Civic Intelligence

Weymouth Rotary Foundation Inc.

990 • Fiscal year 2014 • EIN 04-3327406

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 21, 2014

Organization ProfileWWW.WEYMOUTHROTARY.ORG/FOUNDATION
775 Pleasant StreetRoom/Suite Ste5Weymouth, MA 02189-2355

(781) 331-8811

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

-0.9%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$332,271

Up $35,903 (+12%) from 2013

Net Assets

Up

$332,271

Up $35,903 (+12%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin95th percentile

Revenue

Down

$54,653

Down $490 (-0.9%) from 2013

Expenses

Down

$18,750

Down $10,062 (-35%) from 2013

Net Income

Up

$35,903

Up $9,572 (+36%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$600K$400K$200K$0Assets 2011: $294,063Liabilities 2011: $02011Assets 2012: $270,037Liabilities 2012: $0Net Assets 2012: $270,0372012Assets 2013: $296,368Liabilities 2013: $0Net Assets 2013: $296,3682013Assets 2014: $332,271Liabilities 2014: $0Net Assets 2014: $332,2712014Assets 2015: $390,895Liabilities 2015: $0Net Assets 2015: $390,8952015Assets 2016: $351,981Liabilities 2016: $0Net Assets 2016: $351,9812016Assets 2017: $359,044Liabilities 2017: $0Net Assets 2017: $359,0442017Assets 2018: $362,771Liabilities 2018: $0Net Assets 2018: $362,7712018Assets 2019: $349,247Liabilities 2019: $0Net Assets 2019: $349,2472019Assets 2020: $347,687Liabilities 2020: $0Net Assets 2020: $347,6872020Assets 2021: $490,821Liabilities 2021: $0Net Assets 2021: $490,8212021Assets 2022: $463,346Liabilities 2022: $0Net Assets 2022: $463,3462022Assets 2023: $427,330Liabilities 2023: $0Net Assets 2023: $427,3302023Assets 2024: $478,624Liabilities 2024: $0Net Assets 2024: $478,6242024Assets 2025: $509,070Liabilities 2025: $0Net Assets 2025: $509,0702025

Highlighted filing

2014

Assets$332,271
Liabilities$0
Net Assets$332,271
Open 2014 Filing

Operations Trend

Revenue Growth45th percentile

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

$200K$100K$0-$100KRevenue 2011: $57,880Expenses 2011: $12,113Net Income 2011: $45,7672011Revenue 2012: $3,171Expenses 2012: $27,197Net Income 2012: -$24,0262012Revenue 2013: $55,143Expenses 2013: $28,812Net Income 2013: $26,3312013Revenue 2014: $54,653Expenses 2014: $18,750Net Income 2014: $35,9032014Revenue 2015: $86,674Expenses 2015: $28,050Net Income 2015: $58,6242015Revenue 2016: $46,984Expenses 2016: $85,898Net Income 2016: -$38,9142016Revenue 2017: $69,782Expenses 2017: $62,719Net Income 2017: $7,0632017Revenue 2018: $17,185Expenses 2018: $16,050Net Income 2018: $1,1352018Revenue 2019: $44,879Expenses 2019: $57,497Net Income 2019: -$12,6182019Revenue 2020: $22,440Expenses 2020: $24,000Net Income 2020: -$1,5602020Revenue 2021: $161,436Expenses 2021: $18,302Net Income 2021: $143,1342021Revenue 2022: $63,875Expenses 2022: $39,608Net Income 2022: $24,2672022Revenue 2023: $17,798Expenses 2023: $63,079Net Income 2023: -$45,2812023Revenue 2024: $50,158Expenses 2024: $23,437Net Income 2024: $26,7212024Revenue 2025: $43,893Expenses 2025: $24,897Net Income 2025: $18,9962025

Highlighted filing

2014

Revenue$54,653
Expenses$18,750
Net Income$35,903
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 21, 2014
Return Version
2013v3.1
Gross Receipts
$139,109
Mission and Program Overview

Mission

To provide scholarships to well rounded students who perform well academically and exhibit a willingness to volunteer his or her time to their community, religious or nonprofit organizations

To provide scholarships to well rounded students who perform well academically and exhibit a willingness to volunteer his or her time to their community,religious or nonprofit organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$296,368$332,271▲ $35,903
Investments in Publicly Traded Securities$284,550$320,823▲ $36,273
Cash and Non-Interest-Bearing Accounts$11,818$11,448▼ $370
Total Assets$296,368$332,271▲ $35,903
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$296,368$332,271▲ $35,903
Total Liabilities and Net Assets / Fund Balance$296,368$332,271▲ $35,903
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Donald J GustafsonPresident
Gregory F GalvinDirector
Joseph DicienzoDirector
Stephen E BergforsDirector
Walter a MckinnonSecretary
Arthur H SharpTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,380
Program Service Revenue
$0
Investment Income
$12,177
Other Revenue
$31,096
All Other Contributions
$8,780
Change in Net Assets
$35,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,700
Other Expenses$50
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$15,000--$15,000
Grants to Domestic Orgs$3,700--$3,700
Other Expenses-$50-$50
Total Functional Expenses$18,700$50$0$18,750
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is prepared by a cpa and submitted to the board for their review.”

Form 990, Page 6, Part VI, Line 12C

“The board of directors periodically reviews and assures that this policy i s adhered to.”

Form 990, Page 6, Part VI, Line 19

“All policies and documents available upon request to the public.”

Filing and Contact Details

Filer

EIN
04-3327406
Phone
7813318811

Signing Officer

Name
Donald Gustafson
Title
President
Phone
7813318811
Signed
2014-10-21

Organization Details

Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Preparer
Patrick J Barrett
Phone
7813372066
Raw XML Appendix285 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.

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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
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IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL POLICIES AND DOCUMENTS AVAILABLE UPON REQUEST TO THE PUBLIC.
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD GUSTAFSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07813318811
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10WEYMOUTH ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O DONALD J GUSTAFSON CPA
ReturnHeader/Filer/BusinessNameControlTxt0WEYM
ReturnHeader/Filer/EIN0043327406
ReturnHeader/Filer/PhoneNum07813318811
ReturnHeader/Filer/USAddress/AddressLine10775 PLEASANT STREET
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE STE5
ReturnHeader/Filer/USAddress/City0WEYMOUTH
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0021892355
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010554125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PATRICK J BARRETT CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101109 WASHINGTON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WEYMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002189
ReturnHeader/PreparerPersonGrp/PhoneNum07813372066
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J BARRETT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-10T07:26:36-06:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$332,271
Liabilities
$0
Net assets
$332,271
Revenue
$54,653
Expenses
$18,750
Net income
$35,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.44$0.25$0.19
2024Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.50$0.23$0.27
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.18$0.63$0.45
2022Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.64$0.40$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$1.61$0.18$1.43
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.22$0.24$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.45$0.57$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.17$0.16$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.70$0.63$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.47$0.86$0.39
2015Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.87$0.28$0.59
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.55$0.19$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.00$2.96$0.55$0.29$0.26
2012Summary only. Only limited summary data is available for this year.$2.70$0.00$2.70$0.03$0.27$0.24
2011Summary only. Only limited summary data is available for this year.$2.94$0.00$0.58$0.12$0.46
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits