Civic Intelligence

Westford Rotary Charitable Endowment Inc.

990EZ • Fiscal year 2012 • EIN 04-3540698

Jul 01, 2011 to Jun 30, 2012 • Filed on Sep 13, 2012

Organization ProfileWWW.WESTFORDROTARY.COM
PO Box 23101886
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

61st percentile

7.6%

Faster asset growth than 61% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$134,616

Up $9,529 (+7.6%) from 2011

Net Assets

Up

$134,616

Up $9,529 (+7.6%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Up

$88,085

Up $23,660 (+37%) from 2011

Expenses

Up

$78,556

Up $15,762 (+25%) from 2011

Net Income

Up

$9,529

Up $7,898 (+484%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$150K$100K$50K$0Assets 2011: $125,087Net Assets 2011: $125,0872011Assets 2012: $134,616Net Assets 2012: $134,6162012Assets 2013: $120,288Liabilities 2013: $0Net Assets 2013: $120,2882013Assets 2014: $133,354Liabilities 2014: $0Net Assets 2014: $133,3542014Assets 2015: $128,343Liabilities 2015: $0Net Assets 2015: $128,3432015Assets 2016: $85,866Liabilities 2016: $0Net Assets 2016: $85,8662016Assets 2017: $79,686Liabilities 2017: $0Net Assets 2017: $79,6862017Assets 2018: $67,646Liabilities 2018: $02018Assets 2023: $38,850Net Assets 2023: $38,8502023Assets 2024: $68,345Net Assets 2024: $68,3452024Assets 2025: $56,269Net Assets 2025: $56,2692025

Highlighted filing

2012

Assets$134,616
Liabilities-
Net Assets$134,616
Open 2012 Filing

Operations Trend

Revenue Growth82nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $64,425Expenses 2011: $62,794Net Income 2011: $1,6312011Revenue 2012: $88,085Expenses 2012: $78,556Net Income 2012: $9,5292012Revenue 2013: $71,490Expenses 2013: $85,818Net Income 2013: -$14,3282013Revenue 2014: $104,640Expenses 2014: $91,574Net Income 2014: $13,0662014Revenue 2015: $104,784Expenses 2015: $109,795Net Income 2015: -$5,0112015Revenue 2016: $16,380Expenses 2016: $58,857Net Income 2016: -$42,4772016Revenue 2017: $33,102Expenses 2017: $39,212Net Income 2017: -$6,1102017Revenue 2018: $21,894Expenses 2018: $33,934Net Income 2018: -$12,0402018Revenue 2023: $6,579Expenses 2023: $10,227Net Income 2023: -$3,6482023Revenue 2024: $33,837Expenses 2024: $4,343Net Income 2024: $29,4942024Revenue 2025: $13,907Expenses 2025: $25,982Net Income 2025: -$12,0752025

Highlighted filing

2012

Revenue$88,085
Expenses$78,556
Net Income$9,529
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Sep 13, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Scholarship endowment fund

Filing and Contact Details

Filer

EIN
04-3540698
Raw XML Appendix208 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
CompensationExplanation/Compensation/PersonName0FRANK GRACIA
CompensationExplanation/Compensation/PersonName1WILLIAM BROOKS
CompensationExplanation/Compensation/PersonName2JEFF BREM
CompensationExplanation/Compensation/PersonName3JOHN FLANAGAN
CompensationExplanation/Compensation/PersonName4GARY ST MARTIN
CompensationExplanation/Compensation/PersonName5NANCY OROURKE
CompensationExplanation/Compensation/PersonName6PENNY HAMEL
CompensationExplanation/Compensation/PersonName7JUSTIN MCCARTHY III
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0125087
IRS990EZ/CashSavingsAndInvestments/EOY0134616
IRS990EZ/ContributionsGiftsGrantsEtc013675
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear09529
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome073141
IRS990EZ/GrantsAndSimilarAmountsPaid032912
IRS990EZ/GrossReceipts088085
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InvestmentIncome01269
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0125087
IRS990EZ/NetAssetsOrFundBalancesBOY0125087
IRS990EZ/NetAssetsOrFundBalances/EOY0134616
IRS990EZ/NetAssetsOrFundBalancesEOY0134616
IRS990EZ/OccupancyRentUtilitiesAndMaint0625
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1025 PATTEN RD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1110 ROLLING MEADOW LANE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12100 LONG RIDGE ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine134 CUTTER LANE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine14140 WESTVIEW DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine154 SUNSET ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine167 COUNTRY LAKE ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine177 STONEY STREAM LANE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0WESTFORD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1WESTFORD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2CARLISLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3WESTFORD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4WESTFORD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City5MAYNARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City6METHUEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City7LITTLETON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0MA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1MA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2MA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3MA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State4MA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State5MA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State6MA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State7MA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode001886
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode101886
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode201741
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode301886
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode401886
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode501754
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode601844
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode701460
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition0000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition1000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition2000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition3000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition4000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition5000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition6000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition7000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0FRANK GRACIA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1WILLIAM BROOKS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JEFF BREM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3JOHN FLANAGAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4GARY ST MARTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5NANCY O'ROURKE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6PENNY HAMEL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7JUSTIN MCCARTHY III
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2ASST. SECRET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal044855
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0SCHOLARSHIP ENDOWMENT FUND
IRS990EZ/PrintingPublicationsPostage0164
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0FUNDRAISING ACTIVITIES BY MEMBERS OF THE WESTFORD ROTARY CLUB AND OTHER VOLUNTEERS, PROVIDE RESOURCES TO AWARD SCHOLARSHIP, AND MAKE GRANTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1COMMUNITY AND INTERNATIONAL CHARITY
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations06000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations126912
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses06000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses126912
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SpecialEventsNetIncomeLoss073141
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1025 PATTEN ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0WESTFORD
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode001886
IRS990EZ/TheBooksAreInCareOf/NamePerson0FRANK GRACIA
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09787728505
IRS990EZ/TotalAssets/BOY0125087
IRS990EZ/TotalAssets/EOY0134616
IRS990EZ/TotalExpenses078556
IRS990EZ/TotalProgramServiceExpenses032912
IRS990EZ/TotalRevenue088085
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.WESTFORDROTARY.COM
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear013675
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year011216
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years026517
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years012332
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years045243
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0108983
IRS990ScheduleA/NetUBI/CurrentTaxYear0269
IRS990ScheduleA/NetUBI/CurrentTaxYearMinus1Year01370
IRS990ScheduleA/NetUBI/Total01639
IRS990ScheduleA/OtherIncome170/CurrentTaxYear073141
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year050839
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years045915
IRS990ScheduleA/OtherIncome170/Total0169895
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.38850
IRS990ScheduleA/PublicSupportPertcentPriorYear00.53800
IRS990ScheduleA/PublicSupportTotal1700108983
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear013675
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year011216
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years026517
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years012332
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years045243
IRS990ScheduleA/Total170/Total0108983
IRS990ScheduleA/TotalSupport0280517
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1011860
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent201500
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal013360
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1078716
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent207785
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal086501
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1066856
IRS990ScheduleG/EventsInformation/GrossRevenueEvent206285
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents073141
IRS990ScheduleG/EventsInformation/NameOfEvent10BLUES AND BREWS
IRS990ScheduleG/EventsInformation/NameOfEvent20PIG N PEPPER
IRS990ScheduleG/EventsInformation/NetIncomeSummary073141
IRS990ScheduleG/LicensedStates0MA
IRS990ScheduleO/GeneralExplanation/Explanation0BLUES AND BREWS FESTIVAL SUPPLIES 1,184 PERMITS 350 PROMOTIONAL ITEMS 1,754 FACILITIES 8,835 MISCELLANEOUS 1,349 ENTERTAINERS 9,400 FOOD AND WATER 1,970 SAFETY 568 WEBSITE 384 EMS STANDBY 300 ADVERTISING 6,784 PIG N PEPPER ENTERTAINMENT 5,450 MISC 2,498 EXPENSES ADVERTISING AND PROMOTION 100 CONFERENCES/MEETINGS 612 MISCELLANEOUS 1,821 DICTIONARY PROJECT 756 GSE PROJECT 740 TOTAL 44,855
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0043540698
ReturnHeader/Filer/Name/BusinessNameLine10WESTFORD ROTARY CHARITABLE
ReturnHeader/Filer/Name/BusinessNameLine20ENDOWMENT INC
ReturnHeader/Filer/NameControl0WEST
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 231
ReturnHeader/Filer/USAddress/City0WESTFORD
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001886
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-09-13
ReturnHeader/Officer/Name0FRANK GRACIA
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02012-09-28
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PAOLILLI JAREK & DER ANANIAN LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10319 LITTLETON ROAD SUITE 101
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WESTFORD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001886
ReturnHeader/Preparer/Name0GERALD F PAOLILLI CPA
ReturnHeader/Preparer/Phone09783923400
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-03T10:49:30-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$134,616
Liabilities
-
Net assets
$134,616
Revenue
$88,085
Expenses
$78,556
Net income
$9,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.14$0.26$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.34$0.04$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.07$0.10$0.04
2018Summary only. Only limited summary data is available for this year.$0.68$0.00$0.22$0.34$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.33$0.39$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.16$0.59$0.42
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$1.05$1.10$0.05
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.33$0.00$1.33$1.05$0.92$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.71$0.86$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$1.35$0.88$0.79$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$1.25$0.64$0.63$0.02