Boston Rotary Trust

990EZ • Fiscal year 2014 • EIN 04-6035387

Jul 01, 2013 to Jun 30, 2014 • Filed on May 11, 2015

Organization Profile WWW.BOSTONROTARY.ORG

64 ARLINGTON STREET Room 536Framingham, MA 02116

(617) 426-7133

Siviq Scores

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

0.00x

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

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

0.00x

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

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

100%

Higher net margin than 100% of similar nonprofits.

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

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

4.2%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

0.0%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$323,815

Up $13,112 (+4.2%) from 2013

Net Assets

$323,815

Up $13,112 (+4.2%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin100th percentile

Revenue

Flat

Flat from 2013

Expenses

Flat

Flat from 2013

Net Income

Flat

Flat from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

Highlighted filing

2014

Assets$323,815

Liabilities$0

Net Assets$323,815

Open 2014 Filing

Operations Trend

Revenue Growth47th percentile

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

Highlighted filing

2014

Revenue$2

Expenses$0

Net Income$2

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: May 11, 2015
Return Version: 2013v4.0
Gross Receipts: $2

Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

Description	Grants	Expenses
TRUST ISSUES STUDENT LOANS TO ELIGIBLE STUDENTS AT BELOW MARKET INTEREST RATES	-	-

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOHN FERGUSON	Trustee	-	$0	-	-
DAVID MANZI	Trustee	-	$0	-	-
GREG DOOLITTLE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 04-6035387
Phone: 6174267133

Signing Officer

Name: John Ferguson
Title: Trustee
Signed: 2015-05-11
Discuss with paid preparer: Yes

Preparer

Preparer: Alan Lury
Phone: 7813413929

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 20, Net Assets

“Appreciation in net assets at market as of 6/30/14 13,110”

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

“US TREASURIES Beginning of year 287,836, End of year 302,396”

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

“DUE FROM BOSTON ROTARY CLUB Beginning of year 1,450, End of year 0”

Raw XML Appendix117 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	ANALYTIX SOLUTIONS
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7815039000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	800 WEST CUMMINGS PARK STE 2000
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	WOBURN
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	01801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	21417
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	21419
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	2
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	310703
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	323815
IRS990EZ/GrossReceiptsAmt	0	2
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	2
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	310703
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	323815
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	310703
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	323815
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JOHN FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	DAVID MANZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	GREG DOOLITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	289286
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	302396
IRS990EZ/OtherChangesInNetAssetsAmt	0	13110
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TRUST ISSUES STUDENT LOANS TO ELIGIBLE STUDENTS AT BELOW MARKET INTEREST RATES
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MA
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TotalRevenueAmt	0	2
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.BOSTONROTARY.ORG
IRS990ScheduleA/Contribution35ControlledInd	0	false
IRS990ScheduleA/ContributionControllerInd	0	false
IRS990ScheduleA/ContributionFamilyInd	0	false
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PublicSupportCY170Pct	0	0.00000
IRS990ScheduleA/PublicSupportCY509Pct	0	0.00000
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	041790210
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	3
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	ROTARY CLUB OF BOSTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	false
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	true
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType2Ind	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	APPRECIATION IN NET ASSETS AT MARKET AS OF 6/30/14 13,110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	US TREASURIES Beginning of year 287,836, End of year 302,396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DUE FROM BOSTON ROTARY CLUB Beginning of year 1,450, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	BOSTON ROTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	BOST
ReturnHeader/Filer/EIN	0	046035387
ReturnHeader/Filer/PhoneNum	0	6174267133
ReturnHeader/Filer/USAddress/AddressLine1	0	64 ARLINGTON STREET Room 536
ReturnHeader/Filer/USAddress/City	0	BOSTON
ReturnHeader/Filer/USAddress/State	0	MA
ReturnHeader/Filer/USAddress/ZIPCode	0	02116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	JOBEA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	PO BOX 851
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	STOUGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	02072
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7813413929
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Alan Lury
ReturnHeader/ReturnTs	0	2015-05-11T07:03:57-00:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $323,815
Liabilities: $0
Net assets: $323,815
Revenue: $2
Expenses: $0
Net income: $2

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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