Civic Intelligence

Rotary International Falmouth Rotary Club

990EZ • Fiscal year 2014 • EIN 04-6047295

Jul 01, 2013 to Jun 30, 2014 • Filed on Jul 07, 2014

Organization Profilefalmouthrotary.com
P O Box 293Falmouth, MA 02541-0293

(508) 540-0600

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

31st percentile

-4.7%

Higher net margin than 31% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

30th percentile

-6.3%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-9.0%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$40,961

Down $2,771 (-6.3%) from 2013

Net Assets

Down

$40,336

Down $2,506 (-5.8%) from 2013

Liabilities

Down

$625

Down $265 (-30%) from 2013

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin31st percentile

Revenue

Down

$45,078

Down $4,480 (-9.0%) from 2013

Expenses

Up

$47,184

Up $1,953 (+4.3%) from 2013

Net Income

Down

-$2,106

Down $6,433 (-149%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2012: $42,085Liabilities 2012: $3,220Net Assets 2012: $38,8652012Assets 2013: $43,732Liabilities 2013: $890Net Assets 2013: $42,8422013Assets 2014: $40,961Liabilities 2014: $625Net Assets 2014: $40,3362014Assets 2015: $38,098Liabilities 2015: $1,580Net Assets 2015: $36,5182015Assets 2016: $37,871Liabilities 2016: $5,256Net Assets 2016: $32,6152016Assets 2017: $39,335Liabilities 2017: $0Net Assets 2017: $39,3352017Assets 2018: $33,855Liabilities 2018: $0Net Assets 2018: $33,8552018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$40,961
Liabilities$625
Net Assets$40,336
Open 2014 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $43,387Expenses 2012: $43,855Net Income 2012: -$4682012Revenue 2013: $49,558Expenses 2013: $45,231Net Income 2013: $4,3272013Revenue 2014: $45,078Expenses 2014: $47,184Net Income 2014: -$2,1062014Revenue 2015: $48,417Expenses 2015: $51,835Net Income 2015: -$3,4182015Revenue 2016: $44,127Expenses 2016: $49,407Net Income 2016: -$5,2802016Revenue 2017: $48,533Expenses 2017: $48,254Net Income 2017: $2792017Revenue 2018: $49,699Expenses 2018: $55,394Net Income 2018: -$5,6952018Revenue 2019: $46,788Expenses 2019: $50,382Net Income 2019: -$3,5942019

Highlighted filing

2014

Revenue$45,078
Expenses$47,184
Net Income-$2,106
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 7, 2014
Return Version
2013v3.1
Gross Receipts
$51,869
Mission and Program Overview

Mission

Community Civic Organization Providing Charitable Grants and Scholarships Rotary Motto "Service Above Self".

Community civic organization providing charitable grants and scholarships

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS TO COMMUNITY YOUTH-$11,056
CHARITABLE DONATIONS OUTSIDE THE COMMUNITY-$5,189
CHARITABLE DONATIONS WITHIN THE COMMUNITY-$4,468
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM F BARRETTPresidentPT$0--
SARI D BUDROWSecretary-$0--
JAMES M DILLONTreasurerPT$0--
Filing and Contact Details

Filer

EIN
04-6047295
Phone
5085400600

Signing Officer

Name
James M Dillon
Title
Treasurer
Phone
5085400600
Signed
2014-07-07
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Cost of meals assessed to members 20313. Weekly raffle proceeds 890. Rotary youth leadership assembly reimbursement 400. Other scholarship reimbursement income 25.”

Form 990EZ, Part I, Line 10

“Charitable donation cash donation rotary international foundation none 2689. Charitable donation cash donation falmouth high school football banquet none 1000. Charitable contribution cash donation falmouth service center none 2000. Charitable contribution cash donation cambodian medical clinic foundation none 500. Charitable contribution cash donation shelter box usa inc none 2000. Charitable contribution cash donation spohr gardens charitable trust none 800. Charitable contribution cash donati”

Form 990EZ, Part I, Line 16

“Supplies 828. Awards and certificates 190. Conferences and training 249. Web site maintenance 359. Cost of meals at weekly meetings 20121. Rotary international dues 2190. Rotary district #7950 dues 1224. Membership development 180. Chamber of commerce dues 175. Miscellaneous 75. Scholarship application publication costs 220.”

Form 990EZ, Part I, Line 20

“Usage of $400 of the laughead memorial fund to finance the cost of one ryla scholarship -400.”

Form 990EZ, Part II, Line 24

“Craft fair prepayments 1279. 1130.”

Form 990EZ, Part II, Line 26

“Craft fair booth deposits 890. 625.”

