Civic Intelligence

Westford Rotary Charitable Endowment Inc.

990EZ • Fiscal year 2013 • EIN 04-3540698

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 05, 2013

Organization ProfileWWW.WESTFORDROTARY.COM
PO Box 231Westford, MA 01886
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.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$120,288

Down $14,328 (-11%) from 2012

Net Assets

Down

$120,288

Down $14,328 (-11%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin16th percentile

Revenue

Down

$71,490

Down $16,595 (-19%) from 2012

Expenses

Up

$85,818

Up $7,262 (+9.2%) from 2012

Net Income

Down

-$14,328

Down $23,857 (-250%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2013

Assets$120,288
Liabilities$0
Net Assets$120,288
Open 2013 Filing

Operations Trend

Revenue Growth23rd 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

2013

Revenue$71,490
Expenses$85,818
Net Income-$14,328
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 5, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

Scholarship endowment fund

Filing and Contact Details

Filer

EIN
04-3540698
Raw XML Appendix173 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/PersonName1JEFF BREM
CompensationExplanation/Compensation/PersonName2JOHN FLANAGAN
CompensationExplanation/Compensation/PersonName3GARY ST MARTIN
CompensationExplanation/Compensation/PersonName4PENNY HAMEL
CompensationExplanation/Compensation/PersonName5JUSTIN MCCARTHY III
CompensationExplanation/Compensation/PersonName6DAN BUSH
CompensationExplanation/Compensation/PersonName7CHERYL SERPE
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0134616
IRS990EZ/CashSavingsAndInvestments/EOY0120288
IRS990EZ/ContributionsGiftsGrantsEtc015356
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-14328
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome054939
IRS990EZ/GrossReceipts071490
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InvestmentIncome01195
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0134616
IRS990EZ/NetAssetsOrFundBalancesBOY0134616
IRS990EZ/NetAssetsOrFundBalances/EOY0120288
IRS990EZ/NetAssetsOrFundBalancesEOY0120288
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/PersonName1JEFF BREM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JOHN FLANAGAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3GARY ST MARTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4PENNY HAMEL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5JUSTIN MCCARTHY III
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6DAN BUSH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7CHERYL SERPE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1ASST. SECRET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal083813
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0SCHOLARSHIP ENDOWMENT FUND
IRS990EZ/PrintingPublicationsPostage02005
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0FUNDRAISING ACTIVITIES BY MEMBERS OF THE WESTFORD ROTARY CLUB AND OTHER VOLUNTEERS, PROVIDE RESOURCES TO AWARD SCHOLARSHIP, AND MAKE GRANTS WITHIN THE COMMUNITY.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses037136
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SpecialEventsNetIncomeLoss054939
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/BOY0134616
IRS990EZ/TotalAssets/EOY0120288
IRS990EZ/TotalExpenses085818
IRS990EZ/TotalProgramServiceExpenses037136
IRS990EZ/TotalRevenue071490
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.WESTFORDROTARY.COM
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear015356
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year013675
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years011216
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years026517
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years012332
IRS990ScheduleA/GiftsGrantsContribReceived170/Total079096
IRS990ScheduleA/NetUBI/CurrentTaxYear0195
IRS990ScheduleA/NetUBI/CurrentTaxYearMinus1Year0269
IRS990ScheduleA/NetUBI/CurrentTaxYearMinus2Years01370
IRS990ScheduleA/NetUBI/Total01834
IRS990ScheduleA/OtherIncome170/CurrentTaxYear054939
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year073141
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years050839
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus3Years045915
IRS990ScheduleA/OtherIncome170/Total0224834
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.25870
IRS990ScheduleA/PublicSupportPertcentPriorYear00.38850
IRS990ScheduleA/PublicSupportTotal170079096
IRS990ScheduleA/ThirtyThreePercntTestsPY1700X
IRS990ScheduleA/Total170/CurrentTaxYear015356
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year013675
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years011216
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years026517
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years012332
IRS990ScheduleA/Total170/Total079096
IRS990ScheduleA/TotalSupport0305764
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/CharitableContributionsEvent108988
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent206000
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal014988
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1056803
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2013124
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal069927
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1047815
IRS990ScheduleG/EventsInformation/GrossRevenueEvent207124
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents054939
IRS990ScheduleG/EventsInformation/NameOfEvent10BLUES AND BREWS
IRS990ScheduleG/EventsInformation/NameOfEvent20PIG N PEPPER
IRS990ScheduleG/EventsInformation/NetIncomeSummary054939
IRS990ScheduleG/LicensedStates0MA
IRS990ScheduleO/GeneralExplanation/Explanation0BLUES AND BREWS FESTIVAL 13,135 PERMITS 150 PROMOTIONAL ITEMS 2,086 FACILITIES 8,653 MISCELLANEOUS 828 ENTERTAINERS 7,600 FOOD AND WATER 1,976 SAFETY 654 WEBSITE 4,000 POLICE DETAIL 1,300 PIG N PEPPER ENTERTAINMENT 882 MISC 2,555 EMS STANDBY 700 EXPENSES 244 MISCELLANEOUS 774 DICTIONARY PROJECT 768 GSE PROJECT 537 SCHOLARSHIPS 6,000 CONTRIBUTIONS 30,362 FILING FEES 609 TOTAL 83,813
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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/DateSigned02013-11-05
ReturnHeader/Officer/Name0FRANK GRACIA
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-11-05
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/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-05T15:19:44-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$120,288
Liabilities
$0
Net assets
$120,288
Revenue
$71,490
Expenses
$85,818
Net income
-$14,328
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