Civic Intelligence

Beverly Rotary Club

990 • Fiscal year 2016 • EIN 04-6051215

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

Organization ProfileWWW.BEVERLYROTARY.COM
P O Box 201Beverly, MA 01915

(978) 236-3202

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

98th percentile

263%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-6.8%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$19,573

Up $14,180 (+263%) from 2015

Net Assets

Up

$19,573

Up $14,180 (+263%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin73rd percentile

Revenue

Down

$96,218

Down $7,028 (-6.8%) from 2015

Expenses

Down

$82,038

Down $26,102 (-24%) from 2015

Net Income

Up

$14,180

Up $19,074 (+390%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$60K$40K$20K$0Assets 2011: $24,008Liabilities 2011: $12,900Net Assets 2011: $11,1082011Assets 2012: $31,678Liabilities 2012: $625Net Assets 2012: $31,0532012Assets 2013: $49,064Liabilities 2013: $22,500Net Assets 2013: $26,5642013Assets 2014: $10,287Liabilities 2014: $0Net Assets 2014: $10,2872014Assets 2015: $5,393Liabilities 2015: $0Net Assets 2015: $5,3932015Assets 2016: $19,573Liabilities 2016: $0Net Assets 2016: $19,5732016Assets 2017: $3,048Liabilities 2017: $0Net Assets 2017: $3,0482017Assets 2018: $18,101Liabilities 2018: $0Net Assets 2018: $18,1012018Assets 2019: $17,230Liabilities 2019: $02019Assets 2020: $15,470Liabilities 2020: $0Net Assets 2020: $15,4702020Assets 2021: $21,140Liabilities 2021: $0Net Assets 2021: $21,1402021Assets 2022: $27,117Liabilities 2022: $0Net Assets 2022: $27,1172022Assets 2023: $57,591Liabilities 2023: $0Net Assets 2023: $57,5912023Assets 2024: $49,964Liabilities 2024: $0Net Assets 2024: $49,9642024Assets 2025: $42,738Liabilities 2025: $0Net Assets 2025: $42,7382025

Highlighted filing

2016

Assets$19,573
Liabilities$0
Net Assets$19,573
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $68,5192011Expenses 2012: $59,2222012Revenue 2013: $110,748Expenses 2013: $115,237Net Income 2013: -$4,4892013Revenue 2014: $83,969Expenses 2014: $100,246Net Income 2014: -$16,2772014Revenue 2015: $103,246Expenses 2015: $108,140Net Income 2015: -$4,8942015Revenue 2016: $96,218Expenses 2016: $82,038Net Income 2016: $14,1802016Revenue 2017: $82,192Expenses 2017: $98,717Net Income 2017: -$16,5252017Revenue 2018: $101,377Expenses 2018: $86,324Net Income 2018: $15,0532018Revenue 2019: $90,617Expenses 2019: $91,488Net Income 2019: -$8712019Revenue 2020: $75,022Expenses 2020: $76,784Net Income 2020: -$1,7622020Revenue 2021: $34,820Expenses 2021: $29,150Net Income 2021: $5,6702021Revenue 2022: $78,193Expenses 2022: $72,216Net Income 2022: $5,9772022Revenue 2023: $107,549Expenses 2023: $77,075Net Income 2023: $30,4742023Revenue 2024: $66,368Expenses 2024: $73,995Net Income 2024: -$7,6272024Revenue 2025: $64,366Expenses 2025: $71,592Net Income 2025: -$7,2262025

Highlighted filing

2016

Revenue$96,218
Expenses$82,038
Net Income$14,180
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$96,218
Mission and Program Overview

