Civic Intelligence

Rotary Club of Marblehead Charitable Foundation Inc

990EZ • Fiscal year 2020 • EIN 04-3528267

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

Organization ProfileN/A
PO Box 1008Marblehead, MA 01945-5008

(781) 631-4767

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

15th percentile

-36%

Higher net margin than 15% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

$214,067

No earlier filing loaded for comparison.

Net Assets

$214,067

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin15th percentile

Revenue

$20,366

No earlier filing loaded for comparison.

Expenses

$27,740

No earlier filing loaded for comparison.

Net Income

-$7,374

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$214,067
Liabilities$0
Net Assets$214,067
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$20,366
Expenses$27,740
Net Income-$7,374
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$20,366
Mission and Program Overview

Mission

Fellowship of civic minded people.

Program Services

DescriptionGrantsExpenses
PROVIDE ACADEMIC SCHOLARSHIPS TO DESERVING STUDENTS FOR FURTHER EDUCATION.$23,155$23,155
PROVIDE CAMPERSHIPS TO DESERVING STUDENTS.$4,585$4,585
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR SCHWARTZPresident-$0--
BLAIR LORDVice-President-$0--
JULIE LIVINGSTONSecretary-$0--
CARLTON SIEGELTreasurer-$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
President
Phone
7816314767
Signed
2020-11-03
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: 8. Description: dividend income. Amount: 5,026. Total included on form 990-ez, line 4: 5,034.”

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

“Activity classification: campership. Grantee name: camperships (10). Amount given: 4,585.”

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

“Activity classification: educational scholarship. Grantee name: scholarships (12). Amount given: 23,155. Total included on form 990-ez, line 10: 27,740.”

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

“Description: change in value of investments. Amount: -26,608.”

Raw XML Appendix166 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0ARTHUR SCHWARTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07816314767
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1008
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARBLEHEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0019455008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0248049
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0214067
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt012655
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7374
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0248049
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0214067
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02677
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027740
IRS990EZ/GrossReceiptsAmt020366
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt05034
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0248049
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0214067
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0248049
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0214067
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
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/PersonNm0ARTHUR SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BLAIR LORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE LIVINGSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARLTON SIEGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-26608
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023155
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14585
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023155
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14585
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt02677
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027740
IRS990EZ/TotalProgramServiceExpensesAmt027740
IRS990EZ/TotalRevenueAmt020366
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046108039
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARBLEHEAD ROTARY CLUB
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 8. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 5,026. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,034.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CAMPERSHIP. GRANTEE NAME: CAMPERSHIPS (10). AMOUNT GIVEN: 4,585.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATIONAL SCHOLARSHIP. GRANTEE NAME: SCHOLARSHIPS (12). AMOUNT GIVEN: 23,155. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 27,740.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CHANGE IN VALUE OF INVESTMENTS. AMOUNT: -26,608.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07816314767
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB MARBLEHEAD CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0043528267
ReturnHeader/Filer/PhoneNum07816314767
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1008
ReturnHeader/Filer/USAddress/CityNm0MARBLEHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0019455008
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EF6E38FC8FE5F0794F277AD2904E890CD094552E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A571E9DD51953F64E016AE4C51764A6C2BD85AFB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.88.204.42
ReturnHeader/FilingSecurityInformation/IPDt02020-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:48:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043288689
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RYTER & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 CONGRESS STREET SUITE 318
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177232422
ReturnHeader/ReturnTs02020-11-10T11:06:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$214,067
Liabilities
$0
Net assets
$214,067
Revenue
$20,366
Expenses
$27,740
Net income
-$7,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.54$1.11$0.57
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.46$0.59$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.47$0.32$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.46$0.54$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.20$0.28$0.07