Civic Intelligence

Rotary International Gloucester

990EZ • Fiscal year 2015 • EIN 04-6052471

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 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

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

15%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$28,813

Up $10,568 (+58%) from 2014

Net Assets

Up

$28,813

Up $11,801 (+69%) from 2014

Liabilities

Down

$0

Down $1,233 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin77th percentile

Revenue

Up

$66,095

Up $8,757 (+15%) from 2014

Expenses

Down

$54,294

Down $7,161 (-12%) from 2014

Net Income

Up

$11,801

Up $15,918 (+387%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2015

Assets$28,813
Liabilities$0
Net Assets$28,813
Open 2015 Filing

Operations Trend

Revenue Growth76th 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

2015

Revenue$66,095
Expenses$54,294
Net Income$11,801
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$116,966
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE - DISTRIBUTED GRANTS & GIFTS TO VARIOUS LOCAL ORGANIZATIONS-$32,102
VOCATIONAL SERVICE - SUPPORTED VARIOUS SCHOOL EDUCATIONAL ACTIVITIES-$13,510
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLE SHAROFFPesident-$0--
DAVID SLADEVice President-$0--
JON MORSETreasurer-$0--
SUSAN ELLISSecretary-$0--
JULIE GEARYDirector-$0--
JULIE LAFONTAINEDirector-$0--
TRACY ARABIANDirector-$0--
LEO BERGERONDirector-$0--
BRUCE HORNEDirector-$0--
SINIKKA NOGELODirector-$0--
TINA RAIMODirector-$0--
MARK GRENIERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pancake Breakfast$9,693$9,693-$9,693
Comedy Show$5,858$5,858-$5,858
Total Events$15,551$15,551$3,312$12,239
Filing and Contact Details

Filer

Filer Name
Rotary International Gloucester
EIN
04-6052471
Phone
9782832224
Address
PO BOX 1228, GLOUCESTER, MA 01930

Signing Officer

Name
Carole Sharoff
Title
President
Phone
9782832224
Signed
2015-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Horvitz & Frisch Pc
Address
128 MAIN ST, GLOUCESTER, MA 01930-5725
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 45612.”

Form 990EZ, Part I, Line 16

“Advertising 656. Workshops 1875. Bank charges 107. Po box rental 266. Administrative expenses 1260. Insurance 100. Pets seminar 691. Office supplies 53. Website 647. Meeting supplies 400. International convention 2525.”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09782832224
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLOUCESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001930
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018245
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IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt09112
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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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/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROLE SHAROFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID SLADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JON MORSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE GEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE LAFONTAINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRACY ARABIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LEO BERGERON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRUCE HORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SINIKKA NOGELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TINA RAIMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MARK GRENIER
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/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0690
IRS990EZ/OtherExpensesTotalAmt08580
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0102
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE - DISTRIBUTED GRANTS & GIFTS TO VARIOUS LOCAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1VOCATIONAL SERVICE - SUPPORTED VARIOUS SCHOOL EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032102
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113510
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt050871
IRS990EZ/SpecialEventsNetIncomeLossAmt038181
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01233
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054294
IRS990EZ/TotalProgramServiceExpensesAmt045612
IRS990EZ/TotalRevenueAmt066095
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03312
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PANCAKE BREAKFAST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COMEDY SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03312
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05858
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015551
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY AND VOCATIONAL SERVICES DONATION VARIOUS COMMUNITY AND EDUCATIONAL LOCAL COMMUNITY 45612.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING 656. WORKSHOPS 1875. BANK CHARGES 107. PO BOX RENTAL 266. ADMINISTRATIVE EXPENSES 1260. INSURANCE 100. PETS SEMINAR 691. OFFICE SUPPLIES 53. WEBSITE 647. MEETING SUPPLIES 400. INTERNATIONAL CONVENTION 2525.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLE SHAROFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09782832224
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL GLOUCESTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046052471
ReturnHeader/Filer/PhoneNum09782832224
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1228
ReturnHeader/Filer/USAddress/CityNm0GLOUCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001930
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HORVITZ & FRISCH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLOUCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0019305725
ReturnHeader/PreparerPersonGrp/PhoneNum09782812639
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD M FRISCH CPA
ReturnHeader/ReturnTs02015-11-16T08:57:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,813
Liabilities
$0
Net assets
$28,813
Revenue
$66,095
Expenses
$54,294
Net income
$11,801
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. 2015 filings • 501(c)4 • <$500k nonprofits