Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
92nd percentile
Higher net margin than 92% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
82nd percentile
Faster asset growth than 82% of similar nonprofits.
Revenue Growth
57th percentile
Faster revenue growth than 57% of similar nonprofits.
Balance Sheet
Assets
Up$83,436
Up $24,540 (+42%) from 2014
Net Assets
Up$83,436
Up $24,540 (+42%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue And Expenses
Revenue
Up$48,128
Up $2,655 (+5.8%) from 2014
Expenses
Down$23,823
Down $12,167 (-34%) from 2014
Net Income
Up$24,305
Up $14,822 (+156%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- May 12, 2016
- Return Version
- 2014v6.0
- Gross Receipts
- $58,254
Mission and Program Overview
Mission
To provide scholarships to needy & worthy high school graduates in their pursuit of post secondary education and also, to make contributions to area section 501(c)(3) organizations primarily serving disadvantaged youth.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| MISC BENEVOLENCES-LIMITED TO RECOGNIZED 501(C)(3)ORGANIZATIONS | $14,343 | $14,353 |
| SCHOLARSHIP FUNDS-FOR LOCAL HIGH SCHOOL GRADUATES FOR THEIR POST SECONDARY EDUCATION. | $7,800 | $7,800 |
| LUNCH PROGRAM FOR STUDENT VISITORS | $752 | $752 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JON LUMBRA | President | - | $0 | - | - |
| VENUS ROBINSON | Second Vice President | - | $0 | - | - |
| STEPHEN KAPLAN | Treasurer | - | $0 | - | - |
| BRITTNEY KELLIHER | Recording Secretary | - | $0 | - | - |
| ROBERT DESNOYERS | Director | - | $0 | - | - |
| WILLIAM ROGALSKI | Director | - | $0 | - | - |
| KATHY VIENS | Director | - | $0 | - | - |
| JAN SOJA | Director | - | $0 | - | - |
| ROBERT WOODILL | Co-Secretary/Director | - | $0 | - | - |
| HELENE FLORIO | 1st Vice Pres/President-Elect | - | $0 | - | - |
| REBECCA MACGREGOR | Director | - | $0 | - | - |
| DANIELLE LORD | Past Pres-Ex-Officio | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Wine Tasting | $18,241 | $18,241 | $2,623 | $15,618 |
| Summer Concerts Free to Public | $14,494 | $14,494 | $7,396 | $7,098 |
| Total Events | $32,735 | $32,735 | $10,019 | $22,716 |
Filing and Contact Details
Filer
- Filer Name
- Holyoke Rotary Foundation Inc
- EIN
- 04-3530408
- Phone
- 4135305724
- Address
- PO BOX 1396, HOLYOKE, MA 01041-1396
Signing Officer
- Name
- Jon Lumbra
- Title
- President
- Phone
- 4135305724
- Signed
- 2016-05-12
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Meyers Brothers Kalicka Pc
- Address
- 330 WHITNEY AVE SUITE 800, HOLYOKE, MA 01040
- Preparer
- Kevin Hines
- Phone
- 4135368510
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 87. Description: dividends received. Amount: 357. Total included on form 990-ez, line 4: 444.”
Form 990-ez, Part I, Line 10 - Payments to Affiliates
“Affiliate name: holyoke rotary club, inc.. Affiliate address: po box 1396 holyoke, ma 01041-1396. Purpose of payment: administrative fee. Amount of payment: 600.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: education. Grantee name: girl scouts of central & west ma. Grantee address: 301 kelly way holyoke, ma 01040. Grantee relationship: none. Date of gift: 03/18/15. Amount given: 250.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: education. Grantee name: student scholarships-paid direct to educ.instit. Grantee address: 303 homestead ave holyoke, ma 01040-7000. Grantee relationship: none. Date of gift: various. Amount given: 6,750.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: education. Grantee name: ryla-student leadership program. Grantee address: c/o mark dugre,727 grattan st chicopee, ma 01020. Grantee relationship: none. Date of gift: 05/31/15. Amount given: 1,050.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: education. Grantee name: dr marcella kelly community public school. Grantee address: 216 west street holyoke, ma 01040. Grantee relationship: none. Property description: new electronic tablets. Method used to determine book value: actual cost. Method used to determine fmv: actual cost. Book value of property: 5,810. Date of gift: 10/16/14. Amount given: 5,810.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: education-health. Grantee name: holyoke parks & recreation. Grantee address: 536 dwight street holyoke, ma 01040. Grantee relationship: none. Date of gift: 11/03/14. Amount given: 100.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: health. Grantee name: william peck elementary school. Grantee address: 1916 northampton street holyoke, ma 01040. Grantee relationship: none. Date of gift: 06/18/15. Amount given: 200.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: health. Grantee name: rotary international, inc. - polio plus. Grantee address: 1560 sherman ave. Evanston, il 60201. Grantee relationship: none. Date of gift: various. Amount given: 1,747.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: health. Grantee name: pure water of the world. Grantee address: po box 55 rutland, vt 05702. Grantee relationship: none. Date of gift: 04/28/15. Amount given: 100.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: education-health. Grantee name: providence ministries for the needy. Grantee address: 51 hamilton street holyoke, ma 01040. Grantee relationship: none. Date of gift: 09/29/14. Amount given: 250.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: education. Grantee name: holyoke public schools-credit for life. Grantee address: 57 suffolk st holyoke, ma 01040. Grantee relationship: none. Date of gift: 03/18/15. Amount given: 500.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: education. Grantee name: girl's inc of holyoke. Grantee address: 6 open square way holyoke, ma 01040. Grantee relationship: none. Property description: new electronic tablets. Method used to determine book value: actual cost. Method used to determine fmv: actual cost. Book value of property: 4,410. Date of gift: 11/26/14. Amount given: 4,410.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: education. Grantee name: holyoke high school. Grantee address: 57 suffolk st holyoke, ma 01040. Grantee relationship: none. Date of gift: 04/27/15. Amount given: 250.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: education. Grantee name: homework house. Grantee address: 54 north summer street holyoke, ma 01040. Grantee relationship: none. Date of gift: various. Amount given: 736.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: education. Grantee name: holyoke public schools . Grantee address: 57 suffolk st holyoke, ma 01040. Grantee relationship: none. Date of gift: various. Amount given: 752. Total included on form 990-ez, line 10: 22,905.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: investment expenses. Amount: 293.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized market gains on investments. Amount: 235.”
Raw XML Appendix270 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | STEPHEN KAPLAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4135305724 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 35 BLUE GRASS DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | EAST LONGMEADOW |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 010282798 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 58896 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 83436 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 14775 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 24305 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 58896 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 83436 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 32735 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 10300 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 23505 |
| IRS990EZ/GrossReceiptsAmt | 0 | 58254 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 444 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 58896 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 83436 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 58896 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 83436 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JON LUMBRA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | VENUS ROBINSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | STEPHEN KAPLAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BRITTNEY KELLIHER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ROBERT DESNOYERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | WILLIAM ROGALSKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | KATHY VIENS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JAN SOJA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | ROBERT WOODILL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | HELENE FLORIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | REBECCA MACGREGOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | DANIELLE LORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECOND VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | RECORDING SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | CO-SECRETARY/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | 1ST VICE PRES/PRESIDENT-ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | PAST PRES-EX-OFFICIO |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 235 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 293 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE SCHOLARSHIPS TO NEEDY & WORTHY HIGH SCHOOL GRADUATES IN THEIR PURSUIT OF POST SECONDARY EDUCATION AND ALSO, TO MAKE CONTRIBUTIONS TO AREA SECTION 501(C)(3) ORGANIZATIONS PRIMARILY SERVING DISADVANTAGED YOUTH. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 25 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SCHOLARSHIP FUNDS-FOR LOCAL HIGH SCHOOL GRADUATES FOR THEIR POST SECONDARY EDUCATION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | MISC BENEVOLENCES-LIMITED TO RECOGNIZED 501(C)(3)ORGANIZATIONS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | LUNCH PROGRAM FOR STUDENT VISITORS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 7800 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 14343 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 752 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 7800 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 14353 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 752 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 10126 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 32909 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 23823 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 22905 |
| IRS990EZ/TotalRevenueAmt | 0 | 48128 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 14775 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 23178 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 22188 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 13942 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 14730 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 88813 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 444 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 237 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 171 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 141 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 254 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 1247 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 145142 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.98620 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.97620 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 88813 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 14775 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 23178 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 22188 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 13942 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 14730 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 88813 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 90060 |
| IRS990ScheduleG/CharitableDistributionRqrInd | 0 | 0 |
| IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 10019 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | SUMMER CONCERTS FREE TO PUBLIC |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | WINE TASTING |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 14494 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 18241 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 32735 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 14494 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 18241 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 32735 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 22716 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 10019 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 7396 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 2623 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 0 |
| IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt | 0 | 107 |
| IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt | 0 | 10300 |
| IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt | 0 | 10300 |
| IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt | 0 | 10193 |
| IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt | 0 | 107 |
| IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt | 0 | 107 |
| IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd | 0 | 1 |
| IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct | 0 | 1.00000 |
| IRS990ScheduleG/GamingWithNonmembersInd | 0 | 0 |
| IRS990ScheduleG/LicensedInd | 0 | 1 |
| IRS990ScheduleG/LicenseSuspendedEtcInd | 0 | 0 |
| IRS990ScheduleG/MemberOfOtherEntityInd | 0 | 0 |
| IRS990ScheduleG/SolicitationOfNonGovtGrantsInd | 0 | X |
| IRS990ScheduleG/StatesWhereGamingConductedCd | 0 | MA |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 87. DESCRIPTION: DIVIDENDS RECEIVED. AMOUNT: 357. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 444. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AFFILIATE NAME: HOLYOKE ROTARY CLUB, INC.. AFFILIATE ADDRESS: PO BOX 1396 HOLYOKE, MA 01041-1396. PURPOSE OF PAYMENT: ADMINISTRATIVE FEE. AMOUNT OF PAYMENT: 600. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: GIRL SCOUTS OF CENTRAL & WEST MA. GRANTEE ADDRESS: 301 KELLY WAY HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/18/15. AMOUNT GIVEN: 250. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: STUDENT SCHOLARSHIPS-PAID DIRECT TO EDUC.INSTIT. GRANTEE ADDRESS: 303 HOMESTEAD AVE HOLYOKE, MA 01040-7000. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 6,750. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: RYLA-STUDENT LEADERSHIP PROGRAM. GRANTEE ADDRESS: C/O MARK DUGRE,727 GRATTAN ST CHICOPEE, MA 01020. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/31/15. AMOUNT GIVEN: 1,050. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: DR MARCELLA KELLY COMMUNITY PUBLIC SCHOOL. GRANTEE ADDRESS: 216 WEST STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: NEW ELECTRONIC TABLETS. METHOD USED TO DETERMINE BOOK VALUE: ACTUAL COST. METHOD USED TO DETERMINE FMV: ACTUAL COST. BOOK VALUE OF PROPERTY: 5,810. DATE OF GIFT: 10/16/14. AMOUNT GIVEN: 5,810. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | ACTIVITY CLASSIFICATION: EDUCATION-HEALTH. GRANTEE NAME: HOLYOKE PARKS & RECREATION. GRANTEE ADDRESS: 536 DWIGHT STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 11/03/14. AMOUNT GIVEN: 100. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | ACTIVITY CLASSIFICATION: HEALTH. GRANTEE NAME: WILLIAM PECK ELEMENTARY SCHOOL. GRANTEE ADDRESS: 1916 NORTHAMPTON STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/18/15. AMOUNT GIVEN: 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | ACTIVITY CLASSIFICATION: HEALTH. GRANTEE NAME: ROTARY INTERNATIONAL, INC. - POLIO PLUS. GRANTEE ADDRESS: 1560 SHERMAN AVE. EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 1,747. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | ACTIVITY CLASSIFICATION: HEALTH. GRANTEE NAME: PURE WATER OF THE WORLD. GRANTEE ADDRESS: PO BOX 55 RUTLAND, VT 05702. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 04/28/15. AMOUNT GIVEN: 100. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | ACTIVITY CLASSIFICATION: EDUCATION-HEALTH. GRANTEE NAME: PROVIDENCE MINISTRIES FOR THE NEEDY. GRANTEE ADDRESS: 51 HAMILTON STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/29/14. AMOUNT GIVEN: 250. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: HOLYOKE PUBLIC SCHOOLS-CREDIT FOR LIFE. GRANTEE ADDRESS: 57 SUFFOLK ST HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/18/15. AMOUNT GIVEN: 500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: GIRL'S INC OF HOLYOKE. GRANTEE ADDRESS: 6 OPEN SQUARE WAY HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: NEW ELECTRONIC TABLETS. METHOD USED TO DETERMINE BOOK VALUE: ACTUAL COST. METHOD USED TO DETERMINE FMV: ACTUAL COST. BOOK VALUE OF PROPERTY: 4,410. DATE OF GIFT: 11/26/14. AMOUNT GIVEN: 4,410. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: HOLYOKE HIGH SCHOOL. GRANTEE ADDRESS: 57 SUFFOLK ST HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 04/27/15. AMOUNT GIVEN: 250. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: HOMEWORK HOUSE. GRANTEE ADDRESS: 54 NORTH SUMMER STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 736. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: HOLYOKE PUBLIC SCHOOLS . GRANTEE ADDRESS: 57 SUFFOLK ST HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 752. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 22,905. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | DESCRIPTION: INVESTMENT EXPENSES. AMOUNT: 293. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | DESCRIPTION: UNREALIZED MARKET GAINS ON INVESTMENTS. AMOUNT: 235. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2016-08-17 19:52:53Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JON LUMBRA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4135305724 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-05-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HOLYOKE ROTARY FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HOLY |
| ReturnHeader/Filer/EIN | 0 | 043530408 |
| ReturnHeader/Filer/PhoneNum | 0 | 4135305724 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1396 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HOLYOKE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 010411396 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 042713795 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MEYERS BROTHERS KALICKA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 330 WHITNEY AVE SUITE 800 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HOLYOKE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 01040 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4135368510 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-05-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KEVIN HINES |
| ReturnHeader/ReturnTs | 0 | 2016-05-13T13:29:49-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $83,436
- Liabilities
- $0
- Net assets
- $83,436
- Revenue
- $48,128
- Expenses
- $23,823
- Net income
- $24,305