Civic Intelligence

Chariho Rotary Club Foundation Inc.

990EZ • Fiscal year 2015 • EIN 05-0498611

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

PO Box 543Hope Valley, RI 02832

(401) 539-1099

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

50th percentile

1.4%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$379,319

Up $5,079 (+1.4%) from 2014

Net Assets

Up

$379,319

Up $5,079 (+1.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$83,531

Up $14,754 (+21%) from 2014

Expenses

Up

$59,761

Up $12,263 (+26%) from 2014

Net Income

Up

$23,770

Up $2,491 (+12%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $334,842Liabilities 2011: $02011Assets 2012: $317,361Liabilities 2012: $02012Assets 2013: $332,894Liabilities 2013: $0Net Assets 2013: $332,8942013Assets 2014: $374,240Liabilities 2014: $0Net Assets 2014: $374,2402014Assets 2015: $379,319Liabilities 2015: $0Net Assets 2015: $379,3192015Assets 2016: $381,251Liabilities 2016: $0Net Assets 2016: $381,2512016Assets 2017: $443,512Liabilities 2017: $0Net Assets 2017: $443,5122017Assets 2018: $479,329Liabilities 2018: $0Net Assets 2018: $479,3292018Assets 2019: $510,999Liabilities 2019: $0Net Assets 2019: $510,9992019Assets 2020: $493,702Liabilities 2020: $0Net Assets 2020: $493,7022020Assets 2021: $629,147Liabilities 2021: $0Net Assets 2021: $629,1472021Assets 2022: $523,644Liabilities 2022: $0Net Assets 2022: $523,6442022Assets 2023: $570,948Liabilities 2023: $0Net Assets 2023: $570,9482023Assets 2024: $661,404Liabilities 2024: $19,308Net Assets 2024: $642,0962024Assets 2025: $712,043Liabilities 2025: $0Net Assets 2025: $712,0432025

Highlighted filing

2015

Assets$379,319
Liabilities$0
Net Assets$379,319

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $119,962Expenses 2011: $132,839Net Income 2011: -$12,8772011Revenue 2012: $89,200Expenses 2012: $106,681Net Income 2012: -$17,4812012Revenue 2013: $37,067Expenses 2013: $53,453Net Income 2013: -$16,3862013Revenue 2014: $68,777Expenses 2014: $47,498Net Income 2014: $21,2792014Revenue 2015: $83,531Expenses 2015: $59,761Net Income 2015: $23,7702015Revenue 2016: $71,305Expenses 2016: $47,402Net Income 2016: $23,9032016Revenue 2017: $79,355Expenses 2017: $46,493Net Income 2017: $32,8622017Revenue 2018: $55,758Expenses 2018: $29,093Net Income 2018: $26,6652018Revenue 2019: $78,074Expenses 2019: $39,659Net Income 2019: $38,4152019Revenue 2020: $37,582Expenses 2020: $40,039Net Income 2020: -$2,4572020Revenue 2021: $94,111Expenses 2021: $54,568Net Income 2021: $39,5432021Revenue 2022: $89,588Expenses 2022: $67,753Net Income 2022: $21,8352022Revenue 2023: $68,548Expenses 2023: $61,396Net Income 2023: $7,1522023Revenue 2024: $96,930Expenses 2024: $71,975Net Income 2024: $24,9552024Revenue 2025: $98,320Expenses 2025: $44,079Net Income 2025: $54,2412025

Highlighted filing

2015

Revenue$83,531
Expenses$59,761
Net Income$23,770
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$196,482
Mission and Program Overview

Mission

The mission of the chariho rotary foundation is to enable rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty locally, nationally, and internationally.

To promote charitable and social programs in the local community.

