Civic Intelligence

Braintree Rotary Foundation Inc.

990EZ • Fiscal year 2019 • EIN 04-3278320

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-5.9%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$148,774

Down $9,265 (-5.9%) from 2018

Net Assets

Down

$148,774

Down $9,265 (-5.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin23rd percentile

Revenue

Up

$86,299

Up $18,129 (+27%) from 2018

Expenses

Up

$95,564

Up $29,309 (+44%) from 2018

Net Income

Down

-$9,265

Down $11,180 (-584%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2019

Assets$148,774
Liabilities$0
Net Assets$148,774
Open 2019 Filing

Operations Trend

Revenue Growth77th 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

2019

Revenue$86,299
Expenses$95,564
Net Income-$9,265
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$93,919
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.$98,064-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denver GibbsVice-President-$0--
Stephen CurrierPresident-Elect-$0--
Gavin WilliamsSecretary-$0--
Robert W RidgeTreasurer-$0--
Stephen HabeebPresident-$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
2019-11-13
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: $68876”

Other Expenses.1

“Fund Raising Expenses $16067”

Other Expenses.2

“Meetings/Conferences/Events $6406”

Other Expenses.4

“Bank fees $64”

Raw XML Appendix166 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/BOYAmt0158039
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148774
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt07620
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9265
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0158039
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0148774
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0880
IRS990EZ/GrantsAndSimilarAmountsPaidAmt068876
IRS990EZ/GrossReceiptsAmt093919
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06673
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0158039
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148774
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0158039
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148774
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Denver Gibbs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stephen Currier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gavin Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert W Ridge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephen Habeeb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022537
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/PrintingPublicationsPostageAmt04151
IRS990EZ/ProgramServiceRevenueAmt078746
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/GrantsAndAllocationsAmt098064
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt08500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095564
IRS990EZ/TotalProgramServiceExpensesAmt098064
IRS990EZ/TotalRevenueAmt086299
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt078746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061402
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0336425
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07553
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06768
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05753
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028889
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt054083
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07553
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06768
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05753
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028889
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt054083
IRS990ScheduleA/InvestmentIncomeCYPct00.13850
IRS990ScheduleA/InvestmentIncomePYPct00.12310
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86150
IRS990ScheduleA/PublicSupportPY509Pct00.87690
IRS990ScheduleA/PublicSupportTotal509Amt0336425
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070209
IRS990ScheduleA/Total509Grp/TotalAmt0336425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt099098
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0390508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $68876
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fund Raising Expenses $16067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meetings/Conferences/Events $6406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank fees $64
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert W Ridge
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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/ReturnTs02019-11-14T11:06:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,774
Liabilities
$0
Net assets
$148,774
Revenue
$86,299
Expenses
$95,564
Net income
-$9,265
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