Civic Intelligence

Rotary Club of Lowell Inc

EIN 04-2968490 • 501(c)4 • Lowell, MA

Profile

To provide community services

P O Box 219Lowell, MA 01853

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

71st percentile

9.3%

Faster asset growth than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

55%

Faster revenue growth than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$189,085

Up $16,054 (+9.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$189,085

Up $16,054 (+9.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$26,991

Up $9,632 (+55%) from 2024

Expenses

Down

$18,599

Down $563 (-2.9%) from 2024

Net Income

Up

$8,392

Up $10,195 (+565%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$200K$150K$100K$50K$0Assets 2011: $128,861Net Assets 2011: $128,8612011Assets 2012: $120,603Net Assets 2012: $120,6032012Assets 2013: $120,202Liabilities 2013: $0Net Assets 2013: $120,2022013Assets 2014: $130,913Liabilities 2014: $2,000Net Assets 2014: $128,9132014Assets 2015: $128,267Liabilities 2015: $0Net Assets 2015: $128,2672015Assets 2016: $123,260Liabilities 2016: $0Net Assets 2016: $123,2602016Assets 2017: $135,634Liabilities 2017: $0Net Assets 2017: $135,6342017Assets 2018: $138,344Liabilities 2018: $0Net Assets 2018: $138,3442018Assets 2019: $138,810Liabilities 2019: $0Net Assets 2019: $138,8102019Assets 2020: $153,441Liabilities 2020: $0Net Assets 2020: $153,4412020Assets 2021: $176,343Liabilities 2021: $0Net Assets 2021: $176,3432021Assets 2022: $149,455Liabilities 2022: $0Net Assets 2022: $149,4552022Assets 2023: $158,749Liabilities 2023: $0Net Assets 2023: $158,7492023Assets 2024: $173,031Net Assets 2024: $173,0312024Assets 2025: $189,085Net Assets 2025: $189,0852025

Highlighted filing

2025

Assets$189,085
Liabilities-
Net Assets$189,085
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $41,237Expenses 2011: $40,471Net Income 2011: $7662011Revenue 2012: $40,416Expenses 2012: $43,981Net Income 2012: -$3,5652012Revenue 2013: $45,280Expenses 2013: $48,740Net Income 2013: -$3,4602013Revenue 2014: $53,267Expenses 2014: $53,369Net Income 2014: -$1022014Revenue 2015: $55,657Expenses 2015: $50,574Net Income 2015: $5,0832015Revenue 2016: $57,599Expenses 2016: $55,349Net Income 2016: $2,2502016Revenue 2017: $63,241Expenses 2017: $64,279Net Income 2017: -$1,0382017Revenue 2018: $55,251Expenses 2018: $56,971Net Income 2018: -$1,7202018Revenue 2019: $59,273Expenses 2019: $58,358Net Income 2019: $9152019Revenue 2020: $42,749Expenses 2020: $29,902Net Income 2020: $12,8472020Revenue 2021: $19,466Expenses 2021: $24,855Net Income 2021: -$5,3892021Revenue 2022: $34,492Expenses 2022: $32,871Net Income 2022: $1,6212022Revenue 2023: $27,691Expenses 2023: $26,529Net Income 2023: $1,1622023Revenue 2024: $17,359Expenses 2024: $19,162Net Income 2024: -$1,8032024Revenue 2025: $26,991Expenses 2025: $18,599Net Income 2025: $8,3922025

Highlighted filing

2025

Revenue$26,991
Expenses$18,599
Net Income$8,392
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$189,085
Liabilities
-
Net assets
$189,085
Revenue
$26,991
Expenses
$18,599
Net income
$8,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.89$1.89$0.27$0.19$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.73$1.73$0.17$0.19$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.28$0.27$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.34$0.33$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.19$0.25$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.43$0.30$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.59$0.58$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.55$0.57$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.63$0.64$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.58$0.55$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.56$0.51$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.02$1.29$0.53$0.53$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.45$0.49$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$1.21$0.40$0.44$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$1.29$0.41$0.40$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 23, 2025
Return Version
2024v5.2
Gross Receipts
$36,891
Mission and Program Overview

Mission

To provide community services

Program Services

DescriptionGrantsExpenses
CONTRIBUTION TO LOWELL ROTARY CHARITIES-$7,000
WEEKLY MEALS / DINNERS-$4,590
DONATIONS TO ROTARY FOUNDATION-$1,000
COMMUNITY DONATIONS-$464
RYLA--
MISCELLANEOUS--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES V SULLIVANTreasurer-$0--
PATRICIA WITTSSecretary-$0--
MICHAEL CONWAYPresident-$0--
JOHN FINEGANVice President-$0--
JIM POPEPast President-$0--
RICHARD CHAVEZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Lowell Inc
EIN
04-2968490
Phone
9789702900
Address
P O BOX 219, LOWELL, MA 01853

Signing Officer

Name
Charles V Sullivan
Title
Treasurer
Signed
2025-11-23
Discuss with paid preparer
Yes

Preparer

Firm
Sullivan Dixon & Co Pc
Address
59 LOWES WAY STE 402, LOWELL, MA 01851
Preparer
Charles V Sullivan Cpapfs Cfp
Phone
9784548809
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $437”

Other Expenses.1

“Transfer to rotary charities $7000”

Other Expenses.2

“Weekly meals/dinners $4590”

Other Expenses.3

“ROTARY DUES PAID $2732”

Other Expenses.4

“Investment management fee $1486”

Other Expenses.5

“Community donations $1000”

Other Expenses.6

“WEBSITE EXPENSE $504”

Other Expenses.7

“GRANT SUPPLIES $464”

Other Expenses.8

“Dues and subscriptions $349”

Other Expenses.9

“Secretary of state filing fees $37”

Raw XML Appendix142 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROTARY CLUB OF LOWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum09784548809
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 219
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOWELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001853
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0173031
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0189085
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08392
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0173031
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0189085
IRS990EZ/FundraisingGrossIncomeAmt013479
IRS990EZ/GainOrLossFromSaleOfAssetsAmt04092
IRS990EZ/GrossReceiptsAmt036891
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03726
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03540
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0173031
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0189085
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0173031
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0189085
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES V SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICIA WITTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL CONWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN FINEGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JIM POPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICHARD CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt07662
IRS990EZ/OtherExpensesTotalAmt018599
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE COMMUNITY SERVICES
IRS990EZ/ProgramServiceRevenueAmt012054
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WEEKLY MEALS / DINNERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONTRIBUTION TO LOWELL ROTARY CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3RYLA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4DONATIONS TO ROTARY FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5MISCELLANEOUS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0464
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14590
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt04092
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09900
IRS990EZ/SpecialEventsNetIncomeLossAmt03579
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018599
IRS990EZ/TotalProgramServiceExpensesAmt013054
IRS990EZ/TotalRevenueAmt026991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSFER TO ROTARY CHARITIES $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEEKLY MEALS/DINNERS $4590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARY DUES PAID $2732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INVESTMENT MANAGEMENT FEE $1486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY DONATIONS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE EXPENSE $504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GRANT SUPPLIES $464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES AND SUBSCRIPTIONS $349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SECRETARY OF STATE FILING FEES $37
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES V SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LOWELL INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0042968490
ReturnHeader/Filer/PhoneNum09789702900
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 219
ReturnHeader/Filer/USAddress/CityNm0LOWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001853
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262860895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SULLIVAN DIXON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt059 LOWES WAY STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001851
ReturnHeader/PreparerPersonGrp/PhoneNum09784548809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES V SULLIVAN CPAPFS CFP
ReturnHeader/ReturnTs02025-11-23T08:35:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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