Program Services

DescriptionGrantsExpenses
COMMUNITY 2000 EDUCATIONAL FOUNDATION - THE CAHRIHO ROTARY FOUNDATION RAISES FUNDS TO SUPPORT LOCAL COMMUNITY SCHOLARSHIPS FOR HIGHER EDUCATION FOR STUDENTS IN THE CHARLESTOWN, RICHMOND, HOPKINTON, EXETER AND WEST GREENWICH COMMUNITIES. THE FOUNDATION HAS BEEN FUNDING 16-20 STUDENTS PER YEAR OVER THE LAST 5 YEARS WITH 4 RENEWABLE SCHOLARSHIP GRANTS. THE GROUP ALSO SPONSORED THREE STUDENTS TO THE ROTARY YOUTH LEADERSHIP DEVELOPMENT PROGRAM.-$25,000
COMMUNITY 2000 - EDUCATIONAL GRANTS TO TEACHERS WITHIN THE CHARIHO SCHOOL DISTRICT-$16,971
THE FOUNDATION FUNDED 3,000 TO THE YMCA 'NO CHILD LEFT BEHIND' SUMMER CAMP AND MEMBERSHIP DRIVE. THIS ORGANIZATION PROVIDES A SAFE ENVIRONMENT FOR COMMUNITY CHILDREN THROUGHOUT THE YEAR. THE FOUNDATION ALSO FUNDED 2,000 IN PROGRAM AND EQUIPMENT SUPPORT TO WOOD RIVER HEALTH SERVICS, FUNDS TO SUPPORT LOCAL RAINBOW FUND FOR SUICIDE PREVENTION AND MENTAL HEALTH AWARENESS. THE FOUNDATION SUPPORTS THREE STUDENTS (1,200) FROM CHARIHO HIGH SCHOOL FOR THE ROTARY YOUTH LEADERSHIP AWARDS. THIS CHALLENGING PROGRAM PROVIDES STUDENTS FROM THROUGHOUT THE DISTRICT THE OPPORTUNITY FOR PERSONAL DEVELOPMENT, LEADERSHIP SKILL DEVELOPMENT, AND ENHANCED CITIZENSHIP. THE FOUNDATION SUPPORTED THE LOCAL JONNYCAKE CENTER WITH 2,931 FOR PROGRAM EQUIPMENT. THERE WAS ASLO 1,000 IN SUPPORT FOR THE LOCAL WARM SHELTER AND 1000 FOR INTERNATIONAL AID THROUGH SHELTER BOX. ALL PROCEEDS RAISED THROUGH THE ROTARY FOUNDATION FUNDRAISING EFFORTS GO TO COMMUNITY CHARITIES, LOCAL SCHOLARSHIPS, AND ROTARY INTERNATIONAL AID PROGRAMS.-$12,631
THE FOUNDATION ALSO FOCUSES ITS EFFORTS ON SUPPORTING LOCAL AND INTERNATIONAL CHARITABLE ORGANIZATIONS AND THEIR COMMUNITY WORK. THIS YEAR SAW A ROTARY DISTRICT MATCHING GRANT FOR A TOTAL OF 2,456 IN SUPPORT OF A COVERED WORK AREA FOR THE CHARLESTOWN COMMUNITY GARDEN WHICH SERVES NUMEROUS FOOD PANTRIES IN THE AREA WITH FRESH PRODUCE.-$2,456
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK HOPKINSPresident-$0--
LIZ PASQUALINIPresident El-$0--
SHERI MAJORTreasurerPT$0--
KIM KELLEYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundrais$47,346$16,010$2,125$13,885
Golf Tournament$20,228$7,500$1,280$6,220
Total Events$92,155$33,510$42,414$-8,904
Filing and Contact Details

Filer

Filer Name
Chariho Rotary Foundation Inc
EIN
05-0498611
Address
PO BOX 543, HOPE VALLEY, RI 02832

