Civic Intelligence

Tri-Town Rotary Educational Fund Inc

990EZ • Fiscal year 2020 • EIN 04-3568997

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 30, 2020

Organization ProfileN/A
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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

56th percentile

8.4%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

84th percentile

33%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$382,318

Up $56,871 (+17%) from 2018

Net Assets

Up

$382,318

Up $56,871 (+17%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin94th percentile

Revenue

Up

$35,815

Up $15,638 (+78%) from 2018

Expenses

Down

$9,974

Down $270 (-2.6%) from 2018

Net Income

Up

$25,841

Up $15,908 (+160%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

2020

Assets$382,318
Liabilities$0
Net Assets$382,318
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

2020

Revenue$35,815
Expenses$9,974
Net Income$25,841
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 30, 2020
Return Version
2019v5.1
Gross Receipts
$35,815
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$8,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MCCARTHYPresidentPT$0--
JESSE CLARKEDirectorPT$0--
JOHN HENEYTreasurerPT$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
2020-07-30

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: 8,000.”

Raw XML Appendix170 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/BooksInCareOfDetail/PhoneNum07818713676
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEYMOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002189
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0356477
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0382318
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/GrossReceiptsAmt035815
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0356477
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSE CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN HENEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT O'ROURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THOMAS LEETCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIAM BOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TONY LAROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROGER LESLIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RICHARD ASHBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9STEPHEN INGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
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
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08000
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09974
IRS990EZ/TotalProgramServiceExpensesAmt08000
IRS990EZ/TotalRevenueAmt035815
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt035815
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt035815
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035815
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt035815
IRS990ScheduleA/TotalSupportAmt035815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SCHOLARSHIP. AMOUNT: 8,000.
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/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT NASH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07814134267
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A5B02450407441BFD9BD2ADA1ACBEE22C05AA151
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F73F1DD98FDCF3C9E5B76D19BCD5310B3A2341B4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.81.103.169
ReturnHeader/FilingSecurityInformation/IPDt02020-09-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:27:50
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/PreparationDt02020-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER NASH
ReturnHeader/ReturnTs02020-09-21T14:27:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$382,318
Liabilities
$0
Net assets
$382,318
Revenue
$35,815
Expenses
$9,974
Net income
$25,841
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