Civic Intelligence

Rotary International Bedford Rotary Club

EIN 04-6115163 • 501(c)4 • Bedford, MA

Profile

Fellowship and exchange of ideas for charity

PO Box 414Bedford, MA 01730

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

7.2%

Faster revenue growth than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$11,377

Up $1,953 (+21%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$11,377

Up $1,953 (+21%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin74th percentile

Revenue

Up

$11,180

Up $750 (+7.2%) from 2024

Expenses

Down

$9,227

Down $391 (-4.1%) from 2024

Net Income

Up

$1,953

Up $1,141 (+141%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2010: $9,718Liabilities 2010: $0Net Assets 2010: $9,7182010Assets 2011: $5,250Liabilities 2011: $0Net Assets 2011: $5,2502011Assets 2012: $3,859Liabilities 2012: $0Net Assets 2012: $3,8592012Assets 2013: $5,990Liabilities 2013: $0Net Assets 2013: $5,9902013Assets 2014: $9,169Liabilities 2014: $0Net Assets 2014: $9,1692014Assets 2015: $16,891Liabilities 2015: $7,000Net Assets 2015: $9,8912015Assets 2016: $8,274Liabilities 2016: $0Net Assets 2016: $8,2742016Assets 2017: $6,620Liabilities 2017: $0Net Assets 2017: $6,6202017Assets 2018: $48,384Liabilities 2018: $41,407Net Assets 2018: $6,9772018Assets 2019: $34,037Liabilities 2019: $29,756Net Assets 2019: $4,2812019Assets 2020: $17,495Liabilities 2020: $8,986Net Assets 2020: $8,5092020Assets 2021: $11,016Liabilities 2021: $0Net Assets 2021: $11,0162021Assets 2022: $9,874Liabilities 2022: $0Net Assets 2022: $9,8742022Assets 2023: $8,612Liabilities 2023: $0Net Assets 2023: $8,6122023Assets 2024: $9,424Liabilities 2024: $0Net Assets 2024: $9,4242024Assets 2025: $11,377Liabilities 2025: $0Net Assets 2025: $11,3772025

Highlighted filing

2025

Assets$11,377
Liabilities$0
Net Assets$11,377
Open 2025 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2010: $25,222Expenses 2010: $23,474Net Income 2010: $1,7482010Revenue 2011: $23,692Expenses 2011: $28,160Net Income 2011: -$4,4682011Revenue 2012: $23,774Expenses 2012: $25,165Net Income 2012: -$1,3912012Revenue 2013: $30,031Expenses 2013: $27,900Net Income 2013: $2,1312013Revenue 2014: $31,387Expenses 2014: $28,208Net Income 2014: $3,1792014Revenue 2015: $34,638Expenses 2015: $33,916Net Income 2015: $7222015Revenue 2016: $35,088Expenses 2016: $36,705Net Income 2016: -$1,6172016Revenue 2017: $37,380Expenses 2017: $39,034Net Income 2017: -$1,6542017Revenue 2018: $36,948Expenses 2018: $36,591Net Income 2018: $3572018Revenue 2019: $36,469Expenses 2019: $39,165Net Income 2019: -$2,6962019Revenue 2020: $34,297Expenses 2020: $30,069Net Income 2020: $4,2282020Revenue 2021: $8,838Expenses 2021: $6,331Net Income 2021: $2,5072021Revenue 2022: $7,679Expenses 2022: $8,821Net Income 2022: -$1,1422022Revenue 2023: $11,287Expenses 2023: $12,549Net Income 2023: -$1,2622023Revenue 2024: $10,430Expenses 2024: $9,618Net Income 2024: $8122024Revenue 2025: $11,180Expenses 2025: $9,227Net Income 2025: $1,9532025

Highlighted filing

2025

Revenue$11,180
Expenses$9,227
Net Income$1,953
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,377
Liabilities
$0
Net assets
$11,377
Revenue
$11,180
Expenses
$9,227
Net income
$1,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$11.2$9.23$1.95
2024Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$10.4$9.62$0.81
2023Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$11.3$12.5$1.26
2022Detailed filing. Detailed filing data is available for this year.$9.87$0.00$9.87$7.68$8.82$1.14
2021Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$8.84$6.33$2.51
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$17.5$8.99$8.51$34.3$30.1$4.23
2019Detailed filing. Detailed filing data is available for this year.$34.0$29.8$4.28$36.5$39.2$2.70
2018Detailed filing. Detailed filing data is available for this year.$48.4$41.4$6.98$36.9$36.6$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.62$0.00$6.62$37.4$39.0$1.65
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.27$0.00$8.27$35.1$36.7$1.62
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$7.00$9.89$34.6$33.9$0.72
2014Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$31.4$28.2$3.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.99$0.00$5.99$30.0$27.9$2.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.00$3.86$23.8$25.2$1.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.00$5.25$23.7$28.2$4.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.72$0.00$9.72$25.2$23.5$1.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 16, 2025
Return Version
2024v5.2
Gross Receipts
$11,180
Mission and Program Overview

Mission

Fellowship and exchange of ideas for charity

Program Services

DescriptionGrantsExpenses
IDEAS FOR CHARITABLE FUNDRAISING ARE IMPLEMENTED THROUGH BEDFORD ROTARY FOUNDATION, INC.$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES HARRILLDirector-$0--
DAWN KOCIUBESDirector-$0--
CHRISTINE MCLELLANDirector-$0--
DEBORAH MALONEDirector-$0--
KATIE PINNEYDirector-$0--
AL ROSCOEPresident-$0--
THOMAS PINNEYVice President-$0--
MARC HAMILTONSecretary-$0--
JOEL H BERENSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Bedford
EIN
04-6115163
Phone
7812753933
Address
PO BOX 414, BEDFORD, MA 01730

Signing Officer

Name
Joel H Berenson
Title
Treasurer
Phone
7812753933
Signed
2025-12-16
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
53 STATE STREET, BOSTON, MA 02109
Preparer
Stephen Gilman
Phone
6178075000
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 128.”

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

“Description: meals. Amount: 554. Description: district & internatl dues. Amount: 6,118. Description: supplies. Amount: 468. Description: strategic planning costs. Amount: 203. Description: website & zoom meeting fee. Amount: 1,419. Total to form 990-ez, line 16: 8,762.”

Raw XML Appendix148 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/BusinessName/BusinessNameLine1Txt0JOEL H BERENSON TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum06178075120
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt028 GRENRIDGE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEDFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001730
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09424
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011377
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02150
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01953
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09424
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011377
IRS990EZ/GrossReceiptsAmt011180
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt08902
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09424
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011377
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09424
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011377
IRS990EZ/OccupancyRentUtltsAndMaintAmt0229
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES HARRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN KOCIUBES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE MCLELLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBORAH MALONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATIE PINNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AL ROSCOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6THOMAS PINNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARC HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOEL H BERENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08762
IRS990EZ/OtherRevenueTotalAmt0128
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FELLOWSHIP AND EXCHANGE OF IDEAS FOR CHARITY
IRS990EZ/PrintingPublicationsPostageAmt0236
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IDEAS FOR CHARITABLE FUNDRAISING ARE IMPLEMENTED THROUGH BEDFORD ROTARY FOUNDATION, INC.
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/TotalExpensesAmt09227
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt011180
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 128.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEALS. AMOUNT: 554. DESCRIPTION: DISTRICT & INTERNATL DUES. AMOUNT: 6,118. DESCRIPTION: SUPPLIES. AMOUNT: 468. DESCRIPTION: STRATEGIC PLANNING COSTS. AMOUNT: 203. DESCRIPTION: WEBSITE & ZOOM MEETING FEE. AMOUNT: 1,419. TOTAL TO FORM 990-EZ, LINE 16: 8,762.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL H BERENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07812753933
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL BEDFORD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046115163
ReturnHeader/Filer/PhoneNum07812753933
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 414
ReturnHeader/Filer/USAddress/CityNm0BEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001730
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06178075000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN GILMAN
ReturnHeader/ReturnTs02025-12-18T15:43:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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