Civic Intelligence

Boston Rotary Trust

990EZ • Fiscal year 2017 • EIN 04-6035387

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

37th percentile

-4.1%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$365,988

Down $15,628 (-4.1%) from 2016

Net Assets

Down

$365,988

Down $15,628 (-4.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin100th percentile

Revenue

Flat

$2

Flat from 2016

Expenses

Flat

$0

Flat from 2016

Net Income

Flat

$2

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2017

Assets$365,988
Liabilities$0
Net Assets$365,988
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

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

2017

Revenue$2
Expenses$0
Net Income$2
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MANZIDirector-$0--
PETER GRIFFINDirector-$0--
SHIELA LALLYDirector-$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
Peter Griffin
Title
Treasurer
Signed
2018-05-14
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 Loss on Appreciation of Securities -15,630”

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

“US TREASURIES Beginning of year 360,193, End of year 344,798”

Raw XML Appendix142 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHIELA LALLY
IRS990EZ/BooksInCareOfDetail/PhoneNum06174267133
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0118 BEACON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002116
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021423
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021190
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0381616
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0365988
IRS990EZ/GrossReceiptsAmt02
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0381616
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0365988
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0381616
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0365988
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID MANZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHIELA LALLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0360193
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0344798
IRS990EZ/OtherChangesInNetAssetsAmt0-15630
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT LOANS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRUST ISSUES STUDENT LOANS TO ELIGIBLE STUDENTS AT BELOW MARKET INTEREST RATES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalRevenueAmt02
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bostonrotary.org
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlDecidingGrntFrgnOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportForeignOrgNoDetermInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0041790210
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF BOSTON
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Unrealized Loss on Appreciation of Securities -15,630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1US TREASURIES Beginning of year 360,193, End of year 344,798
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER GRIFFIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOSTON ROTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BOST
ReturnHeader/Filer/EIN0046035387
ReturnHeader/Filer/PhoneNum06174267133
ReturnHeader/Filer/USAddress/AddressLine1Txt0118 BEACON STREET
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002116
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0260E67E8FA0E05CFEE3D95A8817BD7A41B8FA252
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0260E67E8FA0E05CFEE3D95A8817BD7A41B8FA252
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.17.35.214
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:54:04
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOBEA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 851
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOUGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002072
ReturnHeader/PreparerPersonGrp/PhoneNum07813413929
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN D LURY CPA
ReturnHeader/ReturnTs02018-05-14T12:18:27-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$365,988
Liabilities
$0
Net assets
$365,988
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