Civic Intelligence

Braintree Rotary Foundation Inc

EIN 04-3278320 • 501(c)3 • Braintree, MA

Profile

Organization raises fund by hosting

PO Box 850082Braintree, MA 02184

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)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

55th percentile

4.0%

Higher net margin than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

2.4%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

-11%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$107,707

Up $2,572 (+2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$107,707

Up $2,572 (+2.4%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin55th percentile

Revenue

Down

$64,882

Down $8,135 (-11%) from 2023

Expenses

Down

$62,310

Down $30,298 (-33%) from 2023

Net Income

Up

$2,572

Up $22,163 (+113%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2012: $178,555Net Assets 2012: $178,5552012Assets 2013: $187,208Liabilities 2013: $0Net Assets 2013: $187,2082013Assets 2014: $189,020Liabilities 2014: $0Net Assets 2014: $189,0202014Assets 2015: $204,259Liabilities 2015: $0Net Assets 2015: $204,2592015Assets 2016: $200,121Liabilities 2016: $0Net Assets 2016: $200,1212016Assets 2017: $156,124Liabilities 2017: $0Net Assets 2017: $156,1242017Assets 2018: $158,039Liabilities 2018: $0Net Assets 2018: $158,0392018Assets 2019: $148,774Liabilities 2019: $0Net Assets 2019: $148,7742019Assets 2020: $152,901Liabilities 2020: $0Net Assets 2020: $152,9012020Assets 2021: $182,064Liabilities 2021: $0Net Assets 2021: $182,0642021Assets 2022: $217,822Liabilities 2022: $0Net Assets 2022: $217,8222022Assets 2023: $105,135Liabilities 2023: $0Net Assets 2023: $105,1352023Assets 2024: $107,707Liabilities 2024: $0Net Assets 2024: $107,7072024

Highlighted filing

2024

Assets$107,707
Liabilities$0
Net Assets$107,707
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$100K$50K$0-$50KRevenue 2012: $74,084Expenses 2012: $72,830Net Income 2012: $1,2542012Revenue 2013: $63,390Expenses 2013: $54,737Net Income 2013: $8,6532013Revenue 2014: $81,476Expenses 2014: $79,664Net Income 2014: $1,8122014Revenue 2015: $99,098Expenses 2015: $83,859Net Income 2015: $15,2392015Revenue 2016: $65,525Expenses 2016: $69,663Net Income 2016: -$4,1382016Revenue 2017: $71,416Expenses 2017: $63,139Net Income 2017: $8,2772017Revenue 2018: $68,170Expenses 2018: $66,255Net Income 2018: $1,9152018Revenue 2019: $86,299Expenses 2019: $95,564Net Income 2019: -$9,2652019Revenue 2020: $4,097Expenses 2020: $38,896Net Income 2020: -$34,7992020Revenue 2021: $80,658Expenses 2021: $51,495Net Income 2021: $29,1632021Revenue 2022: $98,538Expenses 2022: $62,780Net Income 2022: $35,7582022Revenue 2023: $73,017Expenses 2023: $92,608Net Income 2023: -$19,5912023Revenue 2024: $64,882Expenses 2024: $62,310Net Income 2024: $2,5722024

Highlighted filing

2024

Revenue$64,882
Expenses$62,310
Net Income$2,572
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$107,707
Liabilities
$0
Net assets
$107,707
Revenue
$64,882
Expenses
$62,310
Net income
$2,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.65$0.62$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.73$0.93$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.99$0.63$0.36
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.81$0.51$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.39$0.35
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.86$0.96$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.68$0.66$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.71$0.63$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.66$0.70$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.99$0.84$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.81$0.80$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$0.63$0.55$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.79$0.74$0.73$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v6.0
Gross Receipts
$65,192
Mission and Program Overview

Mission

The organization raises funds by sponsoring golf tournaments, auctions, pancake breakfasts,memorial x-mas trees and various other activities for scholarships to deserving students and various other charitable organizations.

Organization raises fund by hosting

Program Services

DescriptionGrantsExpenses
Organization raises fund by hosting golf tournaments, auctions, memorial tree and various other activities for scholarships and various other charitable organizations-$62,310
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert RidgeTreasurer-$0--
Marybeth ForbesSecretary-$0--
Gavin WilliamsPresident-$0--
James SoliminiP Elect-$0--
Filing and Contact Details

Filer

Filer Name
Braintree Rotary Foundation Inc
EIN
04-3278320
Address
PO Box 850082, Braintree, MA 02184

Signing Officer

Name
Marybeth Forbes
Title
Treasurer
Phone
7817061699
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Lank & Ridge CPAs
Address
409 Pond Street Unit 10, Braintree, MA 02184
Preparer
Robert Ridge
Phone
7818438071
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Various Charitable Organizations Relationship None Amount 36,671”

Description of other expenses Part I line 16

“Description AmountFundraising expense 25,639”

Raw XML Appendix159 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/PersonNm0Robert Ridge
IRS990EZ/BooksInCareOfDetail/PhoneNum07817061699
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0122 Arborway Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scituate
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002066
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0105135
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107707
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt060061
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0310
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02572
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0105135
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107707
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0790
IRS990EZ/GrantsAndSimilarAmountsPaidAmt036671
IRS990EZ/GrossReceiptsAmt065192
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04031
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105135
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107707
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105135
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107707
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Ridge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Marybeth Forbes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gavin Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3James Solimini
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3P Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt025639
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Organization raises fund by hosting
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organization raises fund by hosting golf tournaments, auctions, memorial tree and various other activities for scholarships and various other charitable organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062310
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt01100
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062310
IRS990EZ/TotalProgramServiceExpensesAmt062310
IRS990EZ/TotalRevenueAmt064882
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt088568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt064869
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0288320
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02279
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06768
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015789
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028880
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02279
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06768
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015789
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028880
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.10000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0790
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0790
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90670
IRS990ScheduleA/PublicSupportPY509Pct00.90450
IRS990ScheduleA/PublicSupportTotal509Amt0288320
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04084
IRS990ScheduleA/Total509Grp/TotalAmt0288320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064882
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04097
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0317990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Various Charitable Organizations Relationship None Amount 36,671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFundraising expense 25,639
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marybeth Forbes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07817061699
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Braintree Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BRAI
ReturnHeader/Filer/EIN0043278320
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 850082
ReturnHeader/Filer/USAddress/CityNm0Braintree
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002184
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0851523681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lank & Ridge CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0409 Pond Street Unit 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Braintree
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002184
ReturnHeader/PreparerPersonGrp/PhoneNum07818438071
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Ridge
ReturnHeader/ReturnTs02025-05-14T14:55:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.