Civic Intelligence

Rotary International-Stoneham Stoneham Rotary Club

EIN 04-6115341 • 501(c)4 • Stoneham, MA

Profile

Application of the ideal of "service above self" in business, personal and in community life.

C/O Rlusardicpa 271 Main Strm203Stoneham, MA 02180

n/A

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.28x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

56th percentile

4.6%

Higher net margin than 56% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

61st percentile

3.1%

Faster asset growth than 61% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$28,761

Up $864 (+3.1%) from 2022

Liabilities

Up

$3,932

Up $232 (+6.3%) from 2022

Net Assets

Up

$24,829

Up $632 (+2.6%) from 2022

Operations
Liabilities / Revenue87th percentileNet Margin56th percentile

Revenue

Up

$13,875

Up $2,585 (+23%) from 2022

Expenses

Up

$13,243

Up $2,999 (+29%) from 2022

Net Income

Down

$632

Down $414 (-40%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$30K$20K$10K$0Assets 2019: $25,941Liabilities 2019: $2,502Net Assets 2019: $23,4392019Assets 2020: $25,375Liabilities 2020: $2,500Net Assets 2020: $22,8752020Assets 2021: $25,252Liabilities 2021: $3,101Net Assets 2021: $22,1512021Assets 2022: $27,897Liabilities 2022: $3,700Net Assets 2022: $24,1972022Assets 2023: $28,761Liabilities 2023: $3,932Net Assets 2023: $24,8292023

Highlighted filing

2023

Assets$28,761
Liabilities$3,932
Net Assets$24,829
Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

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

$30K$20K$10K$0-$10KRevenue 2019: $26,001Expenses 2019: $22,178Net Income 2019: $3,8232019Revenue 2020: $16,939Expenses 2020: $17,505Net Income 2020: -$5662020Revenue 2021: $11,050Expenses 2021: $10,374Net Income 2021: $6762021Revenue 2022: $11,290Expenses 2022: $10,244Net Income 2022: $1,0462022Revenue 2023: $13,875Expenses 2023: $13,243Net Income 2023: $6322023

Highlighted filing

2023

Revenue$13,875
Expenses$13,243
Net Income$632
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,761
Liabilities
$3,932
Net assets
$24,829
Revenue
$13,875
Expenses
$13,243
Net income
$632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$28.8$3.93$24.8$13.9$13.2$0.63
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$27.9$3.70$24.2$11.3$10.2$1.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$3.10$22.2$11.1$10.4$0.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.4$2.50$22.9$16.9$17.5$0.57
2019Detailed filing. Detailed filing data is available for this year.$25.9$2.50$23.4$26.0$22.2$3.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jun 13, 2024
Return Version
2022v5.0
Gross Receipts
$13,875
Mission and Program Overview

Mission

Application of the ideal of "service above self" in business, personal and in community life.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS$4,792$4,792
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSANNA RODRIQUEZPresident-$0--
ADAM RODGERSTreasurer-$0--
JANICE T HOUGHTONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International-stoneham
EIN
04-6115341
Phone
7812793360
Address
C/O RLUSARDICPA 271 MAIN STRM203, STONEHAM, MA 02180

Signing Officer

Name
Adam Rodgers
Title
Treasurer
Phone
7812793360
Signed
2024-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Robert N Lusardi CPA
Address
271 MAIN STREET SUITE 203, STONEHAM, MA 02180-3580
Preparer
Robert N Lusardi CPA
Phone
7812793360
Supplemental Narrative

Additional Explanations

Form 990-ez

“Program accomplishments, line 31 scholarships 3300 line 10 scholarships 3300.”

Form 990-ez, Part I

“Part 1 line 16 - other expenses admin expenses 4709.”

Form 990-ez, Part I, Line 16

“Expenses meetings 1,178 administrative expenses 3,794 total 4,972”

Form 990-ez, Part II, Line 24

“Accounts receivable 1,800 2,520 total 1,800 2,520”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 3,700 3,932”

Form 990-ez, Part III

“Application of the ideal of "service above self" in business, personal and in community life.”

Raw XML Appendix118 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/BusinessName/BusinessNameLine1Txt0ROBERT N LUSARDI CPA
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0ROBERT N LUSARDI CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum07812793360
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0271 MAIN STREET SUITE 203
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SAME
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STONEHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0021803580
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026097
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026241
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0632
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027897
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028761
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04792
IRS990EZ/GrossReceiptsAmt013875
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011250
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024197
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024829
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024197
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024829
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROSANNA RODRIQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADAM RODGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANICE T HOUGHTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01800
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02520
IRS990EZ/OtherExpensesTotalAmt04972
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0APPLICATION OF THE IDEAL OF "SERVICE ABOVE SELF" IN BUSINESS, PERSONAL AND IN COMMUNITY LIFE.
IRS990EZ/PrintingPublicationsPostageAmt02179
IRS990EZ/ProgramServiceRevenueAmt02617
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04792
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04792
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03700
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03932
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013243
IRS990EZ/TotalProgramServiceExpensesAmt04792
IRS990EZ/TotalRevenueAmt013875
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM ACCOMPLISHMENTS, LINE 31 SCHOLARSHIPS 3300 LINE 10 SCHOLARSHIPS 3300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART 1 LINE 16 - OTHER EXPENSES ADMIN EXPENSES 4709.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MEETINGS 1,178 ADMINISTRATIVE EXPENSES 3,794 TOTAL 4,972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 1,800 2,520 TOTAL 1,800 2,520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,700 3,932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5APPLICATION OF THE IDEAL OF "SERVICE ABOVE SELF" IN BUSINESS, PERSONAL AND IN COMMUNITY LIFE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM RODGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07812793360
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL-STONEHAM
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STONEHAM ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046115341
ReturnHeader/Filer/PhoneNum07812793360
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O RLUSARDICPA 271 MAIN STRM203
ReturnHeader/Filer/USAddress/CityNm0STONEHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002180
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042658599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT N LUSARDI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0271 MAIN STREET SUITE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STONEHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021803580
ReturnHeader/PreparerPersonGrp/PhoneNum07812793360
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT N LUSARDI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-13T14:04:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RODGERS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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