Civic Intelligence

Kennebunk Rotary Charitable Fund

990EZ • Fiscal year 2021 • EIN 27-0190867

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization ProfileN/A
PO Box 888Kennebunk, ME 04043

(207) 468-5099

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$113,270

No earlier filing loaded for comparison.

Net Assets

$113,270

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

$106,868

No earlier filing loaded for comparison.

Expenses

$128,386

No earlier filing loaded for comparison.

Net Income

-$21,518

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2021: $113,270Net Assets 2021: $113,2702021Assets 2022: $124,195Net Assets 2022: $124,1952022Assets 2023: $14,185Net Assets 2023: $14,1852023

Highlighted filing

2021

Assets$113,270
Liabilities-
Net Assets$113,270
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2021: $106,868Expenses 2021: $128,386Net Income 2021: -$21,5182021Revenue 2022: $55,852Expenses 2022: $44,927Net Income 2022: $10,9252022Revenue 2023: $82,320Expenses 2023: $192,329Net Income 2023: -$110,0092023

Highlighted filing

2021

Revenue$106,868
Expenses$128,386
Net Income-$21,518
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$111,868
Mission and Program Overview

Mission

Support community growth and betterment of living

Program Services

DescriptionGrantsExpenses
ABOVE BOARD PROGRAM SUPPORT FOR AN OPIOD MENTORING PROGRAM TO ASSIST RECOVERING YOUNGER ADULTS TO RE-ENTER THE WORKFORCE AND SOCIETY.-$72,632
CS3 PROGRAM CHILDREN STRONG, COMMUNITY STRONG, CHARACTER STRONG PROGRAM TO EQUALIZE LOW INCOME STUDENTS OPPORTUNITIES WITH THEIR PIERS.-$55,559
PROGRAM TO PROVIDE COLLEGE SCHOLARSHIPS FOR LOCAL STUDENTS WITH A FOCUS ON LOWER INCOME INDIVIDUALS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE LENTPresident-$0--
KIM CHILTONPast Preside-$0--
DAVID MORAVICKTreasurer-$0--
JOE EVERETTSecretary-$0--
THOMAS BRADBURYDirector-$0--
KIM VIERADirector-$0--
JAMIE TRILLODirector-$0--
ADRIENNE ANGELODirector-$0--
PAM BOYLEDirector-$0--
LESA KRAFTDirector-$0--
BOB MACKENZIEDirector-$0--
HEIDI MAYNARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kennebunk Rotary Charitable Fund
EIN
27-0190867
Phone
2074685099
Address
PO BOX 888, KENNEBUNK, ME 04043

Signing Officer

Name
David Moravick
Title
Treasurer
Phone
2074685099
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
ROGERS & HUTCHINS PC CPA'S
Address
62 PORTLAND ROAD SUITE 45, KENNEBUNK, ME 04043
Preparer
Kerry T Ryan CPA
Phone
2079851456
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank service charges 5 travel expense 190 contributions to above bo 69,084 above board prog exp 3,548 cs3 program expenses 55,559 total 128,386”

Form 990-ez, Part I, Line 20

“Other increases 1,000 prior year charitiable contribution check reinstated in current year.”

Raw XML Appendix183 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1KIM CHILTON
CompensationExplanation/CompensationExplanationGrp/PersonNm2DAVID MORAVICK
CompensationExplanation/CompensationExplanationGrp/PersonNm3JOE EVERETT
CompensationExplanation/CompensationExplanationGrp/PersonNm4THOMAS BRADBURY
CompensationExplanation/CompensationExplanationGrp/PersonNm5KIM VIERA
CompensationExplanation/CompensationExplanationGrp/PersonNm6JAMIE TRILLO
CompensationExplanation/CompensationExplanationGrp/PersonNm7ADRIENNE ANGELO
CompensationExplanation/CompensationExplanationGrp/PersonNm8PAM BOYLE
CompensationExplanation/CompensationExplanationGrp/PersonNm9LESA KRAFT
CompensationExplanation/CompensationExplanationGrp/PersonNm10BOB MACKENZIE
CompensationExplanation/CompensationExplanationGrp/PersonNm11HEIDI MAYNARD
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIDDEFORD
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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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANE LENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM CHILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID MORAVICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE EVERETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THOMAS BRADBURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIM VIERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMIE TRILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ADRIENNE ANGELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAM BOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LESA KRAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BOB MACKENZIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HEIDI MAYNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01000
IRS990EZ/OtherExpensesTotalAmt0128386
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT COMMUNITY GROWTH AND BETTERMENT OF LIVING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CS3 PROGRAM CHILDREN STRONG, COMMUNITY STRONG, CHARACTER STRONG PROGRAM TO EQUALIZE LOW INCOME STUDENTS OPPORTUNITIES WITH THEIR PIERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ABOVE BOARD PROGRAM SUPPORT FOR AN OPIOD MENTORING PROGRAM TO ASSIST RECOVERING YOUNGER ADULTS TO RE-ENTER THE WORKFORCE AND SOCIETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROGRAM TO PROVIDE COLLEGE SCHOLARSHIPS FOR LOCAL STUDENTS WITH A FOCUS ON LOWER INCOME INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055559
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt172632
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05000
IRS990EZ/SpecialEventsNetIncomeLossAmt03750
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0128386
IRS990EZ/TotalProgramServiceExpensesAmt0128191
IRS990EZ/TotalRevenueAmt0106868
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0103069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt062922
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt072000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0282520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052867
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0113792
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0396312
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0115789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0124126
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022779
IRS990ScheduleA/Total509Grp/TotalAmt0396312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0111868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0115789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0124126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022779
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0396312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK SERVICE CHARGES 5 TRAVEL EXPENSE 190 CONTRIBUTIONS TO ABOVE BO 69,084 ABOVE BOARD PROG EXP 3,548 CS3 PROGRAM EXPENSES 55,559 TOTAL 128,386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER INCREASES 1,000 PRIOR YEAR CHARITIABLE CONTRIBUTION CHECK REINSTATED IN CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MORAVICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02074685099
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNEBUNK ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0270190867
ReturnHeader/Filer/PhoneNum02074685099
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 888
ReturnHeader/Filer/USAddress/CityNm0KENNEBUNK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004043
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832892403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGERS & HUTCHINS PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt062 PORTLAND ROAD SUITE 45
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNEBUNK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004043
ReturnHeader/PreparerPersonGrp/PhoneNum02079851456
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRY T RYAN CPA
ReturnHeader/ReturnTs02021-11-15T15:33:38-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORAVICK
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,270
Liabilities
-
Net assets
$113,270
Revenue
$106,868
Expenses
$128,386
Net income
-$21,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$0.82$1.92$1.10
2022Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.56$0.45$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.13$1.13$1.07$1.28$0.22