Civic Intelligence

Holyoke Rotary Foundation Inc.

990EZ • Fiscal year 2016 • EIN 04-3530408

Jul 01, 2015 to Jun 30, 2016 • Filed on Jun 07, 2017

PO Box 1396Holyoke, MA 01041-1396

(413) 530-5724

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

60th percentile

8.0%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

53rd percentile

3.0%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-5.9%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$85,962

Up $2,526 (+3.0%) from 2015

Net Assets

Up

$85,962

Up $2,526 (+3.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$45,299

Down $2,829 (-5.9%) from 2015

Expenses

Up

$41,680

Up $17,857 (+75%) from 2015

Net Income

Down

$3,619

Down $20,686 (-85%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $43,504Liabilities 2010: $0Net Assets 2010: $43,5042010Assets 2011: $44,803Liabilities 2011: $0Net Assets 2011: $44,8032011Assets 2012: $55,744Liabilities 2012: $0Net Assets 2012: $55,7442012Assets 2013: $49,413Liabilities 2013: $0Net Assets 2013: $49,4132013Assets 2014: $58,896Liabilities 2014: $0Net Assets 2014: $58,8962014Assets 2015: $83,436Liabilities 2015: $0Net Assets 2015: $83,4362015Assets 2016: $85,962Liabilities 2016: $0Net Assets 2016: $85,9622016Assets 2017: $64,962Liabilities 2017: $0Net Assets 2017: $64,9622017Assets 2018: $80,805Liabilities 2018: $100Net Assets 2018: $80,7052018Assets 2019: $83,494Liabilities 2019: $02019Assets 2020: $65,084Liabilities 2020: $02020Assets 2021: $66,118Liabilities 2021: $0Net Assets 2021: $66,1182021Assets 2022: $67,100Liabilities 2022: $0Net Assets 2022: $67,1002022Assets 2023: $44,519Liabilities 2023: $0Net Assets 2023: $44,5192023Assets 2024: $54,248Liabilities 2024: $0Net Assets 2024: $54,2482024Assets 2025: $83,671Liabilities 2025: $0Net Assets 2025: $83,6712025

Highlighted filing

2016

Assets$85,962
Liabilities$0
Net Assets$85,962

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $34,031Expenses 2010: $51,748Net Income 2010: -$17,7172010Revenue 2011: $27,498Expenses 2011: $26,199Net Income 2011: $1,2992011Revenue 2012: $37,953Expenses 2012: $27,012Net Income 2012: $10,9412012Revenue 2013: $33,794Expenses 2013: $40,125Net Income 2013: -$6,3312013Revenue 2014: $45,473Expenses 2014: $35,990Net Income 2014: $9,4832014Revenue 2015: $48,128Expenses 2015: $23,823Net Income 2015: $24,3052015Revenue 2016: $45,299Expenses 2016: $41,680Net Income 2016: $3,6192016Revenue 2017: $37,480Expenses 2017: $61,903Net Income 2017: -$24,4232017Revenue 2018: $48,466Expenses 2018: $33,147Net Income 2018: $15,3192018Revenue 2019: $34,988Expenses 2019: $34,267Net Income 2019: $7212019Revenue 2020: $45,140Expenses 2020: $62,161Net Income 2020: -$17,0212020Revenue 2021: $27,085Expenses 2021: $31,328Net Income 2021: -$4,2432021Revenue 2022: $34,439Expenses 2022: $26,394Net Income 2022: $8,0452022Revenue 2023: $11,311Expenses 2023: $35,476Net Income 2023: -$24,1652023Revenue 2024: $30,783Expenses 2024: $22,967Net Income 2024: $7,8162024Revenue 2025: $49,941Expenses 2025: $21,823Net Income 2025: $28,1182025

Highlighted filing

2016

Revenue$45,299
Expenses$41,680
Net Income$3,619
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jun 7, 2017
Return Version
2015v3.0
Gross Receipts
$74,194
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

DescriptionGrantsExpenses
MISC BENEVOLENCES-LIMITED TO RECOGNIZED 501(C)(3)ORGANIZATIONS$23,067$23,067
SCHOLARSHIP FUNDS-FOR LOCAL HIGH SCHOOL GRADUATES FOR THEIR POST SECONDARY EDUCATION.$7,050$7,050
WISTERIAHURST MUSEUM 100TH ANNIVERSARY EXHIBIT$0$5,512
WM DWIGHT OUSTANDING CITIZEN AWARD PROGRAM$0$3,788
LUNCH PROGRAM FOR STUDENT VISITORS$0$272
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELENE FLORIOPresident-$0--
VENUS ROBINSONFirst Vice President-$0--
STEPHEN KAPLANTreasurer-$0--
KATIE BUCKLEYRecording Secretary-$0--
ROBERT DESNOYERSDirector-2016-$0--
WILLIAM ROGALSKIDirector-2018-$0--
KATHY VIENSSecond VP-Director-$0--
JAN SOJADirector-2018-$0--
ROBERT WOODILLCo-Secretary/Director-$0--
KAREN BLANCHARDDirector-2017-$0--
REBECCA MACGREGORDirector-2016-$0--
JON LUMBRAPast Pres-Ex-Officio-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting$18,716$18,716-$18,716
Free Summer Concerts$14,808$14,808-$14,808
Total Events$33,524$33,524$6,743$26,781
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
Helene Florio
Title
President
Phone
4135305724
Signed
2017-06-07
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: 18. Description: dividends received. Amount: 1,961. Total included on form 990-ez, line 4: 1,979.

