Civic Intelligence

Rotary International Westborough Rotary Club Inc

990EZ • Fiscal year 2018 • EIN 23-7034736

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 19, 2018

Organization Profilewww.westboroughrotary.org
PO Box 903Westborough, MA 01581

(508) 329-1163

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

7.5%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

4.6%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$159,325

Up $11,117 (+7.5%) from 2017

Net Assets

Up

$155,778

Up $10,307 (+7.1%) from 2017

Liabilities

Up

$3,547

Up $810 (+30%) from 2017

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin76th percentile

Revenue

Up

$77,047

Up $3,361 (+4.6%) from 2017

Expenses

Down

$63,588

Down $15,855 (-20%) from 2017

Net Income

Up

$13,459

Up $19,216 (+334%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$200K$150K$100K$50K$0Assets 2011: $146,194Net Assets 2011: $146,1942011Assets 2012: $140,338Net Assets 2012: $140,3382012Assets 2013: $149,825Net Assets 2013: $149,8252013Assets 2014: $160,801Net Assets 2014: $160,8012014Assets 2015: $151,968Liabilities 2015: $3,000Net Assets 2015: $148,9682015Assets 2017: $148,208Liabilities 2017: $2,737Net Assets 2017: $145,4712017Assets 2018: $159,325Liabilities 2018: $3,547Net Assets 2018: $155,7782018Assets 2019: $133,135Liabilities 2019: $2,298Net Assets 2019: $130,8372019Assets 2020: $147,694Liabilities 2020: $0Net Assets 2020: $147,6942020Assets 2021: $144,002Liabilities 2021: $0Net Assets 2021: $144,0022021Assets 2022: $148,870Liabilities 2022: $0Net Assets 2022: $148,8702022Assets 2023: $141,637Liabilities 2023: $0Net Assets 2023: $141,6372023Assets 2024: $133,534Liabilities 2024: $0Net Assets 2024: $133,5342024

Highlighted filing

2018

Assets$159,325
Liabilities$3,547
Net Assets$155,778
Open 2018 Filing

Operations Trend

Revenue Growth61st percentile

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

$100K$50K$0-$50KRevenue 2011: $46,279Expenses 2011: $27,841Net Income 2011: $18,4382011Revenue 2012: $32,947Expenses 2012: $38,803Net Income 2012: -$5,8562012Revenue 2013: $41,315Expenses 2013: $31,828Net Income 2013: $9,4872013Revenue 2014: $46,829Expenses 2014: $35,853Net Income 2014: $10,9762014Revenue 2015: $60,527Expenses 2015: $70,452Net Income 2015: -$9,9252015Revenue 2017: $73,686Expenses 2017: $79,443Net Income 2017: -$5,7572017Revenue 2018: $77,047Expenses 2018: $63,588Net Income 2018: $13,4592018Revenue 2019: $53,805Expenses 2019: $78,746Net Income 2019: -$24,9412019Revenue 2020: $63,663Expenses 2020: $46,806Net Income 2020: $16,8572020Revenue 2021: $50,463Expenses 2021: $54,155Net Income 2021: -$3,6922021Revenue 2022: $43,949Expenses 2022: $39,081Net Income 2022: $4,8682022Revenue 2023: $36,894Expenses 2023: $44,127Net Income 2023: -$7,2332023Revenue 2024: $20,674Expenses 2024: $28,777Net Income 2024: -$8,1032024

Highlighted filing

2018

Revenue$77,047
Expenses$63,588
Net Income$13,459
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 19, 2018
Return Version
2017v2.2
Gross Receipts
$97,960
Mission and Program Overview

Mission

Community Service through projects addressing critical issues concerning children, poverty and Hunger, the environment, illiteracy, violence, and education.

Program Services

DescriptionGrantsExpenses
Local Giving donations for Scholarships (8 students x $1000 each) as well as several donations to youth programs, and other charities recommended by the Giving committee.$20,920-
Militia Day Event open to the public. In partnership with The Westborough Historical Society and the Town of Westborough we reenactment of the events that took place in Westborough in 1774. Exhibits are on display and reenactments performed for the public.$4,947-
Festival of Lights & Holiday Stroll Events. Celebrate the holiday season with festive lights for the public to enjoy. Decorations around town and the lighting of the Rotary in Westborough.$3,038-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shelby MarshallPresident-$0--
Elliott RittenbergVice President-$0--
Paul ReillyTreasurer-$0--
Maureen AmbrosinoSecretary-$0--
Jason CamutiExec. Secretary-$0--
William LinnaneDirector-$0--
Jorge YarzebskiDirector-$0--
Kathy WilfertDirector-$0--
Brad MorseDirector-$0--
Gary KelleyDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Festival$39,341$39,341$400$38,941
Total Events$39,341$39,341$400$38,941
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
23-7034736
Phone
5083291163
Address
PO Box 903, Westborough, MA 01581

Signing Officer

Name
Paul Reilly
Title
Treasurer
Signed
2018-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Vaillette & Sipowicz LLC
Address
386 W MAIN ST STE 9, NORTHBOROUGH, MA 01532
Preparer
Edward J Sipowicz Jr
Phone
5083939837
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: Education Scholarships (8 x $1000) | Cash Amount Given: $8000”

Other Expenses.1001

“Advertising and Promotion $200”

Other Expenses.1002

“Office Expenses $1607”

Other Expenses.1

“Meetings $18972”

Other Expenses.2

“District & International Dues $13792”

Other Expenses.4

“Installation $1992”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $2737 Accounts Payable and Accrued Expenses - Ending $3547”

Raw XML Appendix162 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Paul Reilly
IRS990EZ/BooksInCareOfDetail/PhoneNum05083291163
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024 Lyman Street 140
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Westborough
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001581
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0148208
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0159325
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013459
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02568
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0148208
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IRS990EZ/FundraisingGrossIncomeAmt043554
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020920
IRS990EZ/GrossReceiptsAmt097960
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt049838
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145471
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0155778
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shelby Marshall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elliott Rittenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Paul Reilly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Maureen Ambrosino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jason Camuti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5William Linnane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jorge Yarzebski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kathy Wilfert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Brad Morse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Gary Kelley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Exec. Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-3152
IRS990EZ/OtherExpensesTotalAmt036563
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community Service through projects addressing critical issues concerning children, poverty and Hunger, the environment, illiteracy, violence, and education.
IRS990EZ/PrintingPublicationsPostageAmt03537
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Local Giving donations for Scholarships (8 students x $1000 each) as well as several donations to youth programs, and other charities recommended by the Giving committee.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Militia Day Event open to the public. In partnership with The Westborough Historical Society and the Town of Westborough we reenactment of the events that took place in Westborough in 1774. Exhibits are on display and reenactments performed for the public.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Festival of Lights & Holiday Stroll Events. Celebrate the holiday season with festive lights for the public to enjoy. Decorations around town and the lighting of the Rotary in Westborough.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020920
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14947
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23038
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt020913
IRS990EZ/SpecialEventsNetIncomeLossAmt022641
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02737
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03547
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063588
IRS990EZ/TotalProgramServiceExpensesAmt028905
IRS990EZ/TotalRevenueAmt077047
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.westboroughrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039341
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039341
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039341
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039341
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038941
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Education Scholarships (8 x $1000) | Cash Amount Given: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meetings $18972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4District & International Dues $13792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Installation $1992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $2737 Accounts Payable and Accrued Expenses - Ending $3547
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Reilly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Westborough Rotary Club Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237034736
ReturnHeader/Filer/PhoneNum05083291163
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 903
ReturnHeader/Filer/USAddress/CityNm0Westborough
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001581
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200622279
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vaillette & Sipowicz LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0386 W MAIN ST STE 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001532
ReturnHeader/PreparerPersonGrp/PhoneNum05083939837
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward J Sipowicz Jr
ReturnHeader/ReturnTs02018-11-19T14:51:57-08:00
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
$159,325
Liabilities
$3,547
Net assets
$155,778
Revenue
$77,047
Expenses
$63,588
Net income
$13,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.21$0.29$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.37$0.44$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.44$0.39$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.50$0.54$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.64$0.47$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.02$1.31$0.54$0.79$0.25
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.04$1.56$0.77$0.64$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.03$1.45$0.74$0.79$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.03$1.49$0.61$0.70$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.61$1.61$0.47$0.36$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$1.50$0.41$0.32$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$1.40$0.33$0.39$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$1.46$0.46$0.28$0.18