Mission

CHARITABLE ACTIVITIES

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,393$19,573▲ $14,180
Rtn Earn Endowment Incm Other Fnds$5,393$19,573▲ $14,180
Total Assets$5,393$19,573▲ $14,180
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,393$19,573▲ $14,180
Total Liabilities and Net Assets / Fund Balance$5,393$19,573▲ $14,180
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Sarah MacburniePresident
Alan TemkinDirector
Brian DapiceDirector
Diane Howard-swierczyskiDirector
Donald KelleyDirector
Julie FlowersDirector
Matthew PiakerDirector
William Beckman1st Vice Pre
Tim WearAssistant Tr
Almiris ContrerasAsst. Secret
Richard MooneyEx-officio
Maureen TrefrySecond Vice
Jackie RapisardiSecretary
Tom ChatellierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,706
Program Service Revenue
$52,512
Investment Income
$0
Other Revenue
$0
All Other Contributions
$13,092
Change in Net Assets
$14,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$67,922
Grants and Similar Amounts Paid$14,116
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,216--$11,216
Other Expenses$5,545--$5,545
Fees for Services Accounting-$3,000-$3,000
Grants to Domestic Individuals$2,900--$2,900
Office Expenses-$1,034-$1,034
All Other Expenses$570--$570
Insurance-$298-$298
Advertising-$35-$35
Total Functional Expenses$77,671$4,367$0$82,038
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary International---$10,266
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“Board of directions is elected by general membership.”

Form 990, Page 6, Part VI, Line 11B

“The organization hires an accounting firm to assemble and prepare the form 990. The form is presented to the board of directors for review, comment and approval.”

Form 990, Page 6, Part VI, Line 12C

“Organization has conflict of interest and similar policies through affiliation with rotary international.”

Form 990, Page 6, Part VI, Line 19

“Documents made available by request.”

Filing and Contact Details

Filer

Filer Name
Beverly Rotary Club
EIN
04-6051215
Phone
9782363202
Address
P O BOX 201, BEVERLY, MA 01915

Signing Officer

Name
Tom Chatellier
Title
Treasurer
Phone
9782363202
Signed
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Chatellier
Formed
1921
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
103

Preparer

Firm
Gj Burns CPA LLC
Address
10 ELM ST, DANVERS, MA 01923-2811
Preparer
Gregg J Burns CPA
Phone
9787771181
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Members serve as volunteers in various activities”

Raw XML AppendixShowing 400 of 401 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECOND VICE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICHARD MOONEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EX-OFFICIO
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS SERVE AS VOLUNTEERS IN VARIOUS ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTIONS IS ELECTED BY GENERAL MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HIRES AN ACCOUNTING FIRM TO ASSEMBLE AND PREPARE THE FORM 990. THE FORM IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW, COMMENT AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION HAS CONFLICT OF INTEREST AND SIMILAR POLICIES THROUGH AFFILIATION WITH ROTARY INTERNATIONAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS MADE AVAILABLE BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BEVERLY ROTARY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0270051015
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BEVERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd001915
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05393
IRS990/TotalAssetsEOYAmt019573
IRS990/TotalAssetsGrp/BOYAmt05393
IRS990/TotalAssetsGrp/EOYAmt019573
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt043706
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04367
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt077671
IRS990/TotalFunctionalExpensesGrp/TotalAmt082038
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05393
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019573
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0135
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0135
IRS990/TotalProgramServiceExpensesAmt077671
IRS990/TotalProgramServiceRevenueAmt052512
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt052512
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096218
IRS990/TotalVolunteersCnt0103
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05393
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019573
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020 FRANKWOOD AVENUE
IRS990/USAddress/CityNm0BEVERLY
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001915
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.BEVERLYROTARY.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM CHATELLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09782363202
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEVERLY ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0046051215
ReturnHeader/Filer/PhoneNum09782363202
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 201
ReturnHeader/Filer/USAddress/CityNm0BEVERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001915
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043704462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GJ BURNS CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 ELM ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0019232811
ReturnHeader/PreparerPersonGrp/PhoneNum09787771181
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGG J BURNS CPA
ReturnHeader/ReturnTs02016-11-15T11:58:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,573
Liabilities
$0
Net assets
$19,573
Revenue
$96,218
Expenses
$82,038
Net income
$14,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.64$0.72$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.66$0.74$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.08$0.77$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.78$0.72$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.35$0.29$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.75$0.77$0.02
2019Summary only. Only limited summary data is available for this year.$0.17$0.00$0.91$0.91$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.01$0.86$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.82$0.99$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.96$0.82$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$1.03$1.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.84$1.00$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.23$0.27$1.11$1.15$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.01$0.31$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.13$0.11$0.69