Civic Intelligence

Boston Rotary Club Charities Foundation

EIN 04-6039346 • 501(c)3 • Framinghma, MA

Profile

Charitable contributions from donor funds

c/o PETER GRIFFIN 8 CATHERINE ROADFraminghma, MA 01701

www.bostonrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

48th percentile

-3.3%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

44th percentile

-7.8%

Faster revenue growth than 44% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$12,942

Down $436 (-3.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$12,942

Down $436 (-3.3%) from 2017

Operations
Liabilities / Revenue62nd percentileNet Margin99th percentile

Revenue

Down

$711

Down $60 (-7.8%) from 2017

Expenses

Down

$0

Down $769 (-100%) from 2017

Net Income

Up

$711

Up $709 (+35450%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2010: $37,258Liabilities 2010: $2,423Net Assets 2010: $34,8352010Assets 2011: $35,523Liabilities 2011: $361Net Assets 2011: $35,1622011Assets 2012: $32,838Liabilities 2012: $02012Assets 2013: $28,646Liabilities 2013: $0Net Assets 2013: $28,6462013Assets 2014: $32,920Liabilities 2014: $0Net Assets 2014: $32,9202014Assets 2015: $12,817Liabilities 2015: $1,421Net Assets 2015: $11,3962015Assets 2016: $12,714Liabilities 2016: $1,421Net Assets 2016: $11,2932016Assets 2017: $13,378Liabilities 2017: $0Net Assets 2017: $13,3782017Assets 2018: $12,942Liabilities 2018: $0Net Assets 2018: $12,9422018

Highlighted filing

2018

Assets$12,942
Liabilities$0
Net Assets$12,942
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2010: $13,052Expenses 2010: $13,335Net Income 2010: -$2832010Revenue 2011: $653Expenses 2011: $4,056Net Income 2011: -$3,4032011Revenue 2012: $1,312Expenses 2012: $2,165Net Income 2012: -$8532012Revenue 2013: $5,950Expenses 2013: $10,942Net Income 2013: -$4,9922013Revenue 2014: $11,599Expenses 2014: $8,555Net Income 2014: $3,0442014Revenue 2015: $1,050Expenses 2015: $22,574Net Income 2015: -$21,5242015Revenue 2016: $876Expenses 2016: $50Net Income 2016: $8262016Revenue 2017: $771Expenses 2017: $769Net Income 2017: $22017Revenue 2018: $711Expenses 2018: $0Net Income 2018: $7112018

Highlighted filing

2018

Revenue$711
Expenses$0
Net Income$711
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$12,942
Liabilities
$0
Net assets
$12,942
Revenue
$711
Expenses
$0
Net income
$711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.71$0.00$0.71
2017Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.77$0.77$0.00
2016Detailed filing. Detailed filing data is available for this year.$12.7$1.42$11.3$0.88$0.05$0.83
2015Detailed filing. Detailed filing data is available for this year.$12.8$1.42$11.4$1.05$22.6$21.5
2014Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$11.6$8.56$3.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$0.00$28.6$5.95$10.9$4.99
2012Summary only. Only limited summary data is available for this year.$32.8$0.00$1.31$2.17$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$0.36$35.2$0.65$4.06$3.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.3$2.42$34.8$13.1$13.3$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$711
Mission and Program Overview

Mission

Charitable contributions from donor funds

Program Services

DescriptionGrantsExpenses
CHARITABLE CONTRIBUTIONS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI KARASDirector-$0--
PETER GRIFFINDirector-$0--
MATTHEW BOOTHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Boston Rotary Club Charities Foundation
EIN
04-6039346
Phone
5088776600
Address
c/o PETER GRIFFIN 8 CATHERINE ROAD, FRAMINGHMA, MA 01701

Signing Officer

Name
Peter Griffin
Title
Treasurer
Signed
2019-05-10
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 depreciation appreciation in net assets at market as of 6/30/18 -1,147”

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

“CORPORATE STOCK Beginning of year 3,824, End of year 4,088”

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

“MUTUAL FUNDS Beginning of year 8,795, End of year 7,717”

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

“DUE FROM BOSTON ROTARY Beginning of year 373, End of year 17”

Raw XML Appendix156 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
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