Civic Intelligence

Boston Rotary Trust

990EZ • Fiscal year 2010 • EIN 04-6035387

Jul 01, 2009 to Jun 30, 2010 • Filed on May 12, 2011

Organization ProfileWWW.BOSTONROTARY.ORG
64 Arlington Street No 53602116
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 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2010 filings • 501(c)3 • <$500k nonprofits • Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

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

Source year 2010

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$251,510

No earlier filing loaded for comparison.

Net Assets

$251,510

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

$11,119

No earlier filing loaded for comparison.

Expenses

$1,785

No earlier filing loaded for comparison.

Net Income

$9,334

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2010: $251,510Net Assets 2010: $251,5102010Assets 2011: $250,925Net Assets 2011: $250,9252011Assets 2012: $329,175Liabilities 2012: $02012Assets 2013: $310,703Liabilities 2013: $0Net Assets 2013: $310,7032013Assets 2014: $323,815Liabilities 2014: $0Net Assets 2014: $323,8152014Assets 2015: $343,682Liabilities 2015: $0Net Assets 2015: $343,6822015Assets 2016: $381,616Liabilities 2016: $0Net Assets 2016: $381,6162016Assets 2017: $365,988Liabilities 2017: $0Net Assets 2017: $365,9882017Assets 2018: $360,123Liabilities 2018: $0Net Assets 2018: $360,1232018

Highlighted filing

2010

Assets$251,510
Liabilities-
Net Assets$251,510
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KRevenue 2010: $11,119Expenses 2010: $1,785Net Income 2010: $9,3342010Revenue 2011: $9,907Expenses 2011: $150Net Income 2011: $9,7572011Revenue 2012: $0Expenses 2012: $150Net Income 2012: -$1502012Revenue 2013: $2Expenses 2013: $0Net Income 2013: $22013Revenue 2014: $2Expenses 2014: $0Net Income 2014: $22014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $2Expenses 2016: $0Net Income 2016: $22016Revenue 2017: $2Expenses 2017: $0Net Income 2017: $22017Revenue 2018: $9Expenses 2018: $0Net Income 2018: $92018

Highlighted filing

2010

Revenue$11,119
Expenses$1,785
Net Income$9,334
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
May 12, 2011
Return Version
2009v1.7
Filing and Contact Details

Filer

EIN
04-6035387
Raw XML Appendix130 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY023263
IRS990EZ/CashSavingsAndInvestments/EOY023163
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear09334
IRS990EZ/FeesAndOthPymtToIndContractors01400
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts011119
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InvestmentIncome011119
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0220641
IRS990EZ/NetAssetsOrFundBalancesBOY0220641
IRS990EZ/NetAssetsOrFundBalances/EOY0251510
IRS990EZ/NetAssetsOrFundBalancesEOY0251510
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1091 LONGWOOD AVE 2
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1112 ORCHARD STREET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1215 HAZEL LANE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0BROOKLINE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1WELLESLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2NEEDHAM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0MA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1MA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2MA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode002446
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode102481
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode202492
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0DR RANNA PAREKH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1DR PAUL SHELLITO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2GLENN ROSENGARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Trustee
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY0197378
IRS990EZ/OtherAssetsTotal/EOY0228347
IRS990EZ/OtherChangesInNetAssets021535
IRS990EZ/OtherExpensesTotal0385
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE EDUCATIONAL LOANS TO NEEDY AND DESERVING STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TRUST ISSUES EDUCATIONAL LOANS TO ELIGIBLE STUDENTS AT BELOW MARKET INTEREST RATES.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MA
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10800 West Cummings Park Suite 2000
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Woburn
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode001801
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10Analytix Solutions
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07815039000
IRS990EZ/TotalAssets/BOY0220641
IRS990EZ/TotalAssets/EOY0251510
IRS990EZ/TotalExpenses01785
IRS990EZ/TotalRevenue011119
IRS990EZ/TotNumberOfOthEmplPaidOver100k00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0BOSTONROTARY.ORG
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0041790210
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc00
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10ROTARy Club of Boston
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified00
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization012
IRS990ScheduleA/SupportingOrg509a3Type20X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
TransferPrsnlBnftContractsDecl/Declaration0The 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/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046035387
ReturnHeader/Filer/Name/BusinessNameLine10BOSTON ROTARY TRUST
ReturnHeader/Filer/NameControl0BOST
ReturnHeader/Filer/Phone06174267133
ReturnHeader/Filer/USAddress/AddressLine1064 Arlington Street No 536
ReturnHeader/Filer/USAddress/City0Boston
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002116
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-05-12
ReturnHeader/Officer/Name0GLENN ROSENGARD
ReturnHeader/Officer/Phone06174267133
ReturnHeader/Officer/Title0Trustee 2010-2011
ReturnHeader/Preparer/DatePrepared02011-05-12
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Robert Finnegan & Lynah PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10137 South Street
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Boston
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002111
ReturnHeader/Preparer/Name0HARRY J GIBLIN JR CPA
ReturnHeader/Preparer/Phone06174264900
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02009-07-01
ReturnHeader/TaxPeriodEndDate02010-06-30
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-05-13T10:18:06-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$251,510
Liabilities
-
Net assets
$251,510
Revenue
$11,119
Expenses
$1,785
Net income
$9,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.00$0.00$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.00$3.11$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$3.29$0.00$0.00$0.00$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$2.51$0.10$0.00$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$2.52$0.11$0.02$0.09