Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 04-6086209

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 15, 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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

6.5%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

63rd percentile

6.3%

Faster revenue growth than 63% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$81,853

Up $5,027 (+6.5%) from 2013

Net Assets

Up

$81,853

Up $5,027 (+6.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$31,183

Up $1,849 (+6.3%) from 2013

Expenses

Up

$26,156

Up $11,631 (+80%) from 2013

Net Income

Down

$5,027

Down $9,782 (-66%) from 2013

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

2014

Assets$81,853
Liabilities$0
Net Assets$81,853

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

2014

Revenue$31,183
Expenses$26,156
Net Income$5,027
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 15, 2015
Return Version
2013v4.0
Gross Receipts
$50,838
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.$17,927$26,156
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB NAUMOWICZSeargent At-$0--
KRISTINE KOCZAJOWSKIPresident El-$0--
HEATHER LATOURSecretary-$0--
JOHN PHILLIPSPresident-$0--
CAROLE LALIBERTETreasurer-$0--
CHUCK CONNERDirector-$0--
TOM BROWNGrant Office-$0--
ANDREA PRZYBYLADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$22,380$22,380$956$21,424
Event 2$16,652$16,652$924$15,728
Total Events$39,032$39,032$15,512$23,520
Filing and Contact Details

Filer

EIN
04-6086209

Signing Officer

Name
Richard Abbott
Title
Director
Signed
2015-01-15

Preparer

Preparer
Richard Abbott
Phone
4135299697
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Various organizations po box 15 easthampton, ma 01027 15,927 0 0

Form 990-ez, Part I, Line 16

Expenses district assembly 120 president elect training 266 district dues 1,364 international dues 1,868 meals 876 miscellaneous 407 networking by night 610 paul harris night 836 pins/gifts 1,208 shirts 674 total 8,229

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 Appendix153 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0BOB NAUMOWICZ
CompensationExplanation/CompensationExplanationGrp/PersonNm1KRISTINE KOCZAJOWSKI
CompensationExplanation/CompensationExplanationGrp/PersonNm2HEATHER LATOUR
CompensationExplanation/CompensationExplanationGrp/PersonNm3JOHN PHILLIPS
CompensationExplanation/CompensationExplanationGrp/PersonNm4CAROLE LALIBERTE
CompensationExplanation/CompensationExplanationGrp/PersonNm5CHUCK CONNER
CompensationExplanation/CompensationExplanationGrp/PersonNm6TOM BROWN
CompensationExplanation/CompensationExplanationGrp/PersonNm7ANDREA PRZYBYLA
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD ABBOTTCPA
IRS990EZ/BooksInCareOfDetail/PhoneNum04135299697
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10163 NORTHAMPTON ST SUITE B
IRS990EZ/BooksInCareOfDetail/USAddress/City0EASTHAMPTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076826
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081853
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0784
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05027
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt050
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03322
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BOB NAUMOWICZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTINE KOCZAJOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER LATOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAROLE LALIBERTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHUCK CONNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TOM BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANDREA PRZYBYLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SEARGENT AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6GRANT OFFICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08229
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017927
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026156
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt019655
IRS990EZ/SpecialEventsNetIncomeLossAmt026926
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026156
IRS990EZ/TotalProgramServiceExpensesAmt026156
IRS990EZ/TotalRevenueAmt031183
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015512
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01166
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt06384
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022380
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039032
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022380
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039032
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0LOBSTER BAKE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023520
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02397
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02397
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01880
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0956
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0924
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03685
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03685
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS ORGANIZATIONS PO BOX 15 EASTHAMPTON, MA 01027 15,927 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES DISTRICT ASSEMBLY 120 PRESIDENT ELECT TRAINING 266 DISTRICT DUES 1,364 INTERNATIONAL DUES 1,868 MEALS 876 MISCELLANEOUS 407 NETWORKING BY NIGHT 610 PAUL HARRIS NIGHT 836 PINS/GIFTS 1,208 SHIRTS 674 TOTAL 8,229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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/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. 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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD ABBOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF EASTHAMPTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046086209
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 15
ReturnHeader/Filer/USAddress/City0EASTHAMPTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263598559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RICHARD ABBOTT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10163 NORTHAMPTON STREET STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EASTHAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001027
ReturnHeader/PreparerPersonGrp/PhoneNum04135299697
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD ABBOTT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-01-15T16:54:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits