Civic Intelligence

Rotary International Winchester Rotary Club

990EZ • Fiscal year 2014 • EIN 04-6113292

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 29, 2014

Organization ProfileWWW.WINCHESTERROTARY.ORG
PO Box 288Winchester, MA 01890

(617) 974-3620

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

45th percentile

1.3%

Higher net margin than 45% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

7.7%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

56th percentile

3.0%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$8,678

Up $619 (+7.7%) from 2013

Net Assets

Up

$8,678

Up $619 (+7.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Up

$46,075

Up $1,353 (+3.0%) from 2013

Expenses

Up

$45,456

Up $680 (+1.5%) from 2013

Net Income

Up

$619

Up $673 (+1246%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$40K$30K$20K$10K$0Assets 2010: $11,541Liabilities 2010: $0Net Assets 2010: $11,5412010Assets 2011: $11,016Liabilities 2011: $0Net Assets 2011: $11,0162011Assets 2012: $8,113Liabilities 2012: $0Net Assets 2012: $8,1132012Assets 2013: $8,059Liabilities 2013: $0Net Assets 2013: $8,0592013Assets 2014: $8,678Liabilities 2014: $0Net Assets 2014: $8,6782014Assets 2015: $9,450Liabilities 2015: $0Net Assets 2015: $9,4502015Assets 2016: $15,207Liabilities 2016: $0Net Assets 2016: $15,2072016Assets 2017: $17,092Liabilities 2017: $0Net Assets 2017: $17,0922017Assets 2018: $18,911Liabilities 2018: $0Net Assets 2018: $18,9112018Assets 2019: $12,834Liabilities 2019: $0Net Assets 2019: $12,8342019Assets 2020: $14,123Liabilities 2020: $0Net Assets 2020: $14,1232020Assets 2021: $25,479Liabilities 2021: $4,335Net Assets 2021: $21,1442021Assets 2022: $35,822Liabilities 2022: $4,335Net Assets 2022: $31,4872022Assets 2023: $21,673Liabilities 2023: $4,670Net Assets 2023: $17,0032023Assets 2024: $26,479Liabilities 2024: $6,421Net Assets 2024: $20,0582024Assets 2025: $25,589Liabilities 2025: $4,741Net Assets 2025: $20,8482025

Highlighted filing

2014

Assets$8,678
Liabilities$0
Net Assets$8,678
Open 2014 Filing

Operations Trend

Revenue Growth56th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $44,021Expenses 2010: $45,707Net Income 2010: -$1,6862010Revenue 2011: $39,623Expenses 2011: $40,148Net Income 2011: -$5252011Revenue 2012: $46,215Expenses 2012: $49,118Net Income 2012: -$2,9032012Revenue 2013: $44,722Expenses 2013: $44,776Net Income 2013: -$542013Revenue 2014: $46,075Expenses 2014: $45,456Net Income 2014: $6192014Revenue 2015: $44,605Expenses 2015: $43,833Net Income 2015: $7722015Revenue 2016: $51,147Expenses 2016: $46,276Net Income 2016: $4,8712016Revenue 2017: $45,916Expenses 2017: $44,031Net Income 2017: $1,8852017Revenue 2018: $41,320Expenses 2018: $39,501Net Income 2018: $1,8192018Revenue 2019: $39,376Expenses 2019: $45,453Net Income 2019: -$6,0772019Revenue 2020: $33,983Expenses 2020: $32,694Net Income 2020: $1,2892020Revenue 2021: $17,245Expenses 2021: $10,224Net Income 2021: $7,0212021Revenue 2022: $30,743Expenses 2022: $20,400Net Income 2022: $10,3432022Revenue 2023: $38,194Expenses 2023: $52,678Net Income 2023: -$14,4842023Revenue 2024: $46,287Expenses 2024: $43,232Net Income 2024: $3,0552024Revenue 2025: $46,626Expenses 2025: $38,896Net Income 2025: $7,7302025

Highlighted filing

2014

Revenue$46,075
Expenses$45,456
Net Income$619
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 29, 2014
Return Version
2013v3.0
Gross Receipts
$46,075
Mission and Program Overview

Mission

Rotary functions as a community service organization of business people who dedicate efforts to various charitable organizations.

