Civic Intelligence

Rotary Club of Hamilton-Wenham

EIN 04-3123905 • 501(c)4 • South Hamilton, MA

Profile

Charitable service projects and fundraising for scholarships

PO Box 2771South Hamilton, MA 01982

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

19th percentile

-27%

Higher net margin than 19% 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

34th percentile

-12%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

49th percentile

-1.8%

Faster revenue growth than 49% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$34,528

Down $4,669 (-12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$34,528

Down $4,669 (-12%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin19th percentile

Revenue

Down

$17,502

Down $316 (-1.8%) from 2024

Expenses

Down

$22,171

Down $5,091 (-19%) from 2024

Net Income

Up

-$4,669

Up $4,775 (+51%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$60K$40K$20K$0Assets 2012: $51,320Liabilities 2012: $5002012Assets 2013: $48,106Liabilities 2013: $1502013Assets 2014: $42,284Liabilities 2014: $02014Assets 2015: $36,532Liabilities 2015: $2752015Assets 2016: $37,808Liabilities 2016: $02016Assets 2017: $27,462Liabilities 2017: $02017Assets 2018: $36,969Liabilities 2018: $02018Assets 2019: $35,107Liabilities 2019: $02019Assets 2020: $38,655Liabilities 2020: $02020Assets 2021: $40,680Liabilities 2021: $02021Assets 2022: $43,927Liabilities 2022: $0Net Assets 2022: $43,9272022Assets 2023: $48,641Liabilities 2023: $0Net Assets 2023: $48,6412023Assets 2024: $39,197Liabilities 2024: $0Net Assets 2024: $39,1972024Assets 2025: $34,528Liabilities 2025: $0Net Assets 2025: $34,5282025

Highlighted filing

2025

Assets$34,528
Liabilities$0
Net Assets$34,528
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $65,717Expenses 2012: $51,105Net Income 2012: $14,6122012Revenue 2013: $64,872Expenses 2013: $67,736Net Income 2013: -$2,8642013Revenue 2014: $62,811Expenses 2014: $68,483Net Income 2014: -$5,6722014Revenue 2015: $44,883Expenses 2015: $50,910Net Income 2015: -$6,0272015Revenue 2016: $52,108Expenses 2016: $50,557Net Income 2016: $1,5512016Revenue 2017: $45,328Expenses 2017: $55,674Net Income 2017: -$10,3462017Revenue 2018: $46,853Expenses 2018: $37,346Net Income 2018: $9,5072018Revenue 2019: $43,023Expenses 2019: $44,885Net Income 2019: -$1,8622019Revenue 2020: $36,345Expenses 2020: $32,797Net Income 2020: $3,5482020Revenue 2021: $33,257Expenses 2021: $31,232Net Income 2021: $2,0252021Revenue 2022: $30,512Expenses 2022: $27,265Net Income 2022: $3,2472022Revenue 2023: $26,696Expenses 2023: $21,982Net Income 2023: $4,7142023Revenue 2024: $17,818Expenses 2024: $27,262Net Income 2024: -$9,4442024Revenue 2025: $17,502Expenses 2025: $22,171Net Income 2025: -$4,6692025

Highlighted filing

2025

Revenue$17,502
Expenses$22,171
Net Income-$4,669
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$34,528
Liabilities
$0
Net assets
$34,528
Revenue
$17,502
Expenses
$22,171
Net income
-$4,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$17.5$22.2$4.67
2024Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$17.8$27.3$9.44
2023Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$26.7$22.0$4.71
2022Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$30.5$27.3$3.25
2021Summary only. Only limited summary data is available for this year.$40.7$0.00$33.3$31.2$2.03
2020Summary only. Only limited summary data is available for this year.$38.7$0.00$36.3$32.8$3.55
2019Summary only. Only limited summary data is available for this year.$35.1$0.00$43.0$44.9$1.86
2018Summary only. Only limited summary data is available for this year.$37.0$0.00$46.9$37.3$9.51
2017Summary only. Only limited summary data is available for this year.$27.5$0.00$45.3$55.7$10.3
2016Summary only. Only limited summary data is available for this year.$37.8$0.00$52.1$50.6$1.55
2015Summary only. Only limited summary data is available for this year.$36.5$0.28$44.9$50.9$6.03
2014Summary only. Only limited summary data is available for this year.$42.3$0.00$62.8$68.5$5.67
2013Summary only. Only limited summary data is available for this year.$48.1$0.15$64.9$67.7$2.86
2012Summary only. Only limited summary data is available for this year.$51.3$0.50$65.7$51.1$14.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$19,257
Mission and Program Overview

Mission

Charitable service projects and fundraising for scholarships

Program Services

DescriptionGrantsExpenses
GRANTS FOR FOREIGN TRAVEL, SCHOLORSHIPS, CHARITABLE CONTRIBUTIONS TO QUALIFIED ORGANIZATIONS$11,871$0
WEEKLY BREAKFAST MEETING EXPENSES AND OPERATIONAL EXPENSES$0$6,343
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STURGIS PAPAGIOTASTreasurer-$0--
BRENDA HILTZSecretary-$0--
MARGARET MCNAMARAPresident-$0--
BARRY MORSEDirector-$0--
DEAN PEDERSENDirector-$0--
PHILLIP STEVENSDirector-$0--
RICHARD SWEENEYDirector-$0--
MICHAEL MACDONALDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Hamilton-wenham
EIN
04-3123905
Phone
9784687338
Address
PO BOX 2771, SOUTH HAMILTON, MA 01982

Signing Officer

Name
Sturgis Papagiotas
Title
Treasurer
Phone
9784687338
Signed
2025-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Anthony & Dodge Pc
Address
227 WILLOW STREET SUITE B101, SOUTH HAMILTON, MA 01982-2289
Preparer
Brenda M Hiltz CPA
Phone
9784687338
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: rotary international. Purpose of payment: dues. Amount of payment: 3,957.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: various. Amount given: 8,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable donations. Grantee name: various. Amount given: 3,371. Total included on form 990-ez, line 10: 11,871.”

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

“Description: rotary expenses. Amount: 5,306. Description: office expense . Amount: 167. Total to form 990-ez, line 16: 5,473.”

Raw XML Appendix152 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/PhoneNum09784687338
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0227 WILLOW STREET SUITE 1-1
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH HAMILTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001982
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt034528
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STURGIS PAPAGIOTAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRENDA HILTZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARRY MORSE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RICHARD SWEENEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL MACDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE SERVICE PROJECTS AND FUNDRAISING FOR SCHOLARSHIPS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16343
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt017502
IRS990EZ/TypeOfOrganizationOtherDesc0SOCIAL CLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: ROTARY INTERNATIONAL. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 3,957.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 8,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CHARITABLE DONATIONS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 3,371. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 11,871.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ROTARY EXPENSES. AMOUNT: 5,306. DESCRIPTION: OFFICE EXPENSE . AMOUNT: 167. TOTAL TO FORM 990-EZ, LINE 16: 5,473.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STURGIS PAPAGIOTAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09784687338
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF HAMILTON-WENHAM
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt07930 DISTRICT
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0043123905
ReturnHeader/Filer/PhoneNum09784687338
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ReturnHeader/Filer/USAddress/CityNm0SOUTH HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001982
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WILLOW STREET SUITE B101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0019822289
ReturnHeader/PreparerPersonGrp/PhoneNum09784687338
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA M HILTZ CPA
ReturnHeader/ReturnTs02025-10-27T09:02:30-05:00
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