net Assets 2021: $9622021Assets 2022: $5,942Liabilities 2022: $5,500Net Assets 2022: $4422022Assets 2023: $3,710Liabilities 2023: $5,500Net Assets 2023: -$1,7902023Assets 2024: $3,957Liabilities 2024: $6,096Net Assets 2024: -$2,1392024

Highlighted filing

2014

Assets$15,839
Liabilities$1,000
Net Assets$14,839
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $15,597Expenses 2011: $8,702Net Income 2011: $6,8952011Revenue 2014: $26,455Expenses 2014: $19,966Net Income 2014: $6,4892014Revenue 2015: $28,061Expenses 2015: $28,396Net Income 2015: -$3352015Revenue 2016: $15,361Expenses 2016: $22,024Net Income 2016: -$6,6632016Revenue 2017: $17,327Expenses 2017: $17,520Net Income 2017: -$1932017Revenue 2018: $15,707Expenses 2018: $15,571Net Income 2018: $1362018Revenue 2019: $13,510Expenses 2019: $14,351Net Income 2019: -$8412019Revenue 2020: $12,383Expenses 2020: $14,533Net Income 2020: -$2,1502020Revenue 2021: $6,843Expenses 2021: $10,674Net Income 2021: -$3,8312021Revenue 2022: $9,774Expenses 2022: $10,294Net Income 2022: -$5202022Revenue 2023: $7,850Expenses 2023: $10,082Net Income 2023: -$2,2322023Revenue 2024: $9,744Expenses 2024: $10,093Net Income 2024: -$3492024

Highlighted filing

2014

Revenue$26,455
Expenses$19,966
Net Income$6,489
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 13, 2015
Return Version
2013v4.0
Gross Receipts
$62,066
Mission and Program Overview

Mission

Community development service

Program Services

DescriptionGrantsExpenses
COMMUNITY DEVELOPMENT SERVICE--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl MarcVice PresidentPT$0--
ROBERT MANGANTreasurerPT$0--
SATYA MITRAPresidentPT$0--
ELAINE DOHERTYSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$36,081$36,081$35,611$470
Total Events$36,081$36,081$35,611$470
Filing and Contact Details

Filer

EIN
04-1790230
Phone
9788358509

Signing Officer

Name
Robert Mangan
Title
Treasurer
Signed
2015-01-13
Discuss with paid preparer
Yes

Preparer

Preparer
Harold Hough
Phone
5087992491
Supplemental Narrative

Additional Explanations

Other Revenue.1

“INDUCTION INCOME $600”

Payments to Affiliates.1

“Name: Rotary International | Address: 1560 Sherman Ave. Evanston, IL 60201 | Purpose of payment: Dues | Amount: $8372”

Other Expenses.1002

“Office Expenses $5500”

Other Expenses.1

“FILING FEES $310”

Other Expenses.3

“MISCELLANEOUS EXP $142”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1000 Accounts Payable and Accrued Expenses - Ending $1000”

Raw XML Appendix128 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/PersonNm0ROBERT A MANGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05087640057
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine107 ELM ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0SOUTHBRIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001550
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09350
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015839
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06489
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03451
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09350
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015839
IRS990EZ/FundraisingGrossIncomeAmt036081
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010278
IRS990EZ/GrossReceiptsAmt062066
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025350
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08350
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014839
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08350
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014839
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cheryl Marc
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT MANGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SATYA MITRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELAINE DOHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05952
IRS990EZ/OtherRevenueTotalAmt0600
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY DEVELOPMENT SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0285
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY DEVELOPMENT SERVICE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt035611
IRS990EZ/SpecialEventsNetIncomeLossAmt0470
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019966
IRS990EZ/TotalRevenueAmt026455
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036081
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036081
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036081
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036081
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0LUNCHEONS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0470
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035611
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDUCTION INCOME $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Name: Rotary International | Address: 1560 Sherman Ave. Evanston, IL 60201 | Purpose of payment: Dues | Amount: $8372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $5500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEES $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS EXP $142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Payable and Accrued Expenses - Beginning $1000 Accounts Payable and Accrued Expenses - Ending $1000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1001
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MANGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20WORCESTER ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0041790230
ReturnHeader/Filer/PhoneNum09788358509
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 3413
ReturnHeader/Filer/USAddress/City0WORCESTER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Bisceglia Steiman & Fudeman LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10446 Main St 2nd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Worcester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087992491
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAROLD HOUGH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-01-13T06:22:27-08:00
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
$15,839
Liabilities
$1,000
Net assets
$14,839
Revenue
$26,455
Expenses
$19,966
Net income
$6,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.96$6.10$2.14$9.74$10.1$0.35
2023Detailed filing. Detailed filing data is available for this year.$3.71$5.50$1.79$7.85$10.1$2.23
2022Detailed filing. Detailed filing data is available for this year.$5.94$5.50$0.44$9.77$10.3$0.52
2021Detailed filing. Detailed filing data is available for this year.$6.46$5.50$0.96$6.84$10.7$3.83
2020Detailed filing. Detailed filing data is available for this year.$10.3$5.50$4.79$12.4$14.5$2.15
2019Detailed filing. Detailed filing data is available for this year.$12.4$5.50$6.94$13.5$14.4$0.84
2018Detailed filing. Detailed filing data is available for this year.$13.3$5.50$7.78$15.7$15.6$0.14
2017Detailed filing. Detailed filing data is available for this year.$13.1$5.50$7.65$17.3$17.5$0.19
2016Detailed filing. Detailed filing data is available for this year.$13.3$5.50$7.84$15.4$22.0$6.66
2015Detailed filing. Detailed filing data is available for this year.$16.5$2.00$14.5$28.1$28.4$0.34
2014Detailed filing. Detailed filing data is available for this year.$15.8$1.00$14.8$26.5$20.0$6.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.72$14.9$5.13$15.6$8.70$6.90