Program Services

DescriptionGrantsExpenses
DEVELOP COMMUNITY SERVICE PROJECTS THAT ADDRESS MANY OF TODAY'S MOST CRITICAL ISSUES, SUCH AS CHILDREN AT RISK, POVERTY AND HUNGER, THE ENVIRONMENT, ILLITERACY, AND VIOLENCE. THEY ALSO SUPPORT PROGRAMS FOR YOUTH, EDUCATIONAL OPPORTUNITIES AND INTERNATIONAL EXCHANGES FOR STUDENTS, TEACHERS, AND OTHER PROFESSIONALS, AND VOCATIONAL AND CAREER DEVELOPMENT.$0$0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARNEE WALSHPresidentPT$0--
MARK FISHERAssistant Treasurer-$0--
JANE ERRICOTreasurer-$0--
ALICE LOMBARDOSecretary-$0--
Filing and Contact Details

Filer

EIN
04-6113292
Phone
6179743620

Signing Officer

Name
Jane Errico
Title
Treasurer
Phone
6179743620
Signed
2014-09-29
Discuss with paid preparer
Yes

Preparer

Preparer
Christopher J Barrett CPA
Phone
7815702273
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 75.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: guest meals. Amount: 3,790. Description: special event revenue. Amount: 2,010. Total to form 990-ez, line 8: 5,800.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: membership dues. Amount: 7,459. Description: luncheons. Amount: 28,551. Description: miscellaneous. Amount: 15. Description: special events. Amount: 5,111. Description: tax preparation. Amount: 750. Total to form 990-ez, line 16: 41,886.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 263. End of year amount: 390.”

Raw XML Appendix121 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JANE ERRICO
IRS990EZ/BooksInCareOfDetail/PhoneNum07817293620
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1019 CHURCH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0WINCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001890
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07796
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08288
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0619
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08059
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08678
IRS990EZ/GrossReceiptsAmt046075
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt075
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt040200
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08059
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08678
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08059
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08678
IRS990EZ/OccupancyRentUtltsAndMaintAmt03570
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm0MARNEE WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE ERRICO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALICE LOMBARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ASSISTANT TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0263
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0390
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041886
IRS990EZ/OtherRevenueTotalAmt05800
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY FUNCTIONS AS A COMMUNITY SERVICE ORGANIZATION OF BUSINESS PEOPLE WHO DEDICATE EFFORTS TO VARIOUS CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DEVELOP COMMUNITY SERVICE PROJECTS THAT ADDRESS MANY OF TODAY'S MOST CRITICAL ISSUES, SUCH AS CHILDREN AT RISK, POVERTY AND HUNGER, THE ENVIRONMENT, ILLITERACY, AND VIOLENCE. THEY ALSO SUPPORT PROGRAMS FOR YOUTH, EDUCATIONAL OPPORTUNITIES AND INTERNATIONAL EXCHANGES FOR STUDENTS, TEACHERS, AND OTHER PROFESSIONALS, AND VOCATIONAL AND CAREER DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045456
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt046075
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.WINCHESTERROTARY.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GUEST MEALS. AMOUNT: 3,790. DESCRIPTION: SPECIAL EVENT REVENUE. AMOUNT: 2,010. TOTAL TO FORM 990-EZ, LINE 8: 5,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 7,459. DESCRIPTION: LUNCHEONS. AMOUNT: 28,551. DESCRIPTION: MISCELLANEOUS. AMOUNT: 15. DESCRIPTION: SPECIAL EVENTS. AMOUNT: 5,111. DESCRIPTION: TAX PREPARATION. AMOUNT: 750. TOTAL TO FORM 990-EZ, LINE 16: 41,886.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 263. END OF YEAR AMOUNT: 390.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE ERRICO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06179743620
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL WINCHESTER ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046113292
ReturnHeader/Filer/PhoneNum06179743620
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 288
ReturnHeader/Filer/USAddress/City0WINCHESTER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001890
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460799858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BARRETT & SCIBELLI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108 WINCHESTER PLACE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001890
ReturnHeader/PreparerPersonGrp/PhoneNum07815702273
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER J BARRETT CPA
ReturnHeader/ReturnTs02014-10-10T14:18:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,678
Liabilities
$0
Net assets
$8,678
Revenue
$46,075
Expenses
$45,456
Net income
$619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.6$4.74$20.8$46.6$38.9$7.73
2024Detailed filing. Detailed filing data is available for this year.$26.5$6.42$20.1$46.3$43.2$3.06
2023Detailed filing. Detailed filing data is available for this year.$21.7$4.67$17.0$38.2$52.7$14.5
2022Detailed filing. Detailed filing data is available for this year.$35.8$4.34$31.5$30.7$20.4$10.3
2021Detailed filing. Detailed filing data is available for this year.$25.5$4.34$21.1$17.2$10.2$7.02
2020Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$34.0$32.7$1.29
2019Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$39.4$45.5$6.08
2018Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$41.3$39.5$1.82
2017Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$45.9$44.0$1.89
2016Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$51.1$46.3$4.87
2015Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$44.6$43.8$0.77
2014Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$46.1$45.5$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.06$0.00$8.06$44.7$44.8$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.11$0.00$8.11$46.2$49.1$2.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.00$11.0$39.6$40.1$0.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.00$11.5$44.0$45.7$1.69