Civic Intelligence

Boston Rotary Trust

990EZ • Fiscal year 2018 • EIN 04-6035387

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

Organization Profilewww.bostonrotary.org
CO Peter Griffin 8 Catherine RoadFramingham, MA 01701

(508) 877-6600

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

350%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$360,123

Down $5,865 (-1.6%) from 2017

Net Assets

Down

$360,123

Down $5,865 (-1.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin100th percentile

Revenue

Up

$9

Up $7 (+350%) from 2017

Expenses

Flat

$0

Flat from 2017

Net Income

Up

$9

Up $7 (+350%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2018

Assets$360,123
Liabilities$0
Net Assets$360,123
Open 2018 Filing

Operations Trend

Revenue Growth98th 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

2018

Revenue$9
Expenses$0
Net Income$9
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$9
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
5088776600
Address
CO PETER GRIFFIN 8 CATHERINE ROAD, Framingham, MA 01701

Signing Officer

Name
Peter Griffin Treasurer
Title
5102019
Signed
2019-05-10
Discuss with paid preparer
Yes

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 -5,874”

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

“US TREASURIES Beginning of year 344,798, End of year 339,101”

Raw XML Appendix148 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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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
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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
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02020-01-14 16:20:31Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
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ReturnHeader/ReturnTs02019-05-10T05:18:57-00:00
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ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$360,123
Liabilities
$0
Net assets
$360,123
Revenue
$9
Expenses
$0
Net income
$9
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