Civic Intelligence

Rotary International Gloucester

990EZ • Fiscal year 2014 • EIN 04-6052471

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 17, 2015

Organization ProfileN/A
PO Box 1228Gloucester, MA 01930

(978) 283-2224

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.07x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

27th percentile

-7.2%

Higher net margin than 27% 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

20th percentile

-14%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

88th percentile

38%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$18,245

Down $3,032 (-14%) from 2013

Net Assets

Down

$17,012

Down $4,117 (-19%) from 2013

Liabilities

Up

$1,233

Up $1,085 (+733%) from 2013

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin27th percentile

Revenue

Up

$57,338

Up $15,710 (+38%) from 2013

Expenses

Up

$61,455

Up $15,948 (+35%) from 2013

Net Income

Down

-$4,117

Down $238 (-6.1%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$80K$60K$40K$20K$0Assets 2011: $27,201Liabilities 2011: $273Net Assets 2011: $26,9282011Assets 2012: $25,221Liabilities 2012: $213Net Assets 2012: $25,0082012Assets 2013: $21,277Liabilities 2013: $148Net Assets 2013: $21,1292013Assets 2014: $18,245Liabilities 2014: $1,233Net Assets 2014: $17,0122014Assets 2015: $28,813Liabilities 2015: $0Net Assets 2015: $28,8132015Assets 2016: $41,618Liabilities 2016: $1,155Net Assets 2016: $40,4632016Assets 2017: $40,173Liabilities 2017: $175Net Assets 2017: $39,9982017Assets 2018: $39,884Liabilities 2018: $549Net Assets 2018: $39,3352018Assets 2019: $45,347Liabilities 2019: $468Net Assets 2019: $44,8792019Assets 2020: $61,032Liabilities 2020: $1,417Net Assets 2020: $59,6152020Assets 2021: $67,093Liabilities 2021: $810Net Assets 2021: $66,2832021Assets 2022: $73,028Liabilities 2022: $334Net Assets 2022: $72,6942022Assets 2023: $62,494Liabilities 2023: $407Net Assets 2023: $62,0872023Assets 2024: $39,030Liabilities 2024: $1,389Net Assets 2024: $37,6412024Assets 2025: $24,098Liabilities 2025: $0Net Assets 2025: $24,0982025

Highlighted filing

2014

Assets$18,245
Liabilities$1,233
Net Assets$17,012
Open 2014 Filing

Operations Trend

Revenue Growth88th percentile

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

$100K$50K$0-$50KRevenue 2011: $52,329Expenses 2011: $56,493Net Income 2011: -$4,1642011Revenue 2012: $47,172Expenses 2012: $49,092Net Income 2012: -$1,9202012Revenue 2013: $41,628Expenses 2013: $45,507Net Income 2013: -$3,8792013Revenue 2014: $57,338Expenses 2014: $61,455Net Income 2014: -$4,1172014Revenue 2015: $66,095Expenses 2015: $54,294Net Income 2015: $11,8012015Revenue 2016: $87,018Expenses 2016: $75,368Net Income 2016: $11,6502016Revenue 2017: $88,549Expenses 2017: $89,014Net Income 2017: -$4652017Revenue 2018: $81,300Expenses 2018: $81,963Net Income 2018: -$6632018Revenue 2019: $67,471Expenses 2019: $62,977Net Income 2019: $4,4942019Revenue 2020: $60,594Expenses 2020: $45,858Net Income 2020: $14,7362020Revenue 2021: $33,202Expenses 2021: $26,534Net Income 2021: $6,6682021Revenue 2022: $66,428Expenses 2022: $60,017Net Income 2022: $6,4112022Revenue 2023: $74,218Expenses 2023: $84,825Net Income 2023: -$10,6072023Revenue 2024: $47,710Expenses 2024: $72,156Net Income 2024: -$24,4462024Revenue 2025: $62,929Expenses 2025: $76,472Net Income 2025: -$13,5432025

Highlighted filing

2014

Revenue$57,338
Expenses$61,455
Net Income-$4,117
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 17, 2015
Return Version
2013v4.0
Gross Receipts
$110,299
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE - DISTRIBUTED GRANTS & GIFTS TO VARIOUS LOCAL ORGANIZATIONS-$42,863
VOCATIONAL SERVICE - SUPPORTED VARIOUS SCHOOL EDUCATIONAL ACTIVITIES-$12,897
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK THORPEPesident-$0--
CAROLE SHAROFFVice President-$0--
JON MORSETreasurer-$0--
SUSAN ELLISSecretary-$0--
DAVID SLADEDirector-$0--
JULIE GEARYDirector-$0--
STEVE KAITYDirector-$0--
JULIE LAFONTAINEDirector-$0--
TRACY ARABIANDirector-$0--
RICK DOUCETTEDirector-$0--
MIKE SHARAFDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$9,774$9,774-$9,774
Event 2$6,041$6,041-$6,041
Total Events$15,815$15,815$4,432$11,383
Filing and Contact Details

