Civic Intelligence

Rotary International

EIN 04-2659321 • 501(c)4 • Buzzards Bay, MA

Profile

Provide assistance to various Rotary Clubs

17 Edith AvenueBuzzards Bay, MA 02532

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-28%

Higher net margin than 18% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

7th percentile

-100%

Faster asset growth than 7% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-33%

Faster revenue growth than 20% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $257,383 (-100%) from 2023

Liabilities

Down

$0

Down $13,618 (-100%) from 2023

Net Assets

Down

$0

Down $243,765 (-100%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin18th percentile

Revenue

Down

$77,074

Down $37,185 (-33%) from 2023

Expenses

Down

$98,700

Down $11,703 (-11%) from 2023

Net Income

Down

-$21,626

Down $25,482 (-661%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$400K$300K$200K$100K$0Assets 2012: $55,808Net Assets 2012: $55,8082012Assets 2013: $74,524Liabilities 2013: $0Net Assets 2013: $74,5242013Assets 2014: $94,746Liabilities 2014: $0Net Assets 2014: $94,7462014Assets 2015: $200,737Liabilities 2015: $0Net Assets 2015: $200,7372015Assets 2016: $141,705Liabilities 2016: $8,096Net Assets 2016: $133,6092016Assets 2017: $149,911Liabilities 2017: $18,645Net Assets 2017: $131,2662017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $170,980Liabilities 2019: $19,128Net Assets 2019: $151,8522019Assets 2020: $221,539Liabilities 2020: $46,830Net Assets 2020: $174,7092020Assets 2021: $302,168Liabilities 2021: $70,868Net Assets 2021: $231,3002021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $257,383Liabilities 2023: $13,618Net Assets 2023: $243,7652023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $101,333Expenses 2012: $95,636Net Income 2012: $5,6972012Revenue 2013: $96,764Expenses 2013: $79,648Net Income 2013: $17,1162013Revenue 2014: $93,234Expenses 2014: $74,641Net Income 2014: $18,5932014Revenue 2015: $102,200Expenses 2015: $56,769Net Income 2015: $45,4312015Revenue 2016: $88,569Expenses 2016: $92,988Net Income 2016: -$4,4192016Revenue 2017: $89,254Expenses 2017: $90,131Net Income 2017: -$8772017Revenue 2018: $248,274Expenses 2018: $246,213Net Income 2018: $2,0612018Revenue 2019: $180,805Expenses 2019: $162,430Net Income 2019: $18,3752019Revenue 2020: $130,655Expenses 2020: $109,798Net Income 2020: $20,8572020Revenue 2021: $108,583Expenses 2021: $51,975Net Income 2021: $56,6082021Revenue 2022: $125,452Expenses 2022: $119,091Net Income 2022: $6,3612022Revenue 2023: $114,259Expenses 2023: $110,403Net Income 2023: $3,8562023Revenue 2024: $77,074Expenses 2024: $98,700Net Income 2024: -$21,6262024

Highlighted filing

2024

Revenue$77,074
Expenses$98,700
Net Income-$21,626
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$77,074
Expenses
$98,700
Net income
-$21,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.77$0.99$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.14$2.44$1.14$1.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.25$1.19$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.71$2.31$1.09$0.52$0.57
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.47$1.75$1.31$1.10$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.19$1.52$1.81$1.62$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.48$2.46$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.19$1.31$0.89$0.90$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.08$1.34$0.89$0.93$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.02$0.57$0.45
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.93$0.75$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.97$0.80$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.56$1.01$0.96$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 26, 2024
Return Version
2023v5.1
Gross Receipts
$77,074
Mission and Program Overview

Mission

Provide assistance to various Rotary Clubs

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$256,849--
Rtn Earn Endowment Incm Other Fnds$243,765--
Accounts Receivable$534--
Total Assets$257,383$0▼ $257,383
Liabilities
Grants Payable$27,031--
Deferred Revenue$-500--
Accounts Payable and Accrued Expenses$-12,913--
Total Liabilities$13,618$0▼ $13,618
Net Assets / Fund Balance
Total Net Assets Fund Balance$243,765$0▼ $243,765
Total Liabilities and Net Assets / Fund Balance$257,383$0▼ $257,383
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Nicole BrienDG Elect
Sharon JohnsonDistrict Governor
Dan WalshDistrict Secretary
Angela PontePast District Governor
Revenue and Support

Revenue Composition

Contributions and Grants
$73,669
Program Service Revenue
$0
Investment Income
$3,405
Other Revenue
$0
Change in Net Assets
$-21,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,700
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$33,832$0$0$33,832
Other Expenses$4,023$0$0$4,023
Total Functional Expenses$98,700$0$0$98,700
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
In-house lobbying only
Yes
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$0
Total Nondeductible Lobbying and Political Cost$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Filing and Contact Details

Filer

Filer Name
Rotary International District 7950
EIN
04-2659321
Phone
6175106874
Address
17 Edith Avenue, Buzzards Bay, MA 02532

Signing Officer

Name
Gregory B Roche
Title
Treasurer
Phone
6175106874
Signed
2024-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Cabral
Formed
1938
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
25

Preparer

Firm
The Montgomery Financial Group Inc
Address
195 ROUTE 6A, ORLEANS, MA 02653
Preparer
Herb Montgomery
Phone
5082401151
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Review is done by Treasurer”

Form 990, Part III, Line 4D

“Support local Rotary Club programs. 0. 0. 0.”

Form 990, Part IX, Line 24E

“District Trainer 0. 0. 0. 0.”

Form 990, Part IX, Line 24E

“District Secreatary 0. 0. 0. 0.”

Form 990, Part IX, Line 24E

“District Treasurer 2591. 2591. 0. 0.”

Form 990, Part IX, Line 24E

“District Committees 16187. 16187. 0. 0.”

Form 990, Part IX, Line 24E

“District Events 13326. 13326. 0. 0.”

Form 990, Part IX, Line 24E

“District Governor Nominee Designate 1728. 1728. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous Expenses 0. 0. 0. 0.”

Raw XML Appendix290 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/AccountsPayableAccrExpnssGrp/BOYAmt0-12913
IRS990/AccountsReceivableGrp/BOYAmt0534
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide assistance to various Rotary Clubs
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt033832
IRS990/AllOtherExpensesGrp/TotalAmt033832
IRS990/BooksInCareOfDetail/PersonNm0Roger Cabral
IRS990/BooksInCareOfDetail/PhoneNum05089933472
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 Pleasant Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Fall River
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002721
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0-6131
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt073669
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03405
IRS990/CYOtherExpensesAmt098700
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-21626
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt098700
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt077074
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0-500
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Provide assistance to various Rotary Clubs within its district on behalf of Rotary International. Coordinate programs, train members, assist Rotary charitable services.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt098700
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Sharon Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm1Nicole Brien
IRS990/Form990PartVIISectionAGrp/PersonNm2Dan Walsh
IRS990/Form990PartVIISectionAGrp/PersonNm3Angela Ponte
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0District Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt1DG Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2District Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Past District Governor
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01938
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt0-6131
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt027031
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt077074
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03405
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt03405
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt079800
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide assistance to various Rotary Clubs
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0243765
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0District Governor
IRS990/OtherExpensesGrp/Desc1District Governor -Elect
IRS990/OtherExpensesGrp/Desc2District Governor Nominee
IRS990/OtherExpensesGrp/Desc3Assistan Governors
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt06342
IRS990/OtherExpensesGrp/ProgramServicesAmt151371
IRS990/OtherExpensesGrp/ProgramServicesAmt23132
IRS990/OtherExpensesGrp/ProgramServicesAmt34023
IRS990/OtherExpensesGrp/TotalAmt06342
IRS990/OtherExpensesGrp/TotalAmt151371
IRS990/OtherExpensesGrp/TotalAmt23132
IRS990/OtherExpensesGrp/TotalAmt34023
IRS990/PartialLiquidationInd0false
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Roger Cabral
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Support local Rotary Club programs.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0111317
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02942
IRS990/PYOtherExpensesAmt0110403
IRS990/PYRevenuesLessExpensesAmt03856
IRS990/PYTotalExpensesAmt0110403
IRS990/PYTotalRevenueAmt0114259
IRS990/ReconcilationRevenueExpnssAmt0-21626
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt077524
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0243765
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0256849
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/DuesAssessmentsAmt079800
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt00
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt00
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/TaxableAmt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Review is done by Treasurer
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Support local Rotary Club programs. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2District Trainer 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3District Secreatary 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4District Treasurer 2591. 2591. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5District Committees 16187. 16187. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6District Events 13326. 13326. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7District Governor Nominee Designate 1728. 1728. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous Expenses 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0257383
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0257383
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt073669
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098700
IRS990/TotalFunctionalExpensesGrp/TotalAmt098700
IRS990/TotalGrossUBIAmt03405
IRS990/TotalLiabilitiesBOYAmt013618
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt013618
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0243765
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt098700
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt077074
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03405
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0257383
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0215 Pleasant Street
IRS990/USAddress/CityNm0Fall River
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002721
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gregory B Roche
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06175106874
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International District 7950
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0042659321
ReturnHeader/Filer/PhoneNum06175106874
ReturnHeader/Filer/USAddress/AddressLine1Txt017 Edith Avenue
ReturnHeader/Filer/USAddress/CityNm0Buzzards Bay
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002532
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204852797
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE MONTGOMERY FINANCIAL GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0195 ROUTE 6A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002653
ReturnHeader/PreparerPersonGrp/PhoneNum05082401151
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Herb Montgomery
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-28T06:51:46-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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