Civic Intelligence

Marlborough Rotary Charitable Endowment Inc

EIN 04-3424082 • 501(c)3 • Marlborough, MA

Profile

Community Service\Local Charitable Giving

PO Box 186Marlborough, MA 01752

www.marlboroughrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

-0.2%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$284,276

Up $40,460 (+17%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$284,276

Up $40,460 (+17%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$65,123

Down $149 (-0.2%) from 2024

Expenses

Down

$37,102

Down $30,470 (-45%) from 2024

Net Income

Up

$28,021

Up $30,321 (+1318%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$300K$200K$100K$0Assets 2010: $86,482Net Assets 2010: $86,4822010Assets 2015: $98,296Liabilities 2015: $0Net Assets 2015: $98,2962015Assets 2016: $122,439Liabilities 2016: $0Net Assets 2016: $122,4392016Assets 2017: $127,389Liabilities 2017: $0Net Assets 2017: $127,3892017Assets 2018: $144,092Liabilities 2018: $0Net Assets 2018: $144,0922018Assets 2019: $159,917Liabilities 2019: $0Net Assets 2019: $159,9172019Assets 2020: $176,099Liabilities 2020: $0Net Assets 2020: $176,0992020Assets 2021: $184,748Liabilities 2021: $0Net Assets 2021: $184,7482021Assets 2022: $184,456Liabilities 2022: $0Net Assets 2022: $184,4562022Assets 2023: $216,399Liabilities 2023: $0Net Assets 2023: $216,3992023Assets 2024: $243,816Net Assets 2024: $243,8162024Assets 2025: $284,276Net Assets 2025: $284,2762025

Highlighted filing

2025

Assets$284,276
Liabilities-
Net Assets$284,276
Open 2025 Filing

Operations Trend

Revenue Growth51st percentile

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

$100K$50K$0-$50KRevenue 2010: $19,061Expenses 2010: $14,098Net Income 2010: $4,9632010Revenue 2015: $19,049Expenses 2015: $32,155Net Income 2015: -$13,1062015Revenue 2016: $24,651Expenses 2016: $23,123Net Income 2016: $1,5282016Revenue 2017: $21,007Expenses 2017: $19,903Net Income 2017: $1,1042017Revenue 2018: $32,390Expenses 2018: $15,687Net Income 2018: $16,7032018Revenue 2019: $32,550Expenses 2019: $16,725Net Income 2019: $15,8252019Revenue 2020: $33,651Expenses 2020: $17,469Net Income 2020: $16,1822020Revenue 2021: $30,961Expenses 2021: $22,312Net Income 2021: $8,6492021Revenue 2022: $93,194Expenses 2022: $29,954Net Income 2022: $63,2402022Revenue 2023: $74,101Expenses 2023: $42,158Net Income 2023: $31,9432023Revenue 2024: $65,272Expenses 2024: $67,572Net Income 2024: -$2,3002024Revenue 2025: $65,123Expenses 2025: $37,102Net Income 2025: $28,0212025

Highlighted filing

2025

Revenue$65,123
Expenses$37,102
Net Income$28,021
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,276
Liabilities
-
Net assets
$284,276
Revenue
$65,123
Expenses
$37,102
Net income
$28,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.84$2.84$0.65$0.37$0.28
2024Detailed filing. Detailed filing data is available for this year.$2.44$2.44$0.65$0.68$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.74$0.42$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.93$0.30$0.63
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.31$0.22$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.34$0.17$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.33$0.17$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.32$0.16$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.21$0.20$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.25$0.23$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.19$0.32$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.86$0.19$0.14$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 3, 2025
Return Version
2024v5.2
Gross Receipts
$86,539
Mission and Program Overview

Mission

Community Service\Local Charitable Giving

Program Services

DescriptionGrantsExpenses
All monies raised from fund raisers was used for scholarships and local charitable giving$0$37,102
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heidi BorellaPresidentPT$0--
Darlene TrainorSecretaryPT$0--
Cindy AlbertVice PresidentPT$0--
Alan HerzogTreasurerPT$0--
Robert TurnerAsst. Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Turkey Shoot$30,644$30,644$6,403$24,241
Italian Night$7,140$7,140$4,131$3,009
Total Events$44,024$44,024$10,534$33,490
Filing and Contact Details

Filer

Filer Name
Marlborough Rotary Charitable Endowment Inc
EIN
04-3424082
Phone
5084854290
Address
PO Box 186, Marlborough, MA 01752

Signing Officer

Name
Robert Turner
Title
Asst. Treasurer
Phone
5084854290
Signed
2025-12-03
Discuss with paid preparer
Yes

Preparer

Firm
Turner & Costa PC
Address
190 Littleton Rd, Westford, MA 01886
Preparer
Robert M Turner
Phone
9786923291
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Donations 15617.”

Form 990EZ, Part I, Line 16

“Food Expense 5406.”

Form 990EZ, Part I, Line 16

“Office Expense & Supplies 697.”

Form 990EZ, Part I, Line 16

“Supplies 3466.”

Form 990EZ, Part I, Line 16

“Postage 2916.”

Form 990EZ, Part I, Line 16

“Rotary Youth Leadership 3500.”

Form 990EZ, Part I, Line 16

“Travel & Lodging 5500.”

Form 990EZ, Part I, Line 20

“Unrealized Gain (Loss) on Investments 12439.”

Raw XML Appendix205 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/USAddress/CityNm0Marlboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heidi Borella
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cindy Albert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alan Herzog
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Robert Turner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Asst. Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt012439
IRS990EZ/OtherExpensesTotalAmt037102
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community Service\Local Charitable Giving
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0All monies raised from fund raisers was used for scholarships and local charitable giving
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037102
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt010000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010534
IRS990EZ/SpecialEventsNetIncomeLossAmt033490
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037102
IRS990EZ/TotalProgramServiceExpensesAmt037102
IRS990EZ/TotalRevenueAmt065123
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.marlboroughrotary.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0118512
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03125
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033490
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0153668
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06078
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028667
IRS990ScheduleA/InvestmentIncomeCYPct00.09530
IRS990ScheduleA/InvestmentIncomePYPct00.09680
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.90470
IRS990ScheduleA/PublicSupportPY509Pct00.90320
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Italian Night
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06240
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06403
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04131
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Donations 15617.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Food Expense 5406.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expense & Supplies 697.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 3466.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Postage 2916.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rotary Youth Leadership 3500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Travel & Lodging 5500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Unrealized Gain (Loss) on Investments 12439.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Turner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Asst. Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05084854290
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marlborough Rotary Charitable Endowment Inc
ReturnHeader/Filer/BusinessNameControlTxt0MARL
ReturnHeader/Filer/EIN0043424082
ReturnHeader/Filer/PhoneNum05084854290
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 186
ReturnHeader/Filer/USAddress/CityNm0Marlborough
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001752
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043432473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Turner & Costa PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0190 Littleton Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001886
ReturnHeader/PreparerPersonGrp/PhoneNum09786923291
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert M Turner
ReturnHeader/ReturnTs02025-12-17T09:20:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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