Civic Intelligence

Kennebunk Rotary Charitable Fund

990EZ • Fiscal year 2022 • EIN 27-0190867

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 10, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

62nd percentile

9.6%

Faster asset growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-48%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$124,195

Up $10,925 (+9.6%) from 2021

Net Assets

Up

$124,195

Up $10,925 (+9.6%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Down

$55,852

Down $51,016 (-48%) from 2021

Expenses

Down

$44,927

Down $83,459 (-65%) from 2021

Net Income

Up

$10,925

Up $32,443 (+151%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2022

Assets$124,195
Liabilities-
Net Assets$124,195
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

2022

Revenue$55,852
Expenses$44,927
Net Income$10,925
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 10, 2022
Return Version
2021v4.0
Gross Receipts
$55,852
Mission and Program Overview

Mission

Support community growth and betterment of living

Program Services

DescriptionGrantsExpenses
CS3 PROGRAM CHILDREN STRONG, COMMUNITY STRONG, CHARACTER STRONG PROGRAM TO EQUALIZE LOW INCOME STUDENTS OPPORTUNITIES WITH THEIR PEERS.-$44,121
PROGRAM TO PROVIDE COLLEGE SCHOLARSHIPS FOR LOCAL STUDENTS WITH A FOCUS ON LOWER INCOME INDIVIDUALS.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KERRI WALKERPresident-$0--
DAVID MORAVICKTreasurer-$0--
JOE EVERETTSecretary-$0--
DIANE LENTDirector-$0--
KIM CHILTONDirector-$0--
TOM BRADBURYDirector-$0--
KIM VIERADirector-$0--
ADRIENNE ANGELODirector-$0--
LESA ANGELOSDirector-$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
2022-01-10
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 annual filing fee 35 supplies 37 cs3 program expenses 44,121 travel and meetings expen 259 total 44,452”

Raw XML Appendix165 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM CHILTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KIM VIERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ADRIENNE ANGELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LESA ANGELOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BOB MACKENZIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10HEIDI MAYNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044452
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044121
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044927
IRS990EZ/TotalProgramServiceExpensesAmt044121
IRS990EZ/TotalRevenueAmt055852
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0103069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062922
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt072000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021750
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ANNUAL FILING FEE 35 SUPPLIES 37 CS3 PROGRAM EXPENSES 44,121 TRAVEL AND MEETINGS EXPEN 259 TOTAL 44,452
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-03-07 01:45:13Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MORAVICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02074685099
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-10
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ReturnHeader/Filer/EIN0270190867
ReturnHeader/Filer/PhoneNum02074685099
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNEBUNK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004043
ReturnHeader/PreparerPersonGrp/PhoneNum02079851456
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRY T RYAN CPA
ReturnHeader/ReturnTs02023-01-12T09:11:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORAVICK
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,195
Liabilities
-
Net assets
$124,195
Revenue
$55,852
Expenses
$44,927
Net income
$10,925
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$1.13$1.07$1.28$0.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits