Civic Intelligence

Rotary Club of Chelmsford Inc

990EZ • Fiscal year 2014 • EIN 04-3187217

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 28, 2015

Organization ProfileCHELMSFORDROTARY.ORG
18 Middlesex StreetChelmsford, MA 01824

(978) 868-0581

Siviq Scores

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

Liabilities / Assets

90th percentile

0.47x

Higher debt load relative to assets than 90% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.23x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

5th percentile

-59%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

85th percentile

$0

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

Asset Growth

7th percentile

-43%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$9,375

Down $7,131 (-43%) from 2013

Net Assets

Down

$4,944

Down $11,562 (-70%) from 2013

Liabilities

Up

$4,431

Up $4,431 from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin5th percentile

Revenue

Down

$19,532

Down $7,721 (-28%) from 2013

Expenses

Down

$31,094

Down $308 (-1.0%) from 2013

Net Income

Down

-$11,562

Down $7,413 (-179%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$30K$20K$10K$0Assets 2011: $19,553Liabilities 2011: $164Net Assets 2011: $19,3892011Assets 2012: $24,593Net Assets 2012: $24,5932012Assets 2013: $16,506Liabilities 2013: $0Net Assets 2013: $16,5062013Assets 2014: $9,375Liabilities 2014: $4,431Net Assets 2014: $4,9442014Assets 2015: $10,176Liabilities 2015: $5,268Net Assets 2015: $4,9082015Assets 2016: $10,694Liabilities 2016: $4,945Net Assets 2016: $5,7492016Assets 2017: $16,719Liabilities 2017: $3,117Net Assets 2017: $13,6022017Assets 2018: $17,913Liabilities 2018: $0Net Assets 2018: $17,9132018Assets 2019: $16,571Liabilities 2019: $0Net Assets 2019: $16,5712019Assets 2020: $12,015Liabilities 2020: $0Net Assets 2020: $12,0152020Assets 2021: $7,805Liabilities 2021: $0Net Assets 2021: $7,8052021Assets 2022: $7,006Liabilities 2022: $0Net Assets 2022: $7,0062022Assets 2023: $7,437Liabilities 2023: $0Net Assets 2023: $7,4372023Assets 2024: $10,330Liabilities 2024: $0Net Assets 2024: $10,3302024Assets 2025: $15,622Liabilities 2025: $0Net Assets 2025: $15,6222025

Highlighted filing

2014

Assets$9,375
Liabilities$4,431
Net Assets$4,944
Open 2014 Filing

Operations Trend

Revenue Growth12th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $42,054Expenses 2011: $38,159Net Income 2011: $3,8952011Revenue 2012: $40,800Expenses 2012: $35,596Net Income 2012: $5,2042012Revenue 2013: $27,253Expenses 2013: $31,402Net Income 2013: -$4,1492013Revenue 2014: $19,532Expenses 2014: $31,094Net Income 2014: -$11,5622014Revenue 2015: $29,587Expenses 2015: $29,623Net Income 2015: -$362015Revenue 2016: $27,134Expenses 2016: $26,293Net Income 2016: $8412016Revenue 2017: $27,152Expenses 2017: $19,299Net Income 2017: $7,8532017Revenue 2018: $18,481Expenses 2018: $14,170Net Income 2018: $4,3112018Revenue 2019: $10,381Expenses 2019: $11,723Net Income 2019: -$1,3422019Revenue 2020: $7,265Expenses 2020: $11,821Net Income 2020: -$4,5562020Revenue 2021: $7,481Expenses 2021: $11,691Net Income 2021: -$4,2102021Revenue 2022: $7,680Expenses 2022: $8,479Net Income 2022: -$7992022Revenue 2023: $12,100Expenses 2023: $11,669Net Income 2023: $4312023Revenue 2024: $12,475Expenses 2024: $9,582Net Income 2024: $2,8932024Revenue 2025: $10,500Expenses 2025: $5,208Net Income 2025: $5,2922025

Highlighted filing

2014

Revenue$19,532
Expenses$31,094
Net Income-$11,562
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 28, 2015
Return Version
2013v4.0
Gross Receipts
$19,532
Mission and Program Overview

Mission

Rotary is an organization of business and professional leaders worldwide who provide humanitariaan service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. The main objective of rotary is service - in the community, in the workplace, and throughout the world.

Program Services

DescriptionGrantsExpenses
SUPPORT THE MISSION OF OUR ROTARY DISTRICT AND ROTARY INTERNATIONAL-$4,983
SUPPORT AND ASSIST IN THE EDUCATION OF STUDENTS IN THE CHELMSFORD HIGH SCHOOL.-$2,552
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURIE LEAHYDirector-$0--
MICHAEL LEARYTreasurer-$0--
THOMAS BOUCHERSecretary-$0--
CARLA PONDPresidentPT$0--
LEONARD DOOLANDirector-$0--
ALLEN THOMASDirector-$0--
KATHY KELLEYDirector-$0--
CHARLES KEENDirector-$0--
DAWN FERRARIVice-Preside-$0--
Filing and Contact Details

Filer

EIN
04-3187217
Phone
9788680581

Signing Officer

Name
Carla Pond
Title
President
Phone
9788680581
Signed
2015-01-28
Discuss with paid preparer
Yes

Preparer

Preparer
Stephen a Cain
Phone
9789571421
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 168 conferences/meetings 19,716 student awards 2,552 district dues 2,028 rotary international dues 2,955 total 27,419”

Form 990-ez, Part II, Line 24

“Accounts receivable 6,800 1,004 total 6,800 1,004”

Form 990-ez, Part II, Line 26

“Due to rotary foundation 0 4,431”

Form 990-ez, Part III

“Rotary is an organization of business and professional leaders worldwide who provide humanitariaan service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. The main objective of rotary is service - in the community, in the workplace, and throughout the world.”

Raw XML Appendix137 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LAURIE LEAHY
CompensationExplanation/CompensationExplanationGrp/PersonNm1MICHAEL LEARY
CompensationExplanation/CompensationExplanationGrp/PersonNm2THOMAS BOUCHER
CompensationExplanation/CompensationExplanationGrp/PersonNm3CARLA POND
CompensationExplanation/CompensationExplanationGrp/PersonNm4LEONARD DOOLAN
CompensationExplanation/CompensationExplanationGrp/PersonNm5ALLEN THOMAS
CompensationExplanation/CompensationExplanationGrp/PersonNm6KATHY KELLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm7CHARLES KEEN
CompensationExplanation/CompensationExplanationGrp/PersonNm8DAWN FERRARI
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL LEARY
IRS990EZ/BooksInCareOfDetail/PhoneNum09788680581
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1018 MIDDLESEX ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0N CHELMSFORD
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001863
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09706
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08371
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11562
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03675
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016506
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09375
IRS990EZ/GrossReceiptsAmt019532
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016506
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04944
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016506
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04944
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURIE LEAHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL LEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS BOUCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARLA POND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEONARD DOOLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALLEN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHY KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHARLES KEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAWN FERRARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE-PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06800
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01004
IRS990EZ/OtherExpensesTotalAmt027419
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS WORLDWIDE WHO PROVIDE HUMANITARIAAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. THE MAIN OBJECTIVE OF ROTARY IS SERVICE - IN THE COMMUNITY, IN THE WORKPLACE, AND THROUGHOUT THE WORLD.
IRS990EZ/ProgramServiceRevenueAmt019530
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT AND ASSIST IN THE EDUCATION OF STUDENTS IN THE CHELMSFORD HIGH SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT THE MISSION OF OUR ROTARY DISTRICT AND ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02552
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14983
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04431
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031094
IRS990EZ/TotalProgramServiceExpensesAmt07535
IRS990EZ/TotalRevenueAmt019532
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CHELMSFORDROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 168 CONFERENCES/MEETINGS 19,716 STUDENT AWARDS 2,552 DISTRICT DUES 2,028 ROTARY INTERNATIONAL DUES 2,955 TOTAL 27,419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 6,800 1,004 TOTAL 6,800 1,004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO ROTARY FOUNDATION 0 4,431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARY IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS WORLDWIDE WHO PROVIDE HUMANITARIAAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. THE MAIN OBJECTIVE OF ROTARY IS SERVICE - IN THE COMMUNITY, IN THE WORKPLACE, AND THROUGHOUT THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA POND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09788680581
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHELMSFORD ROTARY CLUB INC
ReturnHeader/Filer/BusinessNameControlTxt0CHEL
ReturnHeader/Filer/EIN0043187217
ReturnHeader/Filer/PhoneNum09788680581
ReturnHeader/Filer/USAddress/AddressLine1018 MIDDLESEX STREET
ReturnHeader/Filer/USAddress/City0CHELMSFORD
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001824
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263582184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CAIN BOURRET JARRY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101595 LAKEVIEW AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DRACUT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001826
ReturnHeader/PreparerPersonGrp/PhoneNum09789571421
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN A CAIN
ReturnHeader/ReturnTs02015-01-29T08:48:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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
$9,375
Liabilities
$4,431
Net assets
$4,944
Revenue
$19,532
Expenses
$31,094
Net income
-$11,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$10.5$5.21$5.29
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$12.5$9.58$2.89
2023Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$12.1$11.7$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.01$0.00$7.01$7.68$8.48$0.80
2021Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$7.48$11.7$4.21
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.0$0.00$12.0$7.27$11.8$4.56
2019Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$10.4$11.7$1.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.00$17.9$18.5$14.2$4.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$3.12$13.6$27.2$19.3$7.85
2016Detailed filing. Detailed filing data is available for this year.$10.7$4.95$5.75$27.1$26.3$0.84
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$5.27$4.91$29.6$29.6$0.04
2014Detailed filing. Detailed filing data is available for this year.$9.38$4.43$4.94$19.5$31.1$11.6
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$16.5$0.00$16.5$27.3$31.4$4.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$24.6$40.8$35.6$5.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$0.16$19.4$42.1$38.2$3.90
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits