Civic Intelligence

Rotary International Amesbury

990EZ • Fiscal year 2016 • EIN 04-6062051

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 30, 2016

Organization ProfileN/A
PO Box 554Amesbury, MA 01913

(978) 388-3750

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.04x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

4th percentile

-94%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

3rd percentile

-67%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-26%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$18,745

Down $37,987 (-67%) from 2015

Net Assets

Down

$16,997

Down $36,234 (-68%) from 2015

Liabilities

Down

$1,748

Down $1,753 (-50%) from 2015

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin4th percentile

Revenue

Down

$40,824

Down $14,038 (-26%) from 2015

Expenses

Up

$79,058

Up $38,328 (+94%) from 2015

Net Income

Down

-$38,234

Down $52,366 (-371%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$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

2016

Assets$18,745
Liabilities$1,748
Net Assets$16,997
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$40,824
Expenses$79,058
Net Income-$38,234
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 30, 2016
Return Version
2015v3.0
Gross Receipts
$49,703
Mission and Program Overview

Mission

Club to provide worldwide benefits

Program Services

DescriptionGrantsExpenses
To provide benefits for the education health and the general good for all people-$9,235
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Todd SchellPresident-$0--
John FritzTreasurer-$0--
Mary Lee FordSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$15,527$15,527$610$14,917
Cornhole$8,783$8,783$3,053$5,730
Total Events$40,453$40,453$8,878$31,575
Filing and Contact Details

Filer

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

Signing Officer

Name
Todd Schell
Title
President
Phone
9783883750
Signed
2016-12-30
Discuss with paid preparer
Yes

Preparer

Firm
1st Payroll Inc
Address
5 East Main Street Ste 2, Merrimac, MA 01860
Preparer
Richard A Fournier
Phone
9783469025
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Various Organizations Amount 40,775”

Description of other expenses Part I line 16

“Description AmountDues 8,197Conferences, Conventions & Meetings 15,396Program Expenses 9,235Prior Year Reversals Duplicate 3,299”

Other changes in net assets or fund balances Part I line 20

“Description AmountIncrease Restricted Funds 2,000Reclass Temp Restricted Funds”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 10,996 1,382”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccounts Payable 3,501 1,748”

Raw XML Appendix135 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/PersonNm0John Fritz
IRS990EZ/BooksInCareOfDetail/PhoneNum09783883750
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 554
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Amesbury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001913
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045736
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017363
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06307
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-38234
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0340
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056732
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018745
IRS990EZ/FundraisingGrossIncomeAmt025506
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040775
IRS990EZ/GrossReceiptsAmt049703
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017890
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053231
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016997
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053231
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016997
IRS990EZ/OccupancyRentUtltsAndMaintAmt0419
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Todd Schell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Fritz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mary Lee Ford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010996
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01382
IRS990EZ/OtherChangesInNetAssetsAmt02000
IRS990EZ/OtherExpensesTotalAmt036127
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Club to provide worldwide benefits
IRS990EZ/PrintingPublicationsPostageAmt01397
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide benefits for the education health and the general good for all people
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09235
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08879
IRS990EZ/SpecialEventsNetIncomeLossAmt016627
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03501
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01748
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079058
IRS990EZ/TotalProgramServiceExpensesAmt09235
IRS990EZ/TotalRevenueAmt040824
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08878
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Cornhole
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016143
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040453
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016143
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040453
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031575
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05215
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08878
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0610
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03053
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Various Organizations Amount 40,775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDues 8,197Conferences, Conventions & Meetings 15,396Program Expenses 9,235Prior Year Reversals Duplicate 3,299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountIncrease Restricted Funds 2,000Reclass Temp Restricted Funds
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccounts Receivable 10,996 1,382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearAccounts Payable 3,501 1,748
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Todd Schell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09783883750
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Amesbury
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046062051
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 554
ReturnHeader/Filer/USAddress/CityNm0Amesbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001913
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900417496
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt01st Payroll Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 East Main Street Ste 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Merrimac
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001860
ReturnHeader/PreparerPersonGrp/PhoneNum09783469025
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard A Fournier
ReturnHeader/ReturnTs02017-05-25T12:26:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,745
Liabilities
$1,748
Net assets
$16,997
Revenue
$40,824
Expenses
$79,058
Net income
-$38,234
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
2016Detailed filing. Detailed filing data is available for this year.$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