Civic Intelligence

Rotary Club of Osterville

EIN 23-7374898 • 501(c)4 • Osterville, MA

Profile

Promote goodwill and fellowship

PO Box 705Osterville, MA 02655

n/A

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.60x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.11x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-63%

Higher net margin than 11% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

44th percentile

-5.1%

Faster revenue growth than 44% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$1,841

Up $1,841 from 2023

Liabilities

$1,100

No earlier filing loaded for comparison.

Net Assets

Up

$741

Up $741 from 2023

Operations
Liabilities / Revenue80th percentileNet Margin11th percentile

Revenue

$10,322

No earlier filing loaded for comparison.

Expenses

$16,823

No earlier filing loaded for comparison.

Net Income

-$6,501

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2010: $69,111Net Assets 2010: $69,1112010Assets 2011: $68,518Net Assets 2011: $68,5182011Assets 2012: $72,022Net Assets 2012: $72,0222012Assets 2013: $89,543Net Assets 2013: $89,5432013Assets 2014: $68,378Liabilities 2014: $5,750Net Assets 2014: $62,6282014Assets 2015: $83,114Liabilities 2015: $21,334Net Assets 2015: $61,7802015Assets 2016: $83,308Liabilities 2016: $24,876Net Assets 2016: $58,4322016Assets 2017: $42,422Liabilities 2017: $2,254Net Assets 2017: $40,1682017Assets 2018: $17,330Liabilities 2018: $9,437Net Assets 2018: $7,8932018Assets 2019: $17,955Liabilities 2019: $9,326Net Assets 2019: $8,6292019Assets 2020: $7,494Liabilities 2020: $3,100Net Assets 2020: $4,3942020Assets 2021: $5,363Liabilities 2021: $1,100Net Assets 2021: $4,2632021Assets 2022: $2,100Net Assets 2022: $2,1002022Assets 2023: $0Net Assets 2023: $02023Assets 2024: $1,841Liabilities 2024: $1,100Net Assets 2024: $7412024

Highlighted filing

2024

Assets$1,841
Liabilities$1,100
Net Assets$741
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$100K$50K$0-$50KRevenue 2010: $64,019Expenses 2010: $52,211Net Income 2010: $11,8082010Revenue 2011: $36,369Expenses 2011: $36,962Net Income 2011: -$5932011Revenue 2012: $41,320Expenses 2012: $37,816Net Income 2012: $3,5042012Revenue 2013: $70,561Expenses 2013: $41,914Net Income 2013: $28,6472013Revenue 2014: $17,293Expenses 2014: $44,208Net Income 2014: -$26,9152014Revenue 2015: $38,742Expenses 2015: $39,590Net Income 2015: -$8482015Revenue 2016: $49,513Expenses 2016: $52,861Net Income 2016: -$3,3482016Revenue 2017: $45,056Expenses 2017: $63,320Net Income 2017: -$18,2642017Revenue 2018: $11,649Expenses 2018: $43,924Net Income 2018: -$32,2752018Revenue 2019: $12,244Expenses 2019: $11,508Net Income 2019: $7362019Revenue 2020: $6,731Expenses 2020: $10,966Net Income 2020: -$4,2352020Revenue 2021: $11,492Expenses 2021: $11,623Net Income 2021: -$1312021Revenue 2022: $11,464Expenses 2022: $13,627Net Income 2022: -$2,1632022Revenue 2024: $10,322Expenses 2024: $16,823Net Income 2024: -$6,5012024

Highlighted filing

2024

Revenue$10,322
Expenses$16,823
Net Income-$6,501
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,841
Liabilities
$1,100
Net assets
$741
Revenue
$10,322
Expenses
$16,823
Net income
-$6,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$1.10$0.74$10.3$16.8$6.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$2.10$11.5$13.6$2.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$1.10$4.26$11.5$11.6$0.13
2020Detailed filing. Detailed filing data is available for this year.$7.49$3.10$4.39$6.73$11.0$4.24
2019Detailed filing. Detailed filing data is available for this year.$18.0$9.33$8.63$12.2$11.5$0.74
2018Detailed filing. Detailed filing data is available for this year.$17.3$9.44$7.89$11.6$43.9$32.3
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$2.25$40.2$45.1$63.3$18.3
2016Detailed filing. Detailed filing data is available for this year.$83.3$24.9$58.4$49.5$52.9$3.35
2015Detailed filing. Detailed filing data is available for this year.$83.1$21.3$61.8$38.7$39.6$0.85
2014Detailed filing. Detailed filing data is available for this year.$68.4$5.75$62.6$17.3$44.2$26.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.5$89.5$70.6$41.9$28.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.0$72.0$41.3$37.8$3.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.5$68.5$36.4$37.0$0.59
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.1$69.1$64.0$52.2$11.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$10,322
Mission and Program Overview

Mission

Promote goodwill and fellowship

Program Services

DescriptionGrantsExpenses
PROMOTE GOODWILL AND FELLOWSHIP-$16,823
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN LOUCKSPresident-$0--
CARIE CARNEYTreasurer-$0--
REBECCA RICHARDSONSecretary-$0--
PJ RICHARDSONPresident --$0--
KATHY SILVADirector-$0--
KEVIN PEPEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Osterville
EIN
23-7374898
Phone
5084281677
Address
PO BOX 705, OSTERVILLE, MA 02655

Signing Officer

Name
Carie Carney
Title
Treasurer
Phone
5087757819
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Depaola Begg & Assoc Pc
Address
220 WEST MAIN STREET, HYANNIS, MA 02601
Preparer
Kevin R Skrickis
Phone
5087757819
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 745 quickbooks fees 765 website 559 meetings 5,394 memberships & dues 4,359 donations 2,842 licenses & fees 143 total 14,807”

Form 990-ez, Part II, Line 26

“Due to osterville foundation 1,100 1,100”

Raw XML Appendix110 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/PersonNm0JOHN LOUCKS
IRS990EZ/BooksInCareOfDetail/PhoneNum05084281677
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt066 MORGAN WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BARNSTABLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002668
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08342
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01841
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010322
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6501
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08342
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01841
IRS990EZ/GrossReceiptsAmt010322
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07242
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0741
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07242
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0741
IRS990EZ/OccupancyRentUtltsAndMaintAmt01800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN LOUCKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARIE CARNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PJ RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHY SILVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEVIN PEPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT -
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014807
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE GOODWILL AND FELLOWSHIP
IRS990EZ/PrintingPublicationsPostageAmt0216
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE GOODWILL AND FELLOWSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016823
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01100
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016823
IRS990EZ/TotalProgramServiceExpensesAmt016823
IRS990EZ/TotalRevenueAmt010322
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 745 QUICKBOOKS FEES 765 WEBSITE 559 MEETINGS 5,394 MEMBERSHIPS & DUES 4,359 DONATIONS 2,842 LICENSES & FEES 143 TOTAL 14,807
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO OSTERVILLE FOUNDATION 1,100 1,100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARIE CARNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05087757819
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF OSTERVILLE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237374898
ReturnHeader/Filer/PhoneNum05084281677
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 705
ReturnHeader/Filer/USAddress/CityNm0OSTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002655
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042669305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEPAOLA BEGG & ASSOC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 WEST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HYANNIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002601
ReturnHeader/PreparerPersonGrp/PhoneNum05087757819
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN R SKRICKIS
ReturnHeader/ReturnTs02025-05-15T22:35:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.