Civic Intelligence

The Rotary Club of Rockport Massachusetts

990EZ • Fiscal year 2014 • EIN 04-6050263

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization Profilewww.rockportrotary.org
PO Box 54Rockport, MA 01966

(978) 546-5230

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

61st percentile

7.9%

Higher net margin than 61% 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

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

94th percentile

78%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$49,867

Up $8,691 (+21%) from 2013

Net Assets

Up

$49,867

Up $8,691 (+21%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin61st percentile

Revenue

Up

$90,274

Up $39,579 (+78%) from 2013

Expenses

Up

$83,151

Up $25,885 (+45%) from 2013

Net Income

Up

$7,123

Up $13,694 (+208%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$80K$60K$40K$20K$0Assets 2010: $34,466Liabilities 2010: $6,000Net Assets 2010: $28,4662010Assets 2011: $48,143Liabilities 2011: $2,407Net Assets 2011: $45,7362011Assets 2012: $43,584Liabilities 2012: $02012Assets 2013: $41,176Liabilities 2013: $0Net Assets 2013: $41,1762013Assets 2014: $49,867Liabilities 2014: $0Net Assets 2014: $49,8672014Assets 2015: $38,167Liabilities 2015: $6,618Net Assets 2015: $31,5492015Assets 2016: $50,587Liabilities 2016: $11,168Net Assets 2016: $39,4192016Assets 2017: $64,824Liabilities 2017: $8,593Net Assets 2017: $56,2312017Assets 2018: $60,196Liabilities 2018: $6,878Net Assets 2018: $53,3182018Assets 2019: $34,185Liabilities 2019: $1,932Net Assets 2019: $32,2532019Assets 2020: $38,305Liabilities 2020: $2,467Net Assets 2020: $35,8382020Assets 2021: $40,503Liabilities 2021: $2,567Net Assets 2021: $37,9362021Assets 2022: $49,938Liabilities 2022: $2,979Net Assets 2022: $46,9592022Assets 2023: $32,858Liabilities 2023: $1,444Net Assets 2023: $31,4142023Assets 2024: $42,644Liabilities 2024: $4,396Net Assets 2024: $38,2482024

Highlighted filing

2014

Assets$49,867
Liabilities$0
Net Assets$49,867
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $49,301Expenses 2010: $48,631Net Income 2010: $6702010Revenue 2011: $71,212Expenses 2011: $55,523Net Income 2011: $15,6892011Revenue 2012: $98,831Expenses 2012: $101,000Net Income 2012: -$2,1692012Revenue 2013: $50,695Expenses 2013: $57,266Net Income 2013: -$6,5712013Revenue 2014: $90,274Expenses 2014: $83,151Net Income 2014: $7,1232014Revenue 2015: $68,427Expenses 2015: $79,116Net Income 2015: -$10,6892015Revenue 2016: $83,002Expenses 2016: $74,452Net Income 2016: $8,5502016Revenue 2017: $98,205Expenses 2017: $82,574Net Income 2017: $15,6312017Revenue 2018: $93,624Expenses 2018: $95,745Net Income 2018: -$2,1212018Revenue 2019: $82,973Expenses 2019: $101,030Net Income 2019: -$18,0572019Revenue 2020: $63,647Expenses 2020: $60,062Net Income 2020: $3,5852020Revenue 2021: $29,011Expenses 2021: $26,913Net Income 2021: $2,0982021Revenue 2022: $55,082Expenses 2022: $46,059Net Income 2022: $9,0232022Revenue 2023: $55,130Expenses 2023: $70,675Net Income 2023: -$15,5452023Revenue 2024: $78,223Expenses 2024: $71,389Net Income 2024: $6,8342024

Highlighted filing

2014

Revenue$90,274
Expenses$83,151
Net Income$7,123
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v4.0
Gross Receipts
$112,159
Mission and Program Overview

