Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 04-6114562

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

PO Box 94Peabody, MA 01960

(978) 538-9055

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.18x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

86th percentile

30%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

86th percentile

31%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

17%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$115,501

Up $27,232 (+31%) from 2018

Net Assets

Up

$100,026

Up $25,882 (+35%) from 2018

Liabilities

Up

$15,475

Up $1,350 (+9.6%) from 2018

Revenue

Up

$86,848

Up $12,717 (+17%) from 2018

Expenses

Down

$60,966

Down $1,522 (-2.4%) from 2018

Net Income

Up

$25,882

Up $14,239 (+122%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $53,733Liabilities 2015: $12,675Net Assets 2015: $41,0582015Assets 2016: $56,538Liabilities 2016: $18,451Net Assets 2016: $38,0872016Assets 2017: $75,661Liabilities 2017: $13,160Net Assets 2017: $62,5012017Assets 2018: $88,269Liabilities 2018: $14,125Net Assets 2018: $74,1442018Assets 2019: $115,501Liabilities 2019: $15,475Net Assets 2019: $100,0262019Assets 2020: $90,182Liabilities 2020: $13,200Net Assets 2020: $76,9822020Assets 2021: $70,997Liabilities 2021: $14,678Net Assets 2021: $56,3192021Assets 2022: $70,148Liabilities 2022: $17,937Net Assets 2022: $52,2112022Assets 2023: $76,076Liabilities 2023: $20,530Net Assets 2023: $55,5462023Assets 2024: $90,832Liabilities 2024: $24,520Net Assets 2024: $66,3122024Assets 2025: $74,451Liabilities 2025: $14,320Net Assets 2025: $60,1312025

Highlighted filing

2019

Assets$115,501
Liabilities$15,475
Net Assets$100,026

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $74,553Expenses 2015: $66,594Net Income 2015: $7,9592015Revenue 2016: $72,896Expenses 2016: $75,867Net Income 2016: -$2,9712016Revenue 2017: $87,762Expenses 2017: $63,348Net Income 2017: $24,4142017Revenue 2018: $74,131Expenses 2018: $62,488Net Income 2018: $11,6432018Revenue 2019: $86,848Expenses 2019: $60,966Net Income 2019: $25,8822019Revenue 2020: $56,418Expenses 2020: $79,462Net Income 2020: -$23,0442020Revenue 2021: $52,960Expenses 2021: $73,623Net Income 2021: -$20,6632021Revenue 2022: $76,049Expenses 2022: $80,157Net Income 2022: -$4,1082022Revenue 2023: $89,609Expenses 2023: $86,274Net Income 2023: $3,3352023Revenue 2024: $94,082Expenses 2024: $83,316Net Income 2024: $10,7662024Revenue 2025: $83,137Expenses 2025: $84,818Net Income 2025: -$1,6812025

Highlighted filing

2019

Revenue$86,848
Expenses$60,966
Net Income$25,882
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$100,122
Mission and Program Overview

Mission

To provide educational opportunities by providing scholarships for higher education. To provide educational tools and other assistance for nourishment to underprivileged members of the community.

Program Services

DescriptionGrantsExpenses
COLLEGE AND OTHER HIGHER EDUCATIONAL SCHOLARSHIPSTO RESIDENTS OF PEABODY, MA$16,000$16,000
COMMUNITY ACTION, HUNGER, ETC.$14,062$14,062
PROVIDE SUPPORT TO LOCAL FOUNDATION DEDICATED TORESEARCHING RARE PROGERIA DISEASE$1,275$1,275
ASSIST IN FUNDING REGIONAL ROTARY EFFORTS TO PROVIDE CLEFT PALATE SURGERIES$1,200$1,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COREY JACKSONPresident-$0--
THOMAS GRIFFINPresident-Elect-$0--
LAURA MACNEILSecretary-$0--
DANIEL VASSALLOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
04-6114562
Phone
9785389055
Address
PO BOX 94, PEABODY, MA 01960

Signing Officer

Name
Daniel J Vassallo
Title
Treasurer
Phone
9785389055
Signed
2019-11-14

Preparer

Firm
GraVoc Associates
Address
81 Main St, PEABODY, MA 01960
Preparer
Daniel Vassallo
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Scholarships; higher education scholarships; : , , , ; , 16000.

Form 990EZ, Part I, Line 10

Fund black box theater; community theater; : , , , ; , 1000.

Form 990EZ, Part I, Line 10

Homeless and hunger support; food pantry; : , , , ; , 1000.

Form 990EZ, Part I, Line 10

Various other donations less than $1000; community/civic outreach; : , , , ; , 14537.

Form 990EZ, Part I, Line 16

BAD DEBT 410.

Form 990EZ, Part I, Line 16

FLOWERS, GIFTS 687.

Form 990EZ, Part I, Line 16

CARD FEES 24.

Form 990EZ, Part I, Line 16

MEETINGS 16392.

Form 990EZ, Part I, Line 16

DISTRICT FUNCTIONS 2115.

Form 990EZ, Part I, Line 16

WEBSITE 419.

Form 990EZ, Part I, Line 16

ADVERTISING 50.

Form 990EZ, Part I, Line 16

Promotional materials 618.

Form 990EZ, Part I, Line 16

BANK CHARGES 127.

Form 990EZ, Part I, Line 16

Dues and subscriptions 5363.

Form 990EZ, Part I, Line 16

Professional development 1185.

Form 990EZ, Part I, Line 16

OTHER EVENTS 899.

Raw XML Appendix161 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/PersonNm0DANIEL VASSALLO
IRS990EZ/BooksInCareOfDetail/PhoneNum09785389055
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010 CENTENNIAL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEABODY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001960
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085190
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108792
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034448
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025882
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088269
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0115501
IRS990EZ/FundraisingGrossIncomeAmt057849
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032537
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0100122
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0345
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07480
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074144
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0100026
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074144
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0100026
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.50
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/PersonNm0COREY JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA MACNEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL VASSALLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03079
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06709
IRS990EZ/OtherExpensesTotalAmt028289
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL OPPORTUNITIES BY PROVIDING SCHOLARSHIPS FOR HIGHER EDUCATION. TO PROVIDE EDUCATIONAL TOOLS AND OTHER ASSISTANCE FOR NOURISHMENT TO UNDERPRIVILEGED MEMBERS OF THE COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt0140
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE AND OTHER HIGHER EDUCATIONAL SCHOLARSHIPSTO RESIDENTS OF PEABODY, MA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SUPPORT TO LOCAL FOUNDATION DEDICATED TORESEARCHING RARE PROGERIA DISEASE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ASSIST IN FUNDING REGIONAL ROTARY EFFORTS TO PROVIDE CLEFT PALATE SURGERIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3COMMUNITY ACTION, HUNGER, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11275
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21200
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt314062
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11275
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt314062
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013274
IRS990EZ/SpecialEventsNetIncomeLossAmt044575
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014125
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015475
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060966
IRS990EZ/TotalProgramServiceExpensesAmt032537
IRS990EZ/TotalRevenueAmt086848
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROTARYPEABODY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS; HIGHER EDUCATION SCHOLARSHIPS; : , , , ; , 16000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUND BLACK BOX THEATER; COMMUNITY THEATER; : , , , ; , 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOMELESS AND HUNGER SUPPORT; FOOD PANTRY; : , , , ; , 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VARIOUS OTHER DONATIONS LESS THAN $1000; COMMUNITY/CIVIC OUTREACH; : , , , ; , 14537.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BAD DEBT 410.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FLOWERS, GIFTS 687.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CARD FEES 24.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEETINGS 16392.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DISTRICT FUNCTIONS 2115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE 419.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ADVERTISING 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PROMOTIONAL MATERIALS 618.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANK CHARGES 127.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DUES AND SUBSCRIPTIONS 5363.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PROFESSIONAL DEVELOPMENT 1185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15OTHER EVENTS 899.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL J VASSALLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09785389055
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046114562
ReturnHeader/Filer/PhoneNum09785389055
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 94
ReturnHeader/Filer/USAddress/CityNm0PEABODY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001960
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CB1685D514078AEB22511726740AE875F0FB0818
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CB1685D514078AEB22511726740AE875F0FB0818
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.232.152.58
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:06:48
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GraVoc Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt081 Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEABODY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001960
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Vassallo
ReturnHeader/ReturnTs02019-11-14T15:06:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings