Civic Intelligence

Westford Rotary Charitable Endowment Inc.

990EZ • Fiscal year 2017 • EIN 04-3540698

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 11, 2017

PO Box 231Westford, MA 01886

(978) 772-8505

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-7.2%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

102%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

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

Historical Trend

Balance Sheet Trend

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

2017

Assets$79,686
Liabilities$0
Net Assets$79,686

Operations Trend

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

2017

Revenue$33,102
Expenses$39,212
Net Income-$6,110
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 11, 2017
Return Version
2016v3.0
Gross Receipts
$124,105
Mission and Program Overview

Mission

Scholarship endowment fund

Program Services

DescriptionGrantsExpenses
FUNDRAISING ACTIVITIES BY MEMBERS OF THE WESTFORD ROTARY CLUB AND OTHER VOLUNTEERS PROVIDE RESOURCES TO AWARD SCHOLARSHIPS AND MAKE GRANTS WITHIN THE COMMUNITY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN ALCORNPresident-$0--
JOHN FLANAGANSecretary-$0--
FRANK GRACIATreasurer-$0--
GARY ST MARTINDirector-$0--
PENNY HAMELDirector-$0--
JEFF BREMDirector-$0--
JUSTIN MCCARTHY IIIDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blues and Brews$88,704$88,704$4,761$83,943
Total Events$88,704$88,704$91,003$-2,299
Filing and Contact Details

Filer

Filer Name
Westford Rotary Charitable Endowment Inc
EIN
04-3540698
Phone
9787728505
Address
PO BOX 231, WESTFORD, MA 01886

Signing Officer

Name
Frank Gracia
Title
Treasurer
Signed
2017-09-11
Discuss with paid preparer
No

Preparer

Firm
Richard E Boretti CPA Cfp
Address
319 LITTLETON ROAD, WESTFORD, MA 01886
Preparer
Michael J Auth
Phone
9784139425
Supplemental Narrative

Additional Explanations

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

DICTONARY PROJECT 240

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

FILING FEES 135

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

EMS STANDBY CHARGE 700

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

PERMITS AND PRINTING 617

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

PROMO ITEMS 1,509

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

MISCELLANEOUS 4,082

Raw XML Appendix185 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0FRANK GRACIA
IRS990EZ/BooksInCareOfDetail/PhoneNum09787728505
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt025 PATTEN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001886
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085796
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079686
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6110
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt031929
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0114
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085796
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079686
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN ALCORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN FLANAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANK GRACIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY ST MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PENNY HAMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFF BREM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JUSTIN MCCARTHY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07283
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIP ENDOWMENT FUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING ACTIVITIES BY MEMBERS OF THE WESTFORD ROTARY CLUB AND OTHER VOLUNTEERS PROVIDE RESOURCES TO AWARD SCHOLARSHIPS AND MAKE GRANTS WITHIN THE COMMUNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt091003
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2299
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt039212
IRS990EZ/TotalRevenueAmt033102
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTFORDROTARY.COM
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part II Section B Line 10 OTHER INCOME 261,838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt031929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0145550
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt035000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt053450
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt076582
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt076867
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt054939
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0296838
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.32860
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.22410
IRS990ScheduleA/PublicSupportTotal170Amt0145550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt031929
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015356
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0145550
IRS990ScheduleA/TotalSupportAmt0443003
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0115
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0495
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0615
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt091003
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt028310
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt028310
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLUES AND BREWS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt013824
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt013824
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt088704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt088704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt088704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt088704
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2299
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04761
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04761
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt044108
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt044108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DICTONARY PROJECT 240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FILING FEES 135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EMS STANDBY CHARGE 700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PERMITS AND PRINTING 617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROMO ITEMS 1,509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS 4,082
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK GRACIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFORD ROTARY CHARITABLE ENDOWMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0043540698
ReturnHeader/Filer/PhoneNum09787728505
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 231
ReturnHeader/Filer/USAddress/CityNm0WESTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001886
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08A5CAD831CFE790D45B60B1F1C60ABA17EC45EAE
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.76.167.37
ReturnHeader/FilingSecurityInformation/IPDt02017-09-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:48:25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD E BORETTI CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0319 LITTLETON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001886
ReturnHeader/PreparerPersonGrp/PhoneNum09784139425
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J AUTH
ReturnHeader/ReturnTs02017-09-11T01:19:28-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings