Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2017 • EIN 04-3540698
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
17th percentile
Higher net margin than 17% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
32nd percentile
Faster asset growth than 32% of similar nonprofits.
Revenue Growth
93rd percentile
Faster revenue growth than 93% of similar nonprofits.
Assets
Down$79,686
Down $6,180 (-7.2%) from 2016
Net Assets
Down$79,686
Down $6,180 (-7.2%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue
Up$33,102
Up $16,722 (+102%) from 2016
Expenses
Down$39,212
Down $19,645 (-33%) from 2016
Net Income
Up-$6,110
Up $36,367 (+86%) from 2016
Scholarship endowment fund
| Description | Grants | Expenses |
|---|---|---|
| FUNDRAISING ACTIVITIES BY MEMBERS OF THE WESTFORD ROTARY CLUB AND OTHER VOLUNTEERS PROVIDE RESOURCES TO AWARD SCHOLARSHIPS AND MAKE GRANTS WITHIN THE COMMUNITY. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRIAN ALCORN | President | - | $0 | - | - |
| JOHN FLANAGAN | Secretary | - | $0 | - | - |
| FRANK GRACIA | Treasurer | - | $0 | - | - |
| GARY ST MARTIN | Director | - | $0 | - | - |
| PENNY HAMEL | Director | - | $0 | - | - |
| JEFF BREM | Director | - | $0 | - | - |
| JUSTIN MCCARTHY III | Director | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Blues and Brews | $88,704 | $88,704 | $4,761 | $83,943 |
| Total Events | $88,704 | $88,704 | $91,003 | $-2,299 |
“DICTONARY PROJECT 240”
“FILING FEES 135”
“EMS STANDBY CHARGE 700”
“PERMITS AND PRINTING 617”
“PROMO ITEMS 1,509”
“MISCELLANEOUS 4,082”
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 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | FRANK GRACIA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9787728505 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 25 PATTEN ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WESTFORD |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 01886 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 85796 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 79686 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 35287 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6110 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 85796 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 79686 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 88704 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 31929 |
| IRS990EZ/GrossReceiptsAmt | 0 | 124105 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 114 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 85796 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 79686 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 85796 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 79686 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| 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/PersonNm | 0 | BRIAN ALCORN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JOHN FLANAGAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | FRANK GRACIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | GARY ST MARTIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | PENNY HAMEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JEFF BREM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JUSTIN MCCARTHY III |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7283 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SCHOLARSHIP ENDOWMENT FUND |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FUNDRAISING ACTIVITIES BY MEMBERS OF THE WESTFORD ROTARY CLUB AND OTHER VOLUNTEERS PROVIDE RESOURCES TO AWARD SCHOLARSHIPS AND MAKE GRANTS WITHIN THE COMMUNITY. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 91003 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -2299 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 39212 |
| IRS990EZ/TotalRevenueAmt | 0 | 33102 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.WESTFORDROTARY.COM |
| IRS990ScheduleA/FactsAndCircumstancesTestTxt | 0 | Part II Section B Line 10 OTHER INCOME 261,838 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 31929 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 41948 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 28860 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 27457 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 15356 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 145550 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 35000 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 53450 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 76582 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 76867 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 54939 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 296838 |
| IRS990ScheduleA/PrivateFoundation509Ind | 0 | X |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.32860 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.22410 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 145550 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 31929 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 41948 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 28860 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 27457 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 15356 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 145550 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 443003 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt | 0 | 5 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 115 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 495 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 615 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 91003 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 28310 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 28310 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | BLUES AND BREWS |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 13824 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 13824 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 88704 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 88704 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 88704 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 88704 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | -2299 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 4761 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 4761 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 44108 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 44108 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DICTONARY PROJECT 240 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FILING FEES 135 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EMS STANDBY CHARGE 700 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | PERMITS AND PRINTING 617 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PROMO ITEMS 1,509 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | MISCELLANEOUS 4,082 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990-EZ, Part I, Line 16, Other Expenses |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | FRANK GRACIA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-09-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WESTFORD ROTARY CHARITABLE ENDOWMENT INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WEST |
| ReturnHeader/Filer/EIN | 0 | 043540698 |
| ReturnHeader/Filer/PhoneNum | 0 | 9787728505 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 231 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WESTFORD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 01886 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 8A5CAD831CFE790D45B60B1F1C60ABA17EC45EAE |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 8A5CAD831CFE790D45B60B1F1C60ABA17EC45EAE |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 173.76.167.37 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-09-11 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:48:25 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | RICHARD E BORETTI CPA CFP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 319 LITTLETON ROAD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WESTFORD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 01886 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9784139425 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-09-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL J AUTH |
| ReturnHeader/ReturnTs | 0 | 2017-09-11T01:19:28-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
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Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.