Civic Intelligence

Rotary International

EIN 04-6189128 • 501(c)4 • Shrewsbury, MA

990-N Coverage

Profile

Community development service

PO Box 4254Shrewsbury, MA 01545
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 2018

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

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 2018

Asset Growth

89th percentile

38%

Faster asset growth than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

22%

Faster revenue growth than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$46,251

Up $12,695 (+38%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$46,251

Up $12,695 (+38%) from 2017

Operations
Liabilities / Revenue61st percentileNet Margin30th percentile

Revenue

Up

$44,058

Up $7,951 (+22%) from 2017

Expenses

Up

$48,626

Up $22,780 (+88%) from 2017

Net Income

Down

-$4,568

Down $14,829 (-145%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$60K$40K$20K$0Assets 2011: $31,497Net Assets 2011: $31,4972011Assets 2012: $32,126Net Assets 2012: $32,1262012Assets 2013: $28,405Liabilities 2013: $02013Assets 2014: $24,967Liabilities 2014: $02014Assets 2015: $29,355Liabilities 2015: $0Net Assets 2015: $29,3552015Assets 2016: $18,237Liabilities 2016: $0Net Assets 2016: $18,2372016Assets 2017: $33,556Liabilities 2017: $0Net Assets 2017: $33,5562017Assets 2018: $46,251Liabilities 2018: $0Net Assets 2018: $46,2512018

Highlighted filing

2018

Assets$46,251
Liabilities$0
Net Assets$46,251
Open 2018 Filing

Operations Trend

Revenue Growth78th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $18,614Expenses 2011: $23,159Net Income 2011: -$4,5452011Revenue 2012: $29,659Expenses 2012: $29,030Net Income 2012: $6292012Revenue 2013: $15,349Expenses 2013: $19,070Net Income 2013: -$3,7212013Revenue 2014: $21,129Expenses 2014: $24,567Net Income 2014: -$3,4382014Revenue 2015: $28,788Expenses 2015: $24,400Net Income 2015: $4,3882015Revenue 2016: $22,573Expenses 2016: $33,691Net Income 2016: -$11,1182016Revenue 2017: $36,107Expenses 2017: $25,846Net Income 2017: $10,2612017Revenue 2018: $44,058Expenses 2018: $48,626Net Income 2018: -$4,5682018

Highlighted filing

2018

Revenue$44,058
Expenses$48,626
Net Income-$4,568
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,251
Liabilities
$0
Net assets
$46,251
Revenue
$44,058
Expenses
$48,626
Net income
-$4,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$44.1$48.6$4.57
2017Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$36.1$25.8$10.3
2016Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$22.6$33.7$11.1
2015Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$28.8$24.4$4.39
2014Summary only. Only limited summary data is available for this year.$25.0$0.00$21.1$24.6$3.44
2013Summary only. Only limited summary data is available for this year.$28.4$0.00$15.3$19.1$3.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$32.1$29.7$29.0$0.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.5$31.5$18.6$23.2$4.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 16, 2019
Return Version
2017v2.0
Gross Receipts
$51,922
Mission and Program Overview

Mission

Community development service

Program Services

DescriptionGrantsExpenses
$2000 SCHOLARSHIP TO THREE STUDENTS, SCHOLARSHIP FROM ROTARY, YOUTH & FAMILY SERVICE, WORCESTER ROTARY CLUB$13,534$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MINDY MCKENZIE-HEBERTTreasurer-$0--
CLIFFORD GERBERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of Shrewsbury$12,449$12,449$5,960$6,489
Calendar Sales$6,420$6,420$1,896$4,524
Total Events$18,869$18,869$7,856$11,013
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
04-6189128
Address
PO Box 4254, Shrewsbury, MA 01545

Signing Officer

Name
Matthew Armenti
Title
Director
Phone
5083651500
Signed
2019-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Non Profit Capital Management LLC
Address
PO Box 211, Sterling, MA 01564
Preparer
Brian Kindorf
Phone
7819336726
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Part 111organizations primary exempt purpose is a service organization working locally, regionally and internationally to combat hunger, improve health and water conditions and provide education using the motto service above self.”

Form 990-EZ, Part I, Line 16

“Description;Amount^Gen'l Fund Lunch, Rotary Int'l Dues/Admin, District dues, PO Box;14881|Gen'l Fund Installation, Foundation Exp, SEF Trivia, Discretionary;3247|Gen'l Fund Club Admin, RYLA,Club runner, district events;2743|Gen'l Fund District project, Polio plus;5067|Fundraising Worc County Food Bank, 10% misc. donations, From My Heart;2955|Fundraising Litercay Day, Senior Dinner, Dist. project, Literacy;4699|Education depo correction;1000^Total;34592^”

Form 990-EZ, Part I, Line 20

“Incorrect opening asset balance”

Raw XML Appendix154 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NON PROFIT CAPITAL MANAGEMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum07819336726
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt041 MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STERLING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001564
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033556
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046251
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt021676
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4568
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033556
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046251
IRS990EZ/FundraisingGrossIncomeAmt023312
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013534
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt051922
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0939
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt05995
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033556
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046251
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033556
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046251
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MINDY MCKENZIE-HEBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLIFFORD GERBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt017263
IRS990EZ/OtherExpensesTotalAmt034592
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY DEVELOPMENT SERVICE
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0$2000 SCHOLARSHIP TO THREE STUDENTS, SCHOLARSHIP FROM ROTARY, YOUTH & FAMILY SERVICE, WORCESTER ROTARY CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013534
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0500
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt07864
IRS990EZ/SpecialEventsNetIncomeLossAmt015448
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048626
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt044058
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07856
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Calendar Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Taste of Shrewsbury
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018869
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018869
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011013
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07856
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01896
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05960
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART 111ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS A SERVICE ORGANIZATION WORKING LOCALLY, REGIONALLY AND INTERNATIONALLY TO COMBAT HUNGER, IMPROVE HEALTH AND WATER CONDITIONS AND PROVIDE EDUCATION USING THE MOTTO SERVICE ABOVE SELF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Gen'l Fund Lunch, Rotary Int'l Dues/Admin, District dues, PO Box;14881|Gen'l Fund Installation, Foundation Exp, SEF Trivia, Discretionary;3247|Gen'l Fund Club Admin, RYLA,Club runner, district events;2743|Gen'l Fund District project, Polio plus;5067|Fundraising Worc County Food Bank, 10% misc. donations, From My Heart;2955|Fundraising Litercay Day, Senior Dinner, Dist. project, Literacy;4699|Education depo correction;1000^Total;34592^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Incorrect opening asset balance
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew Armenti
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05083651500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046189128
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 4254
ReturnHeader/Filer/USAddress/CityNm0Shrewsbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001545
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.239.192.11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383697447
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Non Profit Capital Management LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 211
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001564
ReturnHeader/PreparerPersonGrp/PhoneNum07819336726
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Kindorf
ReturnHeader/ReturnTs02019-04-03T17:00:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.