Civic Intelligence

Rotary International

EIN 04-6109810 • 501(c)4 • Westfield, MA

990-N Coverage

Profile

CIVIC ORGANIZATION

PO Box 754Westfield, MA 01086-0754

westfieldrotary.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

12th percentile

-55%

Higher net margin than 12% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-11%

Faster asset growth than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-50%

Faster revenue growth than 16% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$45,169

Down $5,608 (-11%) from 2021

Liabilities

Down

$111

Down $222 (-67%) from 2021

Net Assets

Down

$45,058

Down $5,386 (-11%) from 2021

Operations
Liabilities / Revenue67th percentileNet Margin12th percentile

Revenue

Down

$9,832

Down $10,026 (-50%) from 2021

Expenses

Down

$15,218

Down $472 (-3.0%) from 2021

Net Income

Down

-$5,386

Down $9,554 (-229%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$60K$40K$20K$0-$20KAssets 2011: $19,747Liabilities 2011: $1,5712011Assets 2012: $21,443Liabilities 2012: $549Net Assets 2012: $20,8942012Assets 2013: $26,327Liabilities 2013: -$952013Assets 2014: $31,774Liabilities 2014: $692014Assets 2015: $36,023Liabilities 2015: $6062015Assets 2016: $24,677Liabilities 2016: $175Net Assets 2016: $24,5022016Assets 2017: $35,020Liabilities 2017: $65Net Assets 2017: $34,9552017Assets 2018: $36,315Liabilities 2018: $425Net Assets 2018: $35,8902018Assets 2019: $39,632Liabilities 2019: $169Net Assets 2019: $39,4632019Assets 2020: $46,609Liabilities 2020: $333Net Assets 2020: $46,2762020Assets 2021: $50,777Liabilities 2021: $333Net Assets 2021: $50,4442021Assets 2022: $45,169Liabilities 2022: $111Net Assets 2022: $45,0582022

Highlighted filing

2022

Assets$45,169
Liabilities$111
Net Assets$45,058
Open 2022 Filing

Operations Trend

Revenue Growth16th percentile

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

$40K$20K$0-$20KRevenue 2011: $36,689Expenses 2011: $27,140Net Income 2011: $9,5492011Revenue 2012: $33,614Expenses 2012: $30,896Net Income 2012: $2,7182012Revenue 2013: $26,661Expenses 2013: $21,133Net Income 2013: $5,5282013Revenue 2014: $16,297Expenses 2014: $10,919Net Income 2014: $5,3782014Revenue 2015: $12,744Expenses 2015: $9,032Net Income 2015: $3,7122015Revenue 2016: $1,557Expenses 2016: $12,472Net Income 2016: -$10,9152016Revenue 2017: $24,818Expenses 2017: $14,365Net Income 2017: $10,4532017Revenue 2018: $21,719Expenses 2018: $20,784Net Income 2018: $9352018Revenue 2019: $28,909Expenses 2019: $25,336Net Income 2019: $3,5732019Revenue 2020: $19,232Expenses 2020: $12,419Net Income 2020: $6,8132020Revenue 2021: $19,858Expenses 2021: $15,690Net Income 2021: $4,1682021Revenue 2022: $9,832Expenses 2022: $15,218Net Income 2022: -$5,3862022

Highlighted filing

2022

Revenue$9,832
Expenses$15,218
Net Income-$5,386
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,169
Liabilities
$111
Net assets
$45,058
Revenue
$9,832
Expenses
$15,218
Net income
-$5,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$45.2$0.11$45.1$9.83$15.2$5.39
2021Detailed filing. Detailed filing data is available for this year.$50.8$0.33$50.4$19.9$15.7$4.17
2020Detailed filing. Detailed filing data is available for this year.$46.6$0.33$46.3$19.2$12.4$6.81
2019Detailed filing. Detailed filing data is available for this year.$39.6$0.17$39.5$28.9$25.3$3.57
2018Detailed filing. Detailed filing data is available for this year.$36.3$0.43$35.9$21.7$20.8$0.94
2017Detailed filing. Detailed filing data is available for this year.$35.0$0.07$35.0$24.8$14.4$10.5
2016Detailed filing. Detailed filing data is available for this year.$24.7$0.18$24.5$1.56$12.5$10.9
2015Summary only. Only limited summary data is available for this year.$36.0$0.61$12.7$9.03$3.71
2014Summary only. Only limited summary data is available for this year.$31.8$0.07$16.3$10.9$5.38
2013Summary only. Only limited summary data is available for this year.$26.3$0.10$26.7$21.1$5.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$0.55$20.9$33.6$30.9$2.72
2011Summary only. Only limited summary data is available for this year.$19.7$1.57$36.7$27.1$9.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.0
Gross Receipts
$13,742
Mission and Program Overview

