Civic Intelligence

Rotary International Gardner Mass Rotary Club

EIN 04-6113165 • 501(c)4 • Gardner, MA

Profile

To foster the ideal of service above self as a way of life.

PO Box 1142Gardner, MA 01440

n/A

Siviq Scores

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

Liabilities / Assets

94th percentile

0.76x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.47x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

60th percentile

7.1%

Higher net margin than 60% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

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 2018

Asset Growth

90th percentile

43%

Faster asset growth than 90% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

6.6%

Faster revenue growth than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$24,769

Up $7,480 (+43%) from 2017

Liabilities

Up

$18,781

Up $4,661 (+33%) from 2017

Net Assets

Up

$5,988

Up $2,819 (+89%) from 2017

Operations
Liabilities / Revenue91st percentileNet Margin60th percentile

Revenue

Up

$39,712

Up $2,449 (+6.6%) from 2017

Expenses

Down

$36,893

Down $1,110 (-2.9%) from 2017

Net Income

Up

$2,819

Up $3,559 (+481%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$30K$20K$10K$0Assets 2012: $18,825Net Assets 2012: $18,8252012Assets 2013: $15,455Liabilities 2013: $0Net Assets 2013: $15,4552013Assets 2014: $16,750Liabilities 2014: $0Net Assets 2014: $16,7502014Assets 2016: $16,130Liabilities 2016: $12,221Net Assets 2016: $3,9092016Assets 2017: $17,289Liabilities 2017: $14,120Net Assets 2017: $3,1692017Assets 2018: $24,769Liabilities 2018: $18,781Net Assets 2018: $5,9882018

Highlighted filing

2018

Assets$24,769
Liabilities$18,781
Net Assets$5,988
Open 2018 Filing

Operations Trend

Revenue Growth63rd percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $40,285Expenses 2012: $38,077Net Income 2012: $2,2082012Revenue 2013: $30,363Expenses 2013: $30,930Net Income 2013: -$5672013Revenue 2014: $28,929Expenses 2014: $29,842Net Income 2014: -$9132014Revenue 2016: $35,604Expenses 2016: $35,262Net Income 2016: $3422016Revenue 2017: $37,263Expenses 2017: $38,003Net Income 2017: -$7402017Revenue 2018: $39,712Expenses 2018: $36,893Net Income 2018: $2,8192018

Highlighted filing

2018

Revenue$39,712
Expenses$36,893
Net Income$2,819
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,769
Liabilities
$18,781
Net assets
$5,988
Revenue
$39,712
Expenses
$36,893
Net income
$2,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$24.8$18.8$5.99$39.7$36.9$2.82
2017Detailed filing. Detailed filing data is available for this year.$17.3$14.1$3.17$37.3$38.0$0.74
2016Detailed filing. Detailed filing data is available for this year.$16.1$12.2$3.91$35.6$35.3$0.34
2014Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$28.9$29.8$0.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$0.00$15.5$30.4$30.9$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$18.8$40.3$38.1$2.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$39,712
Mission and Program Overview

Mission

To foster the ideal of service above self as a way of life.

Program Services

DescriptionGrantsExpenses
ORGANIZATION RAISED FUNDS THROUGH TELEVISED AUCTION AND WINE AND CHESSE TASTING EVENT AND DISTRIBUTED TO LOCAL COMMUNITY ORGANIZATIONS AND SCHOLARSHIPS TO THREE LOCAL HIGH SCHOOL SENIORS.$25,000-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL ELLISTreasurer-$0--
DOROTHY YABLONSKISecretary-$0--
JEFFREY GALLANTCommunity Chair-$0--
DAWN CASSAVANTMembership Chai-$0--
MICHAEL GERRYPresident-Elect-$0--
PETER SARGENTPresident-$0--
PETER HALEYClub Serv Chair-$0--
CHRISTIAN OROBELLOGrants Chair-$0--
CLARISSA MIYARESYouth Chair-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
04-6113165
Phone
9786320340
Address
PO BOX 1142, GARDNER, MA 01440

Signing Officer

Name
Michael Ellis
Title
Treasurer
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Venning & Jacques Inc
Address
43 Lennon St, Gardner, MA 01440
Preparer
Jeffrey J Gallant CPA
Phone
9786324080
Supplemental Narrative

Additional Explanations

Other Revenue.1

“MEETINGS & MEALS $8930”

Other Revenue.2

“Members' weekly thoughts $1430”

Other Revenue.3

“MISCELLANEOUS $601”

Other Expenses.1

“Grants and scholarships $25000”

Other Expenses.2

“WEEKLY MEALS $8168”

Other Expenses.3

“NATIONAL DUES $2822”

Other Expenses.4

“Officer installation $496”

Other Expenses.5

“Administrative expenses $349”

Other Expenses.6

“Office Supplies $58”

Other Assets.1005

“Accounts Receivable - Beginning $1088 Accounts Receivable - Ending $766”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $462 Prepaid Expenses and Deferred Charges - Ending $150”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $374”

Total Liabilities.1003

“Deferred Revenue - Beginning $12245 Deferred Revenue - Ending $18407”

Total Liabilities.1

“RESTRICTED REVENUE - Beginning $1875 RESTRICTED REVENUE - Ending $0”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL ELLIS
IRS990EZ/BooksInCareOfDetail/PhoneNum09786320340
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0COBURN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GARDNER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001440
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015739
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023853
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02819
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017289
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024769
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt039712
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03169
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05988
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03169
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05988
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/AverageHrsPerWkDevotedToPosRt80
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/PersonNm0MICHAEL ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOROTHY YABLONSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFFREY GALLANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAWN CASSAVANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL GERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PETER SARGENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PETER HALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRISTIAN OROBELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CLARISSA MIYARES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2COMMUNITY CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CLUB SERV CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7GRANTS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8YOUTH CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01550
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0916
IRS990EZ/OtherExpensesTotalAmt036893
IRS990EZ/OtherRevenueTotalAmt010961
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER THE IDEAL OF SERVICE ABOVE SELF AS A WAY OF LIFE.
IRS990EZ/ProgramServiceRevenueAmt026251
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION RAISED FUNDS THROUGH TELEVISED AUCTION AND WINE AND CHESSE TASTING EVENT AND DISTRIBUTED TO LOCAL COMMUNITY ORGANIZATIONS AND SCHOLARSHIPS TO THREE LOCAL HIGH SCHOOL SENIORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014120
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018781
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036893
IRS990EZ/TotalProgramServiceExpensesAmt025000
IRS990EZ/TotalRevenueAmt039712
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS & MEALS $8930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS' WEEKLY THOUGHTS $1430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS $601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS AND SCHOLARSHIPS $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEEKLY MEALS $8168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NATIONAL DUES $2822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICER INSTALLATION $496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADMINISTRATIVE EXPENSES $349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Office Supplies $58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $1088 Accounts Receivable - Ending $766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid Expenses and Deferred Charges - Beginning $462 Prepaid Expenses and Deferred Charges - Ending $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Deferred Revenue - Beginning $12245 Deferred Revenue - Ending $18407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13RESTRICTED REVENUE - Beginning $1875 RESTRICTED REVENUE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ELLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GARDNER MASS ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046113165
ReturnHeader/Filer/PhoneNum09786320340
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1142
ReturnHeader/Filer/USAddress/CityNm0GARDNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001440
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042649836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Venning & Jacques Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 Lennon St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gardner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001440
ReturnHeader/PreparerPersonGrp/PhoneNum09786324080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey J Gallant CPA
ReturnHeader/ReturnTs02019-05-15T11:50:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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