Civic Intelligence

Rotary International Wellesley

990EZ • Fiscal year 2018 • EIN 04-6075970

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 22, 2018

Organization ProfileWWW.WELLESLEYROTARY.ORG
PO Box 81206Wellesley, MA 02481

(781) 591-0759

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

5th percentile

-83%

Higher net margin than 5% of similar nonprofits.

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

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.

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

Asset Growth

16th percentile

-20%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-41%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$55,503

Down $13,651 (-20%) from 2017

Net Assets

Down

$55,503

Down $13,651 (-20%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Down

$16,402

Down $11,536 (-41%) from 2017

Expenses

Up

$30,053

Up $1,156 (+4.0%) from 2017

Net Income

Down

-$13,651

Down $12,692 (-1323%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$100K$50K$0Assets 2011: $88,956Liabilities 2011: $21,956Net Assets 2011: $67,0002011Assets 2012: $71,225Liabilities 2012: $0Net Assets 2012: $71,2252012Assets 2013: $78,287Liabilities 2013: $0Net Assets 2013: $78,2872013Assets 2014: $76,085Liabilities 2014: $02014Assets 2015: $68,104Liabilities 2015: $0Net Assets 2015: $68,1042015Assets 2016: $70,113Liabilities 2016: $0Net Assets 2016: $70,1132016Assets 2017: $69,154Liabilities 2017: $0Net Assets 2017: $69,1542017Assets 2018: $55,503Liabilities 2018: $0Net Assets 2018: $55,5032018Assets 2019: $59,344Liabilities 2019: $0Net Assets 2019: $59,3442019Assets 2020: $46,632Liabilities 2020: $0Net Assets 2020: $46,6322020Assets 2021: $43,601Liabilities 2021: $0Net Assets 2021: $43,6012021Assets 2022: $46,605Liabilities 2022: $0Net Assets 2022: $46,6052022Assets 2023: $40,031Liabilities 2023: $0Net Assets 2023: $40,0312023Assets 2024: $34,880Liabilities 2024: $0Net Assets 2024: $34,8802024Assets 2025: $32,684Liabilities 2025: $0Net Assets 2025: $32,6842025

Highlighted filing

2018

Assets$55,503
Liabilities$0
Net Assets$55,503
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KRevenue 2011: $63,058Expenses 2011: $49,731Net Income 2011: $13,3272011Revenue 2012: $63,424Expenses 2012: $59,199Net Income 2012: $4,2252012Revenue 2013: $61,808Expenses 2013: $54,746Net Income 2013: $7,0622013Revenue 2014: $61,919Expenses 2014: $64,121Net Income 2014: -$2,2022014Revenue 2015: $58,609Expenses 2015: $66,590Net Income 2015: -$7,9812015Revenue 2016: $38,557Expenses 2016: $36,548Net Income 2016: $2,0092016Revenue 2017: $27,938Expenses 2017: $28,897Net Income 2017: -$9592017Revenue 2018: $16,402Expenses 2018: $30,053Net Income 2018: -$13,6512018Revenue 2019: $23,267Expenses 2019: $19,426Net Income 2019: $3,8412019Revenue 2020: $5,556Expenses 2020: $18,268Net Income 2020: -$12,7122020Revenue 2021: $8,090Expenses 2021: $11,121Net Income 2021: -$3,0312021Revenue 2022: $37,250Expenses 2022: $34,246Net Income 2022: $3,0042022Revenue 2023: $22,167Expenses 2023: $28,741Net Income 2023: -$6,5742023Revenue 2024: $16,440Expenses 2024: $21,591Net Income 2024: -$5,1512024Revenue 2025: $43,398Expenses 2025: $45,594Net Income 2025: -$2,1962025

Highlighted filing

2018

Revenue$16,402
Expenses$30,053
Net Income-$13,651
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 22, 2018
Return Version
2017v2.3
Gross Receipts
$41,610
Mission and Program Overview

Mission

To promote international peace and understanding.

Program Services

DescriptionGrantsExpenses
WEEKLY MEETING COSTS FOR FELLOWSHIP, LISTENING TO SPEAKERS ADVANCING INTERNATIONAL PEACE & UNDERSTANDING, PLANNING & MONITORING FUNDRAISING EVENTS & CHARITABLE ACTIVITIES.$0$13,100
PROMOTE COMMUNITY SERVICE AND VOCATIONAL SERVICE BY AWARDING GRANTS AND SCHOLARSHIPS AND INCURRING RELATED EXPENSES.$6,208$6,208
PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING THROUGH CONTRIBUTIONS TO ROTARY INTLS VARIOUS FOUNDATIONS, OTHER INTL CHARITIES, AND SCHOLARSHIPS.$3,284$3,284
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK ROWBOTHAMDirector & Secretary-$0--
TORY DEFAZIODirector-$0--
ROBERT ANTHONYDirector & President-$0--
CYNTHIA SIBOLDDirector-$0--
WILLIAM WESTERMANDirector-$0--
SCOTT SECRESTDirector-$0--
PAUL SIMARDDirector & VP-$0--
JOHN ADAMSDirector & Treasurer-$0--
VINCENT SPOTODirector-$0--
ROMEO ADAMSDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of Wellesley$24,152$24,152$16,094$8,058
Concerts on the Common$920$920-$920
Total Events$25,272$25,272$25,208$64
Filing and Contact Details

Filer

Filer Name
Rotary International Wellesley
EIN
04-6075970
Phone
7815910759
Address
PO BOX 81206, WELLESLEY, MA 02481

Signing Officer

Name
Paul Simard
Title
President
Phone
7815910759
Signed
2018-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Baumann & Baumann Cpas
Address
62 WALNUT STREET, WELLESLEY, MA 02481
Preparer
Karl M Baumann
Phone
7812390190
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 429.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: local development; public event. Grantee name: town of wellesley, wellesley celebrations comttee. Grantee address: 525 washington st wellesley, ma 02482. Grantee relationship: none. Property description: cash. Book value of property: 250. Date of gift: 03/07/18. Amount given: 250.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: local development: community service. Grantee name: wellesley friendly aid. Grantee address: 219 washington st wellesley, ma 02481. Grantee relationship: none. Property description: cash. Book value of property: 1,000. Date of gift: 11/06/17. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: local development: race relations. Grantee name: world of wellesley. Grantee address: p.o. Box 812381 wellesley, ma 02481. Grantee relationship: none. Property description: cash. Book value of property: 250. Date of gift: 01/24/18. Amount given: 250.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: international aid projects. Grantee name: rotary international foundation. Grantee address: 1560 sherman avenue evanston, il 60201. Grantee relationship: none. Property description: cash. Book value of property: 3,284. Date of gift: 04/02/18. Amount given: 3,284.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: local development: community service. Grantee name: new england center for homeless veterans. Grantee address: 17 court st. Boston, ma 02108. Grantee relationship: none. Property description: cash. Book value of property: 2,000. Date of gift: 04/02/18. Amount given: 2,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: local development: education award. Grantee name: wellesley high school scholarship. Grantee address: 50 rice street wellesley, ma 02481. Grantee relationship: none. Property description: cash. Book value of property: 2,000. Date of gift: 06/05/18. Amount given: 2,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: local development: youth services. Grantee name: wellesley education foundation inc. Grantee address: po box 812321 wellesley, ma 02482. Grantee relationship: none. Property description: cash. Book value of property: 250. Date of gift: 03/07/18. Amount given: 250.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: local development: community service. Grantee name: town of wellesley, wellesley parks division. Grantee address: 86 woodlawn ave wellesley, ma 02481. Grantee relationship: none. Property description: cash. Book value of property: 458. Date of gift: 03/07/18. Amount given: 458. Total included on form 990-ez, line 10: 9,492.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: program event expenses. Amount: 3,842. Description: weekly meeting costs. Amount: 9,259. Description: office expense. Amount: 1,931. Description: rotary international dues. Amount: 3,325. Total to form 990-ez, line 16: 18,357.”

Raw XML Appendix202 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/USAddress/CityNm0WELLESLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002481
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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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/PersonNm0FRANK ROWBOTHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TORY DEFAZIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT ANTHONY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CYNTHIA SIBOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM WESTERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SCOTT SECREST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAUL SIMARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VINCENT SPOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ROMEO ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR & SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR & PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR & VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt018357
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING.
IRS990EZ/PrintingPublicationsPostageAmt0706
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING THROUGH CONTRIBUTIONS TO ROTARY INTLS VARIOUS FOUNDATIONS, OTHER INTL CHARITIES, AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WEEKLY MEETING COSTS FOR FELLOWSHIP, LISTENING TO SPEAKERS ADVANCING INTERNATIONAL PEACE & UNDERSTANDING, PLANNING & MONITORING FUNDRAISING EVENTS & CHARITABLE ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROMOTE COMMUNITY SERVICE AND VOCATIONAL SERVICE BY AWARDING GRANTS AND SCHOLARSHIPS AND INCURRING RELATED EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03284
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26208
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03284
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26208
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt064
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030053
IRS990EZ/TotalProgramServiceExpensesAmt022592
IRS990EZ/TotalRevenueAmt016402
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.WELLESLEYROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025208
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONCERTS ON THE COMMON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TASTE OF WELLESLEY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0150
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0150
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016094
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt08964
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 429.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT; PUBLIC EVENT. GRANTEE NAME: TOWN OF WELLESLEY, WELLESLEY CELEBRATIONS COMTTEE. GRANTEE ADDRESS: 525 WASHINGTON ST WELLESLEY, MA 02482. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 250. DATE OF GIFT: 03/07/18. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: COMMUNITY SERVICE. GRANTEE NAME: WELLESLEY FRIENDLY AID. GRANTEE ADDRESS: 219 WASHINGTON ST WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 1,000. DATE OF GIFT: 11/06/17. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: RACE RELATIONS. GRANTEE NAME: WORLD OF WELLESLEY. GRANTEE ADDRESS: P.O. BOX 812381 WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 250. DATE OF GIFT: 01/24/18. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: INTERNATIONAL AID PROJECTS. GRANTEE NAME: ROTARY INTERNATIONAL FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 3,284. DATE OF GIFT: 04/02/18. AMOUNT GIVEN: 3,284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: COMMUNITY SERVICE. GRANTEE NAME: NEW ENGLAND CENTER FOR HOMELESS VETERANS. GRANTEE ADDRESS: 17 COURT ST. BOSTON, MA 02108. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 2,000. DATE OF GIFT: 04/02/18. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: EDUCATION AWARD. GRANTEE NAME: WELLESLEY HIGH SCHOOL SCHOLARSHIP. GRANTEE ADDRESS: 50 RICE STREET WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 2,000. DATE OF GIFT: 06/05/18. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: YOUTH SERVICES. GRANTEE NAME: WELLESLEY EDUCATION FOUNDATION INC. GRANTEE ADDRESS: PO BOX 812321 WELLESLEY, MA 02482. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 250. DATE OF GIFT: 03/07/18. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: COMMUNITY SERVICE. GRANTEE NAME: TOWN OF WELLESLEY, WELLESLEY PARKS DIVISION. GRANTEE ADDRESS: 86 WOODLAWN AVE WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 458. DATE OF GIFT: 03/07/18. AMOUNT GIVEN: 458. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 9,492.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION: PROGRAM EVENT EXPENSES. AMOUNT: 3,842. DESCRIPTION: WEEKLY MEETING COSTS. AMOUNT: 9,259. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,931. DESCRIPTION: ROTARY INTERNATIONAL DUES. AMOUNT: 3,325. TOTAL TO FORM 990-EZ, LINE 16: 18,357.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL SIMARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07815910759
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL WELLESLEY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046075970
ReturnHeader/Filer/PhoneNum07815910759
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81206
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04869E5F49B9973F149F13A18DEB0F85868CD0247
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EBC723C086C55977FFAB23F964A72E2DE9A80CB6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.13.111.61
ReturnHeader/FilingSecurityInformation/IPDt02018-08-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:12:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043006399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMANN & BAUMANN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt062 WALNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07812390190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL M BAUMANN
ReturnHeader/ReturnTs02018-08-22T14:12:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,503
Liabilities
$0
Net assets
$55,503
Revenue
$16,402
Expenses
$30,053
Net income
-$13,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$0.00$32.7$43.4$45.6$2.20
2024Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$16.4$21.6$5.15
2023Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$22.2$28.7$6.57
2022Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$37.3$34.2$3.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.6$0.00$43.6$8.09$11.1$3.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.6$0.00$46.6$5.56$18.3$12.7
2019Detailed filing. Detailed filing data is available for this year.$59.3$0.00$59.3$23.3$19.4$3.84
2018Detailed filing. Detailed filing data is available for this year.$55.5$0.00$55.5$16.4$30.1$13.7
2017Detailed filing. Detailed filing data is available for this year.$69.2$0.00$69.2$27.9$28.9$0.96
2016Detailed filing. Detailed filing data is available for this year.$70.1$0.00$70.1$38.6$36.5$2.01
2015Detailed filing. Detailed filing data is available for this year.$68.1$0.00$68.1$58.6$66.6$7.98
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$76.1$0.00$61.9$64.1$2.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.3$0.00$78.3$61.8$54.7$7.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.2$0.00$71.2$63.4$59.2$4.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.0$22.0$67.0$63.1$49.7$13.3