Civic Intelligence

Rotary International-Stoneham

990EZ • Fiscal year 2019 • EIN 04-6115341

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 16, 2019

Organization ProfileN/A
C/O Rlusardicpa 271 Main Strm203Stoneham, MA 02180

(781) 279-3360

Siviq Scores

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

Liabilities / Assets

76th percentile

0.10x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

72nd percentile

15%

Higher net margin than 72% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets76th percentile

Assets

$25,941

No earlier filing loaded for comparison.

Net Assets

$23,439

No earlier filing loaded for comparison.

Liabilities

$2,502

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin72nd percentile

Revenue

$26,001

No earlier filing loaded for comparison.

Expenses

$22,178

No earlier filing loaded for comparison.

Net Income

$3,823

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets$25,941
Liabilities$2,502
Net Assets$23,439
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$26,001
Expenses$22,178
Net Income$3,823
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 16, 2019
Return Version
2018v3.1
Gross Receipts
$27,240
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
APPLICATION OF THE IDEAL OF "SERVICE ABOVE SELF" IN BUSINESS, PERSONAL AND IN COMMUNITY LIFE.$2,558$2,558
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM RODGERSPresident-$0--
AMY MORINVice Preside-$0--
ROBERT N LUSARDI CPATreasurer-$0--
TAYSEL CONCEPCIONSecretary-$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
President
Phone
7812793360
Signed
2019-10-16
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

“Miscellaneous member raffles and donations line 10 scholarships 2500. And donations 58.”

Form 990-ez, Part I

“Part 1 line 16 - other expenses meetings 10,026 admin expenses 4,317 total 14,343”

Form 990-ez, Part I, Line 8

“Other revenue 1,207 total 1,207”

Form 990-ez, Part I, Line 16

“Expenses meetings 14,343 total 14,343”

Form 990-ez, Part II, Line 24

“Accounts receivable 3,970 4,305 total 3,970 4,305”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 3,125 2,502”

Form 990-ez, Part III

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

Raw XML Appendix132 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
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IRS990EZ/AddressChangeInd0X
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/BOYAmt018771
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021636
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IRS990EZ/ExcessOrDeficitForYearAmt03823
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MembershipDuesAmt019360
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019616
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023439
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM RODGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY MORIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT N LUSARDI CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAYSEL CONCEPCION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03970
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04305
IRS990EZ/OtherExpensesTotalAmt014343
IRS990EZ/OtherRevenueTotalAmt01207
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0APPLICATION OF THE IDEAL OF "SERVICE ABOVE SELF" IN BUSINESS, PERSONAL AND IN COMMUNITY LIFE.
IRS990EZ/PrintingPublicationsPostageAmt03277
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0APPLICATION OF THE IDEAL OF "SERVICE ABOVE SELF" IN BUSINESS, PERSONAL AND IN COMMUNITY LIFE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02558
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02558
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01239
IRS990EZ/SpecialEventsNetIncomeLossAmt05426
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03125
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02502
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022178
IRS990EZ/TotalProgramServiceExpensesAmt02558
IRS990EZ/TotalRevenueAmt026001
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS MEMBER RAFFLES AND DONATIONS LINE 10 SCHOLARSHIPS 2500. AND DONATIONS 58.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART 1 LINE 16 - OTHER EXPENSES MEETINGS 10,026 ADMIN EXPENSES 4,317 TOTAL 14,343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER REVENUE 1,207 TOTAL 1,207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES MEETINGS 14,343 TOTAL 14,343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE 3,970 4,305 TOTAL 3,970 4,305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,125 2,502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6APPLICATION OF THE IDEAL OF "SERVICE ABOVE SELF" IN BUSINESS, PERSONAL AND IN COMMUNITY LIFE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-01-14 16:20:31Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07812793360
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-16
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0240D947ADE24A934D76588BDD93CEB505C1F5D8E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.0.35.113
ReturnHeader/FilingSecurityInformation/IPDt02019-10-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:07:43
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/PreparationDt02019-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT N LUSARDI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-21T13:07:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,941
Liabilities
$2,502
Net assets
$23,439
Revenue
$26,001
Expenses
$22,178
Net income
$3,823
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)4 • <$500k nonprofits