Civic Intelligence

Rotary International Worcester Rotary Club

990EZ • Fiscal year 2020 • EIN 04-1790230

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 14, 2020

Organization ProfileWWW.//PORTAL.CLUBRUNNER.CA/3707
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

91st percentile

0.53x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

0.44x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

25th percentile

-17%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-8.3%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$10,293

Down $2,150 (-17%) from 2019

Net Assets

Down

$4,793

Down $2,150 (-31%) from 2019

Liabilities

Flat

$5,500

Flat from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin25th percentile

Revenue

Down

$12,383

Down $1,127 (-8.3%) from 2019

Expenses

Up

$14,533

Up $182 (+1.3%) from 2019

Net Income

Down

-$2,150

Down $1,309 (-156%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2020

Assets$10,293
Liabilities$5,500
Net Assets$4,793
Open 2020 Filing

Operations Trend

Revenue Growth57th 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

2020

Revenue$12,383
Expenses$14,533
Net Income-$2,150
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 14, 2020
Return Version
2019v5.0
Gross Receipts
$26,066
Mission and Program Overview

Mission

Community development service

Program Services

DescriptionGrantsExpenses
COMMUNITY DEVELOPMENT SERVICE$11,426-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA GUTHRIEPast President-$0--
MATT ERSKINEVice President-$0--
ANDY BURGOYNEPresident-$0--
ROBERT MANGANTreasurer-$0--
MATTEO GENTILEDirector-$0--
SHERRY CALLAHANSecretary-$0--
CHRISTOPHER GATESSargent At Arms-$0--
ROSIE FAYARDPresident Elect-$0--
TRACY GAGNONDirector-$0--
RICHARD PRAGERDirector-$0--
TODD LAMISONDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Robert Mangan
Title
Treasurer
Signed
2020-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Bisceglia Steiman & Fudeman Llp
Address
339 MAIN STREET SUITE 110, WORCESTER, MA 01608
Preparer
Harold Hough CPA
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: $7077”

Other Expenses.1002

“Office Expenses $1538”

Other Expenses.1007

“Conferences, Conventions, and Meetings $110”

Other Expenses.1

“MISCELLANEOUS $663”

Other Expenses.3

“COMMUNITY ASSISTANCE $91”

Other Expenses.4

“FILING FEES $35”

Total Liabilities.1001

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

Raw XML Appendix153 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/BooksInCareOfDetail/USAddress/CityNm0WORCESTER
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MembershipDuesAmt013418
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt06943
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA GUTHRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT ERSKINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDY BURGOYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT MANGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATTEO GENTILE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHERRY CALLAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTOPHER GATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROSIE FAYARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TRACY GAGNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RICHARD PRAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TODD LAMISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SARGENT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02437
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY DEVELOPMENT SERVICE
IRS990EZ/PrintingPublicationsPostageAmt092
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011426
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013683
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2013
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014533
IRS990EZ/TotalProgramServiceExpensesAmt011426
IRS990EZ/TotalRevenueAmt012383
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.//PORTAL.CLUBRUNNER.CA/3707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: Rotary International | Address: 1560 Sherman Ave. Evanston, IL 60201 | Purpose of payment: Dues | Amount: $7077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY ASSISTANCE $91
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FILING FEES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $5500 Accounts Payable and Accrued Expenses - Ending $5500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MANGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WORCESTER ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0041790230
ReturnHeader/Filer/PhoneNum09788358509
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3413
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001613
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043338777
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0339 MAIN STREET SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087992491
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAROLD HOUGH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-12-14T11:43:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,293
Liabilities
$5,500
Net assets
$4,793
Revenue
$12,383
Expenses
$14,533
Net income
-$2,150
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