Civic Intelligence

Rotary Club of Boston Student Aid Fund

EIN 04-6042208 • 501(c)3 • Framingham, MA

64 ARLINGTON STREET Room 536Framingham, MA 02116
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

97th percentile

93%

Higher net margin than 97% 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

50th percentile

-1.9%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$107,369

Down $4,170 (-3.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$107,369

Down $4,170 (-3.7%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin97th percentile

Revenue

Up

$2,644

Up $2,644 from 2016

Expenses

Up

$175

Up $175 from 2016

Net Income

Up

$2,469

Up $2,469 from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$150K$100K$50K$0Assets 2010: $78,578Liabilities 2010: $208Net Assets 2010: $78,3702010Assets 2011: $78,091Liabilities 2011: $55Net Assets 2011: $78,0362011Assets 2012: $97,555Liabilities 2012: $02012Assets 2013: $91,957Liabilities 2013: $0Net Assets 2013: $91,9572013Assets 2014: $96,370Liabilities 2014: $0Net Assets 2014: $96,3702014Assets 2015: $100,041Liabilities 2015: $02015Assets 2016: $111,539Liabilities 2016: $0Net Assets 2016: $111,5392016Assets 2018: $107,369Liabilities 2018: $0Net Assets 2018: $107,3692018

Highlighted filing

2018

Assets$107,369
Liabilities$0
Net Assets$107,369
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$5.0K$0-$5.0KRevenue 2010: $3,782Expenses 2010: $2,310Net Income 2010: $1,4722010Revenue 2011: $2,931Expenses 2011: $150Net Income 2011: $2,7812011Revenue 2012: $0Expenses 2012: $4,300Net Income 2012: -$4,3002012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $2,350Net Income 2015: -$2,3502015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2018: $2,644Expenses 2018: $175Net Income 2018: $2,4692018

Highlighted filing

2018

Revenue$2,644
Expenses$175
Net Income$2,469
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$107,369
Liabilities
$0
Net assets
$107,369
Revenue
$2,644
Expenses
$175
Net income
$2,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.03$0.00$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$1.00$0.00$0.00$0.02$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.00$0.00$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.00$0.04$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.03$0.00$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.78$0.04$0.02$0.01
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 11, 2015
Return Version
2013v4.0
Mission and Program Overview

Mission

Grants to high school students for college

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
GRANTS TO HIGH SCHOOL STUDENTS SEEKING TO CONTINUE THEIR EDUCATOIN--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MANZITrustee-$0--
GREG DOOLITTLETrustee-$0--
Filing and Contact Details

Filer

EIN
04-6042208
Phone
6174267133

Signing Officer

Name
David Manzi
Title
Trustee
Signed
2015-05-11
Discuss with paid preparer
No

Preparer

Preparer
Alan Lury
Phone
7813413929
Supplemental Narrative

Additional Explanations

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

“Unrealized appreciation of investments at market value at 6/30/14 4,413”

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

“GOVERNMENT BONDS Beginning of year 87,244, End of year 91,657”

Raw XML Appendix106 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/PersonNm0ROTARY CLUB OF BOSTON
IRS990EZ/BooksInCareOfDetail/PhoneNum06174267133
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1064 ARLINGTON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0BOSTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode002116
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04713
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04713
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt091957
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096370
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091957
IRS990EZ/NetAssetsOrFundBalancesEOYAmt096370
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091957
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt096370
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID MANZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREG DOOLITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt087244
IRS990EZ/OtherAssetsTotalDetail/EOYAmt091657
IRS990EZ/OtherChangesInNetAssetsAmt04413
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO HIGH SCHOOL STUDENTS SEEKING TO CONTINUE THEIR EDUCATOIN
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BOSTONROTARY.ORG
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0041790210
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc05
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ROTARY CLUB OF BOSTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED APPRECIATION OF INVESTMENTS AT MARKET VALUE AT 6/30/14 4,413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNMENT BONDS Beginning of year 87,244, End of year 91,657
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MANZI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary Club of Boston Student Aid Fund
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046042208
ReturnHeader/Filer/PhoneNum06174267133
ReturnHeader/Filer/USAddress/AddressLine1064 ARLINGTON STREET Room 536
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JOBEA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 851
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0STOUGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002072
ReturnHeader/PreparerPersonGrp/PhoneNum07813413929
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan Lury
ReturnHeader/ReturnTs02015-05-11T07:49:35-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits