Civic Intelligence

Rotary International Bedford Rotary Club

990EZ • Fiscal year 2013 • EIN 04-6115163

Jul 01, 2012 to Jun 30, 2013 • Filed on May 15, 2014

PO Box 414Bedford, MA 01730
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.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Net Margin

59th percentile

7.1%

Higher net margin than 59% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

92nd percentile

55%

Faster asset growth than 92% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

83rd percentile

26%

Faster revenue growth than 83% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$5,990

Up $2,131 (+55%) from 2012

Net Assets

Up

$5,990

Up $2,131 (+55%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$30,031

Up $6,257 (+26%) from 2012

Expenses

Up

$27,900

Up $2,735 (+11%) from 2012

Net Income

Up

$2,131

Up $3,522 (+253%) from 2012

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$5,990
Liabilities$0
Net Assets$5,990

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$30,031
Expenses$27,900
Net Income$2,131
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 15, 2014
Return Version
2012v2.1
Mission and Program Overview

Mission

Fellowship and exchange of ideas for charity

Filing and Contact Details

Filer

EIN
04-6115163
Raw XML Appendix155 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY03694
IRS990EZ/CashSavingsAndInvestments/EOY05915
IRS990EZ/ContributionsGiftsGrantsEtc04018
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear02131
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrantsAndSimilarAmountsPaid01500
IRS990EZ/GrossReceipts030031
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MembershipDues026009
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY03859
IRS990EZ/NetAssetsOrFundBalancesBOY03859
IRS990EZ/NetAssetsOrFundBalances/EOY05990
IRS990EZ/NetAssetsOrFundBalancesEOY05990
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition08.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition14.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition34.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition54.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition71.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition81.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JOEL H BERENSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1PETER COLGAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MARGARITA KALIVIOTIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MELINDA NICHOLSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4WILLIAM PORIER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5ROBERT A CASSIDY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6LYNNE LUONGO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7VICTOR TOM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8KEVIN SULLIVAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8DIRECTOR
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY0165
IRS990EZ/OtherAssetsTotal/EOY075
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal026181
IRS990EZ/OtherRevenueTotal04
IRS990EZ/PrimaryExemptPurpose0FELLOWSHIP AND EXCHANGE OF IDEAS FOR CHARITY
IRS990EZ/PrintingPublicationsPostage0219
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0IDEAS FOR CHARITABLE FUNDRAISING ARE IMPLEMENTED THROUGH BEDFORD ROTARY FOUNDATION, INC.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses027900
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1028 GRENRIDGE DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BEDFORD
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode001730
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JOEL H BERENSON TREASURER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06179693300
IRS990EZ/TotalAssets/BOY03859
IRS990EZ/TotalAssets/EOY05990
IRS990EZ/TotalExpenses027900
IRS990EZ/TotalProgramServiceExpenses027900
IRS990EZ/TotalRevenue030031
IRS990EZ/WebSite0N/A
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION: INTEREST INCOME. AMOUNT: 4.
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: LEADERSHIP/EDUCATIONAL TRAINING. GRANTEE NAME: ROTARY DISTRICT 7910. GRANTEE ADDRESS: 52 LUPINE ROAD LOWELL, MA 01850. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/12/13. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: MEALS. AMOUNT: 18,055. DESCRIPTION: INSTALLATION DINNER. AMOUNT: 733. DESCRIPTION: SPLIT THE POT. AMOUNT: 146. DESCRIPTION: DISTRICT & INTERNATL DUES. AMOUNT: 3,972. DESCRIPTION: SUPPLIES. AMOUNT: 1,245. DESCRIPTION: FILING FEES - FORM PC. AMOUNT: 35. DESCRIPTION: WEBSITE. AMOUNT: 465. DESCRIPTION: ADVERTISING. AMOUNT: 190. DESCRIPTION: ICE CREAM FOR VA HOSPITAL. AMOUNT: 200. DESCRIPTION: DISTRICT CONFERENCE. AMOUNT: 1,140. TOTAL TO FORM 990-EZ, LINE 16: 26,181.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: DUE FROM FOUNDATION. BEG. OF YEAR AMOUNT: 165. END OF YEAR AMOUNT: 75.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE 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/Filer/EIN0046115163
ReturnHeader/Filer/Name/BusinessNameLine10ROTARY INTERNATIONAL BEDFORD ROTARY CLUB
ReturnHeader/Filer/NameControl0ROTA
ReturnHeader/Filer/Phone07812753933
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 414
ReturnHeader/Filer/USAddress/City0BEDFORD
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001730
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-05-15
ReturnHeader/Officer/Name0JOEL H BERENSON
ReturnHeader/Officer/Phone07812753933
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0111986323
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARCUM LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10117 KENDRICK STREET SUITE 800
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEEDHAM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002494
ReturnHeader/Preparer/Name0JOEL H BERENSON
ReturnHeader/Preparer/Phone06175594400
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-15T14:31:04-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)4 • <$500k nonprofits