Civic Intelligence

Rotary Intlneponset Valley Sunrise

EIN 04-3568031 • 501(c)4 • Dedham, MA

Profile

SERVICE ABOVE SELF

PO Box 4031Dedham, MA 02027

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

37th percentile

-4.3%

Higher net margin than 37% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

57th percentile

1.4%

Faster asset growth than 57% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

66th percentile

8.7%

Faster revenue growth than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,629

Up $494 (+2.7%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$18,629

Up $494 (+2.7%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Up

$29,027

Up $4,450 (+18%) from 2016

Expenses

Down

$30,282

Down $10,357 (-25%) from 2016

Net Income

Up

-$1,255

Up $14,807 (+92%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2018

Assets$18,629
Liabilities-
Net Assets$18,629
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest 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

2018

Revenue$29,027
Expenses$30,282
Net Income-$1,255
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,629
Liabilities
-
Net assets
$18,629
Revenue
$29,027
Expenses
$30,282
Net income
-$1,255
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$36,500
Mission and Program Overview

Mission

SERVICE ABOVE SELF

Program Services

DescriptionGrantsExpenses
ROTARY INTERNATIONAL FOUNDATION$4,325$4,325
VARIOUS DONATIONS$3,325$3,325
SCHOLARSHIPS/AWARDS$2,500$2,500
FOOD PANTRY DONATIONS--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL A PODOLSKIPresident-$0--
MICHAEL A PODOLSKITreasurer-$0--
JOHN BETHONEYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Duck Race$14,604$14,604$3,798$10,806
Total Events$14,604$14,604$3,798$10,806
Filing and Contact Details

Filer

Filer Name
Rotary Intlneponset Valley Sunrise
EIN
04-3568031
Address
PO BOX 4031, DEDHAM, MA 02027

Signing Officer

Name
Michael a Podolski
Title
Treasurer
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Gerald T Keohane CPA LLC
Address
402 Washington Street, Wellesley Hills, MA 02481
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: $10150”

Other Expenses.1002

“Office Expenses $2023”

Other Expenses.1

“DUES $3692”

Raw XML Appendix122 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/BenefitsPaidToOrForMembersAmt014417
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL A PODOLSKI ESQ
IRS990EZ/BooksInCareOfDetail/PhoneNum07813292620
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 HIGH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DEDHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002026
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019884
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018629
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015325
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1255
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019884
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018629
IRS990EZ/FundraisingGrossIncomeAmt021106
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010150
IRS990EZ/GrossReceiptsAmt036500
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt069
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019884
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018629
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019884
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018629
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL A PODOLSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL A PODOLSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN BETHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05715
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE ABOVE SELF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS/AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY INTERNATIONAL FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FOOD PANTRY DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3VARIOUS DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14325
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23325
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14325
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23325
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt07473
IRS990EZ/SpecialEventsNetIncomeLossAmt013633
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030282
IRS990EZ/TotalProgramServiceExpensesAmt010150
IRS990EZ/TotalRevenueAmt029027
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03798
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DUCK RACE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014604
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014604
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014604
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014604
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010806
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03798
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SEE STMT OF PROGRAM SERVICES | Cash Amount Given: $10150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES $3692
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL A PODOLSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTLNEPONSET VALLEY SUNRISE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0043568031
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4031
ReturnHeader/Filer/USAddress/CityNm0DEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823900867
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gerald T Keohane CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0402 Washington Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wellesley Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07812355432
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gerald T Keohane
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T06:55:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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