Civic Intelligence

Tri-Town Rotary Educational Fund Inc

990EZ • Fiscal year 2014 • EIN 04-3568997

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

PO Box 125Hanover, MA 02339

(781) 413-4267

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$214,826

No earlier filing loaded for comparison.

Net Assets

$214,826

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$13,876

No earlier filing loaded for comparison.

Expenses

$6,885

No earlier filing loaded for comparison.

Net Income

$6,991

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$214,826
Liabilities$0
Net Assets$214,826

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$13,876
Expenses$6,885
Net Income$6,991
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$13,876
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.

Program Services

DescriptionGrantsExpenses
Gave out three college scholarships of $2,000 each to graduating seniors living in the tri-town area.$6,000$6,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John McCarthyPresident-$0--
John HeneyTreasurer-$0--
Jess ClarkeDirector-$0--
William BoyleDirector-$0--
Thomas LeetchDirector-$0--
Robert O'RourkeDirector-$0--
Tony LaRoseDirector-$0--
Roger LeslieDirector-$0--
Richard AshburnDirector-$0--
Stephen IngleDirector-$0--
Filing and Contact Details

Filer

EIN
04-3568997
Phone
7814134267

Signing Officer

Name
John Heney
Title
Treasurer
Phone
7814134267
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Ronald J MacDonald Jr CPA
Phone
7817418887
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Peoples Federal Savings Bank-Interest. Amount: 1,703. Description: NFP Securities, Inc.-Dividends. Amount: 1,893. Total Included on Form 990-EZ, line 4: 3,596.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Scholarship. Grantee Name: MIchael McMahon. Date of Gift: 01/13/14. Amount Given: 2,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Scholarship. Grantee Name: Bethany Lynch. Date of Gift: 01/13/14. Amount Given: 2,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Scholarship. Grantee Name: Ryan Devon. Date of Gift: 02/20/14. Amount Given: 2,000. Total included on Form 990-EZ, line 10: 6,000.

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

Description: Exemption Application Fee. Amount: 850. Description: Investment Fee. Amount: 35. Total to Form 990-EZ, line 16: 885.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Stock. Beg. of Year Amount: 40,000. End of Year Amount: 40,000.

Raw XML Appendix195 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John McCarthy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Heney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jess Clarke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3William Boyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Thomas Leetch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Robert O'Rourke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tony LaRose
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Roger Leslie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Richard Ashburn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Stephen Ingle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
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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
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt040000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt040000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0885
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide scholarships for high school students entering college that live in the tri-town area of Hanover, Norwell and Pembroke, MA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Gave out three college scholarships of $2,000 each to graduating seniors living in the tri-town area.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06885
IRS990EZ/TotalProgramServiceExpensesAmt06000
IRS990EZ/TotalRevenueAmt013876
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010280
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03055
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013335
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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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Peoples Federal Savings Bank-Interest. Amount: 1,703. Description: NFP Securities, Inc.-Dividends. Amount: 1,893. Total Included on Form 990-EZ, line 4: 3,596.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Scholarship. Grantee Name: MIchael McMahon. Date of Gift: 01/13/14. Amount Given: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Scholarship. Grantee Name: Bethany Lynch. Date of Gift: 01/13/14. Amount Given: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Scholarship. Grantee Name: Ryan Devon. Date of Gift: 02/20/14. Amount Given: 2,000. Total included on Form 990-EZ, line 10: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Exemption Application Fee. Amount: 850. Description: Investment Fee. Amount: 35. Total to Form 990-EZ, line 16: 885.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Stock. Beg. of Year Amount: 40,000. End of Year Amount: 40,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24 - Other Assets
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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0John Heney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07814134267
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Tri Town Rotary Educational Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0TRIT
ReturnHeader/Filer/EIN0043568997
ReturnHeader/Filer/PhoneNum07814134267
ReturnHeader/Filer/USAddress/AddressLine10PO Box 125
ReturnHeader/Filer/USAddress/City0Hanover
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002339
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020664148
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Burke & Associates CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10175 Derby Street Suite 42
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Hingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002043
ReturnHeader/PreparerPersonGrp/PhoneNum07817418887
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald J MacDonald Jr CPA
ReturnHeader/ReturnTs02014-11-15T12:09:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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