Civic Intelligence

Rhode Island Society Sons of the Revolution

990EZ • Fiscal year 2016 • EIN 05-0404306

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 09, 2017

C/O Bruce Westgate 187 Vernon AveMiddletown, RI 02842

(401) 847-5203

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

16th percentile

-18%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

3.6%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-25%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$400,544

Up $14,065 (+3.6%) from 2015

Net Assets

Up

$400,544

Up $14,065 (+3.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$17,184

Down $5,742 (-25%) from 2015

Expenses

Up

$20,284

Up $49 (+0.2%) from 2015

Net Income

Down

-$3,100

Down $5,791 (-215%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $391,422Liabilities 2013: $0Net Assets 2013: $391,4222013Assets 2015: $386,479Liabilities 2015: $0Net Assets 2015: $386,4792015Assets 2016: $400,544Liabilities 2016: $0Net Assets 2016: $400,5442016Assets 2017: $429,237Liabilities 2017: $0Net Assets 2017: $429,2372017Assets 2018: $372,410Liabilities 2018: $0Net Assets 2018: $372,4102018Assets 2019: $401,123Liabilities 2019: $0Net Assets 2019: $401,1232019Assets 2020: $438,353Liabilities 2020: $0Net Assets 2020: $438,3532020Assets 2021: $440,747Liabilities 2021: $0Net Assets 2021: $440,7472021Assets 2022: $436,917Liabilities 2022: $0Net Assets 2022: $436,9172022Assets 2023: $420,970Liabilities 2023: $0Net Assets 2023: $420,9702023Assets 2024: $426,225Net Assets 2024: $426,2252024Assets 2025: $442,906Net Assets 2025: $442,9062025

Highlighted filing

2016

Assets$400,544
Liabilities$0
Net Assets$400,544

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2013: $20,355Expenses 2013: $11,931Net Income 2013: $8,4242013Revenue 2015: $22,926Expenses 2015: $20,235Net Income 2015: $2,6912015Revenue 2016: $17,184Expenses 2016: $20,284Net Income 2016: -$3,1002016Revenue 2017: $29,605Expenses 2017: $28,063Net Income 2017: $1,5422017Revenue 2018: $25,123Expenses 2018: $37,014Net Income 2018: -$11,8912018Revenue 2019: $26,749Expenses 2019: $29,347Net Income 2019: -$2,5982019Revenue 2020: $62,091Expenses 2020: $24,861Net Income 2020: $37,2302020Revenue 2021: $43,941Expenses 2021: $41,547Net Income 2021: $2,3942021Revenue 2022: $41,773Expenses 2022: $45,603Net Income 2022: -$3,8302022Revenue 2023: $32,769Expenses 2023: $25,669Net Income 2023: $7,1002023Revenue 2024: $37,596Expenses 2024: $32,341Net Income 2024: $5,2552024Revenue 2025: $57,482Expenses 2025: $40,801Net Income 2025: $16,6812025

Highlighted filing

2016

Revenue$17,184
Expenses$20,284
Net Income-$3,100
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 9, 2017
Return Version
2016v3.0
Gross Receipts
$52,298
Mission and Program Overview

Mission

To promote knowledge and appreciation of the achievement of american independence.

Program Services

DescriptionGrantsExpenses
TO RECOGNIZE AND CELEBRATE RHODE ISLAND INDEPENDENCE AND UNITED STATES HISTORICAL EVENTS AND HOLIDAYS COMMEMORATING THE AMERICAN REVOLUTION, MEMBERS PARTICIPATED IN COMMUNITY NATIONAL AND RHODE ISLAND HOLIDAY CELEBRATIONS, DISTRIBUTED U.S. FLAGS AND COPIES OF THE U.S. DECLARATION OF INDEPENDENCE AND CONSTITUTION, AND CONDUCTED MEMORIAL VISITS TO GRAVES OF PATRIOTS.$0$9,456
ANNUAL MEETINGS ARE HELD FOR THE PURPOSE OF ELECTING OFFICERS AND OTHER GOVERNING BODY MEMBERS, EDUCATING AND INSPIRING MEMBERS WITH SPEAKERS ON VARIOUS HISTORICAL TOPICS, AND PROMOTING FELLOWSHIP AMONG MEMBERS.$0$2,507
MAINTENANCE AND UPKEEP OF THE HISTORIC GREEN END FORT ON VERNON AVENUE IN MIDDLETOWN, RHODE ISLAND.$0$1,098
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE C MACGUNNIGLEPresident, HistorianPT$0--
ROY LAUTH1st Vice President-$0--
JOHN W ADAMS2nd Vice President-$0--
F BRUCE WESTGATETreasurer-$0--
RONALD W BARNESSecretary-$0--
JOHN T DUCHESNEAURegistrar-$0--
Filing and Contact Details

Filer

Filer Name
Rhode Island Society
EIN
05-0404306
Phone
4018475203
Address
C/O BRUCE WESTGATE 187 VERNON AVE, MIDDLETOWN, RI 02842

Signing Officer

Name
F Bruce Westgate
Title
Treasurer
Phone
4018475203
Signed
2017-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Corrigan Financial Inc
Address
747 AQUIDNECK AVE, MIDDLETOWN, RI 02842
Preparer
Andre Khalfayan Cpapfs Mst
Phone
4018499313
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 18. Description: dividends and cap gains distributions. Amount: 8,529. Total included on form 990-ez, line 4: 8,547.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: investment management fees. Amount: 1,685. Description: foreign tax paid by mutual funds. Amount: 117. Description: tax preparation. Amount: 423. Description: direct commemorative event expenses. Amount: 10,554. Description: membership meetings/events. Amount: 2,507. Description: general and administrative. Amount: 4,676. Total to form 990-ez, line 16: 19,962.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain. Amount: 17,165.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments-publicly traded securities. Beg. Of year amount: 332,964. End of year amount: 353,856.

Raw XML Appendix150 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum04018475203
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIDDLETOWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROY LAUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN W ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3F BRUCE WESTGATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RONALD W BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN T DUCHESNEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT, HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5REGISTRAR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherExpensesTotalAmt019962
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE KNOWLEDGE AND APPRECIATION OF THE ACHIEVEMENT OF AMERICAN INDEPENDENCE.
IRS990EZ/PrintingPublicationsPostageAmt0322
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RECOGNIZE AND CELEBRATE RHODE ISLAND INDEPENDENCE AND UNITED STATES HISTORICAL EVENTS AND HOLIDAYS COMMEMORATING THE AMERICAN REVOLUTION, MEMBERS PARTICIPATED IN COMMUNITY NATIONAL AND RHODE ISLAND HOLIDAY CELEBRATIONS, DISTRIBUTED U.S. FLAGS AND COPIES OF THE U.S. DECLARATION OF INDEPENDENCE AND CONSTITUTION, AND CONDUCTED MEMORIAL VISITS TO GRAVES OF PATRIOTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MAINTENANCE AND UPKEEP OF THE HISTORIC GREEN END FORT ON VERNON AVENUE IN MIDDLETOWN, RHODE ISLAND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ANNUAL MEETINGS ARE HELD FOR THE PURPOSE OF ELECTING OFFICERS AND OTHER GOVERNING BODY MEMBERS, EDUCATING AND INSPIRING MEMBERS WITH SPEAKERS ON VARIOUS HISTORICAL TOPICS, AND PROMOTING FELLOWSHIP AMONG MEMBERS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11098
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt032113
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt013061
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0SR.1776.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 18. DESCRIPTION: DIVIDENDS AND CAP GAINS DISTRIBUTIONS. AMOUNT: 8,529. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 8,547.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 1,685. DESCRIPTION: FOREIGN TAX PAID BY MUTUAL FUNDS. AMOUNT: 117. DESCRIPTION: TAX PREPARATION. AMOUNT: 423. DESCRIPTION: DIRECT COMMEMORATIVE EVENT EXPENSES. AMOUNT: 10,554. DESCRIPTION: MEMBERSHIP MEETINGS/EVENTS. AMOUNT: 2,507. DESCRIPTION: GENERAL AND ADMINISTRATIVE. AMOUNT: 4,676. TOTAL TO FORM 990-EZ, LINE 16: 19,962.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN. AMOUNT: 17,165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVESTMENTS-PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 332,964. END OF YEAR AMOUNT: 353,856.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0F BRUCE WESTGATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04018475203
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RHODE ISLAND SOCIETY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SONS OF THE REVOLUTION
ReturnHeader/Filer/BusinessNameControlTxt0RHOD
ReturnHeader/Filer/EIN0050404306
ReturnHeader/Filer/PhoneNum04018475203
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BRUCE WESTGATE 187 VERNON AVE
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002842
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E799FD766C6A4A7C88E38B73A1DD857D8E9E3D13
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.79.168.151
ReturnHeader/FilingSecurityInformation/IPDt02017-06-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:29:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203453910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORRIGAN FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0747 AQUIDNECK AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002842
ReturnHeader/PreparerPersonGrp/PhoneNum04018499313
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDRE KHALFAYAN CPAPFS MST
ReturnHeader/ReturnTs02017-06-19T09:25:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits