Civic Intelligence

Rotary International Burlington

990EZ • Fiscal year 2014 • EIN 22-6101596

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

Organization ProfileN/A
C/O 568 High Street08016

(609) 386-6556

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.05x

Higher debt load relative to revenue than 73% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

12%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$83,774

Up $9,409 (+13%) from 2013

Net Assets

Up

$80,631

Up $8,632 (+12%) from 2013

Liabilities

Up

$3,143

Up $777 (+33%) from 2013

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin72nd percentile

Revenue

Up

$61,667

Up $6,546 (+12%) from 2013

Expenses

Up

$53,035

Up $862 (+1.7%) from 2013

Net Income

Up

$8,632

Up $5,684 (+193%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$100K$50K$0Assets 2011: $65,485Liabilities 2011: $02011Assets 2012: $69,051Net Assets 2012: $69,0512012Assets 2013: $74,365Liabilities 2013: $2,366Net Assets 2013: $71,9992013Assets 2014: $83,774Liabilities 2014: $3,143Net Assets 2014: $80,6312014Assets 2015: $73,893Liabilities 2015: $5,672Net Assets 2015: $68,2212015Assets 2016: $67,769Liabilities 2016: $8,950Net Assets 2016: $58,8192016Assets 2017: $65,332Liabilities 2017: $9,962Net Assets 2017: $55,3702017Assets 2018: $72,167Liabilities 2018: $5,548Net Assets 2018: $66,6192018Assets 2019: $67,975Liabilities 2019: $7,347Net Assets 2019: $60,6282019Assets 2020: $81,140Liabilities 2020: $4,414Net Assets 2020: $76,7262020Assets 2021: $71,755Liabilities 2021: $10,756Net Assets 2021: $60,9992021Assets 2022: $68,342Liabilities 2022: $5,675Net Assets 2022: $62,6672022Assets 2023: $72,471Liabilities 2023: $1,481Net Assets 2023: $70,9902023Assets 2024: $72,165Liabilities 2024: $1,4812024Assets 2025: $55,627Liabilities 2025: $1,481Net Assets 2025: $54,1462025

Highlighted filing

2014

Assets$83,774
Liabilities$3,143
Net Assets$80,631
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $54,076Expenses 2011: $53,845Net Income 2011: $2312011Revenue 2012: $58,012Expenses 2012: $54,446Net Income 2012: $3,5662012Revenue 2013: $55,121Expenses 2013: $52,173Net Income 2013: $2,9482013Revenue 2014: $61,667Expenses 2014: $53,035Net Income 2014: $8,6322014Revenue 2015: $28,328Expenses 2015: $40,738Net Income 2015: -$12,4102015Revenue 2016: $40,951Expenses 2016: $50,353Net Income 2016: -$9,4022016Revenue 2017: $39,381Expenses 2017: $42,830Net Income 2017: -$3,4492017Revenue 2018: $49,642Expenses 2018: $38,393Net Income 2018: $11,2492018Revenue 2019: $44,365Expenses 2019: $50,356Net Income 2019: -$5,9912019Revenue 2020: $42,856Expenses 2020: $26,758Net Income 2020: $16,0982020Revenue 2021: $2,027Expenses 2021: $17,754Net Income 2021: -$15,7272021Revenue 2022: $24,866Expenses 2022: $23,198Net Income 2022: $1,6682022Revenue 2023: $38,867Expenses 2023: $30,544Net Income 2023: $8,3232023Revenue 2024: $28,230Expenses 2024: $28,536Net Income 2024: -$3062024Revenue 2025: $10,984Expenses 2025: $27,522Net Income 2025: -$16,5382025

Highlighted filing

2014

Revenue$61,667
Expenses$53,035
Net Income$8,632
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$82,210
Mission and Program Overview

Mission

Support of charitable organizations

Program Services

DescriptionGrantsExpenses
FUNDRAISING AND FUNCTIONS THAT BENEFIT ROTARY RELATED PROJECTS AND CHARITIES AND THE LOCAL COMMUNITY-$30,723
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN HARRISONPast PresidnetPT$0--
RICHARD LEWISPresidentPT$0--
PAT WEXLERSecretaryPT$0--
WILLIAM BAIRDTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$19,611$19,611-$19,611
Event 1$10,648$10,648-$10,648
Total Events$51,266$51,266$20,543$30,723
Filing and Contact Details

Filer

EIN
22-6101596
Phone
6093866556

Signing Officer

Name
William Baird
Title
Treasurer
Phone
6093866556
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
Steven Harrison
Phone
6093866556
Supplemental Narrative

Additional Explanations

Pt V, Line 35B

“N/A”

Form 990EZ, Part I, Line 16

“Bank charges 212. Community projects 2547. District & int'l dues 4822. Flowers 376. Insurance 367. Licenses 175. Meeting costs 24710. Rotary youth programs 8519. Scholarships 8612. Supplies 2300. Postage 74. Printing website 321.”

