Civic Intelligence

Braintree Rotary Foundation Inc.

990EZ • Fiscal year 2018 • EIN 04-3278320

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

Organization ProfileN/A
PO Box 850082Braintree, MA 02184

(781) 843-8073

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

1.2%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

-4.5%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$158,039

Up $1,915 (+1.2%) from 2017

Net Assets

Up

$158,039

Up $1,915 (+1.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin49th percentile

Revenue

Down

$68,170

Down $3,246 (-4.5%) from 2017

Expenses

Up

$66,255

Up $3,116 (+4.9%) from 2017

Net Income

Down

$1,915

Down $6,362 (-77%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2018

Assets$158,039
Liabilities$0
Net Assets$158,039
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

2018

Revenue$68,170
Expenses$66,255
Net Income$1,915
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$74,992
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.$66,255-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard Kelly MoorePresident-$0--
Stephen CurrierVice President-$0--
Virginia PolioSecretary-$0--
Robert W RidgeTreasurer-$0--
Stephen HabeebPresident-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
Robert W Ridge
Title
Treasurer
Signed
2018-11-07
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: $41972”

Other Expenses.1002

“Office Expenses $53”

Other Expenses.1

“Fund Raising Expenses $13644”

Other Expenses.2

“Meetings/Conferences/Events $10259”

Other Expenses.3

“Fees $250”

Other Expenses.4

“Bank fees $77”

Raw XML Appendix169 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/PersonNm0Robert W Ridge
IRS990EZ/BooksInCareOfDetail/PhoneNum07818438073
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026 Old Oaken Bucket Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scituate
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002066
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0156124
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0158039
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt06822
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01915
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0156124
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0158039
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0678
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041972
IRS990EZ/GrossReceiptsAmt074992
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06090
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0156124
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0158039
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0158039
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Richard Kelly Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stephen Currier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Virginia Polio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert W Ridge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephen Habeeb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President-elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024283
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/ProgramServiceRevenueAmt061402
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/GrantsAndAllocationsAmt066255
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt07500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066255
IRS990EZ/TotalProgramServiceExpensesAmt066255
IRS990EZ/TotalRevenueAmt068170
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061402
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt059772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt080531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0338210
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06768
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05753
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt028889
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0945
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt047475
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06768
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05753
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt028889
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0945
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt047475
IRS990ScheduleA/InvestmentIncomeCYPct00.12310
IRS990ScheduleA/InvestmentIncomePYPct00.11000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87690
IRS990ScheduleA/PublicSupportPY509Pct00.89000
IRS990ScheduleA/PublicSupportTotal509Amt0338210
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070209
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080531
IRS990ScheduleA/Total509Grp/TotalAmt0338210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt099098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081476
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0385685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $41972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fund Raising Expenses $13644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meetings/Conferences/Events $10259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fees $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank fees $77
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert W Ridge
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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/PreparerFirmEIN0043213069
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/ReturnTs02018-11-13T11:01:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$158,039
Liabilities
$0
Net assets
$158,039
Revenue
$68,170
Expenses
$66,255
Net income
$1,915
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