Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 05-6015711

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 18, 2020

Organization ProfileMIDDLETOWNRIROTARY.ORG
PO Box 4258Middletown, RI 02841

(401) 683-3081

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

86th percentile

39%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

-9.5%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$19,013

Up $5,314 (+39%) from 2019

Net Assets

Up

$19,013

Up $5,314 (+39%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin71st percentile

Revenue

Down

$29,986

Down $3,136 (-9.5%) from 2019

Expenses

Down

$24,671

Down $10,682 (-30%) from 2019

Net Income

Up

$5,315

Up $7,546 (+338%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$20K$15K$10K$5.0K$0Assets 2018: $15,930Liabilities 2018: $02018Assets 2019: $13,699Liabilities 2019: $0Net Assets 2019: $13,6992019Assets 2020: $19,013Liabilities 2020: $0Net Assets 2020: $19,0132020

Highlighted filing

2020

Assets$19,013
Liabilities$0
Net Assets$19,013
Open 2020 Filing

Operations Trend

Revenue Growth55th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2018: $37,511Expenses 2018: $32,776Net Income 2018: $4,7352018Revenue 2019: $33,122Expenses 2019: $35,353Net Income 2019: -$2,2312019Revenue 2020: $29,986Expenses 2020: $24,671Net Income 2020: $5,3152020

Highlighted filing

2020

Revenue$29,986
Expenses$24,671
Net Income$5,315
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 18, 2020
Return Version
2019v5.0
Gross Receipts
$49,273
Mission and Program Overview

Mission

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional and community leaders.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.$11,926$24,671
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN BOLLARDPresident-$0--
BETH RICHARDVice Preside-$0--
PHILIP DRISCOLLTreasurer-$0--
TED WROBELSecretary-$0--
DICK BERNARDIDirector-$0--
PAT BURKEDirector-$0--
JACK HAGGISDirector-$0--
LOIS MURRAYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Car Show$26,614$26,614-$26,614
Steak Fry$11,678$11,678-$11,678
Total Events$38,292$38,292$19,287$19,005
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
05-6015711
Phone
4016833081
Address
PO BOX 4258, MIDDLETOWN, RI 02841

Signing Officer

Name
Philip Driscoll
Title
Treasurer
Phone
4016833081
Signed
2020-08-18
Discuss with paid preparer
Yes

Preparer

Firm
FARMER & FIRST PC CPA'S
Address
6 STATE ST, WARREN, RI 02885-3120
Preparer
Joseph Farmer CPA
Phone
4012471040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses dues and subscriptions 3,289 supplies 9,456 total 12,745”

Form 990-ez, Part III

“To provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional and community leaders.”

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0PHILIP DRISCOLL
IRS990EZ/BooksInCareOfDetail/PhoneNum04016833081
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0169 IMMOKOLEE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTSMOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002871
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013698
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019013
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010981
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05315
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013698
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IRS990EZ/FundraisingGrossIncomeAmt038292
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011926
IRS990EZ/GrossReceiptsAmt049273
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013698
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019013
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013698
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN BOLLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETH RICHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHILIP DRISCOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TED WROBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DICK BERNARDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAT BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JACK HAGGIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LOIS MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012745
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011926
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024671
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt019287
IRS990EZ/SpecialEventsNetIncomeLossAmt019005
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024671
IRS990EZ/TotalProgramServiceExpensesAmt024671
IRS990EZ/TotalRevenueAmt029986
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0MIDDLETOWNRIROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019287
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CAR SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STEAK FRY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011678
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011678
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038292
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019005
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt015452
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03835
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt019287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DUES AND SUBSCRIPTIONS 3,289 SUPPLIES 9,456 TOTAL 12,745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-11-19 02:30:22Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04016833081
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0056015711
ReturnHeader/Filer/PhoneNum04016833081
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4258
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.99.158.189
ReturnHeader/FilingSecurityInformation/IPDt02020-08-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:19:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050519103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FARMER & FIRST PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 STATE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARREN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0028853120
ReturnHeader/PreparerPersonGrp/PhoneNum04012471040
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH FARMER CPA
ReturnHeader/ReturnTs02020-08-24T10:19:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,013
Liabilities
$0
Net assets
$19,013
Revenue
$29,986
Expenses
$24,671
Net income
$5,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$30.0$24.7$5.32
2019Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$33.1$35.4$2.23
2018Summary only. Only limited summary data is available for this year.$15.9$0.00$37.5$32.8$4.74