Civic Intelligence

Boston Rotary Trust

990EZ • Fiscal year 2016 • EIN 04-6035387

Jul 01, 2015 to Jun 30, 2016 • Filed on May 25, 2017

Organization Profilewww.bostonrotary.org
118 Beacon StreetBoston, MA 02116

(617) 426-7133

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$381,616

Up $37,934 (+11%) from 2015

Net Assets

Up

$381,616

Up $37,934 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin100th percentile

Revenue

Up

$2

Up $2 from 2015

Expenses

Flat

$0

Flat from 2015

Net Income

Up

$2

Up $2 from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

2016

Assets$381,616
Liabilities$0
Net Assets$381,616
Open 2016 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

2016

Revenue$2
Expenses$0
Net Income$2
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 25, 2017
Return Version
2015v3.0
Gross Receipts
$2
Mission and Program Overview

Mission

STUDENT LOANS

Program Services

DescriptionGrantsExpenses
TRUST ISSUES STUDENT LOANS TO ELIGIBLE STUDENTS AT BELOW MARKET INTEREST RATES--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MANZIDirector-$0--
PETER GRIFFINDirector-$0--
GLENN QUIRIONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Boston Rotary Trust
EIN
04-6035387
Phone
6174267133
Address
118 BEACON STREET, BOSTON, MA 02116

Signing Officer

Name
Shiela Lally
Title
President
Signed
2017-05-25
Discuss with paid preparer
No

Preparer

Firm
Jobea LLC
Address
PO BOX 851, STOUGHTON, MA 02072
Preparer
Alan D Lury CPA
Phone
7813413929
Supplemental Narrative

Additional Explanations

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

“Unrealized Gain on Appreciation of Securities 37,932”

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

“US TREASURIES Beginning of year 322,261, End of year 360,193”

Raw XML Appendix135 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/ProhibitedTaxShelterTransInd0false
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ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$381,616
Liabilities
$0
Net assets
$381,616
Revenue
$2
Expenses
$0
Net income
$2
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