Civic Intelligence

Rotary Foundation of Damariscotta - Newcastle

990EZ • Fiscal year 2016 • EIN 26-1617718

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

PO Box 565Damariscotta, ME 04543

(207) 380-9165

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

63rd percentile

9.6%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$95,449

No earlier filing loaded for comparison.

Net Assets

$95,449

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$53,345

No earlier filing loaded for comparison.

Expenses

$48,199

No earlier filing loaded for comparison.

Net Income

$5,146

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $95,449Liabilities 2016: $0Net Assets 2016: $95,4492016Assets 2017: $103,739Liabilities 2017: $0Net Assets 2017: $103,7392017Assets 2018: $139,874Liabilities 2018: $0Net Assets 2018: $139,8742018Assets 2019: $166,003Liabilities 2019: $0Net Assets 2019: $166,0032019Assets 2020: $191,364Liabilities 2020: $0Net Assets 2020: $191,3642020Assets 2021: $211,603Net Assets 2021: $211,6032021Assets 2022: $176,745Net Assets 2022: $176,7452022Assets 2023: $173,170Net Assets 2023: $173,1702023Assets 2024: $189,279Liabilities 2024: $16,064Net Assets 2024: $173,2152024Assets 2025: $188,699Net Assets 2025: $188,6992025

Highlighted filing

2016

Assets$95,449
Liabilities$0
Net Assets$95,449

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $53,345Expenses 2016: $48,199Net Income 2016: $5,1462016Revenue 2017: $51,934Expenses 2017: $31,923Net Income 2017: $20,0112017Revenue 2018: $83,483Expenses 2018: $47,348Net Income 2018: $36,1352018Revenue 2019: $80,206Expenses 2019: $54,077Net Income 2019: $26,1292019Revenue 2020: $74,901Expenses 2020: $49,540Net Income 2020: $25,3612020Revenue 2021: $65,335Expenses 2021: $45,096Net Income 2021: $20,2392021Revenue 2022: $50,225Expenses 2022: $85,083Net Income 2022: -$34,8582022Revenue 2023: $57,175Expenses 2023: $60,750Net Income 2023: -$3,5752023Revenue 2024: $67,880Expenses 2024: $36,991Net Income 2024: $30,8892024Revenue 2025: $58,384Expenses 2025: $42,900Net Income 2025: $15,4842025

Highlighted filing

2016

Revenue$53,345
Expenses$48,199
Net Income$5,146
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$62,962
Mission and Program Overview

Mission

Provide financial assistance to needy people in the damariscotta newcastle maine region and internationally through rotary international - major forms of assistance include scholarships for post secondary and vocational education assistance for needy children to participate in athletic prgorams and support organizations that improve the community.

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO LOCAL AREA NON PROFIT ORGANIZATIONS THAT BETTER THE COMMUNITY THAT INCLUDE THE LOCAL FOOD PANTRY, LIBRARY, AND SCHOOLS.$0$21,308
KARLS KIDS PROGRAM - SUPPORTS NEEDY CHILDREN AND ENABLES THEM TO PURCHASE EQUIPMENT OR PAY PARTICIPATION FEES SO THEY CAN PARTICIPATE IN ATHLETIC AND DANCE ACTIVITIES IN THE COMMUNITY. KK ALSO PURCHASES BIKE HELMETS FOR KIDS THAT PARTICIPATE IN THE LOCAL BIKE RODEO.$0$18,586
PROVIDE EDUCATIONAL AND VOCATIONAL SCHOLARSHIPS TO WORTHY STUDENTS TO FURTHER THEIR EDUCATION.$0$8,305
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY STOLTZPresident-$0--
FREDERICK BREWERTreasurer-$0--
LORRAINE FEHERTYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fruit and Nuts Fundraiser$12,928$12,928$8,060$4,868
Auction$7,996$7,996-$7,996
Total Events$38,618$38,618$9,617$29,001
Filing and Contact Details

Filer

Filer Name
Rotary Foundation of
EIN
26-1617718
Phone
2073809165
Address
PO BOX 565, DAMARISCOTTA, ME 04543

Signing Officer

Name
Frederick Brewer
Title
Treasurer
Phone
2074439759
Signed
2017-11-15

Preparer

Firm
William H Brewer CPA
Address
858 WASHINGTON STREET, BATH, ME 04530
Preparer
William H Brewer
Phone
2074439759
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest & dividend income. Amount: 1,282. Description: unrealized appreciation. Amount: 1,839. Total included on form 990-ez, line 4: 3,121.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: professional fees. Amount: 135. Description: athletic participation expense. Amount: 8,932. Description: supplies. Amount: 12,459. Description: donation to organization in community. Amount: 3,369. Description: rentals. Amount: 250. Description: outside services. Amount: 8,744. Description: scholarships. Amount: 8,305. Total to form 990-ez, line 16: 42,194.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investment account. Beg. Of year amount: 68,751. End of year amount: 71,817.

Raw XML Appendix169 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FREDERICK BREWER
IRS990EZ/BooksInCareOfDetail/PhoneNum02073809165
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 565
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DAMARISCOTTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004543
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021552
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023632
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt021223
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05146
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04424
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090303
IRS990EZ/Form990TotalAssetsGrp/EOYAmt095449
IRS990EZ/FundraisingGrossIncomeAmt038618
IRS990EZ/GrossReceiptsAmt062962
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03121
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090303
IRS990EZ/NetAssetsOrFundBalancesEOYAmt095449
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090303
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt095449
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY STOLTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FREDERICK BREWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORRAINE FEHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt068751
IRS990EZ/OtherAssetsTotalDetail/EOYAmt071817
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042194
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FINANCIAL ASSISTANCE TO NEEDY PEOPLE IN THE DAMARISCOTTA NEWCASTLE MAINE REGION AND INTERNATIONALLY THROUGH ROTARY INTERNATIONAL - MAJOR FORMS OF ASSISTANCE INCLUDE SCHOLARSHIPS FOR POST SECONDARY AND VOCATIONAL EDUCATION ASSISTANCE FOR NEEDY CHILDREN TO PARTICIPATE IN ATHLETIC PRGORAMS AND SUPPORT ORGANIZATIONS THAT IMPROVE THE COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt01581
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0KARLS KIDS PROGRAM - SUPPORTS NEEDY CHILDREN AND ENABLES THEM TO PURCHASE EQUIPMENT OR PAY PARTICIPATION FEES SO THEY CAN PARTICIPATE IN ATHLETIC AND DANCE ACTIVITIES IN THE COMMUNITY. KK ALSO PURCHASES BIKE HELMETS FOR KIDS THAT PARTICIPATE IN THE LOCAL BIKE RODEO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE EDUCATIONAL AND VOCATIONAL SCHOLARSHIPS TO WORTHY STUDENTS TO FURTHER THEIR EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE SUPPORT TO LOCAL AREA NON PROFIT ORGANIZATIONS THAT BETTER THE COMMUNITY THAT INCLUDE THE LOCAL FOOD PANTRY, LIBRARY, AND SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018586
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18305
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt221308
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt09617
IRS990EZ/SpecialEventsNetIncomeLossAmt029001
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0ME
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048199
IRS990EZ/TotalProgramServiceExpensesAmt048199
IRS990EZ/TotalRevenueAmt053345
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DNMROTARY.ORG
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt021223
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01282
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01282
IRS990ScheduleA/PublicSupportCY170Pct00.94300
IRS990ScheduleA/PublicSupportTotal170Amt021223
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021223
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt021223
IRS990ScheduleA/TotalSupportAmt022505
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09617
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FRUIT AND NUTS FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038618
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038618
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029001
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01557
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09617
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08060
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST & DIVIDEND INCOME. AMOUNT: 1,282. DESCRIPTION: UNREALIZED APPRECIATION. AMOUNT: 1,839. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,121.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 135. DESCRIPTION: ATHLETIC PARTICIPATION EXPENSE. AMOUNT: 8,932. DESCRIPTION: SUPPLIES. AMOUNT: 12,459. DESCRIPTION: DONATION TO ORGANIZATION IN COMMUNITY. AMOUNT: 3,369. DESCRIPTION: RENTALS. AMOUNT: 250. DESCRIPTION: OUTSIDE SERVICES. AMOUNT: 8,744. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 8,305. TOTAL TO FORM 990-EZ, LINE 16: 42,194.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENT ACCOUNT. BEG. OF YEAR AMOUNT: 68,751. END OF YEAR AMOUNT: 71,817.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK BREWER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02074439759
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DAMARISCOTTA - NEWCASTLE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0261617718
ReturnHeader/Filer/PhoneNum02073809165
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 565
ReturnHeader/Filer/USAddress/CityNm0DAMARISCOTTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004543
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02DA182E0CBCDADC3B50DCA7E717BA5504CFA08DB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F2F32D865FF744F3FBF0C7563DFACB47C3F65CD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.162.154.201
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:43:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010330007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM H BREWER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0858 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004530
ReturnHeader/PreparerPersonGrp/PhoneNum02074439759
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H BREWER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T14:45:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings