Civic Intelligence

Rotary Club of Plymouth Inc

990EZ • Fiscal year 2014 • EIN 04-6060137

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

PO Box 927Plymouth, MA 02362

(781) 585-1000

Siviq Scores

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

Liabilities / Assets

90th percentile

0.48x

Higher debt load relative to assets than 90% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

0.86x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

76th percentile

17%

Higher net margin than 76% 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

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

87th percentile

36%

Faster revenue growth than 87% of similar nonprofits.

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

Assets

Up

$115,929

Up $24,952 (+27%) from 2013

Net Assets

Up

$59,845

Up $10,928 (+22%) from 2013

Liabilities

Up

$56,084

Up $14,024 (+33%) from 2013

Revenue

Up

$64,932

Up $17,027 (+36%) from 2013

Expenses

Up

$53,942

Up $29,266 (+119%) from 2013

Net Income

Down

$10,990

Down $12,239 (-53%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2010: $67,402Liabilities 2010: $79,3752010Assets 2011: $192,785Liabilities 2011: $197,076Net Assets 2011: -$4,2912011Assets 2012: $57,727Liabilities 2012: $57,485Net Assets 2012: $2422012Assets 2013: $90,977Liabilities 2013: $42,060Net Assets 2013: $48,9172013Assets 2014: $115,929Liabilities 2014: $56,084Net Assets 2014: $59,8452014Assets 2015: $108,952Liabilities 2015: $43,898Net Assets 2015: $65,0542015Assets 2016: $109,041Liabilities 2016: $43,350Net Assets 2016: $65,6912016Assets 2017: $66,560Liabilities 2017: $4,040Net Assets 2017: $62,5202017Assets 2018: $59,160Liabilities 2018: $1,579Net Assets 2018: $57,5812018Assets 2019: $49,393Liabilities 2019: $1,562Net Assets 2019: $47,8312019Assets 2020: $51,284Liabilities 2020: $2,603Net Assets 2020: $48,6812020Assets 2021: $53,779Liabilities 2021: $7,365Net Assets 2021: $46,4142021Assets 2022: $48,976Liabilities 2022: $1,921Net Assets 2022: $47,0552022Assets 2023: $42,543Liabilities 2023: $3,780Net Assets 2023: $38,7632023Assets 2024: $32,193Liabilities 2024: $4,459Net Assets 2024: $27,7342024

Highlighted filing

2014

Assets$115,929
Liabilities$56,084
Net Assets$59,845

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $62,018Expenses 2010: $82,044Net Income 2010: -$20,0262010Revenue 2011: $57,808Expenses 2011: $50,126Net Income 2011: $7,6822011Revenue 2012: $82,052Expenses 2012: $33,330Net Income 2012: $48,7222012Revenue 2013: $47,905Expenses 2013: $24,676Net Income 2013: $23,2292013Revenue 2014: $64,932Expenses 2014: $53,942Net Income 2014: $10,9902014Revenue 2015: $64,020Expenses 2015: $58,811Net Income 2015: $5,2092015Revenue 2016: $54,062Expenses 2016: $53,425Net Income 2016: $6372016Revenue 2017: $38,617Expenses 2017: $41,788Net Income 2017: -$3,1712017Revenue 2018: $41,154Expenses 2018: $46,093Net Income 2018: -$4,9392018Revenue 2019: $41,969Expenses 2019: $51,719Net Income 2019: -$9,7502019Revenue 2020: $38,610Expenses 2020: $37,760Net Income 2020: $8502020Revenue 2021: $15,417Expenses 2021: $17,684Net Income 2021: -$2,2672021Revenue 2022: $22,959Expenses 2022: $22,318Net Income 2022: $6412022Revenue 2023: $27,793Expenses 2023: $36,085Net Income 2023: -$8,2922023Revenue 2024: $25,402Expenses 2024: $36,431Net Income 2024: -$11,0292024

Highlighted filing

2014

Revenue$64,932
Expenses$53,942
Net Income$10,990
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$88,817
Mission and Program Overview

Mission

Membership organization for the provision of grants for local and international charities and humanitarian aid.

