Civic Intelligence

Rotary Club of the Brookfields

EIN 04-6119617 • 501(c)4 • West Brookfield, MA

Profile

Youth Education

P O Box 547West Brookfield, MA 01585
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 2017

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-8.9%

Higher net margin than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2017

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 2017

Asset Growth

50th percentile

-1.3%

Faster asset growth than 50% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

31st percentile

-17%

Faster revenue growth than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$34,918

Down $927 (-2.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

$34,918

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin31st percentile

Revenue

Down

$10,434

Down $4,818 (-32%) from 2015

Expenses

Down

$11,361

Down $11,805 (-51%) from 2015

Net Income

Up

-$927

Up $6,987 (+88%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$60K$40K$20K$0Assets 2011: $37,391Liabilities 2011: $02011Assets 2012: $39,322Liabilities 2012: $02012Assets 2013: $41,019Liabilities 2013: $02013Assets 2015: $35,845Liabilities 2015: $02015Assets 2017: $34,918Liabilities 2017: $0Net Assets 2017: $34,9182017

Highlighted filing

2017

Assets$34,918
Liabilities$0
Net Assets$34,918
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $17,967Expenses 2011: $12,750Net Income 2011: $5,2172011Revenue 2012: $15,875Expenses 2012: $13,944Net Income 2012: $1,9312012Revenue 2013: $20,582Expenses 2013: $18,885Net Income 2013: $1,6972013Revenue 2015: $15,252Expenses 2015: $23,166Net Income 2015: -$7,9142015Revenue 2017: $10,434Expenses 2017: $11,361Net Income 2017: -$9272017

Highlighted filing

2017

Revenue$10,434
Expenses$11,361
Net Income-$927
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,918
Liabilities
$0
Net assets
$34,918
Revenue
$10,434
Expenses
$11,361
Net income
-$927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$10.4$11.4$0.93
2015Summary only. Only limited summary data is available for this year.$35.8$0.00$15.3$23.2$7.91
2013Summary only. Only limited summary data is available for this year.$41.0$0.00$20.6$18.9$1.70
2012Summary only. Only limited summary data is available for this year.$39.3$0.00$15.9$13.9$1.93
2011Summary only. Only limited summary data is available for this year.$37.4$0.00$18.0$12.8$5.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$11,258
Mission and Program Overview

Mission

Youth Education

Program Services

DescriptionGrantsExpenses
Scholarships and student conferences RYLA--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chester LubelczykPresident-$0--
Lynn Duffy OSheaVice President-$0--
Beverly SawyerSecretary-$0--
Luanne McLeodTreasurer-$0--
Armand DimoDirector-$0--
Michel DupshaDirector-$0--
Charles HaddockDirector-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Rotary Club of The Brookfields
EIN
04-6119617
Address
P O Box 547, West Brookfield, MA 01585

Signing Officer

Name
Lynn OShea
Title
Vice President
Signed
2017-05-15
Discuss with paid preparer
No

Preparer

Firm
Dimund Tax Service
Address
30 Lombard Street, Warren, MA 01083
Preparer
12345Dorothy Dimo
Phone
4134365406
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Scholarship Grantee Kailyn Fellmeth Street 18 Pleasant Street City, State, Zip Brookfield, MA 01506Amount 1,000Activity Scholarship Grantee Christopher Tillotson Street 5 Rufus Putnam Road City, State, Zip North Brookfield, MA 01535Amount 1,000”

Description of other expenses Part I line 16

“Description AmountEducation 5Supplies 11Donations 3,694Dues 1,434Meals 3,564Misc 276Lodging 377”

Raw XML Appendix137 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/PersonNm0LuAnne McLeod
IRS990EZ/BooksInCareOfDetail/PhoneNum04134368394
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt051 Parkview Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Warren
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001083
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035845
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034918
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04503
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-927
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035845
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034918
IRS990EZ/FundraisingGrossIncomeAmt05290
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt011258
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01434
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035845
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034918
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035845
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034918
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chester Lubelczyk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lynn Duffy OShea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Beverly Sawyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Luanne McLeod
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Armand Dimo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michel Dupsha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Charles Haddock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09361
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Youth Education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships and student conferences RYLA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0824
IRS990EZ/SpecialEventsNetIncomeLossAmt04466
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011361
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt010434
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarship Grantee Kailyn Fellmeth Street 18 Pleasant Street City, State, Zip Brookfield, MA 01506Amount 1,000Activity Scholarship Grantee Christopher Tillotson Street 5 Rufus Putnam Road City, State, Zip North Brookfield, MA 01535Amount 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountEducation 5Supplies 11Donations 3,694Dues 1,434Meals 3,564Misc 276Lodging 377
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lynn OShea
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of The Brookfields
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046119617
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 547
ReturnHeader/Filer/USAddress/CityNm0West Brookfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001585
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId042C965734AAE3C66F02C14ACAB915484E5216439
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId042C965734AAE3C66F02C14ACAB915484E5216439
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00448592018138qzatdbw
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.142.222.22
ReturnHeader/FilingSecurityInformation/IPDt02018-05-18
ReturnHeader/FilingSecurityInformation/IPTm009:35:07
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dimund Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 Lombard Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Warren
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001083
ReturnHeader/PreparerPersonGrp/PhoneNum04134365406
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm012345Dorothy Dimo
ReturnHeader/ReturnTs02018-05-18T09:32:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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