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: dr marcella kelly community public school. Grantee address: 216 west street holyoke, ma 01040. Grantee relationship: none. Method used to determine book value: actual cost. Method used to determine fmv: actual cost. Book value of property: 6,130. Date of gift: 03/10/16. Amount given: 6,130.

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: 6,000.

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: 03/16/16. 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: 07/01/15. 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: 08/03/15. Amount given: 50.

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

Activity classification: health. Grantee name: western mass eldercare. Grantee address: 4 valley mill rd holyoke, ma 01040. Grantee relationship: none. Date of gift: 11/05/15. Amount given: 500.

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: 2,933.

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: 05/02/16. Amount given: 5,000.

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: 08/03/15. Amount given: 848.

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: 03/16/16. Amount given: 500.

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

Activity classification: health. Grantee name: rotary district 7850 vt. Grantee address: po box 313 vergennes, vt 05491. Grantee relationship: none. Date of gift: 03/16/16. Amount given: 500.

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: 03/16/16. Amount given: 250.

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

Activity classification: education. Grantee name: holyoke ymca after school program. Grantee address: 171 pine street holyoke, ma 01040. Grantee relationship: none. Date of gift: 03/09/16. Amount given: 546.

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

Activity classification: education. Grantee name: wisteriahurst museum. Grantee address: 238 cabot st holyoke, ma 01040. Grantee relationship: none. Date of gift: various. Amount given: 5,512.

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

Activity classification: civic . Grantee name: holyoke rotary foundation. Grantee address: po box 1396 holyoke, ma 01040. Grantee relationship: none. Date of gift: various. Amount given: 3,788.

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: 272. Total included on form 990-ez, line 10: 39,689.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: investment expenses. Amount: 658.

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

Description: unrealized market gains (losses) on investments. Amount: -1,093.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments-publicly traded marketable securities. Beg. Of year amount: 0. End of year amount: 50,081.

Raw XML Appendix290 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/BusinessName/BusinessNameLine1Txt0STEPHEN KAPLAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04135305724
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt035 BLUE GRASS DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAST LONGMEADOW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0010282798
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt083436
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035881
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt014930
IRS990EZ/CostOrOtherBasisExpenseSaleAmt013283
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03619
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt083436
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085962
IRS990EZ/FundraisingGrossIncomeAmt034334
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-427
IRS990EZ/GamingGrossIncomeAmt03200
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040289
IRS990EZ/GrossReceiptsAmt074194
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01979
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083436
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085962
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083436
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085962
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HELENE FLORIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VENUS ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT DESNOYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIAM ROGALSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHY VIENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAN SOJA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROBERT WOODILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KAREN BLANCHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10REBECCA MACGREGOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JON LUMBRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR-2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR-2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECOND VP-DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR-2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO-SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR-2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR-2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PAST PRES-EX-OFFICIO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt050081
IRS990EZ/OtherChangesInNetAssetsAmt0-1093
IRS990EZ/OtherExpensesTotalAmt0658
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/PrintingPublicationsPostageAmt0233
IRS990EZ/ProgramServiceRevenueAmt06895
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP FUNDS-FOR LOCAL HIGH SCHOOL GRADUATES FOR THEIR POST SECONDARY EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MISC BENEVOLENCES-LIMITED TO RECOGNIZED 501(C)(3)ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WISTERIAHURST MUSEUM 100TH ANNIVERSARY EXHIBIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3LUNCH PROGRAM FOR STUDENT VISITORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4WM DWIGHT OUSTANDING CITIZEN AWARD PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07050
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt123067
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt40
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07050
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123067
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25512
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3272
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt43788
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt012856
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt015612
IRS990EZ/SpecialEventsNetIncomeLossAmt021922
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041680
IRS990EZ/TotalProgramServiceExpensesAmt039689
IRS990EZ/TotalRevenueAmt045299
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013942
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt095908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01552
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0444
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0237
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0171
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0141
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02545
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0170162
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97420
IRS990ScheduleA/PublicSupportPY170Pct00.98620
IRS990ScheduleA/PublicSupportTotal170Amt095908
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013942
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt095908
IRS990ScheduleA/TotalSupportAmt098453
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06743
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FREE SUMMER CONCERTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03021
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03722
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033524
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026781
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt05000
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt05000
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt08473
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt03200
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt03200
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0-5273
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt03473
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt03473
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd01
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/StatesWhereGamingConductedCd0MA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 18. DESCRIPTION: DIVIDENDS RECEIVED. AMOUNT: 1,961. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,979.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE 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/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: DR MARCELLA KELLY COMMUNITY PUBLIC SCHOOL. GRANTEE ADDRESS: 216 WEST STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. METHOD USED TO DETERMINE BOOK VALUE: ACTUAL COST. METHOD USED TO DETERMINE FMV: ACTUAL COST. BOOK VALUE OF PROPERTY: 6,130. DATE OF GIFT: 03/10/16. AMOUNT GIVEN: 6,130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY 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: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY 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: 03/16/16. AMOUNT GIVEN: 1,050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY 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: 07/01/15. AMOUNT GIVEN: 5,810.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: EDUCATION-HEALTH. GRANTEE NAME: HOLYOKE PARKS & RECREATION. GRANTEE ADDRESS: 536 DWIGHT STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/03/15. AMOUNT GIVEN: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: HEALTH. GRANTEE NAME: WESTERN MASS ELDERCARE. GRANTEE ADDRESS: 4 VALLEY MILL RD HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 11/05/15. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY 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: 2,933.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: HEALTH. GRANTEE NAME: PURE WATER OF THE WORLD. GRANTEE ADDRESS: PO BOX 55 RUTLAND, VT 05702. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/02/16. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: EDUCATION-HEALTH. GRANTEE NAME: PROVIDENCE MINISTRIES FOR THE NEEDY. GRANTEE ADDRESS: 51 HAMILTON STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/03/15. AMOUNT GIVEN: 848.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: HOLYOKE PUBLIC SCHOOLS-CREDIT FOR LIFE. GRANTEE ADDRESS: 57 SUFFOLK ST HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/16/16. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: HEALTH. GRANTEE NAME: ROTARY DISTRICT 7850 VT. GRANTEE ADDRESS: PO BOX 313 VERGENNES, VT 05491. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/16/16. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: HOMEWORK HOUSE. GRANTEE ADDRESS: 54 NORTH SUMMER STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/16/16. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: HOLYOKE YMCA AFTER SCHOOL PROGRAM. GRANTEE ADDRESS: 171 PINE STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/09/16. AMOUNT GIVEN: 546.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: WISTERIAHURST MUSEUM. GRANTEE ADDRESS: 238 CABOT ST HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 5,512.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACTIVITY CLASSIFICATION: CIVIC . GRANTEE NAME: HOLYOKE ROTARY FOUNDATION. GRANTEE ADDRESS: PO BOX 1396 HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 3,788.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: HOLYOKE PUBLIC SCHOOLS. GRANTEE ADDRESS: 57 SUFFOLK ST HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 272. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 39,689.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18DESCRIPTION: INVESTMENT EXPENSES. AMOUNT: 658.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19DESCRIPTION: UNREALIZED MARKET GAINS (LOSSES) ON INVESTMENTS. AMOUNT: -1,093.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20DESCRIPTION: INVESTMENTS-PUBLICLY TRADED MARKETABLE SECURITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 50,081.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990-EZ, PART II, LINE 24 - OTHER 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HELENE FLORIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04135305724
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLYOKE ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0043530408
ReturnHeader/Filer/PhoneNum04135305724
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1396
ReturnHeader/Filer/USAddress/CityNm0HOLYOKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0010411396
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042713795
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEYERS BROTHERS KALICKA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 WHITNEY AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLYOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001040
ReturnHeader/PreparerPersonGrp/PhoneNum04135368510
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN HINES
ReturnHeader/ReturnTs02017-06-08T13:51:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$83.7$0.00$83.7$49.9$21.8$28.1
2024Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$30.8$23.0$7.82
2023Detailed filing. Detailed filing data is available for this year.$44.5$0.00$44.5$11.3$35.5$24.2
2022Detailed filing. Detailed filing data is available for this year.$67.1$0.00$67.1$34.4$26.4$8.05
2021Detailed filing. Detailed filing data is available for this year.$66.1$0.00$66.1$27.1$31.3$4.24
2020Summary only. Only limited summary data is available for this year.$65.1$0.00$45.1$62.2$17.0
2019Summary only. Only limited summary data is available for this year.$83.5$0.00$35.0$34.3$0.72
2018Detailed filing. Detailed filing data is available for this year.$80.8$0.10$80.7$48.5$33.1$15.3
2017Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$37.5$61.9$24.4
2016Detailed filing. Detailed filing data is available for this year.$86.0$0.00$86.0$45.3$41.7$3.62
2015Detailed filing. Detailed filing data is available for this year.$83.4$0.00$83.4$48.1$23.8$24.3
2014Detailed filing. Detailed filing data is available for this year.$58.9$0.00$58.9$45.5$36.0$9.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.4$0.00$49.4$33.8$40.1$6.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.7$0.00$55.7$38.0$27.0$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.8$0.00$44.8$27.5$26.2$1.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$0.00$43.5$34.0$51.7$17.7