Mission

To raise funds for community and int'l projects

Program Services

DescriptionGrantsExpenses
THE CLUB RAISES FUNDS AND PROVIDES SERVICES RELATED TO VARIOUS LOCAL AND INTERNATIONAL PROJECTS-$30,762
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT AUDANO JRTreasurer-$0--
ROBERT GILLISPast President-$0--
LAURENE WESSELPresident-$0--
CHRISTINE MAREKDirector-$0--
JANICE BEACHAMSecretary-$0--
DOMINIQUE J TARDIFDirector-$0--
ANNE LEWISDirector-$0--
SUSAN LOVASCOPresident Elect-$0--
MARYANNE BLANDDirector-$0--
ANDREW MADDOXDirector-$0--
WILHELMINA SHEEDYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$22,487$22,487$1,609$20,878
Event 2$17,378$17,378$729$16,649
Total Events$39,865$39,865$20,551$19,314
Filing and Contact Details

Filer

EIN
04-6050263
Phone
9785465230

Signing Officer

Name
Robert Audano Jr
Title
Treasurer
Phone
9785465230
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Robert B Audano Jr CPA
Phone
9785465230
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Dues and subscriptions 9442. Meetings and conferences 1256. Awards 1204. Bank charges and credit card fees 733. Meeting expenses - meals and facility 39183. Supplies 571. Donations < $5,000 30762.”

Form 990EZ, Part I, Line 20

“Unrealized gain on securities 1568.”

Form 990EZ, Part II, Line 26

“Commitments to service projects”

Raw XML Appendix161 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/PersonNm0ROBERT AUDANO JR CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum09785465230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1012 MCKAYS DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0ROCKPORT
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001966
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041176
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049867
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012113
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07123
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041176
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049867
IRS990EZ/FundraisingGrossIncomeAmt043471
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0112159
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0704
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt055871
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041176
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049867
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041176
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049867
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT AUDANO JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT GILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURENE WESSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE MAREK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANICE BEACHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DOMINIQUE J TARDIF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANNE LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUSAN LOVASCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARYANNE BLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANDREW MADDOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10WILHELMINA SHEEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01568
IRS990EZ/OtherExpensesTotalAmt083151
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR COMMUNITY AND INT'L PROJECTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CLUB RAISES FUNDS AND PROVIDES SERVICES RELATED TO VARIOUS LOCAL AND INTERNATIONAL PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030762
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt021885
IRS990EZ/SpecialEventsNetIncomeLossAmt021586
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083151
IRS990EZ/TotalProgramServiceExpensesAmt030762
IRS990EZ/TotalRevenueAmt090274
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rockportrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020551
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0850
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0850
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06588
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039865
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0LOBSTERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019314
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt07675
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt07675
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02338
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01609
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0729
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0350
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01250
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01600
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES AND SUBSCRIPTIONS 9442. MEETINGS AND CONFERENCES 1256. AWARDS 1204. BANK CHARGES AND CREDIT CARD FEES 733. MEETING EXPENSES - MEALS AND FACILITY 39183. SUPPLIES 571. DONATIONS < $5,000 30762.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON SECURITIES 1568.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMITMENTS TO SERVICE PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT AUDANO JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09785465230
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE ROTARY CLUB OF ROCKPORT MASSACHUSETTS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046050263
ReturnHeader/Filer/PhoneNum09785465230
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 54
ReturnHeader/Filer/USAddress/City0ROCKPORT
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001966
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Robert B Audano JrCPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012 McKays Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Rockport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001966
ReturnHeader/PreparerPersonGrp/PhoneNum09785465230
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT B AUDANO JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-12T07:46:05-07:00
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
$49,867
Liabilities
$0
Net assets
$49,867
Revenue
$90,274
Expenses
$83,151
Net income
$7,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.04$0.38$0.78$0.71$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.01$0.31$0.55$0.71$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.03$0.47$0.55$0.46$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.03$0.38$0.29$0.27$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.02$0.36$0.64$0.60$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.02$0.32$0.83$1.01$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.07$0.53$0.94$0.96$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.09$0.56$0.98$0.83$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.11$0.39$0.83$0.74$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.07$0.32$0.68$0.79$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.90$0.83$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.51$0.57$0.07
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.99$1.01$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.02$0.46$0.71$0.56$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.06$0.28$0.49$0.49$0.01