Civic Intelligence

Waltham Rotary Fund Inc

EIN 23-7329099 • 501(c)3 • Waltham, MA

Profile

Support local waltham, massachusetts charities and organizations.

P O Box 540262Waltham, MA 02454

www.walthamrotaryclub.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.01x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-35%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

36th percentile

-13%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-36%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$39,691

Down $597 (-1.5%) from 2023

Liabilities

Up

$349

Up $80 (+30%) from 2023

Net Assets

Down

$39,342

Down $677 (-1.7%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin17th percentile

Revenue

Up

$25,464

Up $159 (+0.6%) from 2023

Expenses

Up

$34,950

Up $667 (+1.9%) from 2023

Net Income

Down

-$9,486

Down $508 (-5.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2020: $34,748Liabilities 2020: $0Net Assets 2020: $34,7482020Assets 2021: $52,209Liabilities 2021: $0Net Assets 2021: $52,2092021Assets 2022: $46,151Liabilities 2022: $269Net Assets 2022: $45,8822022Assets 2023: $40,288Liabilities 2023: $269Net Assets 2023: $40,0192023Assets 2024: $39,691Liabilities 2024: $349Net Assets 2024: $39,3422024

Highlighted filing

2024

Assets$39,691
Liabilities$349
Net Assets$39,342
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2020: $38,068Expenses 2020: $57,678Net Income 2020: -$19,6102020Revenue 2021: $27,757Expenses 2021: $20,176Net Income 2021: $7,5812021Revenue 2022: $39,680Expenses 2022: $35,648Net Income 2022: $4,0322022Revenue 2023: $25,305Expenses 2023: $34,283Net Income 2023: -$8,9782023Revenue 2024: $25,464Expenses 2024: $34,950Net Income 2024: -$9,4862024

Highlighted filing

2024

Revenue$25,464
Expenses$34,950
Net Income-$9,486
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,691
Liabilities
$349
Net assets
$39,342
Revenue
$25,464
Expenses
$34,950
Net income
-$9,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.7$0.35$39.3$25.5$35.0$9.49
2023Detailed filing. Detailed filing data is available for this year.$40.3$0.27$40.0$25.3$34.3$8.98
2022Detailed filing. Detailed filing data is available for this year.$46.2$0.27$45.9$39.7$35.6$4.03
2021Detailed filing. Detailed filing data is available for this year.$52.2$0.00$52.2$27.8$20.2$7.58
2020Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$38.1$57.7$19.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 11, 2025
Return Version
2023v6.0
Gross Receipts
$30,178
Mission and Program Overview

Mission

Support local waltham, massachusetts charities and organizations.

Support local waltham, massachusetts charities & organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$40,125$37,906▼ $2,219
Cash and Non-Interest-Bearing Accounts$163$1,785▲ $1,622
Total Assets$40,288$39,691▼ $597
Liabilities
Escrow Account Liability$269$349▲ $80
Total Liabilities$269$349▲ $80
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$40,019$39,342▼ $677
Total Net Assets Fund Balance$40,019$39,342▼ $677
Total Liabilities and Net Assets / Fund Balance$40,288$39,691▼ $597
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dru BelliPresident
Constance BracelandDirector
Glenna GelineauDirector
Marcia MacclaryDirector
Tamara KiblerDirector
Joseph ConnorsSecretary
Stewart WoodwardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,891
Program Service Revenue
$0
Investment Income
$970
Other Revenue
$15,603
All Other Contributions
$8,891
Change in Net Assets
$-9,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,950
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$1,485-$1,485
Other Expenses$33,250$16-$16
Total Functional Expenses$33,250$1,700$0$34,950
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,317
Fundraising Direct Expenses$4,714
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Music Bingo$12,350$12,350$1,175$11,175
Holiday Calendars$6,600$6,600$3,539$3,061
Total Events$20,317$20,317$4,714$15,603
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“A copy of the form 990 is sent to the board treasurer who reviews and acts on behalf of the board”

Form 990, Part VI, Section C, line 18

“A copy of the form 990 can be obtained on guidestar. The organization will make the form 990 available upon request.”

Form 990, Part VI, Section C, line 19

“All policies are available to the public on request.”

Filing and Contact Details

Filer

Filer Name
Waltham Rotary Fund Inc
EIN
23-7329099
Phone
6179282338
Address
P O BOX 540262, WALTHAM, MA 02454

Signing Officer

Name
Stewart Woodward
Title
Treasurer
Phone
6176282338
Signed
2025-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stewart Woodward
Formed
1974
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Koundakjian & Co PC CPA's
Address
9 Meriam St Suite 2, Lexington, MA 02420-5312
Preparer
Donald K Koundakjian
Phone
7818611170
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“ROUNDING -2.”

Raw XML Appendix364 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS SENT TO THE BOARD TREASURER WHO REVIEWS AND ACTS ON BEHALF OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 CAN BE OBTAINED ON GUIDESTAR. THE ORGANIZATION WILL MAKE THE FORM 990 AVAILABLE UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt040288
IRS990/TotalAssetsEOYAmt039691
IRS990/TotalAssetsGrp/BOYAmt040288
IRS990/TotalAssetsGrp/EOYAmt039691
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt08891
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01700
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033250
IRS990/TotalFunctionalExpensesGrp/TotalAmt034950
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0269
IRS990/TotalLiabilitiesEOYAmt0349
IRS990/TotalLiabilitiesGrp/BOYAmt0269
IRS990/TotalLiabilitiesGrp/EOYAmt0349
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt040019
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt039342
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt033250
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016573
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt025464
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt040288
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt039691
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 MAIN STREET
IRS990/USAddress/CityNm0WALTHAM
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002451
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.WALTHAMROTARYCLUB.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEWART WOODWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06176282338
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTHAM ROTARY FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0237329099
ReturnHeader/Filer/PhoneNum06179282338
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 540262
ReturnHeader/Filer/USAddress/CityNm0WALTHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002454
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042807416
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Koundakjian & Co PC CPA's
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 Meriam St Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024205312
ReturnHeader/PreparerPersonGrp/PhoneNum07818611170
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald K Koundakjian
ReturnHeader/ReturnTs02025-03-18T13:31:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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