Program Services

DescriptionGrantsExpenses
Membership organization for the provision of grants for local and international charities and humanitarian aid.$45,815-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher DickinsonPresidentPT$0--
Patrick DriscollTreasurerPT$0--
Lynne BudgeSecretaryPT$0--
Susan GiovanettiDirectorPT$0--
Jeffrey CohenDirectorPT$0--
Heather CozbyDirectorPT$0--
Peter BeltranDirectorPT$0--
Cindy ReillyDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$22,449$22,449$22,641$-192
Total Events$22,449$22,449$22,641$-192
Filing and Contact Details

Filer

EIN
04-6060137
Phone
7815851000

Signing Officer

Name
Patrick Driscoll
Title
Treasurer
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Heather L Cozby CPA
Phone
5088300007
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $4473

Other Expenses.1012

Insurance $359

Other Expenses.1

Weekly Meals and Meeting $26494

Other Expenses.2

Rotary International Dues $5092

Other Expenses.3

Golf Outing $4339

Other Expenses.4

Holiday Party $3441

Other Expenses.5

Rotary District Dues $3289

Other Expenses.6

Installation Night $2300

Other Expenses.7

Fellowship Expense $548

Other Expenses.8

Website $479

Other Expenses.9

Paw Sox Night $312

Other Expenses.10

Filing Fees $43

Other Assets.1005

Accounts Receivable - Beginning $15105 Accounts Receivable - Ending $16477

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $200 Prepaid Expenses and Deferred Charges - Ending $355

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $9953 Accounts Payable and Accrued Expenses - Ending $12948

Total Liabilities.1

Due to Related Party - Beginning $189 Due to Related Party - Ending $8106

Total Liabilities.2

Rotary Trust Fund - Beginning $35018 Rotary Trust Fund - Ending $35030

Raw XML Appendix167 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christopher Dickinson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Susan Giovanetti
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Peter Beltran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Cindy Reilly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015305
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016832
IRS990EZ/OtherExpensesTotalAmt051169
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Polar Express
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-192
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022641
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $4473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Weekly Meals and Meeting $26494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rotary International Dues $5092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Golf Outing $4339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Holiday Party $3441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rotary District Dues $3289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Installation Night $2300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fellowship Expense $548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Website $479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Paw Sox Night $312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Filing Fees $43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Receivable - Beginning $15105 Accounts Receivable - Ending $16477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Prepaid Expenses and Deferred Charges - Beginning $200 Prepaid Expenses and Deferred Charges - Ending $355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Payable and Accrued Expenses - Beginning $9953 Accounts Payable and Accrued Expenses - Ending $12948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Due to Related Party - Beginning $189 Due to Related Party - Ending $8106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Rotary Trust Fund - Beginning $35018 Rotary Trust Fund - Ending $35030
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.2
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Driscoll
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary Club of Plymouth Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046060137
ReturnHeader/Filer/PhoneNum07815851000
ReturnHeader/Filer/USAddress/AddressLine10PO Box 927
ReturnHeader/Filer/USAddress/City0Plymouth
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002362
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Cozby & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10124 Long Pond Rd Ste 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Plymouth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002360
ReturnHeader/PreparerPersonGrp/PhoneNum05088300007
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heather L Cozby CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-15T12:41:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.04$0.28$0.25$0.36$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.04$0.39$0.28$0.36$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.02$0.47$0.23$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.07$0.46$0.15$0.18$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.03$0.49$0.39$0.38$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.02$0.48$0.42$0.52$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.58$0.41$0.46$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.04$0.63$0.39$0.42$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.43$0.66$0.54$0.53$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.44$0.65$0.64$0.59$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.56$0.60$0.65$0.54$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.42$0.49$0.48$0.25$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.57$0.00$0.82$0.33$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$1.97$0.04$0.58$0.50$0.08
2010Summary only. Only limited summary data is available for this year.$0.67$0.79$0.62$0.82$0.20