Civic Intelligence

Cohasset Rotary Charities Foundation Inc

990EZ • Fiscal year 2019 • EIN 16-1747862

Jan 01, 2019 to Dec 31, 2019 • Filed on May 13, 2020

c/o Wayne Sawchuk - PO Box 36Cohasset, MA 02025

(781) 383-6857

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

36th percentile

-1.6%

Higher net margin than 36% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-3.7%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

113%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$12,076

Down $464 (-3.7%) from 2018

Net Assets

Down

$12,076

Down $464 (-3.7%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$28,744

Up $15,246 (+113%) from 2018

Expenses

Down

$29,208

Down $7,947 (-21%) from 2018

Net Income

Up

-$464

Up $23,193 (+98%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $105,409Liabilities 2011: $02011Assets 2012: $97,375Liabilities 2012: $525Net Assets 2012: $96,8502012Assets 2013: $70,059Net Assets 2013: $70,0592013Assets 2014: $56,791Net Assets 2014: $56,7912014Assets 2015: $50,826Net Assets 2015: $50,8262015Assets 2016: $38,478Net Assets 2016: $38,4782016Assets 2017: $36,197Net Assets 2017: $36,1972017Assets 2018: $12,540Net Assets 2018: $12,5402018Assets 2019: $12,076Net Assets 2019: $12,0762019Assets 2020: $6,774Net Assets 2020: $6,7742020Assets 2021: $15,937Net Assets 2021: $15,9372021Assets 2022: $22,558Net Assets 2022: $22,5582022Assets 2023: $16,479Liabilities 2023: $02023Assets 2024: $26,520Net Assets 2024: $26,5202024

Highlighted filing

2019

Assets$12,076
Liabilities-
Net Assets$12,076

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $56,023Expenses 2011: $32,069Net Income 2011: $23,9542011Revenue 2012: $25,104Expenses 2012: $33,663Net Income 2012: -$8,5592012Revenue 2013: $22,540Expenses 2013: $49,331Net Income 2013: -$26,7912013Revenue 2014: $26,901Expenses 2014: $40,169Net Income 2014: -$13,2682014Revenue 2015: $25,005Expenses 2015: $30,970Net Income 2015: -$5,9652015Revenue 2016: $17,237Expenses 2016: $29,585Net Income 2016: -$12,3482016Revenue 2017: $47,857Expenses 2017: $50,138Net Income 2017: -$2,2812017Revenue 2018: $13,498Expenses 2018: $37,155Net Income 2018: -$23,6572018Revenue 2019: $28,744Expenses 2019: $29,208Net Income 2019: -$4642019Revenue 2020: $29,121Expenses 2020: $34,423Net Income 2020: -$5,3022020Revenue 2021: $18,756Expenses 2021: $9,593Net Income 2021: $9,1632021Revenue 2022: $30,119Expenses 2022: $23,498Net Income 2022: $6,6212022Revenue 2023: $5,930Expenses 2023: $12,009Net Income 2023: -$6,0792023Revenue 2024: $31,320Expenses 2024: $21,279Net Income 2024: $10,0412024

Highlighted filing

2019

Revenue$28,744
Expenses$29,208
Net Income-$464
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 13, 2020
Return Version
2019v5.0
Gross Receipts
$52,254
Mission and Program Overview

Mission

Service organization

Program Services

DescriptionGrantsExpenses
Scholarships to graduates of Cohasset High School$15,000-
Donations to other non-profit organizations$12,060-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa Hewitt DickTreasurer-$0--
Peter PearceDirector-$0--
Mal McCunneySecretary-$0--
Edward FoxDirector-$0--
Patricia MorsePresident-$0--
Lorraine TarpeyDirector-$0--
Diane HerthDirector-$0--
Wayne SawchukDirector-$0--
Linda FechterDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Telephone directory advertising$30,698$30,698$22,695$8,003
Total Events$30,698$30,698$22,695$8,003
Filing and Contact Details

Filer

Filer Name
Cohasset Rotary Charities Foundation
EIN
16-1747862
Phone
7813836857
Address
c/o Wayne Sawchuk - PO Box 36, Cohasset, MA 02025

Signing Officer

Name
Edward Fox
Title
President
Signed
2020-05-13
Discuss with paid preparer
Yes

Preparer

Firm
James F Kearney & Co CPAS
Address
152 King St - Rt 3A, Cohasset, MA 02025
Preparer
Michael B Kearney CPA
Phone
7813836070
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Scholarships | Relationship of Donee: none | Cash Amount Given: $15000

Grants and Similar Amounts Paid In Excess of $5,000.4

| Donee's Name: Families in Need | Relationship of Donee: none | Cash Amount Given: $5250

Other Expenses.1002

Office Expenses $543

Other Expenses.1007

Conferences, Conventions, and Meetings $348

Other Expenses.1

Club meals $400

Other Expenses.2

Bank charges $302

Other Expenses.3

Filing fees $50

Raw XML Appendix207 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/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01643
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Service organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships to graduates of Cohasset High School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Donations to other non-profit organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/InvestmentIncomeCYPct00.00070
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Telephone directory advertising
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Scholarships | Relationship of Donee: none | Cash Amount Given: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Families in Need | Relationship of Donee: none | Cash Amount Given: $5250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Club meals $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank charges $302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Filing fees $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward Fox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cohasset Rotary Charities Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Inc
ReturnHeader/Filer/BusinessNameControlTxt0COHA
ReturnHeader/Filer/EIN0161747862
ReturnHeader/Filer/PhoneNum07813836857
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Wayne Sawchuk - PO Box 36
ReturnHeader/Filer/USAddress/CityNm0Cohasset
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043206870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James F Kearney & Co CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0152 King St - Rt 3A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cohasset
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002025
ReturnHeader/PreparerPersonGrp/PhoneNum07813836070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael B Kearney CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-13T07:56:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.31$0.21$0.10
2023Summary only. Only limited summary data is available for this year.$0.16$0.00$0.06$0.12$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.23$0.30$0.23$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.19$0.10$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.29$0.34$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.29$0.29$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.13$0.37$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.36$0.48$0.50$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.17$0.30$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.25$0.31$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.27$0.40$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.23$0.49$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.01$0.97$0.25$0.34$0.09
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.56$0.32$0.24