Civic Intelligence

Marlborough Rotary Charitable Endowment Inc

990EZ • Fiscal year 2020 • EIN 04-3424082

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

10%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

3.4%

Faster revenue growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$176,099

Up $16,182 (+10%) from 2019

Net Assets

Up

$176,099

Up $16,182 (+10%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$33,651

Up $1,101 (+3.4%) from 2019

Expenses

Up

$17,469

Up $744 (+4.4%) from 2019

Net Income

Up

$16,182

Up $357 (+2.3%) from 2019

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

2020

Assets$176,099
Liabilities$0
Net Assets$176,099

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

2020

Revenue$33,651
Expenses$17,469
Net Income$16,182
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2020
Return Version
2019v5.1
Gross Receipts
$48,032
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$17,469
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darlene TrainorPresidentPT$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$24,252$24,252$11,156$13,096
Italian Night$5,440$5,440$300$5,140
Total Events$37,487$37,487$11,731$25,756
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
Darlene Trainor
Title
President
Phone
5084854290
Signed
2020-05-14
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 8010.

Form 990EZ, Part I, Line 16

Rotary Youth Leadership 1890.

Form 990EZ, Part I, Line 16

The Rotary Foundtion 2300.

Form 990EZ, Part I, Line 16

Miscellaneous 125.

Form 990EZ, Part II, Line 24

Investments

Raw XML Appendix193 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/PersonNm0Alan Herzog
IRS990EZ/BooksInCareOfDetail/PhoneNum05084908000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0133 West Main St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Marlboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001752
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0159917
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0176099
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0900
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt02650
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016182
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0176099
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt03975
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt048032
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03020
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0159917
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0176099
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0176099
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Darlene Trainor
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/OtherExpensesTotalAmt016325
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community Service\Local Charitable Giving
IRS990EZ/PrintingPublicationsPostageAmt01144
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0All monies raised from fund raisers was used for scholarships and local charitable giving
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017469
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt06625
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011731
IRS990EZ/SpecialEventsNetIncomeLossAmt025756
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017469
IRS990EZ/TotalProgramServiceExpensesAmt017469
IRS990EZ/TotalRevenueAmt033651
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.marlboroughrotary.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09825
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02950
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02803
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01864
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0824
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0117368
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02950
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02803
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01864
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0824
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011461
IRS990ScheduleA/InvestmentIncomeCYPct00.08270
IRS990ScheduleA/InvestmentIncomePYPct00.06980
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.91730
IRS990ScheduleA/PublicSupportPY509Pct00.93020
IRS990ScheduleA/PublicSupportTotal509Amt0127193
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025562
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt023827
IRS990ScheduleA/Total509Grp/TotalAmt0127193
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0138654
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011731
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Turkey shoot raffle
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Italian Night
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024252
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024252
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037487
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025756
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0275
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011731
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011156
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships 4000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Donations 8010.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rotary Youth Leadership 1890.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Rotary Foundtion 2300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous 125.
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Darlene Trainor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05084854290
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-14
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/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/PreparerPersonNm0Robert M Turner
ReturnHeader/ReturnTs02021-05-25T15:53:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings