Civic Intelligence

Rotary International Westborough Rotary Club Inc

990EZ • Fiscal year 2017 • EIN 23-7034736

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 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

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.04x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-1.2%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

70th percentile

10%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$148,208

Down $3,760 (-2.5%) from 2015

Net Assets

Down

$145,471

Down $3,497 (-2.3%) from 2015

Liabilities

Down

$2,737

Down $263 (-8.8%) from 2015

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin26th percentile

Revenue

Up

$73,686

Up $13,159 (+22%) from 2015

Expenses

Up

$79,443

Up $8,991 (+13%) from 2015

Net Income

Up

-$5,757

Up $4,168 (+42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2017

Assets$148,208
Liabilities$2,737
Net Assets$145,471
Open 2017 Filing

Operations Trend

Revenue Growth70th 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

2017

Revenue$73,686
Expenses$79,443
Net Income-$5,757
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$115,319
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
Spring Festival$26,870-
Scholarships to local students to further their education.$10,000-
Triathalon$2,253-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean CoyleTreasurer-$0--
Gerry GrossPresident-$0--
Betsy MoquinDirector-$0--
William BloomSargent At Arms-$0--
Maureen AmbrosinoSecretary-$0--
Jason CamutiDirector-$0--
Shelby MarshallPresident Elect-$0--
James TepperDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Festival$54,984$54,984$26,870$28,114
Triathalon$8,593$8,593$2,253$6,340
Total Events$63,577$63,577$29,123$34,454
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
2018-05-15
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 (10) | Cash Amount Given: $10000”

Grants and Similar Amounts Paid In Excess of $5,000.8

“| Donee's Name: Various Local Giving | Cash Amount Given: $8777”

Other Expenses.1002

“Office Expenses $987”

Other Expenses.1

“Meetings $27969”

Other Expenses.2

“District & International Dues $8374”

Other Expenses.3

“300 Anniversary book $8073”

Other Expenses.4

“Installation $3215”

Other Expenses.5

“Member expenses $3012”

Other Expenses.7

“Bank Charges $248”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $3128 Accounts Payable and Accrued Expenses - Ending $2737”

Raw XML Appendix163 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/BOYAmt0154215
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148208
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02264
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5757
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0183
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0154215
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IRS990EZ/FundraisingGrossIncomeAmt068885
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026777
IRS990EZ/GrossReceiptsAmt0115319
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt078
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt044092
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0151087
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0145471
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0151087
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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/PersonNm0Sean Coyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gerry Gross
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Betsy Moquin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3William Bloom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Maureen Ambrosino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jason Camuti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Shelby Marshall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7James Tepper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Sargent at Arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0141
IRS990EZ/OtherExpensesTotalAmt051878
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/PrintingPublicationsPostageAmt0605
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Spring Festival
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Triathalon
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Scholarships to local students to further their education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026870
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12253
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt210000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt041633
IRS990EZ/SpecialEventsNetIncomeLossAmt027252
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03128
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02737
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079443
IRS990EZ/TotalProgramServiceExpensesAmt039123
IRS990EZ/TotalRevenueAmt073686
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.westboroughrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029123
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring Festival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Triathalon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08593
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08593
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063577
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034454
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029123
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026870
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Education Scholarships (10) | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Various Local Giving | Cash Amount Given: $8777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $987
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meetings $27969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4District & International Dues $8374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5300 Anniversary book $8073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Installation $3215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Member expenses $3012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Charges $248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable and Accrued Expenses - Beginning $3128 Accounts Payable and Accrued Expenses - Ending $2737
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1001
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Reilly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/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/ReturnTs02018-05-15T12:09:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,208
Liabilities
$2,737
Net assets
$145,471
Revenue
$73,686
Expenses
$79,443
Net income
-$5,757
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