Civic Intelligence

Yarmouth Rotary Foundation Inc

EIN 31-1804170 • 501(c)3 • So Yarmouth, MA

Profile

To generally assist worthy persons, charitable institutions, and to render general assistance to individuals and institutions in educational matters

P O Box 448So Yarmouth, MA 02664

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

23rd percentile

-20%

Higher net margin than 23% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

46th percentile

-4.8%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

26th percentile

-32%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$92,618

Down $4,680 (-4.8%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$92,618

Down $4,680 (-4.8%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Down

$23,005

Down $11,031 (-32%) from 2021

Expenses

Down

$27,685

Down $14,572 (-34%) from 2021

Net Income

Up

-$4,680

Up $3,541 (+43%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2010: $76,211Net Assets 2010: $76,2112010Assets 2015: $105,101Liabilities 2015: $0Net Assets 2015: $105,1012015Assets 2018: $122,284Net Assets 2018: $122,2842018Assets 2019: $121,891Net Assets 2019: $121,8912019Assets 2020: $105,519Net Assets 2020: $105,5192020Assets 2021: $97,298Net Assets 2021: $97,2982021Assets 2022: $92,618Net Assets 2022: $92,6182022

Highlighted filing

2022

Assets$92,618
Liabilities-
Net Assets$92,618
Open 2022 Filing

Operations Trend

Revenue Growth26th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $17,354Expenses 2010: $11,546Net Income 2010: $5,8082010Revenue 2015: $147,063Expenses 2015: $123,278Net Income 2015: $23,7852015Revenue 2018: $22,474Expenses 2018: $17,625Net Income 2018: $4,8492018Revenue 2019: $27,383Expenses 2019: $26,553Net Income 2019: $8302019Revenue 2020: $34,215Expenses 2020: $50,587Net Income 2020: -$16,3722020Revenue 2021: $34,036Expenses 2021: $42,257Net Income 2021: -$8,2212021Revenue 2022: $23,005Expenses 2022: $27,685Net Income 2022: -$4,6802022

Highlighted filing

2022

Revenue$23,005
Expenses$27,685
Net Income-$4,680
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$92,618
Liabilities
-
Net assets
$92,618
Revenue
$23,005
Expenses
$27,685
Net income
-$4,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.23$0.28$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.34$0.42$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.34$0.51$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.27$0.27$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.22$0.18$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.47$1.23$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.76$0.17$0.12$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 8, 2022
Return Version
2021v4.0
Gross Receipts
$23,005
Mission and Program Overview

Mission

To generally assist worthy persons, charitable institutions, and to render general assistance to individuals and institutions in educational matters

Program Services

DescriptionGrantsExpenses
TO GENERALLY ASSIST WORTHY PERSONS, CHARITABLE INSTITUTIONS, AND TO RENDER GENERAL ASSISTANCE TO INDIVIDUALS AND INSTITUTIONS IN EDUCATIONAL MATTERS.$27,500$27,685
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN GILLIGANPresident-$0--
ROBY WHITEHOUSEVice Preside-$0--
MARY LENIHANSecretary-$0--
STEPHEN ALBRIGHTTreasurer-$0--
KEN SHEYTANIANDirector-$0--
PATRICIA ARMSTRONGDirector-$0--
JANET SOJADirector-$0--
JIMMY WALKERDirector-$0--
RAFI CHAPRUTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Yarmouth Rotary Foundation Inc
EIN
31-1804170
Phone
5083641521
Address
P O BOX 448, SO YARMOUTH, MA 02664

Signing Officer

Name
Stephen Albright
Title
Treasurer
Phone
5083641521
Signed
2022-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Bogle Accounting LLC
Address
244 WILLOW ST, YARMOUTH PORT, MA 02675
Preparer
Jeremy G Bogle
Phone
5083628123
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 27,500”

Form 990-ez, Part I, Line 16

“Expenses licenses 65 bank charges 7 postage 113 total 185”

Form 990-ez, Part III

“To generally assist worthy persons, charitable institutions, and to render general assistance to individuals and institutions in educational matters”

Raw XML Appendix155 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0185
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027685
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027685
IRS990EZ/TotalProgramServiceExpensesAmt027685
IRS990EZ/TotalRevenueAmt023005
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 127,862
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022942
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt069591
IRS990ScheduleA/TotalSupportAmt0197453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 27,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES LICENSES 65 BANK CHARGES 7 POSTAGE 113 TOTAL 185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO GENERALLY ASSIST WORTHY PERSONS, CHARITABLE INSTITUTIONS, AND TO RENDER GENERAL ASSISTANCE TO INDIVIDUALS AND INSTITUTIONS IN EDUCATIONAL MATTERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05083641521
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ReturnHeader/Filer/PhoneNum05083641521
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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