Civic Intelligence

Rotary Club of West Bay Charitable Foundation

EIN 14-1997968 • 501(c)3 • Camden, ME

Profile

To operate as a supporting organization under irc section 509(a)(3) to the rotary club of west bay, camden, me.

PO Box 191Camden, ME 04843

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

57%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$52,542

Up $3,782 (+7.8%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$25,188

Up $3,486 (+16%) from 2022

Expenses

Up

$23,091

Up $6,264 (+37%) from 2022

Net Income

Down

$2,097

Down $2,778 (-57%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$60K$40K$20K$0Assets 2011: $11,720Liabilities 2011: $02011Assets 2012: $12,121Liabilities 2012: $02012Assets 2013: $0Liabilities 2013: $02013Assets 2014: $12,129Liabilities 2014: $02014Assets 2015: $16,972Liabilities 2015: $02015Assets 2016: $10,704Net Assets 2016: $10,7042016Assets 2017: $10,371Net Assets 2017: $10,3712017Assets 2018: $16,855Net Assets 2018: $16,8552018Assets 2019: $38,764Net Assets 2019: $38,7642019Assets 2020: $35,990Net Assets 2020: $35,9902020Assets 2021: $42,934Net Assets 2021: $42,9342021Assets 2022: $48,760Net Assets 2022: $48,7602022Assets 2023: $52,542Liabilities 2023: $02023

Highlighted filing

2023

Assets$52,542
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $16,515Expenses 2011: $12,534Net Income 2011: $3,9812011Revenue 2012: $2,669Expenses 2012: $2,268Net Income 2012: $4012012Revenue 2013: $28,339Expenses 2013: $26,317Net Income 2013: $2,0222013Revenue 2014: $1,001Expenses 2014: $3,015Net Income 2014: -$2,0142014Revenue 2015: $17,698Expenses 2015: $12,855Net Income 2015: $4,8432015Revenue 2016: $14,130Expenses 2016: $20,399Net Income 2016: -$6,2692016Revenue 2017: $19,851Expenses 2017: $20,184Net Income 2017: -$3332017Revenue 2018: $27,310Expenses 2018: $20,852Net Income 2018: $6,4582018Revenue 2019: $43,053Expenses 2019: $21,144Net Income 2019: $21,9092019Revenue 2020: $37,431Expenses 2020: $40,205Net Income 2020: -$2,7742020Revenue 2021: $26,836Expenses 2021: $19,892Net Income 2021: $6,9442021Revenue 2022: $21,702Expenses 2022: $16,827Net Income 2022: $4,8752022Revenue 2023: $25,188Expenses 2023: $23,091Net Income 2023: $2,0972023

Highlighted filing

2023

Revenue$25,188
Expenses$23,091
Net Income$2,097
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$52,542
Liabilities
$0
Net assets
-
Revenue
$25,188
Expenses
$23,091
Net income
$2,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$52.5$0.00$25.2$23.1$2.10
2022Detailed filing. Detailed filing data is available for this year.$48.8$48.8$21.7$16.8$4.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.9$42.9$26.8$19.9$6.94
2020Detailed filing. Detailed filing data is available for this year.$36.0$36.0$37.4$40.2$2.77
2019Detailed filing. Detailed filing data is available for this year.$38.8$38.8$43.1$21.1$21.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$16.9$27.3$20.9$6.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$10.4$19.9$20.2$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$10.7$14.1$20.4$6.27
2015Summary only. Only limited summary data is available for this year.$17.0$0.00$17.7$12.9$4.84
2014Summary only. Only limited summary data is available for this year.$12.1$0.00$1.00$3.02$2.01
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$28.3$26.3$2.02
2012Summary only. Only limited summary data is available for this year.$12.1$0.00$2.67$2.27$0.40
2011Summary only. Only limited summary data is available for this year.$11.7$0.00$16.5$12.5$3.98
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Gross Receipts
$21,702
Mission and Program Overview

Mission

To operate as a supporting organization under irc section 509(a)(3) to the rotary club of west bay, camden, me.

Program Services

DescriptionGrantsExpenses
THE CHARITABLE FOUNDATION SUPPORTED A NUMBER OF CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THE CHARITABLE MISSION OF WEST BAY ROTARY, INCLUDING CERTAIN DIRECT GRANTS/PAYMENTS TO WEST BAY ROTARY.$16,817$16,817
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRINA KUYKENDALLChair & Secr-$0--
KIM A MILTONTreasurer-$0--
LISA DRESSERDirector-$0--
MARY SARGENTDirector-$0--
KATE DULLEADirector-$0--
KEN GARDINERDirector-$0--
RICK TASKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of West Bay Charitable
EIN
14-1997968
Phone
6179591668
Address
PO BOX 191, CAMDEN, ME 04843

Signing Officer

Name
Kim a Milton
Title
Treasurer
Phone
6179591668
Signed
2023-05-10

Preparer

Firm
Williams CPA Group LLC
Address
PO BOX 839, ROCKPORT, ME 04856
Preparer
David R Williams
Phone
2072368781
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 10 total 10”

Form 990-ez, Part I, Line 20

“UNREALIZED GAINS 951”

Form 990-ez, Part III

“To operate as a supporting organization under irc section 509(a)(3) to the rotary club of west bay, camden, me.”

Raw XML Appendix166 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/PersonNm0KIM MILTON
IRS990EZ/BooksInCareOfDetail/PhoneNum06179591668
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01954 EASTERN RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WARREN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004864
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042934
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048760
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021618
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04875
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042934
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048760
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016817
IRS990EZ/GrossReceiptsAmt021702
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt084
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042934
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048760
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042934
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048760
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRINA KUYKENDALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM A MILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA DRESSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY SARGENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATE DULLEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEN GARDINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RICK TASKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR & SECR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0951
IRS990EZ/OtherExpensesTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO OPERATE AS A SUPPORTING ORGANIZATION UNDER IRC SECTION 509(A)(3) TO THE ROTARY CLUB OF WEST BAY, CAMDEN, ME.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CHARITABLE FOUNDATION SUPPORTED A NUMBER OF CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THE CHARITABLE MISSION OF WEST BAY ROTARY, INCLUDING CERTAIN DIRECT GRANTS/PAYMENTS TO WEST BAY ROTARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016817
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016817
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016827
IRS990EZ/TotalProgramServiceExpensesAmt016817
IRS990EZ/TotalRevenueAmt021702
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED 501(C)(4) ORGANIZATION'S GROSS RECEIPTS ARE REVIEWED AND ARE DETERMINED TO SATISFY THE PUBLIC SUPPORT TESTS UNDER 509(A)(2).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0010422692
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt016817
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF WEST BAY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ROTARY CLUB OF WEST BAY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt016817
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 10 TOTAL 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAINS 951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO OPERATE AS A SUPPORTING ORGANIZATION UNDER IRC SECTION 509(A)(3) TO THE ROTARY CLUB OF WEST BAY, CAMDEN, ME.
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
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM A MILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06179591668
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF WEST BAY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0141997968
ReturnHeader/Filer/PhoneNum06179591668
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 191
ReturnHeader/Filer/USAddress/CityNm0CAMDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004843
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043378763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 839
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004856
ReturnHeader/PreparerPersonGrp/PhoneNum02072368781
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R WILLIAMS
ReturnHeader/ReturnTs02023-05-12T14:12:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILTON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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)3 • <$500k nonprofits