Civic Intelligence

Rotary Club Education Fund of Worcester

EIN 04-2023237 • 501(c)3 • Worcester, MA

Profile

Financial assistance through educational loans and scholarships to students

PO Box 3413Worcester, MA 01613

www.//PORTAL.CLUBRUNNER.CA/3707

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-158%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$552,150

Up $65,821 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$552,150

Up $65,821 (+14%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin3rd percentile

Revenue

Down

$3,473

Down $2,028 (-37%) from 2023

Expenses

Down

$8,967

Down $1,877 (-17%) from 2023

Net Income

Down

-$5,494

Down $151 (-2.8%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$600K$400K$200K$0Assets 2014: $254,026Liabilities 2014: $0Net Assets 2014: $254,0262014Assets 2015: $256,939Liabilities 2015: $02015Assets 2016: $261,617Liabilities 2016: $02016Assets 2017: $367,862Liabilities 2017: $0Net Assets 2017: $367,8622017Assets 2018: $388,218Liabilities 2018: $0Net Assets 2018: $388,2182018Assets 2019: $399,421Liabilities 2019: $0Net Assets 2019: $399,4212019Assets 2020: $410,551Liabilities 2020: $0Net Assets 2020: $410,5512020Assets 2021: $494,141Liabilities 2021: $0Net Assets 2021: $494,1412021Assets 2022: $443,877Liabilities 2022: $0Net Assets 2022: $443,8772022Assets 2023: $486,329Liabilities 2023: $0Net Assets 2023: $486,3292023Assets 2024: $552,150Liabilities 2024: $0Net Assets 2024: $552,1502024

Highlighted filing

2024

Assets$552,150
Liabilities$0
Net Assets$552,150
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $4,889Expenses 2014: $15,059Net Income 2014: -$10,1702014Revenue 2015: $6,092Expenses 2015: $14,112Net Income 2015: -$8,0202015Revenue 2016: $6,864Expenses 2016: $11,700Net Income 2016: -$4,8362016Revenue 2017: $100,650Expenses 2017: $13,750Net Income 2017: $86,9002017Revenue 2018: $9,891Expenses 2018: $7,819Net Income 2018: $2,0722018Revenue 2019: $11,701Expenses 2019: $13,187Net Income 2019: -$1,4862019Revenue 2020: $12,010Expenses 2020: $9,446Net Income 2020: $2,5642020Revenue 2021: $14,431Expenses 2021: $8,059Net Income 2021: $6,3722021Revenue 2022: $14,458Expenses 2022: $13,463Net Income 2022: $9952022Revenue 2023: $5,501Expenses 2023: $10,844Net Income 2023: -$5,3432023Revenue 2024: $3,473Expenses 2024: $8,967Net Income 2024: -$5,4942024

Highlighted filing

2024

Revenue$3,473
Expenses$8,967
Net Income-$5,494
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$552,150
Liabilities
$0
Net assets
$552,150
Revenue
$3,473
Expenses
$8,967
Net income
-$5,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.03$0.09$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.06$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.14$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.14$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.12$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.12$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$1.01$0.14$0.87
2016Summary only. Only limited summary data is available for this year.$2.62$0.00$0.07$0.12$0.05
2015Summary only. Only limited summary data is available for this year.$2.57$0.00$0.06$0.14$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.05$0.15$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$18,395
Mission and Program Overview

Mission

Financial assistance through educational loans and scholarships to students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$332,809$386,238▲ $53,429
Savings and Temporary Cash Investments$150,480$163,758▲ $13,278
Cash and Non-Interest-Bearing Accounts$3,040$2,154▼ $886
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$486,329$552,150▲ $65,821
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$486,329$552,150▲ $65,821
Total Net Assets Fund Balance$486,329$552,150▲ $65,821
Total Liabilities and Net Assets / Fund Balance$486,329$552,150▲ $65,821
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Christopher GatesPast President
MARK O'FLAHERTYPast President
Shanieka GainesPresident
Erica WennerbergVice President
Junaid MarviDirector
Richard PragerDirector
Barbara GuthrieSecretary
Robert ManganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$580
Program Service Revenue
$0
Investment Income
$2,893
Other Revenue
$0
All Other Contributions
$480
Change in Net Assets
$-5,494
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,000
Other Expenses$3,967
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$5,000--$5,000
Fees for Services Accounting-$1,657-$1,657
Other Expenses$325$35-$35
Total Functional Expenses$7,275$1,692$0$8,967
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Rotary Club Education Fund of Worcester
EIN
04-2023237
Phone
9783602149
Address
PO BOX 3413, WORCESTER, MA 01613

