Civic Intelligence

Marlborough Rotary Charitable Endowment Inc

990EZ • Fiscal year 2018 • EIN 04-3424082

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

PO Box 186Marlborough, MA 01752

(508) 485-4290

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

92nd percentile

52%

Higher net margin than 92% 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

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

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

Assets

Up

$144,092

Up $16,703 (+13%) from 2017

Net Assets

Up

$144,092

Up $16,703 (+13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$32,390

Up $11,383 (+54%) from 2017

Expenses

Down

$15,687

Down $4,216 (-21%) from 2017

Net Income

Up

$16,703

Up $15,599 (+1413%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$144,092
Liabilities$0
Net Assets$144,092

Operations Trend

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

2018

Revenue$32,390
Expenses$15,687
Net Income$16,703
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$46,395
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-$15,687
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEM AYKANIANPresidentPT$0--
AARON AYKANIANSecretaryPT$0--
ROBERT TURNERAsst. Treasurer-$0--
ALAN HERZOGTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Turkey shoot raffle$23,614$23,614$10,872$12,742
Italian Night$5,295$5,295$200$5,095
Total Events$36,041$36,041$11,336$24,705
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
David Morticelli
Title
President
Phone
5084854290
Signed
2018-11-07
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 4000.

Form 990EZ, Part I, Line 16

Donations 6675.

Form 990EZ, Part I, Line 16

Rotary Youth Leadership 1800.

Form 990EZ, Part I, Line 16

The Rotary Foundtion 2000.

Form 990EZ, Part I, Line 16

Miscellaneous 75.

Form 990EZ, Part II, Line 24

Investments

Raw XML Appendix188 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/PhoneNum05084908000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0133 West Main St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Marlboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001752
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0127389
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0812
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt02669
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016703
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt04070
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt046395
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127389
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0144092
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0144092
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SEM AYKANIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AARON AYKANIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALAN HERZOG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Asst. Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014550
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community Service\Local Charitable Giving
IRS990EZ/PrintingPublicationsPostageAmt01137
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL MONIES RAISED FROM FUND RAISERS WAS USED FOR SCHOLARSHIPS AND LOCAL CHARITABLE GIVING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015687
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt06739
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011336
IRS990EZ/SpecialEventsNetIncomeLossAmt024705
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015687
IRS990EZ/TotalProgramServiceExpensesAmt015687
IRS990EZ/TotalRevenueAmt032390
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.marlboroughrotary.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011609
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02803
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01864
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0824
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02100
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0108721
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02803
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01864
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0824
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09791
IRS990ScheduleA/InvestmentIncomeCYPct00.07520
IRS990ScheduleA/InvestmentIncomePYPct00.06650
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.92480
IRS990ScheduleA/PublicSupportPY509Pct00.93350
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0120330
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025517
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029690
IRS990ScheduleA/Total509Grp/TotalAmt0120330
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0130121
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011336
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Turkey shoot raffle
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Italian Night
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07132
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07132
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036041
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024705
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0264
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011336
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010872
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships 4000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Donations 6675.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rotary Youth Leadership 1800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Rotary Foundtion 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Investments
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 II, Line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MORTICELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05084854290
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EC13A38957C873E99F623AE54A5E9176E8483D24
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EC13A38957C873E99F623AE54A5E9176E8483D24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.184.122.43
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:53:40
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/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M TURNER
ReturnHeader/ReturnTs02019-05-15T17:53:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings