Civic Intelligence

Rotary International Burlington

990EZ • Fiscal year 2022 • EIN 04-6113169

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 15, 2022

Organization Profilen/a
PO Box 462Burlington, MA 01803

(781) 425-6378

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.09x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

58th percentile

9.4%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

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

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

87th percentile

114%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$76,836

Up $7,070 (+10%) from 2021

Net Assets

Up

$73,413

Up $3,647 (+5.2%) from 2021

Liabilities

Up

$3,423

Up $3,423 from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin58th percentile

Revenue

Up

$38,952

Up $20,765 (+114%) from 2021

Expenses

Up

$35,305

Up $11,361 (+47%) from 2021

Net Income

Up

$3,647

Up $9,404 (+163%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$100K$50K$0Assets 2011: $46,816Liabilities 2011: $598Net Assets 2011: $46,2182011Assets 2012: $31,152Liabilities 2012: $02012Assets 2013: $30,955Liabilities 2013: $0Net Assets 2013: $30,9552013Assets 2014: $47,673Liabilities 2014: $0Net Assets 2014: $47,6732014Assets 2015: $69,312Liabilities 2015: $0Net Assets 2015: $69,3122015Assets 2016: $74,438Liabilities 2016: $0Net Assets 2016: $74,4382016Assets 2017: $86,268Liabilities 2017: $0Net Assets 2017: $86,2682017Assets 2018: $73,290Liabilities 2018: $0Net Assets 2018: $73,2902018Assets 2019: $85,631Liabilities 2019: $0Net Assets 2019: $85,6312019Assets 2020: $75,523Liabilities 2020: $0Net Assets 2020: $75,5232020Assets 2021: $69,766Liabilities 2021: $0Net Assets 2021: $69,7662021Assets 2022: $76,836Liabilities 2022: $3,423Net Assets 2022: $73,4132022Assets 2023: $74,174Liabilities 2023: $3,332Net Assets 2023: $70,8422023Assets 2024: $61,051Liabilities 2024: $0Net Assets 2024: $61,0512024Assets 2025: $55,657Liabilities 2025: $0Net Assets 2025: $55,6572025

Highlighted filing

2022

Assets$76,836
Liabilities$3,423
Net Assets$73,413
Open 2022 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $86,844Expenses 2011: $89,359Net Income 2011: -$2,5152011Revenue 2012: $78,558Expenses 2012: $92,874Net Income 2012: -$14,3162012Revenue 2013: $84,639Expenses 2013: $84,125Net Income 2013: $5142013Revenue 2014: $114,450Expenses 2014: $104,523Net Income 2014: $9,9272014Revenue 2015: $92,096Expenses 2015: $70,457Net Income 2015: $21,6392015Revenue 2016: $78,967Expenses 2016: $73,841Net Income 2016: $5,1262016Revenue 2017: $71,312Expenses 2017: $59,966Net Income 2017: $11,3462017Revenue 2018: $60,245Expenses 2018: $73,345Net Income 2018: -$13,1002018Revenue 2019: $76,491Expenses 2019: $64,150Net Income 2019: $12,3412019Revenue 2020: $48,174Expenses 2020: $58,282Net Income 2020: -$10,1082020Revenue 2021: $18,187Expenses 2021: $23,944Net Income 2021: -$5,7572021Revenue 2022: $38,952Expenses 2022: $35,305Net Income 2022: $3,6472022Revenue 2023: $39,858Expenses 2023: $42,429Net Income 2023: -$2,5712023Revenue 2024: $22,995Expenses 2024: $32,786Net Income 2024: -$9,7912024Revenue 2025: $28,090Expenses 2025: $31,361Net Income 2025: -$3,2712025

Highlighted filing

2022

Revenue$38,952
Expenses$35,305
Net Income$3,647
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 15, 2022
Return Version
2021v4.2
Gross Receipts
$47,572
Mission and Program Overview

Mission

The Burlington Rotary Club promotes world understanding and peace through vocational, community, and international humanitarian and educational programs

vocational community Intl Programs

Program Services

DescriptionGrantsExpenses
Vocational - Contributions for Scholarships 17 Students were awarded scholarships-$7,000
Community Service - Contributions to local organizations that promote humanitarian and educational programs-$5,950
International Services - Contribution to international organizations that promote humanitarian and educational programs-$1,470
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl StantonTreasurer-$0--
Roger BellPast-President-$0--
Lori BeckerPresident-$0--
Lynne KellySecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourney$18,122$18,122-$18,122
Total Events$18,122$18,122-$18,122
Filing and Contact Details

Filer

Filer Name
Rotary International Burlington
EIN
04-6113169
Address
PO Box 462, Burlington, MA 01803

Signing Officer

Name
Cheryl Stanton
Title
Treasurer
Phone
7814256378
Signed
2022-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Brisbois Capital Mgmt LLC
Address
11 Middlesex Ave Suite 1, Wilmington, MA 01887
Preparer
Todd P Brisbois
Phone
8886806886
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMiscellaneous Income 50Membership Meals 6,685”

List of grants and similar amounts paid Part I line 10

“Activity Scholarships Amount 7,000Activity Community Service Amount 5,950Activity International Service Amount 5,365”

Description of other expenses Part I line 16

“Description AmountOfficers Installation Exp 4,864Board Meeting Exp 1,182Club District Dues 858Bank Charges 45Credit Card Fees 240Web Site 556Supplies 121Social Events 228Weekly Meals Exp 6,628”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearUncleared Check Liability 0 3,423”

Raw XML Appendix142 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/PersonNm0Cheryl Stanton
IRS990EZ/BooksInCareOfDetail/PhoneNum07814256378
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017 Mallard Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Burlington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001803
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069766
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076836
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03120
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03647
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01015
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069766
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076836
IRS990EZ/FundraisingGrossIncomeAmt032496
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018315
IRS990EZ/GrossReceiptsAmt047572
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt081
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05140
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069766
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073413
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069766
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073413
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cheryl Stanton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Roger Bell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lori Becker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lynne Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014722
IRS990EZ/OtherRevenueTotalAmt06735
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0vocational community Intl Programs
IRS990EZ/PrintingPublicationsPostageAmt01253
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Vocational - Contributions for Scholarships 17 Students were awarded scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community Service - Contributions to local organizations that promote humanitarian and educational programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2International Services - Contribution to international organizations that promote humanitarian and educational programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15950
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21470
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08620
IRS990EZ/SpecialEventsNetIncomeLossAmt023876
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03423
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035305
IRS990EZ/TotalProgramServiceExpensesAmt014420
IRS990EZ/TotalRevenueAmt038952
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tourney
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018122
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018122
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018122
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018122
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018122
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMiscellaneous Income 50Membership Meals 6,685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarships Amount 7,000Activity Community Service Amount 5,950Activity International Service Amount 5,365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountOfficers Installation Exp 4,864Board Meeting Exp 1,182Club District Dues 858Bank Charges 45Credit Card Fees 240Web Site 556Supplies 121Social Events 228Weekly Meals Exp 6,628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearUncleared Check Liability 0 3,423
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cheryl Stanton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07814256378
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Burlington
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046113169
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 462
ReturnHeader/Filer/USAddress/CityNm0Burlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141871532
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brisbois Capital Mgmt LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 Middlesex Ave Suite 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wilmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001887
ReturnHeader/PreparerPersonGrp/PhoneNum08886806886
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Todd P Brisbois
ReturnHeader/ReturnTs02022-09-15T13:34:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cheryl
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stanton
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$76,836
Liabilities
$3,423
Net assets
$73,413
Revenue
$38,952
Expenses
$35,305
Net income
$3,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.28$0.31$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.23$0.33$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.03$0.71$0.40$0.42$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.03$0.73$0.39$0.35$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.18$0.24$0.06
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.76$0.00$0.76$0.48$0.58$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.76$0.64$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.60$0.73$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.71$0.60$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.79$0.74$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.92$0.70$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.14$1.05$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.85$0.84$0.01
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.79$0.93$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.01$0.46$0.87$0.89$0.03