Civic Intelligence

Tri-Town Rotary Educational Fund Inc.

EIN 04-3568997 • 501(c)3 • Hanover, MA

Pub. 78 Eligible990-N Coverage

Profile

To provide scholarships for high school students entering college that live in the tri-town area of hanover, norwell and pembroke, ma.

PO Box 125Hanover, MA 02339

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

212%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$464,263

Up $81,945 (+21%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$464,263

Up $81,945 (+21%) from 2020

Operations
Liabilities / Revenue61st percentileNet Margin95th percentile

Revenue

Up

$111,581

Up $75,766 (+212%) from 2020

Expenses

Up

$29,636

Up $19,662 (+197%) from 2020

Net Income

Up

$81,945

Up $56,104 (+217%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$600K$400K$200K$0Assets 2014: $214,826Liabilities 2014: $0Net Assets 2014: $214,8262014Assets 2015: $241,312Liabilities 2015: $0Net Assets 2015: $241,3122015Assets 2016: $256,678Liabilities 2016: $0Net Assets 2016: $256,6782016Assets 2017: $286,230Liabilities 2017: $0Net Assets 2017: $286,2302017Assets 2018: $325,447Liabilities 2018: $0Net Assets 2018: $325,4472018Assets 2020: $382,318Liabilities 2020: $0Net Assets 2020: $382,3182020Assets 2021: $464,263Liabilities 2021: $0Net Assets 2021: $464,2632021

Highlighted filing

2021

Assets$464,263
Liabilities$0
Net Assets$464,263
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $13,876Expenses 2014: $6,885Net Income 2014: $6,9912014Revenue 2015: $39,002Expenses 2015: $12,516Net Income 2015: $26,4862015Revenue 2016: $21,585Expenses 2016: $6,219Net Income 2016: $15,3662016Revenue 2017: $6,504Expenses 2017: $8,129Net Income 2017: -$1,6252017Revenue 2018: $20,177Expenses 2018: $10,244Net Income 2018: $9,9332018Revenue 2020: $35,815Expenses 2020: $9,974Net Income 2020: $25,8412020Revenue 2021: $111,581Expenses 2021: $29,636Net Income 2021: $81,9452021

Highlighted filing

2021

Revenue$111,581
Expenses$29,636
Net Income$81,945
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$464,263
Liabilities
$0
Net assets
$464,263
Revenue
$111,581
Expenses
$29,636
Net income
$81,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$1.12$0.30$0.82
2020Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.36$0.10$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.20$0.10$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.07$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.22$0.06$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.39$0.13$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.14$0.07$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 28, 2021
Return Version
2020v4.1
Gross Receipts
$111,581
Mission and Program Overview

Mission

To provide scholarships for high school students entering college that live in the tri-town area of hanover, norwell and pembroke, ma.

To provide service to others, promote integrity, and advance community goodwill through its fellowship of business, professional, and community leaders.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP$0$25,468
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MCCARTHYPresidentPT$0--
JESSE CLARKEDirectorPT$0--
ROBERT NASHTreasurerPT$0--
ROBERT O'ROURKEDirectorPT$0--
THOMAS LEETCHDirectorPT$0--
WILLIAM BOYLEDirectorPT$0--
TONY LAROSEDirectorPT$0--
ROGER LESLIEDirectorPT$0--
RICHARD ASHBURNDirectorPT$0--
STEPHEN INGLEDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Tri-town Rotary Educational Fund Inc
EIN
04-3568997
Phone
7814134267
Address
PO BOX 125, HANOVER, MA 02339

Signing Officer

Name
Robert Nash
Title
Treasurer
Phone
7814134267
Signed
2021-10-28

Preparer

Firm
De Biasi & Nash LLC
Address
240 HARRIS ST, REVERE, MA 02151
Preparer
Christopher Nash
Phone
7812861320
Supplemental Narrative

Additional Explanations

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

“Description: scholarship. Amount: 25,468.”

Raw XML Appendix172 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/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSE CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT NASH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT O'ROURKE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9STEPHEN INGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE COMMUNITY GOODWILL THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0111581
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035815
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IRS990ScheduleA/TotalSupportAmt036270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SCHOLARSHIP. AMOUNT: 25,468.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT NASH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07814134267
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI-TOWN ROTARY EDUCATIONAL FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0TRI-
ReturnHeader/Filer/EIN0043568997
ReturnHeader/Filer/PhoneNum07814134267
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 125
ReturnHeader/Filer/USAddress/CityNm0HANOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002339
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475208450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DE BIASI & NASH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0240 HARRIS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REVERE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002151
ReturnHeader/PreparerPersonGrp/PhoneNum07812861320
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER NASH
ReturnHeader/ReturnTs02021-10-28T14:51:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NASH
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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