Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 04-6086209

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

P O Box 15Easthampton, MA 01027

(413) 529-9697

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

16th percentile

-18%

Higher net margin than 16% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

30th percentile

-6.3%

Faster asset growth than 30% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-6.4%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$76,659

Down $5,194 (-6.3%) from 2014

Net Assets

Down

$76,659

Down $5,194 (-6.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$29,198

Down $1,985 (-6.4%) from 2014

Expenses

Up

$34,392

Up $8,236 (+31%) from 2014

Net Income

Down

-$5,194

Down $10,221 (-203%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $45,486Net Assets 2010: $45,4862010Assets 2011: $47,621Liabilities 2011: $02011Assets 2012: $67,017Liabilities 2012: $5,000Net Assets 2012: $62,0172012Assets 2013: $76,826Liabilities 2013: $0Net Assets 2013: $76,8262013Assets 2014: $81,853Liabilities 2014: $0Net Assets 2014: $81,8532014Assets 2015: $76,659Liabilities 2015: $0Net Assets 2015: $76,6592015Assets 2016: $81,935Liabilities 2016: $0Net Assets 2016: $81,9352016Assets 2017: $80,963Liabilities 2017: $0Net Assets 2017: $80,9632017Assets 2018: $82,542Liabilities 2018: $0Net Assets 2018: $82,5422018Assets 2019: $13,288Liabilities 2019: $0Net Assets 2019: $13,2882019

Highlighted filing

2015

Assets$76,659
Liabilities$0
Net Assets$76,659

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2010: $30,287Expenses 2010: $27,912Net Income 2010: $2,3752010Revenue 2011: $27,979Expenses 2011: $25,844Net Income 2011: $2,1352011Revenue 2012: $44,759Expenses 2012: $30,363Net Income 2012: $14,3962012Revenue 2013: $29,334Expenses 2013: $14,525Net Income 2013: $14,8092013Revenue 2014: $31,183Expenses 2014: $26,156Net Income 2014: $5,0272014Revenue 2015: $29,198Expenses 2015: $34,392Net Income 2015: -$5,1942015Revenue 2016: $27,276Expenses 2016: $22,000Net Income 2016: $5,2762016Revenue 2017: $28,328Expenses 2017: $29,300Net Income 2017: -$9722017Revenue 2018: $34,246Expenses 2018: $32,667Net Income 2018: $1,5792018Revenue 2019: $20,131Expenses 2019: $33,853Net Income 2019: -$13,7222019

Highlighted filing

2015

Revenue$29,198
Expenses$34,392
Net Income-$5,194
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$48,735
Mission and Program Overview

Mission

To encourage and foster the ideal of service as a basis of worthy enterprise. This is accomplished through activities in four primary areas of services: club, vocational, community, and international services.

Program Services

DescriptionGrantsExpenses
TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE. THIS IS ACCOMPLISHED THROUGH ACTIVITIES IN FOUR PRIMARY AREAS OF SERVICES: CLUB, VOCATIONAL, COMMUNITY, AND INTERNATIONAL SERVICES. THE ORGANIZATION CARRIED ON WEEKLY MEETINGS AND OTHER CLUB EVENTS AS PART OF CLUB SERVICE. THE CLUB PROVIDED SCHOLARSHIPS AND INVITED GUEST SPEAKERS TO MEETINGS AS PART OF VOCATIONAL SERVICES. THE CLUB CONTRIBUTED TO AND SPONSORED LOCAL YOUTH AND OTHER ORGANIZATIONS AS PART OF COMMUNITY SERVICES. THE CLUB CONTRIBUTED TO ROTARY FOUNDATION AS PART OF INTERNATIONAL SERVICE.$14,898$34,392
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINE KOCZAJOWSKIPresident-$0--
ANDREA PRZYBYLAPresident-El-$0--
MICHAEL BUEHRLESeargent At-$0--
HEATHER LATOURSecretary-$0--
CAROLE LALIBERTETreasurer-$0--
JOHN PHILLIPSPast Preside-$0--
CHUCK CONNERDirector-$0--
TOM BROWNGrant Office-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lobster Bake$18,444$18,444$2,053$16,391
Golf Tournament$17,927$17,927$2,647$15,280
Total Events$41,640$41,640$18,920$22,720
Filing and Contact Details

Filer

Filer Name
Rotary Club of Easthampton
EIN
04-6086209
Address
P O BOX 15, EASTHAMPTON, MA 01027

Signing Officer

Name
Richard Abbott
Title
Director
Signed
2015-11-10

Preparer

Firm
Richard Abbott CPA
Address
163 NORTHAMPTON STREET STE B, EASTHAMPTON, MA 01027
Preparer
Richard Abbott
Phone
4135299697
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous 2,180 total 2,180

Form 990-ez, Part I, Line 10

Various organizations po box 15 easthampton, ma 01027 12,898 0 0

Form 990-ez, Part I, Line 16

Expenses district conference 195 district training 30 president elect training 291 rotary leadership initiative 300 insurance 318 district dues 1,286 international dues 1,843 meals 873 miscellaneous 358 pins/gifts 486 pavillion expense 5,510 shed expense 8,004 total 19,494

Form 990-ez, Part III

To encourage and foster the ideal of service as a basis of worthy enterprise. This is accomplished through activities in four primary areas of services: club, vocational, community, and international services.

Form 990-ez, Part III, Line 28

To encourage and foster the ideal of service as a basis of worthy enterprise. This is accomplished through activities in four primary areas of services: club, vocational, community, and international services. The organization carried on weekly meetings and other club events as part of club service. The club provided scholarships and invited guest speakers to meetings as part of vocational services. The club contributed to and sponsored local youth and other organizations as part of community services. The club contributed to rotary foundation as part of international service.

Raw XML Appendix149 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/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTINE KOCZAJOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA PRZYBYLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL BUEHRLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER LATOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAROLE LALIBERTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHUCK CONNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TOM BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SEARGENT AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7GRANT OFFICE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019494
IRS990EZ/OtherRevenueTotalAmt02180
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE. THIS IS ACCOMPLISHED THROUGH ACTIVITIES IN FOUR PRIMARY AREAS OF SERVICES: CLUB, VOCATIONAL, COMMUNITY, AND INTERNATIONAL SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE. THIS IS ACCOMPLISHED THROUGH ACTIVITIES IN FOUR PRIMARY AREAS OF SERVICES: CLUB, VOCATIONAL, COMMUNITY, AND INTERNATIONAL SERVICES. THE ORGANIZATION CARRIED ON WEEKLY MEETINGS AND OTHER CLUB EVENTS AS PART OF CLUB SERVICE. THE CLUB PROVIDED SCHOLARSHIPS AND INVITED GUEST SPEAKERS TO MEETINGS AS PART OF VOCATIONAL SERVICES. THE CLUB CONTRIBUTED TO AND SPONSORED LOCAL YOUTH AND OTHER ORGANIZATIONS AS PART OF COMMUNITY SERVICES. THE CLUB CONTRIBUTED TO ROTARY FOUNDATION AS PART OF INTERNATIONAL SERVICE.
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IRS990EZ/TotalRevenueAmt029198
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018920
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LOBSTER BAKE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06194
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt03382
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05269
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022720
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01820
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01820
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04700
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02053
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02647
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02824
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02824
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 2,180 TOTAL 2,180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS ORGANIZATIONS PO BOX 15 EASTHAMPTON, MA 01027 12,898 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES DISTRICT CONFERENCE 195 DISTRICT TRAINING 30 PRESIDENT ELECT TRAINING 291 ROTARY LEADERSHIP INITIATIVE 300 INSURANCE 318 DISTRICT DUES 1,286 INTERNATIONAL DUES 1,843 MEALS 873 MISCELLANEOUS 358 PINS/GIFTS 486 PAVILLION EXPENSE 5,510 SHED EXPENSE 8,004 TOTAL 19,494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE. THIS IS ACCOMPLISHED THROUGH ACTIVITIES IN FOUR PRIMARY AREAS OF SERVICES: CLUB, VOCATIONAL, COMMUNITY, AND INTERNATIONAL SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE. THIS IS ACCOMPLISHED THROUGH ACTIVITIES IN FOUR PRIMARY AREAS OF SERVICES: CLUB, VOCATIONAL, COMMUNITY, AND INTERNATIONAL SERVICES. THE ORGANIZATION CARRIED ON WEEKLY MEETINGS AND OTHER CLUB EVENTS AS PART OF CLUB SERVICE. THE CLUB PROVIDED SCHOLARSHIPS AND INVITED GUEST SPEAKERS TO MEETINGS AS PART OF VOCATIONAL SERVICES. THE CLUB CONTRIBUTED TO AND SPONSORED LOCAL YOUTH AND OTHER ORGANIZATIONS AS PART OF COMMUNITY SERVICES. THE CLUB CONTRIBUTED TO ROTARY FOUNDATION AS PART OF INTERNATIONAL SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD ABBOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF EASTHAMPTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046086209
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 15
ReturnHeader/Filer/USAddress/CityNm0EASTHAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263598559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD ABBOTT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0163 NORTHAMPTON STREET STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EASTHAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001027
ReturnHeader/PreparerPersonGrp/PhoneNum04135299697
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD ABBOTT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-10T09:31:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings