Civic Intelligence

Wells Rotary Charitable Fund

990EZ • Fiscal year 2018 • EIN 20-4880792

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 21, 2018

Organization ProfileN/A
PO Box 203Wells, ME 04090

(207) 608-4376

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

100th percentile

624.25x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

47th percentile

0.1%

Faster asset growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$6,586

Up $5 (+0.1%) from 2017

Net Assets

Up

$4,089

Up $5 (+0.1%) from 2017

Liabilities

Flat

$2,497

Flat from 2017

Revenue And Expenses
Liabilities / Revenue100th percentileNet MarginScore unavailable

Revenue

Down

$4

Down $91 (-96%) from 2017

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2018

Assets$6,586
Liabilities$2,497
Net Assets$4,089
Open 2018 Filing

Operations Trend

Revenue Growth2nd 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

2018

Revenue$4
Expenses-
Net Income-
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 21, 2018
Return Version
2017v2.3
Gross Receipts
$4
Mission and Program Overview

Mission

Provide funds and support for local community organizations

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS AND SUPPORT FOR LOCAL COMMUNITY ORGANIZATIONS--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA FINKELSTEINPresident-$0--
VINCENT CHRISTINZIANOSecretary-$0--
RICHARD COYNETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wells Rotary Charitable Fund
EIN
20-4880792
Phone
2076084376
Address
PO BOX 203, WELLS, ME 04090

Signing Officer

Name
Richard Coyne
Title
Treasurer
Phone
2076084376
Signed
2018-08-21

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 Appendix135 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/PersonNm0RICHARD COYNE
IRS990EZ/BooksInCareOfDetail/PhoneNum02072512119
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 203
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004090
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06582
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06586
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06582
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06586
IRS990EZ/GrossReceiptsAmt04
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04085
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04089
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04085
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04089
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA FINKELSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VINCENT CHRISTINZIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD COYNE
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02497
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02497
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt04
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0978
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98390
IRS990ScheduleA/PublicSupportPY509Pct00.99430
IRS990ScheduleA/PublicSupportTotal509Amt0978
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0261
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0575
IRS990ScheduleA/Total509Grp/TotalAmt0978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0578
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMITTED FUNDS 2,497 2,497
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD COYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02076084376
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLS ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0204880792
ReturnHeader/Filer/PhoneNum02076084376
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 203
ReturnHeader/Filer/USAddress/CityNm0WELLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004090
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07397F0922EEA70C614E5A70DEEC003F9D0F6D63E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07397F0922EEA70C614E5A70DEEC003F9D0F6D63E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.65.145.182
ReturnHeader/FilingSecurityInformation/IPDt02018-08-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:24:53
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/PreparationDt02018-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M FOLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-29T17:24:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,586
Liabilities
$2,497
Net assets
$4,089
Revenue
$4
Expenses
-
Net income
-
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
2018Detailed filing. Detailed filing data is available for this year.$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