Raw XML Appendix115 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/PersonNm0JAMES M DILLON
IRS990EZ/BooksInCareOfDetail/PhoneNum05085400600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1098 SADYS LN
IRS990EZ/BooksInCareOfDetail/USAddress/City0EAST FALMOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0025366261
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042453
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039831
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04754
IRS990EZ/CostOfGoodsSoldAmt0676
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2106
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043732
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040961
IRS990EZ/FundraisingGrossIncomeAmt020583
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020713
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-123
IRS990EZ/GrossReceiptsAmt051869
IRS990EZ/GrossSalesOfInventoryAmt0553
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0103
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04248
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042842
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040336
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042842
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040336
IRS990EZ/OccupancyRentUtltsAndMaintAmt0660
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM F BARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARI D BUDROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES M DILLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01279
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01130
IRS990EZ/OtherChangesInNetAssetsAmt0-400
IRS990EZ/OtherExpensesTotalAmt025811
IRS990EZ/OtherRevenueTotalAmt021628
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY CIVIC ORGANIZATION PROVIDING CHARITABLE GRANTS AND SCHOLARSHIPS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS TO COMMUNITY YOUTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARITABLE DONATIONS OUTSIDE THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CHARITABLE DONATIONS WITHIN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011056
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15189
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24468
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06115
IRS990EZ/SpecialEventsNetIncomeLossAmt014468
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0890
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0625
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047184
IRS990EZ/TotalProgramServiceExpensesAmt020713
IRS990EZ/TotalRevenueAmt045078
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0falmouthrotary.com
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CRAFT FAIR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COST OF MEALS ASSESSED TO MEMBERS 20313. WEEKLY RAFFLE PROCEEDS 890. ROTARY YOUTH LEADERSHIP ASSEMBLY REIMBURSEMENT 400. OTHER SCHOLARSHIP REIMBURSEMENT INCOME 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE DONATION CASH DONATION ROTARY INTERNATIONAL FOUNDATION NONE 2689. CHARITABLE DONATION CASH DONATION FALMOUTH HIGH SCHOOL FOOTBALL BANQUET NONE 1000. CHARITABLE CONTRIBUTION CASH DONATION FALMOUTH SERVICE CENTER NONE 2000. CHARITABLE CONTRIBUTION CASH DONATION CAMBODIAN MEDICAL CLINIC FOUNDATION NONE 500. CHARITABLE CONTRIBUTION CASH DONATION SHELTER BOX USA INC NONE 2000. CHARITABLE CONTRIBUTION CASH DONATION SPOHR GARDENS CHARITABLE TRUST NONE 800. CHARITABLE CONTRIBUTION CASH DONATI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES 828. AWARDS AND CERTIFICATES 190. CONFERENCES AND TRAINING 249. WEB SITE MAINTENANCE 359. COST OF MEALS AT WEEKLY MEETINGS 20121. ROTARY INTERNATIONAL DUES 2190. ROTARY DISTRICT #7950 DUES 1224. MEMBERSHIP DEVELOPMENT 180. CHAMBER OF COMMERCE DUES 175. MISCELLANEOUS 75. SCHOLARSHIP APPLICATION PUBLICATION COSTS 220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3USAGE OF $400 OF THE LAUGHEAD MEMORIAL FUND TO FINANCE THE COST OF ONE RYLA SCHOLARSHIP -400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CRAFT FAIR PREPAYMENTS 1279. 1130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CRAFT FAIR BOOTH DEPOSITS 890. 625.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M DILLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05085400600
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL FALMOUTH ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046047295
ReturnHeader/Filer/PhoneNum05085400600
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 293
ReturnHeader/Filer/USAddress/City0FALMOUTH
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0025410293
ReturnHeader/ReturnTs02014-07-08T06:23:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,961
Liabilities
$625
Net assets
$40,336
Revenue
$45,078
Expenses
$47,184
Net income
-$2,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$46.8$50.4$3.59
2018Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$49.7$55.4$5.70
2017Detailed filing. Detailed filing data is available for this year.$39.3$0.00$39.3$48.5$48.3$0.28
2016Detailed filing. Detailed filing data is available for this year.$37.9$5.26$32.6$44.1$49.4$5.28
2015Detailed filing. Detailed filing data is available for this year.$38.1$1.58$36.5$48.4$51.8$3.42
2014Detailed filing. Detailed filing data is available for this year.$41.0$0.63$40.3$45.1$47.2$2.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.7$0.89$42.8$49.6$45.2$4.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.1$3.22$38.9$43.4$43.9$0.47
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits