Civic Intelligence

Marblehead Rotary Club

EIN 04-6108039 • 501(c)4 • Marblehead, MA

Profile

COMMUNITY SERVICES.

PO Box 1008Marblehead, MA 01945-5008

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

85th percentile

30%

Higher net margin than 85% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

99th percentile

790%

Faster asset growth than 99% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$58,140

Up $51,605 (+790%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$58,140

Up $51,605 (+790%) from 2023

Revenue

Up

$169,436

Up $23,381 (+16%) from 2023

Expenses

Down

$117,831

Down $36,581 (-24%) from 2023

Net Income

Up

$51,605

Up $59,962 (+718%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $7,385Liabilities 2012: $02012Assets 2013: $3,149Liabilities 2013: $02013Assets 2014: $9,469Liabilities 2014: $02014Assets 2015: $3,711Liabilities 2015: $02015Assets 2016: $17,945Liabilities 2016: $02016Assets 2017: $20,818Liabilities 2017: $02017Assets 2018: $25,798Liabilities 2018: $02018Assets 2019: $15,606Liabilities 2019: $02019Assets 2020: $44,403Liabilities 2020: $0Net Assets 2020: $44,4032020Assets 2021: $24,633Liabilities 2021: $0Net Assets 2021: $24,6332021Assets 2022: $14,892Liabilities 2022: $0Net Assets 2022: $14,8922022Assets 2023: $6,535Liabilities 2023: $0Net Assets 2023: $6,5352023Assets 2024: $58,140Liabilities 2024: $0Net Assets 2024: $58,1402024

Highlighted filing

2024

Assets$58,140
Liabilities$0
Net Assets$58,140

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $61,649Expenses 2012: $73,894Net Income 2012: -$12,2452012Revenue 2013: $69,662Expenses 2013: $73,898Net Income 2013: -$4,2362013Revenue 2014: $69,709Expenses 2014: $63,389Net Income 2014: $6,3202014Revenue 2015: $82,333Expenses 2015: $88,091Net Income 2015: -$5,7582015Revenue 2016: $89,693Expenses 2016: $75,459Net Income 2016: $14,2342016Revenue 2017: $93,731Expenses 2017: $90,858Net Income 2017: $2,8732017Revenue 2018: $78,429Expenses 2018: $73,449Net Income 2018: $4,9802018Revenue 2019: $92,369Expenses 2019: $102,561Net Income 2019: -$10,1922019Revenue 2020: $93,611Expenses 2020: $64,814Net Income 2020: $28,7972020Revenue 2021: $62,227Expenses 2021: $81,997Net Income 2021: -$19,7702021Revenue 2022: $150,466Expenses 2022: $160,207Net Income 2022: -$9,7412022Revenue 2023: $146,055Expenses 2023: $154,412Net Income 2023: -$8,3572023Revenue 2024: $169,436Expenses 2024: $117,831Net Income 2024: $51,6052024

Highlighted filing

2024

Revenue$169,436
Expenses$117,831
Net Income$51,605

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$197,803
Mission and Program Overview

Mission

COMMUNITY SERVICES.

Program Services

DescriptionGrantsExpenses
BY THE FELLOWSHIP OF CIVIC MINDED INDIVIDUALS, ENCOURAGE PUBLIC SERVICE & CHARITY.$102,876$102,876
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON DOWLINGPresident-$0--
ARTHUR SCHWARTZTreasurer-$0--
PRETTY MEIERSecretary-$0--
JACK ATTRIDGEDirector-$0--
JOYCE ELLIOTTDirector-$0--
DAVID DEUTSCHDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lobster Raffle$32,184$32,184$8,324$23,860
Talent Show$25,287$25,287$20,043$5,244
Total Events$73,027$73,027$28,367$44,660
Filing and Contact Details

Filer

Filer Name
Marblehead Rotary Club
EIN
04-6108039
Phone
7816314767
Address
PO BOX 1008, MARBLEHEAD, MA 01945-5008

Signing Officer

Name
Arthur Schwartz
Title
Treasurer
Phone
7816314767
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Ryter & Company Pc
Address
50 CONGRESS STREET SUITE 318, BOSTON, MA 02109
Phone
6177232422
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 5.

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

Activity classification: mindfulness educational program. Grantee name: marblehead community charter public school. Grantee address: 17 lime street marblehead, ma 01945. Amount given: 17,325.

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

Activity classification: education resources for poverty reduction. Grantee name: tutudesk. Amount given: 8,200.

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

Activity classification: support humanitarian, educational, & cultural exchange. Grantee name: the rotary foundation. Grantee address: 14280 collections ctr drive chicago, il 60693. Amount given: 5,238.

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

Activity classification: scholarships. Grantee name: rotary club marblehead charitable foundation inc.. Grantee address: p.o. Box 1008 marblehead, ma 01945. Amount given: 45,900.

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

Activity classification: grants and similar amounts paid not in excess of $5,000. Grantee name: miscellaneous. Amount given: 26,213. Total included on form 990-ez, line 10: 102,876.

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

Description: administrative & accounting. Amount: 5,456. Description: dues & subscriptions. Amount: 9,499. Total to form 990-ez, line 16: 14,955.

Raw XML Appendix155 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/BooksInCareOfDetail/PersonNm0ARTHUR SCHWARTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07816314767
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03 BESSOM STREET151
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARBLEHEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DON DOWLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ARTHUR SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PRETTY MEIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACK ATTRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOYCE ELLIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID DEUTSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BY THE FELLOWSHIP OF CIVIC MINDED INDIVIDUALS, ENCOURAGE PUBLIC SERVICE & CHARITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0102876
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: MINDFULNESS EDUCATIONAL PROGRAM. GRANTEE NAME: MARBLEHEAD COMMUNITY CHARTER PUBLIC SCHOOL. GRANTEE ADDRESS: 17 LIME STREET MARBLEHEAD, MA 01945. AMOUNT GIVEN: 17,325.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATION RESOURCES FOR POVERTY REDUCTION. GRANTEE NAME: TUTUDESK. AMOUNT GIVEN: 8,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SUPPORT HUMANITARIAN, EDUCATIONAL, & CULTURAL EXCHANGE. GRANTEE NAME: THE ROTARY FOUNDATION. GRANTEE ADDRESS: 14280 COLLECTIONS CTR DRIVE CHICAGO, IL 60693. AMOUNT GIVEN: 5,238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: ROTARY CLUB MARBLEHEAD CHARITABLE FOUNDATION INC.. GRANTEE ADDRESS: P.O. BOX 1008 MARBLEHEAD, MA 01945. AMOUNT GIVEN: 45,900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: GRANTS AND SIMILAR AMOUNTS PAID NOT IN EXCESS OF $5,000. GRANTEE NAME: MISCELLANEOUS. AMOUNT GIVEN: 26,213. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 102,876.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: ADMINISTRATIVE & ACCOUNTING. AMOUNT: 5,456. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 9,499. TOTAL TO FORM 990-EZ, LINE 16: 14,955.
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 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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07816314767
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARBLEHEAD ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0MARB
ReturnHeader/Filer/EIN0046108039
ReturnHeader/Filer/PhoneNum07816314767
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1008
ReturnHeader/Filer/USAddress/CityNm0MARBLEHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0019455008
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RYTER & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 CONGRESS STREET SUITE 318
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177232422
ReturnHeader/ReturnTs02024-10-30T17:03:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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