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

88th percentile

0.38x

Higher debt load relative to assets than 88% 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

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • 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 / Assets88th 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 Pay76th percentile

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