Mission

CIVIC ORGANIZATION

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION ACHIEVED ITS EXEMPT PURPOSE BY RAISING FUNDS TO HELP COMMUNITY NON-PROFIT ORGANIZATIONS. THE ORGANIZATION ALSO PROVIDED COMMUNITY SERVICE, ENCOURAGED HIGH VOCATIONAL STANDARDS AND BUILT GOODWILL.$9,700$14,766
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL HARTDEGENPresident-$0--
ERIC FORISHTreasurer-$0--
DAWN CARRIGNAN THOMASSecretary-$0--
ANDREA ALLARDDirector-$0--
ZACHARY COOPERDirector-$0--
RICHARD TEODOREDirector-$0--
JENNIFER GRUSZKADirector-$0--
RENE LAVIOLETTEDirector-$0--
W ROCKNE PALMERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Westfield Rotary Club Inc
EIN
04-6109810
Phone
4132651236
Address
PO BOX 754, WESTFIELD, MA 01086-0754

Signing Officer

Name
Jennifer Gruszka
Title
Director
Phone
4132651236
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
John P Liptak CPA Pc
Address
30 COURT ST STE 6, WESTFIELD, MA 01085
Preparer
John P Liptak CPA Mst
Phone
4135680979
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Meeting income 971 total 971”

Form 990-ez, Part I, Line 10

“Rotary int'l & district 7890 nat'l & distric dues 1,946”

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 6,000”

Form 990-ez, Part I, Line 16

“Expenses event costs 433 sponsorships 340 conferences and seminars 65 paul harris fellow recogn 1,000 other operating expenses 245 ma filing fee 35 installation banquet 59 guest meals 150 dues 450 club runner 378 annual report 37 total 3,192”

Form 990-ez, Part II, Line 26

“RAFFLE PAYOUT 333 111”

Form 990-ez, Part III, Line 28

“The organization achieved its exempt purpose by raising funds to help community non-profit organizations. The organization also provided community service, encouraged high vocational standards and built goodwill.”

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ZACHARY COOPER
IRS990EZ/BooksInCareOfDetail/PhoneNum04135680979
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt094 N ELM STREET
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 209
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050777
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045169
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0321
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5386
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0380
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050777
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045169
IRS990EZ/FundraisingGrossIncomeAmt08650
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011646
IRS990EZ/GrossReceiptsAmt013742
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03800
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050444
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045058
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050444
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045058
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARL HARTDEGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC FORISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAWN CARRIGNAN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREA ALLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ZACHARY COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICHARD TEODORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER GRUSZKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RENE LAVIOLETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8W ROCKNE PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03192
IRS990EZ/OtherRevenueTotalAmt0971
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION ACHIEVED ITS EXEMPT PURPOSE BY RAISING FUNDS TO HELP COMMUNITY NON-PROFIT ORGANIZATIONS. THE ORGANIZATION ALSO PROVIDED COMMUNITY SERVICE, ENCOURAGED HIGH VOCATIONAL STANDARDS AND BUILT GOODWILL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014766
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03910
IRS990EZ/SpecialEventsNetIncomeLossAmt04740
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0333
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0111
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015218
IRS990EZ/TotalProgramServiceExpensesAmt014766
IRS990EZ/TotalRevenueAmt09832
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PORTAL.CLUBRUNNER.CA/3546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETING INCOME 971 TOTAL 971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INT'L & DISTRICT 7890 NAT'L & DISTRIC DUES 1,946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CASH CONTRIBUTION: 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES EVENT COSTS 433 SPONSORSHIPS 340 CONFERENCES AND SEMINARS 65 PAUL HARRIS FELLOW RECOGN 1,000 OTHER OPERATING EXPENSES 245 MA FILING FEE 35 INSTALLATION BANQUET 59 GUEST MEALS 150 DUES 450 CLUB RUNNER 378 ANNUAL REPORT 37 TOTAL 3,192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RAFFLE PAYOUT 333 111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION ACHIEVED ITS EXEMPT PURPOSE BY RAISING FUNDS TO HELP COMMUNITY NON-PROFIT ORGANIZATIONS. THE ORGANIZATION ALSO PROVIDED COMMUNITY SERVICE, ENCOURAGED HIGH VOCATIONAL STANDARDS AND BUILT GOODWILL.
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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER GRUSZKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04132651236
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFIELD ROTARY CLUB INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046109810
ReturnHeader/Filer/PhoneNum04132651236
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 754
ReturnHeader/Filer/USAddress/CityNm0WESTFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0010860754
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263432522
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN P LIPTAK CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 COURT ST STE 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001085
ReturnHeader/PreparerPersonGrp/PhoneNum04135680979
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P LIPTAK CPA MST
ReturnHeader/ReturnTs02022-11-14T10:59:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRUSZKA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.