Civic Intelligence

Wells Rotary Charitable Fund

990EZ • Fiscal year 2016 • EIN 20-4880792

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 28, 2017

Organization ProfileN/A
PO Box 203Wells, ME 04090

(207) 490-5195

Siviq Scores

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

Liabilities / Assets

87th percentile

0.38x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

47.11x

Higher debt load relative to revenue than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-485%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-3.8%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$6,487

Down $256 (-3.8%) from 2015

Net Assets

$3,990

No earlier filing loaded for comparison.

Liabilities

Flat

$2,497

Flat from 2015

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Down

$53

Down $211 (-80%) from 2015

Expenses

Flat

$310

Flat from 2015

Net Income

Down

-$257

Down $211 (-459%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2012: $5,088Liabilities 2012: $1,9222012Assets 2013: $6,521Liabilities 2013: $2,4972013Assets 2014: $6,789Liabilities 2014: $2,4972014Assets 2015: $6,743Liabilities 2015: $2,4972015Assets 2016: $6,487Liabilities 2016: $2,497Net Assets 2016: $3,9902016Assets 2017: $6,581Liabilities 2017: $2,497Net Assets 2017: $4,0842017Assets 2018: $6,586Liabilities 2018: $2,497Net Assets 2018: $4,0892018Assets 2019: $6,691Liabilities 2019: $2,497Net Assets 2019: $4,1942019Assets 2020: $6,691Liabilities 2020: $2,497Net Assets 2020: $4,1942020

Highlighted filing

2016

Assets$6,487
Liabilities$2,497
Net Assets$3,990
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$2.0K$1.5K$1.0K$500$0-$500Revenue 2012: $679Expenses 2012: $545Net Income 2012: $1342012Revenue 2013: $1,653Expenses 2013: $795Net Income 2013: $8582013Revenue 2014: $578Expenses 2014: $310Net Income 2014: $2682014Revenue 2015: $264Expenses 2015: $310Net Income 2015: -$462015Revenue 2016: $53Expenses 2016: $310Net Income 2016: -$2572016Revenue 2017: $952017Revenue 2018: $42018Revenue 2019: $1052019Revenue 2020: $22020

Highlighted filing

2016

Revenue$53
Expenses$310
Net Income-$257
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 28, 2017
Return Version
2015v3.0
Gross Receipts
$53
Mission and Program Overview

Mission

Provide funds and support for local community organizations

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS AND SUPPORT FOR LOCAL COMMUNITY ORGANIZATIONS-$310
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG BIBBERPresident-$0--
ELEANOR VADENAISSecretary-$0--
AMANDA FITZGERALDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wells Rotary Charitable Fund
EIN
20-4880792
Address
PO BOX 203, WELLS, ME 04090

Signing Officer

Name
Amanda Fitzgerald
Title
Treasurer
Phone
2074905195
Signed
2017-01-28

Preparer

Firm
Yellis & Foley LLC
Address
PO BOX 1359, WELLS, ME 04090
Preparer
James M Foley
Phone
2076461007
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 26

“Committed funds 2,497 2,497”

Raw XML Appendix134 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/PersonNm0AMANDA FITZGERALD
IRS990EZ/BooksInCareOfDetail/PhoneNum02074905195
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 203
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004090
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06744
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06487
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-257
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0310
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06744
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06487
IRS990EZ/GrossReceiptsAmt053
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04247
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03990
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04247
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03990
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG BIBBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELEANOR VADENAIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FUNDS AND SUPPORT FOR LOCAL COMMUNITY ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDS AND SUPPORT FOR LOCAL COMMUNITY ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0310
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02497
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02497
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0310
IRS990EZ/TotalProgramServiceExpensesAmt0310
IRS990EZ/TotalRevenueAmt053
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03211
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99500
IRS990ScheduleA/PublicSupportPY509Pct00.99740
IRS990ScheduleA/PublicSupportTotal509Amt03211
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0261
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0675
IRS990ScheduleA/Total509Grp/TotalAmt03211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0679
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMITTED FUNDS 2,497 2,497
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA FITZGERALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02074905195
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLS ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0204880792
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 203
ReturnHeader/Filer/USAddress/CityNm0WELLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004090
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263786395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YELLIS & FOLEY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1359
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004090
ReturnHeader/PreparerPersonGrp/PhoneNum02076461007
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M FOLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-28T12:23:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,487
Liabilities
$2,497
Net assets
$3,990
Revenue
$53
Expenses
$310
Net income
-$257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,691$2,497$4,194$2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,691$2,497$4,194$105
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,586$2,497$4,089$4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,581$2,497$4,084$95
2016Detailed filing. Detailed filing data is available for this year.$6,487$2,497$3,990$53$310$257
2015Summary only. Only limited summary data is available for this year.$6,743$2,497$264$310$46
2014Summary only. Only limited summary data is available for this year.$6,789$2,497$578$310$268
2013Summary only. Only limited summary data is available for this year.$6,521$2,497$1,653$795$858
2012Summary only. Only limited summary data is available for this year.$5,088$1,922$679$545$134