Civic Intelligence

Rotary International Worcester Rotary Club

990EZ • Fiscal year 2017 • EIN 04-1790230

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

90th percentile

0.42x

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

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

Liabilities / Revenue

87th percentile

0.32x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

38th percentile

-1.1%

Higher net margin than 38% 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

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

74th percentile

13%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$13,148

Down $193 (-1.4%) from 2016

Net Assets

Down

$7,648

Down $193 (-2.5%) from 2016

Liabilities

Flat

$5,500

Flat from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin38th percentile

Revenue

Up

$17,327

Up $1,966 (+13%) from 2016

Expenses

Down

$17,520

Down $4,504 (-20%) from 2016

Net Income

Up

-$193

Up $6,470 (+97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2017

Assets$13,148
Liabilities$5,500
Net Assets$7,648
Open 2017 Filing

Operations Trend

Revenue Growth74th 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

2017

Revenue$17,327
Expenses$17,520
Net Income-$193
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$45,634
Mission and Program Overview

Mission

Community development service

Program Services

DescriptionGrantsExpenses
COMMUNITY DEVELOPMENT SERVICE$10,993-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT MANGANDirector-$0--
BARBARA GUTHRIEPresidentPT$0--
MATTEO GENTILETreasurerPT$0--
SATYA MITREDirector-$0--
DAVID FRAZIERDirector-$0--
KRISTA PIAZZASecretaryPT$0--
KEN HARLINGDirector-$0--
DON DEPREZDirector-$0--
RODNEY WHITEDirector-$0--
THOMAS VALENTINEDirector-$0--
MARK FULLERDirector-$0--
BRADFORD WYATTDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheons$30,043$30,043$28,307$1,736
Total Events$30,043$30,043$28,307$1,736
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
04-1790230
Phone
9788358509
Address
PO BOX 3413, WORCESTER, MA 01613

Signing Officer

Name
David Frazier
Title
President
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bisceglia Steiman & Fudeman LLP
Address
446 Main St 2nd Floor, Worcester, MA 01608
Preparer
Harold Hough
Phone
5087992491
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

“Name: Rotary International | Address: 1560 Sherman Ave. Evanston, IL 60201 | Purpose of payment: Dues | Amount: $10593”

Other Expenses.1002

“Office Expenses $1180”

Other Expenses.1007

“Conferences, Conventions, and Meetings $571”

Other Expenses.1

“EVENT COSTS $1490”

Other Expenses.2

“WEBSITE COST $551”

Other Expenses.3

“GIFTS & AWARDS $405”

Other Expenses.4

“Community assistance $400”

Other Expenses.5

“MISCELLANEOUS $365”

Other Expenses.6

“FILING FEES $50”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $5500 Accounts Payable and Accrued Expenses - Ending $5500”

Raw XML Appendix169 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KEN HARLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DON DEPREZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARK FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BRADFORD WYATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05012
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt01736
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05500
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017520
IRS990EZ/TotalProgramServiceExpensesAmt010993
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028307
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: Rotary International | Address: 1560 Sherman Ave. Evanston, IL 60201 | Purpose of payment: Dues | Amount: $10593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT COSTS $1490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEBSITE COST $551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GIFTS & AWARDS $405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNITY ASSISTANCE $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FILING FEES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable and Accrued Expenses - Beginning $5500 Accounts Payable and Accrued Expenses - Ending $5500
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1001
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID FRAZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WORCESTER ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0041790230
ReturnHeader/Filer/PhoneNum09788358509
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ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001613
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Worcester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087992491
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAROLD HOUGH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T06:31:02-07:00
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
$13,148
Liabilities
$5,500
Net assets
$7,648
Revenue
$17,327
Expenses
$17,520
Net income
-$193
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