Civic Intelligence

Marlborough Rotary Charitable Endowment Inc

990EZ • Fiscal year 2016 • EIN 04-3424082

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

Organization Profilewww.marlboroughrotary.org
CO R Turner 254 Vega RoadMarlborough, MA 01752

(508) 485-4290

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

57th percentile

6.2%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$122,439

Up $24,143 (+25%) from 2015

Net Assets

Up

$122,439

Up $24,143 (+25%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin57th percentile

Revenue

Up

$24,651

Up $5,602 (+29%) from 2015

Expenses

Down

$23,123

Down $9,032 (-28%) from 2015

Net Income

Up

$1,528

Up $14,634 (+112%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$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

2016

Assets$122,439
Liabilities$0
Net Assets$122,439
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

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

2016

Revenue$24,651
Expenses$23,123
Net Income$1,528
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$31,923
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-$18,256
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL LASHUAPresidentPT$0--
PEG SHELDONSecretaryPT$0--
ROBERT TURNERAsst. Treasurer-$0--
MATTHEW MCCOOKTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Turkey shoot raffle$20,444$20,444$7,272$13,172
Total Events$20,444$20,444$7,272$13,172
Filing and Contact Details

Filer

Filer Name
Marlborough Rotary Charitable Endowment Inc
EIN
04-3424082
Phone
5084854290
Address
CO R Turner 254 Vega Road, Marlborough, MA 01752

Signing Officer

Name
Mike Lashua
Title
President
Phone
5084854290
Signed
2017-05-11
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

“Scholarships 7000.”

Form 990EZ, Part I, Line 16

“Donations 8176.”

Form 990EZ, Part I, Line 16

“Rotary Youth Leadership 2200.”

Form 990EZ, Part I, Line 16

“Exhange student program 700.”

Form 990EZ, Part I, Line 16

“Other costs 180.”

Form 990EZ, Part I, Line 20

“Change in market value 22615.”

Form 990EZ, Part II, Line 24

“Investments”

Raw XML Appendix176 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt02049
IRS990EZ/BooksInCareOfDetail/PersonNm0MATTHEW MCCOOK
IRS990EZ/BooksInCareOfDetail/PhoneNum05082811090
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Marlboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001752
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt098296
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122439
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IRS990EZ/ContributionsGiftsGrantsEtcAmt03721
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01528
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt098296
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0122439
IRS990EZ/FundraisingGrossIncomeAmt027378
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt031923
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0824
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt098296
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122439
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt098296
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122439
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL LASHUA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PEG SHELDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW MCCOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Asst. Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt022615
IRS990EZ/OtherExpensesTotalAmt018256
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community Service\Local Charitable Giving
IRS990EZ/PrintingPublicationsPostageAmt02668
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL MONIES RAISED FROM FUND RAISERS WAS USED FOR SCHOLARSHIPS AND LOCAL CHARITABLE GIVING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018256
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07272
IRS990EZ/SpecialEventsNetIncomeLossAmt020106
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023123
IRS990EZ/TotalProgramServiceExpensesAmt018256
IRS990EZ/TotalRevenueAmt024651
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.marlboroughrotary.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011468
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0824
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03617
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010741
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030158
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0108877
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0824
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03617
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010741
IRS990ScheduleA/InvestmentIncomeCYPct00.08190
IRS990ScheduleA/InvestmentIncomePYPct00.09270
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.91810
IRS990ScheduleA/PublicSupportPY509Pct00.90730
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0120345
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029690
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018471
IRS990ScheduleA/Total509Grp/TotalAmt0120345
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0131086
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07272
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Turkey shoot raffle
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020444
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013172
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07272
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships 7000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Donations 8176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rotary Youth Leadership 2200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Exhange student program 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other costs 180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Change in market value 22615.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Investments
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 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE LASHUA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05084854290
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marlborough Rotary Charitable Endowment Inc
ReturnHeader/Filer/BusinessNameControlTxt0MARL
ReturnHeader/Filer/EIN0043424082
ReturnHeader/Filer/PhoneNum05084854290
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO R Turner 254 Vega Road
ReturnHeader/Filer/USAddress/CityNm0Marlborough
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001752
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/PreparationDt02017-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M TURNER
ReturnHeader/ReturnTs02017-05-14T19:22:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,439
Liabilities
$0
Net assets
$122,439
Revenue
$24,651
Expenses
$23,123
Net income
$1,528
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