Signing Officer

Name
Francis Hopkins
Title
President
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Hoyt Filippetti & Malaghan LLC
Address
107 AIRPORT RD, WESTERLY, RI 02891-3420
Preparer
K Elise Vonhousen CPA
Phone
4015962000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses scholarships 25,000 community garden 2,456 ocean community ymca 3,000 dues and subscriptions 358 insurance 100 dinner events 220 supplies 287 postage and mailing 99 web site fees 498 chariho high school 1,000 community 2000 16,971 community support 5,281 ryla 1,200 southern ri volunteers 150 wood river health 2,000 total 58,620

Form 990-ez, Part I, Line 20

Unrealized losses on investments -18,693

Form 990-ez, Part III, Line 28

The foundation funded 3,000 to the ymca 'no child left behind' summer camp and membership drive. This organization provides a safe environment for community children throughout the year. The foundation also funded 2,000 in program and equipment support to wood river health servics, funds to support local rainbow fund for suicide prevention and mental health awareness. The foundation supports three students (1,200) from chariho high school for the rotary youth leadership awards. This challenging program provides students from throughout the district the opportunity for personal development, leadership skill development, and enhanced citizenship. The foundation supported the local jonnycake center with 2,931 for program equipment. There was aslo 1,000 in support for the local warm shelter and 1000 for international aid through shelter box. All proceeds raised through the rotary foundation fundraising efforts go to community charities, local scholarships, and rotary international aid programs.

Form 990-ez, Part III, Line 29

Community 2000 educational foundation - the cahriho rotary foundation raises funds to support local community scholarships for higher education for students in the charlestown, richmond, hopkinton, exeter and west greenwich communities. The foundation has been funding 16-20 students per year over the last 5 years with 4 renewable scholarship grants. The group also sponsored three students to the rotary youth leadership development program.

