Civic Intelligence

Rotary International Amesbury

EIN 04-6062051 • 501(c)4 • Amesbury, MA

Profile

Club to provide worldwide benefits

PO Box 554Amesbury, MA 01913

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.05x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

53rd percentile

3.3%

Higher net margin than 53% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

57th percentile

1.3%

Faster asset growth than 57% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

1.6%

Faster revenue growth than 53% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$121,545

Up $1,611 (+1.3%) from 2019

Liabilities

Flat

$2,488

Flat from 2019

Net Assets

$119,057

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue74th percentileNet Margin53rd percentile

Revenue

Up

$48,591

Up $765 (+1.6%) from 2019

Expenses

Up

$46,980

Up $6,647 (+16%) from 2019

Net Income

Down

$1,611

Down $5,882 (-78%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $29,334Liabilities 2012: $4,0002012Assets 2013: $34,875Liabilities 2013: $4,3152013Assets 2014: $49,305Liabilities 2014: $7,1662014Assets 2015: $56,732Liabilities 2015: $3,501Net Assets 2015: $53,2312015Assets 2016: $18,745Liabilities 2016: $1,748Net Assets 2016: $16,9972016Assets 2017: $24,191Liabilities 2017: $1,748Net Assets 2017: $22,4432017Assets 2018: $111,734Liabilities 2018: $1,781Net Assets 2018: $109,9532018Assets 2019: $119,934Liabilities 2019: $2,4882019Assets 2020: $121,545Liabilities 2020: $2,488Net Assets 2020: $119,0572020

Highlighted filing

2020

Assets$121,545
Liabilities$2,488
Net Assets$119,057
Open 2020 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $30,335Expenses 2012: $18,344Net Income 2012: $11,9912012Revenue 2013: $28,596Expenses 2013: $23,370Net Income 2013: $5,2262013Revenue 2014: $37,229Expenses 2014: $25,650Net Income 2014: $11,5792014Revenue 2015: $54,862Expenses 2015: $40,730Net Income 2015: $14,1322015Revenue 2016: $40,824Expenses 2016: $79,058Net Income 2016: -$38,2342016Revenue 2017: $50,997Expenses 2017: $45,551Net Income 2017: $5,4462017Revenue 2018: $130,321Expenses 2018: $42,811Net Income 2018: $87,5102018Revenue 2019: $47,826Expenses 2019: $40,333Net Income 2019: $7,4932019Revenue 2020: $48,591Expenses 2020: $46,980Net Income 2020: $1,6112020

Highlighted filing

2020

Revenue$48,591
Expenses$46,980
Net Income$1,611
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,545
Liabilities
$2,488
Net assets
$119,057
Revenue
$48,591
Expenses
$46,980
Net income
$1,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.02$1.19$0.49$0.47$0.02
2019Summary only. Only limited summary data is available for this year.$1.20$0.02$0.48$0.40$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.10$1.30$0.43$0.88
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.02$0.22$0.51$0.46$0.05
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.19$0.02$0.17$0.41$0.79$0.38
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.57$0.04$0.53$0.55$0.41$0.14
2014Summary only. Only limited summary data is available for this year.$0.49$0.07$0.37$0.26$0.12
2013Summary only. Only limited summary data is available for this year.$0.35$0.04$0.29$0.23$0.05
2012Summary only. Only limited summary data is available for this year.$0.29$0.04$0.30$0.18$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 4, 2021
Return Version
2019v5.1
Gross Receipts
$57,373
Mission and Program Overview

Mission

Club to provide worldwide benefits

The Organization provides local and worldwide benfits in education, health and volunteer services for the good of all people.

Program Services

DescriptionGrantsExpenses
The Organization's program provides benefits in education, health and volunteer services for the good of all people.$2,900$22,822
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth KidderPresident-$0--
David BoudreauTreasurer-$0--
Dianne WebsterSecretary-$0--
Thomas FarrellPresident Elect-$0--
Judy DodierImmediate Past President-$0--
Terri DoerflerDirector-$0--
Todd SchellDirector-$0--
Julia PhelpsDirector-$0--
Stephen McKenzieDirector-$0--
Cathy ToomeyDirector-$0--
Donna CollinsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Amesbury
EIN
04-6062051
Phone
9783883750
Address
PO Box 554, AMESBURY, MA 01913

Signing Officer

Name
David Boudreau
Title
Treasurer
Phone
9783883750
Signed
2021-05-04

Preparer

Firm
Fritz Deguglielmo LLC
Address
8 ESSEX STREET, NEWBURYPORT, MA 01950
Preparer
Stephen J DeGuglielmo CPA
Phone
9784622161
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Scholarships & Awards 22822.”

Form 990EZ, Part I, Line 16

“Dues 5502.”

Form 990EZ, Part I, Line 16

“Advertising 277.”

Form 990EZ, Part I, Line 16

“Conferences, Conventions & Meetings 14745.”

Form 990EZ, Part I, Line 16

“Website Maintenance 456.”

Form 990EZ, Part I, Line 16

“Office Supplies 578.”

Form 990EZ, Part I, Line 16

“Miscellaneous 6.”

Form 990EZ, Part II, Line 24

“Accounts Receivable 3867. 1737.”

Form 990EZ, Part II, Line 24

“Student Loan Receivable 56430. 62841.”

Form 990EZ, Part II, Line 26

“Accounts Payable 2488. 2488.”

Raw XML Appendix180 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/PersonNm0David Boudreau
IRS990EZ/BooksInCareOfDetail/PhoneNum09783883750
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 554
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Amesbury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001913
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059637
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056967
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030283
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01611
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02215
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0119934
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0121545
IRS990EZ/FundraisingGrossIncomeAmt05716
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt057373
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021374
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0117446
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119057
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0117446
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119057
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elizabeth Kidder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Boudreau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dianne Webster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Thomas Farrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Judy Dodier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Terri Doerfler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Todd Schell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Julia Phelps
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Stephen McKenzie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Cathy Toomey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Donna Collins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Immediate Past President
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/OtherAssetsTotalDetail/BOYAmt060297
IRS990EZ/OtherAssetsTotalDetail/EOYAmt064578
IRS990EZ/OtherExpensesTotalAmt044386
IRS990EZ/PrimaryExemptPurposeTxt0The Organization provides local and worldwide benfits in education, health and volunteer services for the good of all people.
IRS990EZ/PrintingPublicationsPostageAmt0379
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Organization's program provides benefits in education, health and volunteer services for the good of all people.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022822
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08782
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3066
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02488
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02488
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046980
IRS990EZ/TotalProgramServiceExpensesAmt022822
IRS990EZ/TotalRevenueAmt048591
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships & Awards 22822.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues 5502.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising 277.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions & Meetings 14745.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website Maintenance 456.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Supplies 578.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable 3867. 1737.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Student Loan Receivable 56430. 62841.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable 2488. 2488.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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 II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Boudreau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09783883750
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Amesbury
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046062051
ReturnHeader/Filer/PhoneNum09783883750
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 554
ReturnHeader/Filer/USAddress/CityNm0AMESBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRITZ DEGUGLIELMO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 ESSEX STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURYPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001950
ReturnHeader/PreparerPersonGrp/PhoneNum09784622161
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen J DeGuglielmo CPA
ReturnHeader/ReturnTs02021-05-04T15:43:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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