Signing Officer

Name
Robert Mangan
Title
Treasurer
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Mangan
Formed
1921
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
Bisceglia Steiman & Fudeman Llp
Address
339 main st suite 110, worcester, MA 01608
Preparer
Harold Hough CPA
Phone
5087992491
Raw XML Appendix384 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FINANCIAL ASSISTANCE THROUGH EDUCATIONAL LOANS AND SCHOLARSHIPS TO STUDENTS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0480
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ROBERT MANGAN
IRS990/BooksInCareOfDetail/PhoneNum09783602149
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt070 WEST BOYLSTON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WORCESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001606
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt03040
IRS990/CashNonInterestBearingGrp/EOYAmt02154
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0580
IRS990/CYGrantsAndSimilarPaidAmt05000
IRS990/CYInvestmentIncomeAmt02893
IRS990/CYOtherExpensesAmt03967
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-5494
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt08967
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03473
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0FINANCIAL ASSISTANCE THROUGH EDUCATIONAL LOANS AND SCHOLARSHIPS TO STUDENTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt07275
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01657
IRS990/FeesForServicesAccountingGrp/TotalAmt01657
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JUNAID MARVI
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT MANGAN
IRS990/Form990PartVIISectionAGrp/PersonNm2SHANIEKA GAINES
IRS990/Form990PartVIISectionAGrp/PersonNm3ERICA WENNERBERG
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRISTOPHER GATES
IRS990/Form990PartVIISectionAGrp/PersonNm5BARBARA GUTHRIE
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK O'FLAHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD PRAGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01921
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-4532
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010390
IRS990/GrossReceiptsAmt018395
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt07425
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07425
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0332809
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0386238
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014922
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0100
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0FINANCIAL ASSISTANCE THROUGH EDUCATIONAL LOANS AND SCHOLARSHIPS TO STUDENTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0486329
IRS990/NetAssetsOrFundBalancesEOYAmt0552150
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4532
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4532
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt071315
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0486329
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0552150
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0DISTRICT DUES
IRS990/OtherExpensesGrp/Desc1donations
IRS990/OtherExpensesGrp/Desc2FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035
IRS990/OtherExpensesGrp/ProgramServicesAmt01950
IRS990/OtherExpensesGrp/ProgramServicesAmt1325
IRS990/OtherExpensesGrp/TotalAmt01950
IRS990/OtherExpensesGrp/TotalAmt1325
IRS990/OtherExpensesGrp/TotalAmt235
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROBERT MANGAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0830
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt09000
IRS990/PYInvestmentIncomeAmt05023
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01844
IRS990/PYOtherRevenueAmt0-352
IRS990/PYRevenuesLessExpensesAmt0-5343
IRS990/PYTotalExpensesAmt010844
IRS990/PYTotalRevenueAmt05501
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-5494
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0150480
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0163758
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Prior Year Facts and Circumstances: For the past couple of years this organization has been transitioning from its original purpose, a student loan program. Funding has come from the organization's investments rather than public support. The board of directors is in the process of implementing public fund raising programs. Accordingly, a Form 990 has been filed instead of a Form 990-PF.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03380
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07425
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05324
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08090
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030028
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.10120
IRS990ScheduleA/PublicSupportPY170Pct00.10320
IRS990ScheduleA/PublicSupportTotal170Amt03380
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03380
IRS990ScheduleA/TotalSupportAmt033408
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0486329
IRS990/TotalAssetsEOYAmt0552150
IRS990/TotalAssetsGrp/BOYAmt0486329
IRS990/TotalAssetsGrp/EOYAmt0552150
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0580
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01692
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07275
IRS990/TotalFunctionalExpensesGrp/TotalAmt08967
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0486329
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0552150
IRS990/TotalProgramServiceExpensesAmt07275
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02893
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03473
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0486329
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0552150
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt070 WEST BOYLSTON STREET
IRS990/USAddress/CityNm0WORCESTER
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001606
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.//PORTAL.CLUBRUNNER.CA/3707
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MANGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB EDUCATION FUND OF WORCESTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0042023237
ReturnHeader/Filer/PhoneNum09783602149
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3413
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001613
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043338777
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BISCEGLIA STEIMAN & FUDEMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0339 main st 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/ReturnTs02025-05-08T06:02:11-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.