Civic Intelligence

Rotary Service Fund of Worcester

EIN 04-6112126 • 501(c)3 • Worcester, MA

Profile

Provide single-purpose grants to recognized tax-exemptcharitable organizations and special needs groups

PO Box 3413Worcester, MA 01613

www.rotary.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

84th percentile

40%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-31%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,727

Up $8,826 (+40%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$30,727

Up $8,826 (+40%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Down

$11,182

Down $5,070 (-31%) from 2023

Expenses

Down

$2,356

Down $12,077 (-84%) from 2023

Net Income

Up

$8,826

Up $7,007 (+385%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$80K$60K$40K$20K$0Assets 2014: $67,568Liabilities 2014: $5,022Net Assets 2014: $62,5462014Assets 2015: $56,124Liabilities 2015: $1,650Net Assets 2015: $54,4742015Assets 2016: $57,095Liabilities 2016: $0Net Assets 2016: $57,0952016Assets 2017: $39,642Liabilities 2017: $0Net Assets 2017: $39,6422017Assets 2018: $53,370Liabilities 2018: $0Net Assets 2018: $53,3702018Assets 2019: $34,036Liabilities 2019: $0Net Assets 2019: $34,0362019Assets 2020: $11,564Liabilities 2020: $0Net Assets 2020: $11,5642020Assets 2021: $23,714Liabilities 2021: $0Net Assets 2021: $23,7142021Assets 2022: $20,082Liabilities 2022: $0Net Assets 2022: $20,0822022Assets 2023: $21,901Liabilities 2023: $0Net Assets 2023: $21,9012023Assets 2024: $30,727Net Assets 2024: $30,7272024

Highlighted filing

2024

Assets$30,727
Liabilities-
Net Assets$30,727
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $123,009Expenses 2014: $81,578Net Income 2014: $41,4312014Revenue 2015: $41,936Expenses 2015: $50,008Net Income 2015: -$8,0722015Revenue 2016: $26,554Expenses 2016: $23,933Net Income 2016: $2,6212016Revenue 2017: $50,457Expenses 2017: $67,910Net Income 2017: -$17,4532017Revenue 2018: $34,222Expenses 2018: $20,494Net Income 2018: $13,7282018Revenue 2019: $15,447Expenses 2019: $34,781Net Income 2019: -$19,3342019Revenue 2020: $6,467Expenses 2020: $28,939Net Income 2020: -$22,4722020Revenue 2021: $17,567Expenses 2021: $5,417Net Income 2021: $12,1502021Revenue 2022: $2,245Expenses 2022: $5,877Net Income 2022: -$3,6322022Revenue 2023: $16,252Expenses 2023: $14,433Net Income 2023: $1,8192023Revenue 2024: $11,182Expenses 2024: $2,356Net Income 2024: $8,8262024

Highlighted filing

2024

Revenue$11,182
Expenses$2,356
Net Income$8,826
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,727
Liabilities
-
Net assets
$30,727
Revenue
$11,182
Expenses
$2,356
Net income
$8,826
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.11$0.02$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.16$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.02$0.06$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.18$0.05$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.06$0.29$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.15$0.35$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.34$0.20$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.50$0.68$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.27$0.24$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.02$0.54$0.42$0.50$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.05$0.63$1.23$0.82$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$12,425
Mission and Program Overview

Mission

Provide single-purpose grants to recognized tax-exemptcharitable organizations and special needs groups

Program Services

DescriptionGrantsExpenses
PROVIDE SINGLE-PURPOSE GRANTS TO RECOGNIZED TAX-EXEMPT CHARITABLE ORGANIZATIONS AND SPECIAL NEEDS GROUPS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA GUTHRIESecretary-$0--
JUNAID MARVIDirector-$0--
SHANIEKA GAINESPresident-$0--
ERICA WENNERBERGVice President-$0--
ROBERT MANGANTreasurer-$0--
MARK O'FLAHERTYPast President-$0--
CHRISTOPHER GATESPast President-$0--
RICHARD PRAGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Service Fund of Worcester
EIN
04-6112126
Phone
9783602149
Address
PO BOX 3413, WORCESTER, MA 01613

Signing Officer

Name
Robert Mangan
Title
Treasurer
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Bisceglia Steiman & Fudeman Llp
Address
339 main st suite 110, worcester, MA 01608
Preparer
Harold Hough CPA
Phone
5087992491
Supplemental Narrative

Additional Explanations

Other Expenses.1

“OFFICE SUPPLIES $405”

Other Expenses.2

“Dues and subscriptions $143”

Other Expenses.3

“CREDIT CARD FEES $116”

Other Expenses.4

“FILING FEES $35”

Part III, Line 28

“The purpose of the organization is to fund a specific community project on an annual basis. For tax year 2023, the board was considering various endeavors but no project was approved until tax year 2024.”

Raw XML Appendix157 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/PersonNm0ROBERT MANGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05088536899
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt070 WEST BOYLSTON ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WORCESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001606
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021901
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030727
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010635
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08826
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01657
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021901
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030727
IRS990EZ/FundraisingGrossIncomeAmt01790
IRS990EZ/GrossReceiptsAmt012425
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021901
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021901
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030727
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
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/PersonNm0BARBARA GUTHRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUNAID MARVI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANIEKA GAINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERICA WENNERBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT MANGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARK O'FLAHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTOPHER GATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RICHARD PRAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0699
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SINGLE-PURPOSE GRANTS TO RECOGNIZED TAX-EXEMPTCHARITABLE ORGANIZATIONS AND SPECIAL NEEDS GROUPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SINGLE-PURPOSE GRANTS TO RECOGNIZED TAX-EXEMPT CHARITABLE ORGANIZATIONS AND SPECIAL NEEDS GROUPS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01243
IRS990EZ/SpecialEventsNetIncomeLossAmt0547
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02356
IRS990EZ/TotalRevenueAmt011182
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.//PORTAL.CLUBRUNNER.CA/3707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016252
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt053616
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt053616
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016252
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt053616
IRS990ScheduleA/TotalSupportAmt053616
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE SUPPLIES $405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES AND SUBSCRIPTIONS $143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD FEES $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PURPOSE OF THE ORGANIZATION IS TO FUND A SPECIFIC COMMUNITY PROJECT ON AN ANNUAL BASIS. FOR TAX YEAR 2023, THE BOARD WAS CONSIDERING VARIOUS ENDEAVORS BUT NO PROJECT WAS APPROVED UNTIL TAX YEAR 2024.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MANGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY SERVICE FUND OF WORCESTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046112126
ReturnHeader/Filer/PhoneNum09783602149
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3413
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001613
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043338777
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BISCEGLIA STEIMAN & FUDEMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0339 main st suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0worcester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087992491
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAROLD HOUGH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-08T06:10:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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