Montachusett Area Rotary Club

990EZ • Fiscal year 2014 • EIN 04-2854261

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 21, 2014

Organization Profile N/A

PO Box 1683Fitchburg, MA 01420

(978) 537-5100

Siviq Scores

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

0.00x

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

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

0.00x

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

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

23%

Higher net margin than 82% of similar nonprofits.

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

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

13%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

3.4%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets57th percentile

Assets

$43,968

Up $4,981 (+13%) from 2013

Net Assets

$43,968

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin82nd percentile

Revenue

$22,014

Up $732 (+3.4%) from 2013

Expenses

Down

$17,033

Down $9,722 (-36%) from 2013

Net Income

$4,981

Up $10,454 (+191%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

Highlighted filing

2014

Assets$43,968

Liabilities$0

Net Assets$43,968

Open 2014 Filing

Operations Trend

Revenue Growth57th percentile

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

Highlighted filing

2014

Revenue$22,014

Expenses$17,033

Net Income$4,981

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Nov 21, 2014
Return Version: 2013v3.1
Gross Receipts: $71,541

Mission and Program Overview

Mission

Service to deserving local individuals and charitable organizations

Program Services

Description	Grants	Expenses
FUNDRAISING GOLF TOURNAMENT - BENEFITTED ARC COMMUNITY SERVICES, A RECREATIONAL PROGRAM WHICH IS NOT FUNDED BY THE STATE IN ANY WAY	$30,448	-
TAKE ME OUT TO THE BALL GAME - BENEFITTED	$10,948	-

Compensation and Service Providers

Top Officer Pay85th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHRIS SOUZA	President	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$32,230	$32,230	$30,448	$1,782
Event 2	$5,862	$5,862	-	$5,862
Total Events	$66,707	$66,707	$49,527	$17,180

Filing and Contact Details

Filer

EIN: 04-2854261
Phone: 9785375100

Signing Officer

Name: Leslie Storrs
Title: Treasurer
Signed: 2014-11-21
Discuss with paid preparer: Yes

Preparer

Preparer: Bruce Gallant
Phone: 9785371900

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“DUES SUBSCRIPTIONS 3,321”

Form 990-EZ, Part I, Line 16, Other Expenses

“MISCELLANEOUS 1,388”

Form 990-EZ, Part I, Line 16, Other Expenses

“WEBSITE 134”

Raw XML Appendix114 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	3829
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Leslie Storrs
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9785375100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	5 Park St
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Leominster
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	01453
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	38987
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	43968
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	1441
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	4981
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	350
IRS990EZ/FiledScheduleAInd	0	false
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	38987
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	43968
IRS990EZ/FundraisingGrossIncomeAmt	0	66707
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	8011
IRS990EZ/GrossReceiptsAmt	0	71541
IRS990EZ/GroupExemptionNum	0	0573
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	73
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	3320
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	38987
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	43968
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	38987
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	43968
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	CHRIS SOUZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	4843
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	SERVICE TO DESERVING LOCAL INDIVIDUALS AND CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	FUNDRAISING GOLF TOURNAMENT - BENEFITTED ARC COMMUNITY SERVICES, A RECREATIONAL PROGRAM WHICH IS NOT FUNDED BY THE STATE IN ANY WAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	TAKE ME OUT TO THE BALL GAME - BENEFITTED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	30448
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	10948
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	49527
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	17180
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	17033
IRS990EZ/TotalRevenueAmt	0	22014
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	49527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	32230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	5862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	28615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	66707
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	32230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	5862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	28615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	66707
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	GOLF TOURNAMEENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	TAKE ME OUT TO THE BALL GAME TMOTTBG
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	17180
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	19079
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	49527
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	30448
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DUES SUBSCRIPTIONS 3,321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	MISCELLANEOUS 1,388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	WEBSITE 134
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part I, Line 16, Other Expenses
ReasonableCauseExplanation/ExplanationTxt	0	This tax return was filed approximately 10 days late. Because of the change in officers, it took additional time in getting the information needed for a complete accurate return to our accountant. We apologize for the delay and will be more careful going forward.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Leslie Storrs
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	MONTACHUSETT AREA ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt	0	MONT
ReturnHeader/Filer/EIN	0	042854261
ReturnHeader/Filer/PhoneNum	0	9785375100
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 1683
ReturnHeader/Filer/USAddress/City	0	FITCHBURG
ReturnHeader/Filer/USAddress/State	0	MA
ReturnHeader/Filer/USAddress/ZIPCode	0	01420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Bruce V Gallant CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	5 Park Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Leominster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	01453
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9785371900
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Bruce Gallant
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-11-24T03:35:50-00:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

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: $43,968
Liabilities: $0
Net assets: $43,968
Revenue: $22,014
Expenses: $17,033
Net income: $4,981

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$27.1		$27.1	$7.34	$6.62	$0.73
2024Detailed filing. Detailed filing data is available for this year.	$26.3		$26.3	$6.18	$5.93	$0.26
2023Detailed filing. Detailed filing data is available for this year.	$26.1	$0.00	$26.1	$13.9	$9.50	$4.38
2022Detailed filing. Detailed filing data is available for this year.	$21.7	$0.00	$21.7	$7.17	$10.7	$3.56
2021Detailed filing. Detailed filing data is available for this year.	$25.3	$0.00	$25.3	$10.9	$9.32	$1.60
2020Detailed filing. Detailed filing data is available for this year.	$23.7	$0.00	$23.7	$13.5	$12.6	$0.89
2019Summary only. Only limited summary data is available for this year.	$22.8	$0.00		$15.5	$15.7	$0.22
2018Detailed filing. Detailed filing data is available for this year.	$23.0	$0.00	$23.0	$13.6	$17.9	$4.37
2017Detailed filing. Detailed filing data is available for this year.	$27.4	$0.00	$27.4	$9.61	$13.3	$3.68
2016Detailed filing. Detailed filing data is available for this year.	$31.1	$0.00	$31.1	$29.6	$33.1	$3.49
2015Detailed filing. Detailed filing data is available for this year.	$34.6	$0.00	$34.6	$2.16	$11.6	$9.42
2014Detailed filing. Detailed filing data is available for this year.	$44.0	$0.00	$44.0	$22.0	$17.0	$4.98
2013Summary only. Only limited summary data is available for this year.	$39.0	$0.00		$21.3	$26.8	$5.47
2012Summary only. Only limited summary data is available for this year.	$44.5	$0.00		$16.4	$12.3	$4.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$40.3		$40.3	$27.3	$21.8	$5.44