Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 04-6114562

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization ProfileROTARYPEABODY.ORG
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

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

0.28x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-39%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

15th percentile

-21%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

-6.1%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$70,997

Down $19,185 (-21%) from 2020

Net Assets

Down

$56,319

Down $20,663 (-27%) from 2020

Liabilities

Up

$14,678

Up $1,478 (+11%) from 2020

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin13th percentile

Revenue

Down

$52,960

Down $3,458 (-6.1%) from 2020

Expenses

Down

$73,623

Down $5,839 (-7.3%) from 2020

Net Income

Up

-$20,663

Up $2,381 (+10%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2021

Assets$70,997
Liabilities$14,678
Net Assets$56,319
Open 2021 Filing

Operations Trend

Revenue Growth45th percentile

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

2021

Revenue$52,960
Expenses$73,623
Net Income-$20,663
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$56,340
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
COMMUNITY DEVELOPMENT THROUGH ENHANCEMENT OF RECREATIONAL PATHS$28,466$28,466
COLLEGE AND OTHER HIGHER EDUCATIONAL SCHOLARSHIPSTO RESIDENTS OF PEABODY, MA$13,500$13,500
Various grants/donations to charities and organizations$12,418$12,418
COMMUNITY ASSISTANCE THROUGH PROVIDING FUNDINGAND SERVICE TO FOOD PANTRIES AND SIMILAR SOCIALSERVICES$9,098$9,098
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUDREY GORDONPresident-$0--
ROBERT LOWELLPresident-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
2021-11-15
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Various grants/donations to charities and organizations”

Form 990EZ, Part I, Line 10

“College and Higher Education Scholarships to Residents of Peabody, MA; Grant/Scholarship; Several recipients: , , , ; , 13500.”

Form 990EZ, Part I, Line 10

“Community Development through Enhancement of Recreational Paths; Grant; : , , , ; , 28466.”

Form 990EZ, Part I, Line 10

“Community Assistance through providing funding/service to food organizations; Grant; : , , , ; , 9098.”

Form 990EZ, Part I, Line 10

“Various other grants to charities and community organizations; Grant; : , , , ; , 13618.”

Form 990EZ, Part I, Line 16

“FLOWERS, GIFTS 205.”

Form 990EZ, Part I, Line 16

“CARD FEES 379.”

Form 990EZ, Part I, Line 16

“MEETINGS 578.”

Form 990EZ, Part I, Line 16

“WEBSITE 762.”

Form 990EZ, Part I, Line 16

“ADVERTISING 200.”

Form 990EZ, Part I, Line 16

“Promotional materials 392.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSE/SUPPLIES”

Form 990EZ, Part I, Line 16

“Dues and subscriptions 5850.”

Form 990EZ, Part I, Line 16

“Professional development 575.”

Raw XML Appendix150 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/BOYAmt087314
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064539
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013923
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20663
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090182
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070997
IRS990EZ/FundraisingGrossIncomeAmt033817
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt064682
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt056340
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08600
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076982
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056319
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076982
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056319
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/PersonNm0AUDREY GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT LOWELL
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/BOYAmt02868
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06458
IRS990EZ/OtherExpensesTotalAmt08941
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/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE AND OTHER HIGHER EDUCATIONAL SCHOLARSHIPSTO RESIDENTS OF PEABODY, MA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY DEVELOPMENT THROUGH ENHANCEMENT OF RECREATIONAL PATHS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY ASSISTANCE THROUGH PROVIDING FUNDINGAND SERVICE TO FOOD PANTRIES AND SIMILAR SOCIALSERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Various grants/donations to charities and organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt128466
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt29098
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt312418
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt128466
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29098
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt312418
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03380
IRS990EZ/SpecialEventsNetIncomeLossAmt030437
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013200
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014678
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073623
IRS990EZ/TotalProgramServiceExpensesAmt063482
IRS990EZ/TotalRevenueAmt052960
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROTARYPEABODY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Various grants/donations to charities and organizations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1College and Higher Education Scholarships to Residents of Peabody, MA; Grant/Scholarship; Several recipients: , , , ; , 13500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Community Development through Enhancement of Recreational Paths; Grant; : , , , ; , 28466.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Community Assistance through providing funding/service to food organizations; Grant; : , , , ; , 9098.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Various other grants to charities and community organizations; Grant; : , , , ; , 13618.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FLOWERS, GIFTS 205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CARD FEES 379.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEETINGS 578.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEBSITE 762.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ADVERTISING 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROMOTIONAL MATERIALS 392.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OFFICE EXPENSE/SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DUES AND SUBSCRIPTIONS 5850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PROFESSIONAL DEVELOPMENT 575.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
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 10
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL J VASSALLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09785389055
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/ReturnTs02021-11-15T05:33:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VASSALLO
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,997
Liabilities
$14,678
Net assets
$56,319
Revenue
$52,960
Expenses
$73,623
Net income
-$20,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.74$0.14$0.60$0.83$0.85$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.25$0.66$0.94$0.83$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.21$0.56$0.90$0.86$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.18$0.52$0.76$0.80$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.15$0.56$0.53$0.74$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.13$0.77$0.56$0.79$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.15$1.00$0.87$0.61$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.14$0.74$0.74$0.62$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.13$0.63$0.88$0.63$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.18$0.38$0.73$0.76$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.13$0.41$0.75$0.67$0.08