Form 990-ez, Part III, Line 31

The foundation also focuses its efforts on supporting local and international charitable organizations and their community work. This year saw a rotary district matching grant for a total of 2,456 in support of a covered work area for the charlestown community garden which serves numerous food pantries in the area with fresh produce.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY 2000 EDUCATIONAL FOUNDATION - THE CAHRIHO ROTARY FOUNDATION RAISES FUNDS TO SUPPORT LOCAL COMMUNITY SCHOLARSHIPS FOR HIGHER EDUCATION FOR STUDENTS IN THE CHARLESTOWN, RICHMOND, HOPKINTON, EXETER AND WEST GREENWICH COMMUNITIES. THE FOUNDATION HAS BEEN FUNDING 16-20 STUDENTS PER YEAR OVER THE LAST 5 YEARS WITH 4 RENEWABLE SCHOLARSHIP GRANTS. THE GROUP ALSO SPONSORED THREE STUDENTS TO THE ROTARY YOUTH LEADERSHIP DEVELOPMENT PROGRAM.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3THE FOUNDATION ALSO FOCUSES ITS EFFORTS ON SUPPORTING LOCAL AND INTERNATIONAL CHARITABLE ORGANIZATIONS AND THEIR COMMUNITY WORK. THIS YEAR SAW A ROTARY DISTRICT MATCHING GRANT FOR A TOTAL OF 2,456 IN SUPPORT OF A COVERED WORK AREA FOR THE CHARLESTOWN COMMUNITY GARDEN WHICH SERVES NUMEROUS FOOD PANTRIES IN THE AREA WITH FRESH PRODUCE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOLARSHIPS 25,000 COMMUNITY GARDEN 2,456 OCEAN COMMUNITY YMCA 3,000 DUES AND SUBSCRIPTIONS 358 INSURANCE 100 DINNER EVENTS 220 SUPPLIES 287 POSTAGE AND MAILING 99 WEB SITE FEES 498 CHARIHO HIGH SCHOOL 1,000 COMMUNITY 2000 16,971 COMMUNITY SUPPORT 5,281 RYLA 1,200 SOUTHERN RI VOLUNTEERS 150 WOOD RIVER HEALTH 2,000 TOTAL 58,620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSSES ON INVESTMENTS -18,693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION FUNDED 3,000 TO THE YMCA 'NO CHILD LEFT BEHIND' SUMMER CAMP AND MEMBERSHIP DRIVE. THIS ORGANIZATION PROVIDES A SAFE ENVIRONMENT FOR COMMUNITY CHILDREN THROUGHOUT THE YEAR. THE FOUNDATION ALSO FUNDED 2,000 IN PROGRAM AND EQUIPMENT SUPPORT TO WOOD RIVER HEALTH SERVICS, FUNDS TO SUPPORT LOCAL RAINBOW FUND FOR SUICIDE PREVENTION AND MENTAL HEALTH AWARENESS. THE FOUNDATION SUPPORTS THREE STUDENTS (1,200) FROM CHARIHO HIGH SCHOOL FOR THE ROTARY YOUTH LEADERSHIP AWARDS. THIS CHALLENGING PROGRAM PROVIDES STUDENTS FROM THROUGHOUT THE DISTRICT THE OPPORTUNITY FOR PERSONAL DEVELOPMENT, LEADERSHIP SKILL DEVELOPMENT, AND ENHANCED CITIZENSHIP. THE FOUNDATION SUPPORTED THE LOCAL JONNYCAKE CENTER WITH 2,931 FOR PROGRAM EQUIPMENT. THERE WAS ASLO 1,000 IN SUPPORT FOR THE LOCAL WARM SHELTER AND 1000 FOR INTERNATIONAL AID THROUGH SHELTER BOX. ALL PROCEEDS RAISED THROUGH THE ROTARY FOUNDATION FUNDRAISING EFFORTS GO TO COMMUNITY CHARITIES, LOCAL SCHOLARSHIPS, AND ROTARY INTERNATIONAL AID PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY 2000 EDUCATIONAL FOUNDATION - THE CAHRIHO ROTARY FOUNDATION RAISES FUNDS TO SUPPORT LOCAL COMMUNITY SCHOLARSHIPS FOR HIGHER EDUCATION FOR STUDENTS IN THE CHARLESTOWN, RICHMOND, HOPKINTON, EXETER AND WEST GREENWICH COMMUNITIES. THE FOUNDATION HAS BEEN FUNDING 16-20 STUDENTS PER YEAR OVER THE LAST 5 YEARS WITH 4 RENEWABLE SCHOLARSHIP GRANTS. THE GROUP ALSO SPONSORED THREE STUDENTS TO THE ROTARY YOUTH LEADERSHIP DEVELOPMENT PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION ALSO FOCUSES ITS EFFORTS ON SUPPORTING LOCAL AND INTERNATIONAL CHARITABLE ORGANIZATIONS AND THEIR COMMUNITY WORK. THIS YEAR SAW A ROTARY DISTRICT MATCHING GRANT FOR A TOTAL OF 2,456 IN SUPPORT OF A COVERED WORK AREA FOR THE CHARLESTOWN COMMUNITY GARDEN WHICH SERVES NUMEROUS FOOD PANTRIES IN THE AREA WITH FRESH PRODUCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
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ReturnHeader/ReturnTs02015-11-10T13:35:19-06:00
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ReturnHeader/TaxPeriodEndDt02015-06-30
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.98$0.44$0.54
2024Detailed filing. Detailed filing data is available for this year.$6.61$0.19$6.42$0.97$0.72$0.25
2023Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.69$0.61$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.90$0.68$0.22
2021Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.94$0.55$0.40
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.38$0.40$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.78$0.40$0.38
2018Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.56$0.29$0.27
2017Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.79$0.46$0.33
2016Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.71$0.47$0.24
2015Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.84$0.60$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.69$0.47$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.00$3.33$0.37$0.53$0.16
2012Summary only. Only limited summary data is available for this year.$3.17$0.00$0.89$1.07$0.17
2011Summary only. Only limited summary data is available for this year.$3.35$0.00$1.20$1.33$0.13
Peer Organizations

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