Form 990EZ, Part II, Line 24

“Accounts receivable, net 12066. 20514. Deposits 500.”

Form 990, Part IX, Line 24F

“Insurance community projects licenses and fees advertising miscellaneous”

Raw XML Appendix133 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/PersonNm0WILLIAM BAIRD
IRS990EZ/BooksInCareOfDetail/PhoneNum06093872712
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10315 WOOD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode008016
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062299
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062760
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08632
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074365
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083774
IRS990EZ/FundraisingGrossIncomeAmt051266
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt082210
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt040
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030904
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071999
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080631
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071999
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080631
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAT WEXLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM BAIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDNET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012066
IRS990EZ/OtherAssetsTotalDetail/EOYAmt021014
IRS990EZ/OtherExpensesTotalAmt053035
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING AND FUNCTIONS THAT BENEFIT ROTARY RELATED PROJECTS AND CHARITIES AND THE LOCAL COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030723
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt020543
IRS990EZ/SpecialEventsNetIncomeLossAmt030723
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02366
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03143
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053035
IRS990EZ/TotalProgramServiceExpensesAmt030723
IRS990EZ/TotalRevenueAmt061667
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020543
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010648
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021007
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010648
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021007
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051266
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0MONTE CARLO
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030723
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02116
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt013520
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt04907
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt020543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 212. COMMUNITY PROJECTS 2547. DISTRICT & INT'L DUES 4822. FLOWERS 376. INSURANCE 367. LICENSES 175. MEETING COSTS 24710. ROTARY YOUTH PROGRAMS 8519. SCHOLARSHIPS 8612. SUPPLIES 2300. POSTAGE 74. PRINTING WEBSITE 321.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE, NET 12066. 20514. DEPOSITS 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE COMMUNITY PROJECTS LICENSES AND FEES ADVERTISING MISCELLANEOUS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 35b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24f
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BAIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06093866556
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL BURLINGTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0226101596
ReturnHeader/Filer/PhoneNum06093866556
ReturnHeader/Filer/USAddress/AddressLine10C/O 568 HIGH STREET
ReturnHeader/Filer/USAddress/City0BURLINGTON
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode008016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HARRISON MAURO & MORGAN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10568 HIGH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode008016
ReturnHeader/PreparerPersonGrp/PhoneNum06093866556
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN HARRISON
ReturnHeader/ReturnTs02014-11-11T13:53:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,774
Liabilities
$3,143
Net assets
$80,631
Revenue
$61,667
Expenses
$53,035
Net income
$8,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$55.6$1.48$54.1$11.0$27.5$16.5
2024Summary only. Only limited summary data is available for this year.$72.2$1.48$28.2$28.5$0.31
2023Detailed filing. Detailed filing data is available for this year.$72.5$1.48$71.0$38.9$30.5$8.32
2022Detailed filing. Detailed filing data is available for this year.$68.3$5.68$62.7$24.9$23.2$1.67
2021Detailed filing. Detailed filing data is available for this year.$71.8$10.8$61.0$2.03$17.8$15.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.1$4.41$76.7$42.9$26.8$16.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.0$7.35$60.6$44.4$50.4$5.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.2$5.55$66.6$49.6$38.4$11.2
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.3$9.96$55.4$39.4$42.8$3.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.8$8.95$58.8$41.0$50.4$9.40
2015Detailed filing. Detailed filing data is available for this year.$73.9$5.67$68.2$28.3$40.7$12.4
2014Detailed filing. Detailed filing data is available for this year.$83.8$3.14$80.6$61.7$53.0$8.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.4$2.37$72.0$55.1$52.2$2.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.1$69.1$58.0$54.4$3.57
2011Summary only. Only limited summary data is available for this year.$65.5$0.00$54.1$53.8$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits