Civic Intelligence

Rotary International Wellesley

990EZ • Fiscal year 2021 • EIN 04-6075970

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 18, 2021

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

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-6.5%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

46%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$43,601

Down $3,031 (-6.5%) from 2020

Net Assets

Down

$43,601

Down $3,031 (-6.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin13th percentile

Revenue

Up

$8,090

Up $2,534 (+46%) from 2020

Expenses

Down

$11,121

Down $7,147 (-39%) from 2020

Net Income

Up

-$3,031

Up $9,681 (+76%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2021

Assets$43,601
Liabilities$0
Net Assets$43,601
Open 2021 Filing

Operations Trend

Revenue Growth80th 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

2021

Revenue$8,090
Expenses$11,121
Net Income-$3,031
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 18, 2021
Return Version
2020v4.1
Gross Receipts
$8,309
Mission and Program Overview

Mission

To promote international peace and understanding.

Program Services

DescriptionGrantsExpenses
PROMOTE COMMUNITY SERVICE AND VOCATIONAL SERVICE BY AWARDING GRANTS AND SCHOLARSHIPS AND INCURRING RELATED EXPENSES.$2,742$2,742
WEEKLY MEETING COSTS FOR FELLOWSHIP, LISTENING TO SPEAKERS ADVANCING INTERNATIONAL PEACE & UNDERSTANDING, PLANNING & MONITORING FUNDRAISING EVENTS & CHARITABLE ACTIVITIES.$0$1,251
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROMEO ADAMSDirector-$0--
TORY DEFAZIODirector-$0--
AMELIA CHILDSDirector-$0--
DONNA ARMENTANODirector-$0--
PAUL SIMARDDirector-$0--
SUSAN BEVILACQUADirector-$0--
VINCENT SPOTODirector-$0--
JULIE GINNDirector-$0--
WILLIAM WESTERMANDirector-$0--
VIN SPOTODirector & President-$0--
LINDA TIGHEDirector & President Elect-$0--
JOHN ADAMSDirector & Treasurer-$0--
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
Linda Tighe
Title
President
Phone
7815910759
Signed
2021-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Baumann & Baumann Cpas Llp
Address
40 WALNUT STREET SUITE 301, 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: 203.”

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. Date of gift: 11/16/20. Amount given: 500.”

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. Date of gift: 11/13/20. Amount given: 250.”

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

“Activity classification: local development: youth services. Grantee name: ryla, rotary district 7910. Grantee address: 224 westwood st; attn p anastasi chelmsford, ma 01824. Grantee relationship: none. Property description: cash. Date of gift: 05/27/20. Amount given: 300.”

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

“Activity classification: local development: rotaract- massbay. Grantee name: massbay. Grantee address: 50 oakland st wellesley, ma 02481. Grantee relationship: none. Property description: cash. Date of gift: 01/29/21. Amount given: 50.”

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

“Activity classification: local development; police station garden. Grantee name: town of wellesley, dpw. Grantee address: 20 municipal way wellesley, ma 02481. Grantee relationship: none. Property description: cash. Date of gift: 05/26/21. Amount given: 884.”

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

“Activity classification: local development; arbor day. Grantee name: town of wellesley, dpw. Grantee address: 20 municipal way wellesley, ma 02481. Grantee relationship: none. Property description: cash. Date of gift: 04/26/21. Amount given: 508.”

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

“Activity classification: local development: youth services. Grantee name: kids backing kids. Grantee address: po box 81047 wellesley, ma 02481. Grantee relationship: none. Property description: cash. Date of gift: 11/12/20. Amount given: 250. Total included on form 990-ez, line 10: 2,742.”

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

“Description: program event expenses. Amount: 1,250. Description: office expense. Amount: 2,250. Description: rotary international dues. Amount: 3,100. Description: advertising. Amount: 375. Total to form 990-ez, line 16: 6,975.”

Raw XML Appendix188 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/PersonNm0ROMEO ADAMS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNA ARMENTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAUL SIMARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN BEVILACQUA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VINCENT SPOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIE GINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8WILLIAM WESTERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VIN SPOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LINDA TIGHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JOHN ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR & PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR & PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR & TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherExpensesTotalAmt06975
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROMOTE COMMUNITY SERVICE AND VOCATIONAL SERVICE BY AWARDING GRANTS AND SCHOLARSHIPS AND INCURRING RELATED EXPENSES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 203.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: COMMUNITY SERVICE. GRANTEE NAME: WELLESLEY FRIENDLY AID. GRANTEE ADDRESS: 219 WASHINGTON ST WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/16/20. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY 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. DATE OF GIFT: 11/13/20. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: YOUTH SERVICES. GRANTEE NAME: RYLA, ROTARY DISTRICT 7910. GRANTEE ADDRESS: 224 WESTWOOD ST; ATTN P ANASTASI CHELMSFORD, MA 01824. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/27/20. AMOUNT GIVEN: 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: ROTARACT- MASSBAY. GRANTEE NAME: MASSBAY. GRANTEE ADDRESS: 50 OAKLAND ST WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/29/21. AMOUNT GIVEN: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT; POLICE STATION GARDEN. GRANTEE NAME: TOWN OF WELLESLEY, DPW. GRANTEE ADDRESS: 20 MUNICIPAL WAY WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/26/21. AMOUNT GIVEN: 884.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT; ARBOR DAY. GRANTEE NAME: TOWN OF WELLESLEY, DPW. GRANTEE ADDRESS: 20 MUNICIPAL WAY WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/26/21. AMOUNT GIVEN: 508.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: YOUTH SERVICES. GRANTEE NAME: KIDS BACKING KIDS. GRANTEE ADDRESS: PO BOX 81047 WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/12/20. AMOUNT GIVEN: 250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 2,742.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: PROGRAM EVENT EXPENSES. AMOUNT: 1,250. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,250. DESCRIPTION: ROTARY INTERNATIONAL DUES. AMOUNT: 3,100. DESCRIPTION: ADVERTISING. AMOUNT: 375. TOTAL TO FORM 990-EZ, LINE 16: 6,975.
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 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.
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-18
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ReturnHeader/ReturnTs02021-08-18T14:44:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TIGHE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,601
Liabilities
$0
Net assets
$43,601
Revenue
$8,090
Expenses
$11,121
Net income
-$3,031
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
2021Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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