Filer

EIN
04-6052471
Phone
9782832224

Signing Officer

Name
John Morse
Title
Treasurer
Phone
9782832224
Signed
2015-02-17

Preparer

Preparer
Howard M Frisch CPA
Phone
9782812639
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Community and vocational services donation various community and educational local community 55760.”

Form 990EZ, Part I, Line 16

“Advertising 865. Workshops 1920. Bank charges 50. Po box rental 226. Administrative expenses 597. Insurance 100. Pets seminar 300. Office supplies 170. Website 1426.”

Raw XML Appendix149 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/PersonNm0JON MORSE CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum09782832224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1038 PLEASANT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0GLOUCESTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001930
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021277
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018245
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018443
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4117
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021277
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IRS990EZ/FundraisingGrossIncomeAmt083993
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt055760
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0110299
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt054
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07809
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021129
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017012
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021129
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017012
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
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/PersonNm0PATRICK THORPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROLE SHAROFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JON MORSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID SLADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE GEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE KAITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIE LAFONTAINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TRACY ARABIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RICK DOUCETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MIKE SHARAF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05654
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt041
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE - DISTRIBUTED GRANTS & GIFTS TO VARIOUS LOCAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1VOCATIONAL SERVICE - SUPPORTED VARIOUS SCHOOL EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042863
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112897
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt052961
IRS990EZ/SpecialEventsNetIncomeLossAmt031032
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0148
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01233
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061455
IRS990EZ/TotalProgramServiceExpensesAmt055760
IRS990EZ/TotalRevenueAmt057338
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04432
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04432
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09774
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09774
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015815
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0PANCAKE BREAKFAST
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0COMEDY SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY AND VOCATIONAL SERVICES DONATION VARIOUS COMMUNITY AND EDUCATIONAL LOCAL COMMUNITY 55760.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING 865. WORKSHOPS 1920. BANK CHARGES 50. PO BOX RENTAL 226. ADMINISTRATIVE EXPENSES 597. INSURANCE 100. PETS SEMINAR 300. OFFICE SUPPLIES 170. WEBSITE 1426.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MORSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09782832224
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL GLOUCESTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046052471
ReturnHeader/Filer/PhoneNum09782832224
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1228
ReturnHeader/Filer/USAddress/City0GLOUCESTER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001930
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HORVITZ & FRISCH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10128 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GLOUCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0019305725
ReturnHeader/PreparerPersonGrp/PhoneNum09782812639
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD M FRISCH CPA
ReturnHeader/ReturnTs02015-02-17T09:06:49-08:00
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
$18,245
Liabilities
$1,233
Net assets
$17,012
Revenue
$57,338
Expenses
$61,455
Net income
-$4,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$62.9$76.5$13.5
2024Detailed filing. Detailed filing data is available for this year.$39.0$1.39$37.6$47.7$72.2$24.4
2023Detailed filing. Detailed filing data is available for this year.$62.5$0.41$62.1$74.2$84.8$10.6
2022Detailed filing. Detailed filing data is available for this year.$73.0$0.33$72.7$66.4$60.0$6.41
2021Detailed filing. Detailed filing data is available for this year.$67.1$0.81$66.3$33.2$26.5$6.67
2020Detailed filing. Detailed filing data is available for this year.$61.0$1.42$59.6$60.6$45.9$14.7
2019Detailed filing. Detailed filing data is available for this year.$45.3$0.47$44.9$67.5$63.0$4.49
2018Detailed filing. Detailed filing data is available for this year.$39.9$0.55$39.3$81.3$82.0$0.66
2017Detailed filing. Detailed filing data is available for this year.$40.2$0.18$40.0$88.5$89.0$0.47
2016Detailed filing. Detailed filing data is available for this year.$41.6$1.16$40.5$87.0$75.4$11.7
2015Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$66.1$54.3$11.8
2014Detailed filing. Detailed filing data is available for this year.$18.2$1.23$17.0$57.3$61.5$4.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$0.15$21.1$41.6$45.5$3.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.2$0.21$25.0$47.2$49.1$1.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$0.27$26.9$52.3$56.5$4.16
Peer Organizations

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