Civic Intelligence

Rotary International Gloucester

990EZ • Fiscal year 2017 • EIN 04-6052471

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 26, 2017

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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

40th percentile

-0.5%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-3.5%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

1.8%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$40,173

Down $1,445 (-3.5%) from 2016

Net Assets

Down

$39,998

Down $465 (-1.1%) from 2016

Liabilities

Down

$175

Down $980 (-85%) from 2016

Revenue

Up

$88,549

Up $1,531 (+1.8%) from 2016

Expenses

Up

$89,014

Up $13,646 (+18%) from 2016

Net Income

Down

-$465

Down $12,115 (-104%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$40,173
Liabilities$175
Net Assets$39,998

Operations Trend

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

2017

Revenue$88,549
Expenses$89,014
Net Income-$465
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 26, 2017
Return Version
2016v3.0
Gross Receipts
$153,276
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE - DISTRIBUTED GRANTS & GIFTS TO VARIOUS LOCAL ORGANIZATIONS-$65,116
VOCATIONAL SERVICE - SUPPORTED VARIOUS SCHOOL EDUCATIONAL ACTIVITIES-$17,229
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE GEARYPresident-$0--
JULIE LAFONTAINEVice President-$0--
JON MORSETreasurer-$0--
SUSAN ELLISSecretary-$0--
TRACY ARABIANDirector-$0--
LEO BERGERONDirector-$0--
MARK GRENIERDirector-$0--
KIM SPANERDirector-$0--
STEVE DEXTERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Comedy Show----
Pancake Breakfast----
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
Julie Geary
Title
President
Phone
9782832224
Signed
2017-10-26
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: programs, gloucester

Form 990EZ, Part I, Line 16

ADVERTISING 544.

Form 990EZ, Part I, Line 16

WORKSHOPS 583.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 378.

Form 990EZ, Part I, Line 16

BANK CHARGES 778.

Form 990EZ, Part I, Line 16

PO BOX RENTAL 284.

Form 990EZ, Part I, Line 16

Administrative expenses 1693.

Form 990EZ, Part I, Line 16

INSURANCE 100.

Form 990EZ, Part I, Line 16

PETS SEMINAR 438.

Form 990EZ, Part I, Line 16

WEBSITE 737.

Form 990EZ, Part I, Line 16

MEETING SUPPLIES 451.

Form 990EZ, Part I, Line 16

DISTRICT MEETINGS 561.

Raw XML Appendix159 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/PersonNm0JON MORSE CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum09782832224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt038 PLEASANT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLOUCESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001930
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041618
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040173
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030731
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-465
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041618
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040173
IRS990EZ/FundraisingGrossIncomeAmt0112992
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt082345
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0153276
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0140
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09413
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040463
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039998
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040463
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039998
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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/PersonNm0JULIE GEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE LAFONTAINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JON MORSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRACY ARABIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEO BERGERON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK GRENIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIM SPANER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVE DEXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06547
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0122
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE - DISTRIBUTED GRANTS & GIFTS TO VARIOUS LOCAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1VOCATIONAL SERVICE - SUPPORTED VARIOUS SCHOOL EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065116
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117229
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt064727
IRS990EZ/SpecialEventsNetIncomeLossAmt048265
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01155
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0175
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089014
IRS990EZ/TotalProgramServiceExpensesAmt082345
IRS990EZ/TotalRevenueAmt088549
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PANCAKE BREAKFAST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COMEDY SHOW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY AND VOCATIONAL SERVICES; DONATION; VARIOUS COMMUNITY AND EDUCATIONAL: PROGRAMS, GLOUCESTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING 544.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WORKSHOPS 583.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE SUPPLIES 378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES 778.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PO BOX RENTAL 284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMINISTRATIVE EXPENSES 1693.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PETS SEMINAR 438.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE 737.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEETING SUPPLIES 451.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DISTRICT MEETINGS 561.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE GEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09782832224
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-26
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09F7DB1D4B9AED2E6ED4FB9B9716E3D97A1A83880
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.241.113.205
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:46:05
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/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD M FRISCH CPA
ReturnHeader/ReturnTs02017-11-07T12:46:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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