Civic Intelligence

Braintree Rotary Foundation Inc.

990EZ • Fiscal year 2015 • EIN 04-3278320

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 03, 2015

PO Box 850082Braintree, MA 02184

(781) 848-3700

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

60th percentile

8.1%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$204,259

Up $15,239 (+8.1%) from 2014

Net Assets

Up

$204,259

Up $15,239 (+8.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$99,098

Up $17,622 (+22%) from 2014

Expenses

Up

$83,859

Up $4,195 (+5.3%) from 2014

Net Income

Up

$15,239

Up $13,427 (+741%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$204,259
Liabilities$0
Net Assets$204,259

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$99,098
Expenses$83,859
Net Income$15,239
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 3, 2015
Return Version
2014v5.0
Gross Receipts
$99,098
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.

Program Services

DescriptionGrantsExpenses
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.$56,618-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER O'NEILLPresident-Elect-$0--
MICHAEL CLANCYPresident-$0--
ROBERT CARUSOTreasurer-$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
Robert Caruso
Title
Treasurer
Signed
2015-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Storlazzi PC
Address
1599 Washington St Ste D, Braintree, MA 02184
Preparer
A Michael Storlazzi
Phone
7818483700
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Cash Amount Given: $56618

Other Expenses.1001

Advertising and Promotion $1000

Other Expenses.1002

Office Expenses $1337

Other Expenses.1

Fund Raising Expenses $20574

Other Expenses.2

Meetings $4080

Other Expenses.3

Dues $250

Raw XML Appendix158 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/PhoneNum07818483700
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRAINTREE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002184
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0189020
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0204259
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015239
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt028889
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0189020
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0204259
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President-elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027241
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramServiceRevenueAmt070209
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt056618
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083859
IRS990EZ/TotalProgramServiceExpensesAmt056618
IRS990EZ/TotalRevenueAmt099098
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt072347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt084581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0369879
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt028889
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0945
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01180
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01737
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01508
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt034259
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt028889
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0945
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01737
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01508
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt034259
IRS990ScheduleA/InvestmentIncomeCYPct00.08480
IRS990ScheduleA/InvestmentIncomePYPct00.01610
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91520
IRS990ScheduleA/PublicSupportPY509Pct00.98390
IRS990ScheduleA/PublicSupportTotal509Amt0369879
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070209
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062211
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt084581
IRS990ScheduleA/Total509Grp/TotalAmt0369879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt099098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063391
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086089
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0404138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $56618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fund Raising Expenses $20574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meetings $4080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues $250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CARUSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-03
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Storlazzi PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01599 Washington St Ste D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Braintree
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002184
ReturnHeader/PreparerPersonGrp/PhoneNum07818483700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0A MICHAEL STORLAZZI
ReturnHeader/ReturnTs02015-11-09T07:40:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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