Civic Intelligence

Rotary Club Marblehead Charitable

EIN 04-3528267 • 501(c)3 • Marblehead, MA

Profile

Fellowship of civic minded people.

PO Box 1008Marblehead, MA 01945-5008

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

9th percentile

-104%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-13%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$220,989

Down $32,758 (-13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$220,989

Down $32,758 (-13%) from 2023

Revenue

Up

$54,362

Up $8,281 (+18%) from 2023

Expenses

Up

$110,900

Up $51,733 (+87%) from 2023

Net Income

Down

-$56,538

Down $43,452 (-332%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $214,067Liabilities 2020: $0Net Assets 2020: $214,0672020Assets 2021: $285,799Liabilities 2021: $0Net Assets 2021: $285,7992021Assets 2022: $252,270Liabilities 2022: $0Net Assets 2022: $252,2702022Assets 2023: $253,747Liabilities 2023: $0Net Assets 2023: $253,7472023Assets 2024: $220,989Liabilities 2024: $0Net Assets 2024: $220,9892024

Highlighted filing

2024

Assets$220,989
Liabilities$0
Net Assets$220,989

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2020: $20,366Expenses 2020: $27,740Net Income 2020: -$7,3742020Revenue 2021: $46,042Expenses 2021: $54,386Net Income 2021: -$8,3442021Revenue 2022: $47,114Expenses 2022: $31,992Net Income 2022: $15,1222022Revenue 2023: $46,081Expenses 2023: $59,167Net Income 2023: -$13,0862023Revenue 2024: $54,362Expenses 2024: $110,900Net Income 2024: -$56,5382024

Highlighted filing

2024

Revenue$54,362
Expenses$110,900
Net Income-$56,538

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$54,362
Mission and Program Overview

Mission

Fellowship of civic minded people.

Program Services

DescriptionGrantsExpenses
PROVIDE ACADEMIC SCHOLARSHIPS TO DESERVING STUDENTS FOR FURTHER EDUCATION.$42,000$42,000
PROVIDE CAMPERSHIPS TO DESERVING STUDENTS.$2,900$2,900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON DOWLINGPresident-$0--
ARTHUR SCHWARTZTreasurer-$0--
PRETTY MEIERSecretary-$0--
JACK ATTRIDGEDirector-$0--
JOYCE ELLIOTTDirector-$0--
DAVID DEUTSCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club Marblehead Charitable
EIN
04-3528267
Phone
7816314767
Address
PO BOX 1008, MARBLEHEAD, MA 01945-5008

Signing Officer

Name
Arthur Schwartz
Title
Treasurer
Phone
7816314767
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Ryter & Company Pc
Address
50 CONGRESS STREET SUITE 318, BOSTON, MA 02109
Phone
6177232422
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 6. Description: dividend income. Amount: 6,614. Total included on form 990-ez, line 4: 6,620.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: public service. Grantee name: marblehead rotary club. Grantee address: p.o. Box 1008 marblehead, ma 01945. Amount given: 65,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grants and similar amounts paid not in excess of $5,000. Grantee name: miscellaneous. Amount given: 45,900. Total included on form 990-ez, line 10: 110,900.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: change in value of investments. Amount: 23,780.

Raw XML Appendix175 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/OfficerDirectorTrusteeEmplGrp/PersonNm3JACK ATTRIDGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FELLOWSHIP OF CIVIC MINDED PEOPLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ACADEMIC SCHOLARSHIPS TO DESERVING STUDENTS FOR FURTHER EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE CAMPERSHIPS TO DESERVING STUDENTS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12900
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt065000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARBLEHEAD ROTARY CLUB
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleA/SupportSumAmt065000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 6. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 6,614. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,620.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: PUBLIC SERVICE. GRANTEE NAME: MARBLEHEAD ROTARY CLUB. GRANTEE ADDRESS: P.O. BOX 1008 MARBLEHEAD, MA 01945. AMOUNT GIVEN: 65,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANTS AND SIMILAR AMOUNTS PAID NOT IN EXCESS OF $5,000. GRANTEE NAME: MISCELLANEOUS. AMOUNT GIVEN: 45,900. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 110,900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CHANGE IN VALUE OF INVESTMENTS. AMOUNT: 23,780.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07816314767
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB MARBLEHEAD CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
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ReturnHeader/Filer/EIN0043528267
ReturnHeader/Filer/PhoneNum07816314767
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177232422
ReturnHeader/ReturnTs02024-10-30T17:03:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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