Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2015 • EIN 04-3540698
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
38th percentile
Faster asset growth than 38% of similar nonprofits.
Revenue Growth
49th percentile
Faster revenue growth than 49% of similar nonprofits.
Assets
Down$128,343
Down $5,011 (-3.8%) from 2014
Net Assets
Down$128,343
Down $5,011 (-3.8%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue
Up$104,784
Up $144 (+0.1%) from 2014
Expenses
Up$109,795
Up $18,221 (+20%) from 2014
Net Income
Down-$5,011
Down $18,077 (-138%) from 2014
Scholarship endowment fund
| Description | Grants | Expenses |
|---|---|---|
| FUNDRAISING ACTIVITIES BY MEMBERS OF THE WESTFORD ROTARY CLUB AND OTHER VOLUNTEERS, PROVIDE RESOURCES TO AWARD SCHOLARSHIP, AND MAKE GRANTS WITHIN THE COMMUNITY. | $50,931 | $54,638 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| FRANK GRACIA | Treasurer | - | $0 | - | - |
| JEFF BREM | Asst. Secret | - | $0 | - | - |
| JOHN FLANAGAN | Secretary | - | $0 | - | - |
| GARY ST MARTIN | Director | - | $0 | - | - |
| PENNY HAMEL | Director | - | $0 | - | - |
| JUSTIN MCCARTHY III | President | - | $0 | - | - |
| DAN BUSH | Director | - | $0 | - | - |
| CHERYL SERPE | Director | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Blues and Brews | $87,303 | $70,328 | $1,593 | $68,735 |
| Pig N Pepper | $16,254 | $6,254 | - | $6,254 |
| Total Events | $103,557 | $76,582 | $1,593 | $74,989 |
“Scholarships 06/30/2015 7,000 0 7,000”
“Various organizations donation 06/30/2015 43,931 0 43,931 cash basis”
“Blues and brews festival 1 11,696 permits 205 promotional items 5,106 facilities 9,588 entertainers 10,790 food and water 3,310 safety 1,458 signage 490 miscellaneous 305 website production 825 pig n pepper entertainment 10,143 expenses 271 miscellaneous 897 dictionary project 900 filing fees 230 dues and subscriptions 479 permits 160 sponsorships 1,000 total 57,853”
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 | 133354 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 128343 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 28860 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -5011 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 133354 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 128343 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 76582 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 50931 |
| IRS990EZ/GrossReceiptsAmt | 0 | 106377 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 935 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 133354 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 128343 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 133354 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 128343 |
| 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/AverageHrsPerWkDevotedToPosRt | 7 | 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/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | FRANK GRACIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JEFF BREM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOHN FLANAGAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | GARY ST MARTIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | PENNY HAMEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JUSTIN MCCARTHY III |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | DAN BUSH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | CHERYL SERPE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | ASST. SECRET |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 57853 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SCHOLARSHIP ENDOWMENT FUND |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1011 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FUNDRAISING ACTIVITIES BY MEMBERS OF THE WESTFORD ROTARY CLUB AND OTHER VOLUNTEERS, PROVIDE RESOURCES TO AWARD SCHOLARSHIP, AND MAKE GRANTS WITHIN THE COMMUNITY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 50931 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 54638 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 1593 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 74989 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 109795 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 54638 |
| IRS990EZ/TotalRevenueAmt | 0 | 104784 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.WESTFORDROTARY.COM |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | OTHER INCOME 255,786 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART II, LINE 10 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 28860 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 27457 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 15356 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 13675 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11216 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 96564 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 76582 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 76867 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 54939 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 73141 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 50839 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 332368 |
| IRS990ScheduleA/PrivateFoundation170Ind | 0 | X |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.22410 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.23680 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 96564 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 28860 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 27457 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 15356 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 13675 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11216 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 96564 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 430881 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt | 0 | 115 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 195 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 269 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1370 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 1949 |
| 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/CharitableContributionsTotAmt | 0 | 26975 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 16975 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt | 0 | 10000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 1593 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | BLUES AND BREWS |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | PIG N PEPPER |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 87303 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 16254 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 103557 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 70328 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 6254 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 76582 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 74989 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 1593 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 1593 |
| IRS990ScheduleG/LicensedStatesCd | 0 | MA |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SCHOLARSHIPS 06/30/2015 7,000 0 7,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | VARIOUS ORGANIZATIONS DONATION 06/30/2015 43,931 0 43,931 CASH BASIS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | BLUES AND BREWS FESTIVAL 1 11,696 PERMITS 205 PROMOTIONAL ITEMS 5,106 FACILITIES 9,588 ENTERTAINERS 10,790 FOOD AND WATER 3,310 SAFETY 1,458 SIGNAGE 490 MISCELLANEOUS 305 WEBSITE PRODUCTION 825 PIG N PEPPER ENTERTAINMENT 10,143 EXPENSES 271 MISCELLANEOUS 897 DICTIONARY PROJECT 900 FILING FEES 230 DUES AND SUBSCRIPTIONS 479 PERMITS 160 SPONSORSHIPS 1,000 TOTAL 57,853 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | FRANK GRACIA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-09-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WESTFORD ROTARY CHARITABLE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ENDOWMENT INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WEST |
| ReturnHeader/Filer/EIN | 0 | 043540698 |
| 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/PreparerFirmGrp/PreparerFirmEIN | 0 | 043437587 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PAOLILLI JAREK & DER ANANIAN LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 319 LITTLETON ROAD SUITE 101 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WESTFORD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 01886 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9783923400 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-09-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GERALD F PAOLILLI CPA |
| ReturnHeader/ReturnTs | 0 | 2015-10-05T08:21:18-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
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Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.