Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 04-6113165

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization ProfileN/A
PO Box 1142Gardner, MA 01440

(978) 632-0340

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

95th percentile

0.82x

Higher debt load relative to assets than 95% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

0.38x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

36th percentile

-2.0%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

63rd percentile

7.2%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

4.7%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$17,289

Up $1,159 (+7.2%) from 2016

Net Assets

Down

$3,169

Down $740 (-19%) from 2016

Liabilities

Up

$14,120

Up $1,899 (+16%) from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin36th percentile

Revenue

Up

$37,263

Up $1,659 (+4.7%) from 2016

Expenses

Up

$38,003

Up $2,741 (+7.8%) from 2016

Net Income

Down

-$740

Down $1,082 (-316%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$17,289
Liabilities$14,120
Net Assets$3,169
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$37,263
Expenses$38,003
Net Income-$740
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$37,263
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.$21,351-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL ELLISTreasurer-$0--
DOROTHY YABLONSKISecretary-$0--
JEFFREY GALLANTCommunity Chair-$0--
DAWN CASSAVANTMembership Chai-$0--
PETER SARGENTPresident-Elect-$0--
JOSEPH MCGARRYPresident-$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
2018-05-14
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 $10838”

Other Revenue.2

“Members' weekly thoughts $1855”

Other Revenue.3

“MISCELAANEOUS $80”

Other Expenses.1

“Grants and scholarships $21351”

Other Expenses.2

“WEEKLY MEALS $12064”

Other Expenses.3

“NATIONAL DUES $2601”

Other Expenses.4

“OFFICER TRAINING $546”

Other Expenses.5

“Administrative expenses $454”

Other Expenses.6

“Office Supplies $384”

Other Expenses.7

“Officer installation $302”

Other Expenses.8

“BANK CHARGES $254”

Other Expenses.9

“Miscellaneous $47”

Other Assets.1005

“Accounts Receivable - Beginning $2788 Accounts Receivable - Ending $1088”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $462”

Total Liabilities.1003

“Deferred Revenue - Beginning $11170 Deferred Revenue - Ending $12245”

Total Liabilities.1

“RESTRICTED REVENUE - Beginning $1051 RESTRICTED REVENUE - Ending $1875”

Raw XML Appendix158 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/OfficerDirectorTrusteeEmplGrp/PersonNm4PETER SARGENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOSEPH MCGARRY
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
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt01550
IRS990EZ/OtherExpensesTotalAmt038003
IRS990EZ/OtherRevenueTotalAmt012773
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER THE IDEAL OF SERVICE ABOVE SELF AS A WAY OF LIFE.
IRS990EZ/ProgramServiceRevenueAmt021829
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt021351
IRS990EZ/TotalRevenueAmt037263
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS & MEALS $10838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS' WEEKLY THOUGHTS $1855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELAANEOUS $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS AND SCHOLARSHIPS $21351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEEKLY MEALS $12064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NATIONAL DUES $2601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICER TRAINING $546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADMINISTRATIVE EXPENSES $454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Office Supplies $384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICER INSTALLATION $302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK CHARGES $254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Receivable - Beginning $2788 Accounts Receivable - Ending $1088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Deferred Revenue - Beginning $11170 Deferred Revenue - Ending $12245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15RESTRICTED REVENUE - Beginning $1051 RESTRICTED REVENUE - Ending $1875
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ELLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
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/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/ReturnTs02018-05-14T12:24:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,289
Liabilities
$14,120
Net assets
$3,169
Revenue
$37,263
Expenses
$38,003
Net income
-$740
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