Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 04-3568031

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

Organization ProfileN/A
PO Box 4031Dedham, MA 02027

(781) 329-2620

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

36th percentile

-5.6%

Faster revenue growth than 36% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$40,417

Up $3,939 (+11%) from 2013

Net Assets

Up

$40,417

Up $3,939 (+11%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Down

$38,953

Down $2,319 (-5.6%) from 2013

Expenses

Down

$35,014

Down $1,610 (-4.4%) from 2013

Net Income

Down

$3,939

Down $709 (-15%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$60K$40K$20K$0Assets 2011: $33,266Net Assets 2011: $33,2662011Assets 2012: $31,830Net Assets 2012: $31,8302012Assets 2013: $36,478Liabilities 2013: $0Net Assets 2013: $36,4782013Assets 2014: $40,417Net Assets 2014: $40,4172014Assets 2015: $34,197Liabilities 2015: $02015Assets 2016: $18,135Liabilities 2016: $0Net Assets 2016: $18,1352016Assets 2018: $18,629Net Assets 2018: $18,6292018

Highlighted filing

2014

Assets$40,417
Liabilities-
Net Assets$40,417
Open 2014 Filing

Operations Trend

Revenue Growth36th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $39,194Expenses 2011: $32,807Net Income 2011: $6,3872011Revenue 2012: $29,736Expenses 2012: $31,172Net Income 2012: -$1,4362012Revenue 2013: $41,272Expenses 2013: $36,624Net Income 2013: $4,6482013Revenue 2014: $38,953Expenses 2014: $35,014Net Income 2014: $3,9392014Revenue 2015: $28,836Expenses 2015: $35,056Net Income 2015: -$6,2202015Revenue 2016: $24,577Expenses 2016: $40,639Net Income 2016: -$16,0622016Revenue 2018: $29,027Expenses 2018: $30,282Net Income 2018: -$1,2552018

Highlighted filing

2014

Revenue$38,953
Expenses$35,014
Net Income$3,939
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$54,514
Mission and Program Overview

Mission

SERVICE ABOVE SELF

Program Services

DescriptionGrantsExpenses
VARIOUS DONATIONS$8,321$8,321
ROTARY INTERNATIONAL FOUNDATION$2,300$2,300
SCHOLARSHIPS$1,500$1,500
CLOTHING DRIVE$1,020$1,020
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE DESIMONEPresident-$0--
MICHAEL A PODOLSKITreasurer-$0--
MICHAEL FERRARASecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$16,030$16,030$8,026$8,004
Event 2$15,346$15,346$3,885$11,461
Total Events$31,376$31,376$13,761$17,615
Filing and Contact Details

Filer

EIN
04-3568031

Signing Officer

Name
Michael a Podolski
Title
Treasurer
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
Gerald T Keohane
Phone
7812355432
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: SEE STMT OF PROGRAM SERVICES | Cash Amount Given: $13141”

Other Expenses.1001

“Advertising and Promotion $275”

Other Expenses.1002

“Office Expenses $2498”

Other Expenses.1

“DUES $3790”

Raw XML Appendix132 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt014945
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL A PODOLSKI ESQ
IRS990EZ/BooksInCareOfDetail/PhoneNum07813292620
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10601 HIGH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0DEDHAM
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode002026
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036478
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040417
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03939
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0365
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036478
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040417
IRS990EZ/FundraisingGrossIncomeAmt037043
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013141
IRS990EZ/GrossReceiptsAmt054514
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt046
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017425
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036478
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040417
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036478
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040417
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE DESIMONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL A PODOLSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL FERRARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06563
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE ABOVE SELF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY INTERNATIONAL FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CLOTHING DRIVE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3VARIOUS DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12300
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21020
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt38321
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21020
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt38321
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015561
IRS990EZ/SpecialEventsNetIncomeLossAmt021482
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035014
IRS990EZ/TotalProgramServiceExpensesAmt013141
IRS990EZ/TotalRevenueAmt038953
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013761
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031376
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0COMEDY NITE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0DUCK RACE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017615
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01850
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01850
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011911
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08026
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SEE STMT OF PROGRAM SERVICES | Cash Amount Given: $13141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $2498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES $3790
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL A PODOLSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTLNEPONSET VALLEY SUNRISE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0043568031
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 4031
ReturnHeader/Filer/USAddress/City0DEDHAM
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Marinelli & Keohane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10402 Washington Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Wellesley Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002481
ReturnHeader/PreparerPersonGrp/PhoneNum07812355432
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gerald T Keohane
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-14T11:55:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,417
Liabilities
-
Net assets
$40,417
Revenue
$38,953
Expenses
$35,014
Net income
$3,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$18.6$18.6$29.0$30.3$1.26
2016Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$24.6$40.6$16.1
2015Summary only. Only limited summary data is available for this year.$34.2$0.00$28.8$35.1$6.22
2014Detailed filing. Detailed filing data is available for this year.$40.4$40.4$39.0$35.0$3.94
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$0.00$36.5$41.3$36.6$4.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$31.8$29.7$31.2$1.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.3$33.3$39.2$32.8$6.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits