Civic Intelligence

Melrose Rotary Club Charitable Fund

EIN 31-6636562 • 501(c)3 • Melrose, MA

Profile

Charitable gifts to benefit Melrose residents

c/o Joan Cassidy 61 Clifton ParkMelrose, MA 02176

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

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

Up

$159,344

Up $93,177 (+141%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$159,344

Up $93,177 (+141%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$100,962

Up $92,296 (+1065%) from 2015

Expenses

Up

$5,735

Up $1,200 (+26%) from 2015

Net Income

Up

$95,227

Up $91,096 (+2205%) from 2015

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2010: $60,660Net Assets 2010: $60,6602010Assets 2011: $61,767Net Assets 2011: $61,7672011Assets 2012: $60,963Net Assets 2012: $60,9632012Assets 2013: $61,749Net Assets 2013: $61,7492013Assets 2014: $62,036Net Assets 2014: $62,0362014Assets 2015: $66,167Net Assets 2015: $66,1672015Assets 2021: $159,344Net Assets 2021: $159,3442021

Highlighted filing

2021

Assets$159,344
Liabilities-
Net Assets$159,344
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2010: $15,604Expenses 2010: $16,273Net Income 2010: -$6692010Revenue 2011: $7,427Expenses 2011: $6,320Net Income 2011: $1,1072011Revenue 2012: $3,231Expenses 2012: $4,035Net Income 2012: -$8042012Revenue 2013: $4,286Expenses 2013: $3,500Net Income 2013: $7862013Revenue 2014: $4,580Expenses 2014: $4,293Net Income 2014: $2872014Revenue 2015: $8,666Expenses 2015: $4,535Net Income 2015: $4,1312015Revenue 2021: $100,962Expenses 2021: $5,735Net Income 2021: $95,2272021

Highlighted filing

2021

Revenue$100,962
Expenses$5,735
Net Income$95,227
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$159,344
Liabilities
-
Net assets
$159,344
Revenue
$100,962
Expenses
$5,735
Net income
$95,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$1.59$1.01$0.06$0.95
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.09$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.05$0.04$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.62$0.04$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.61$0.03$0.04$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.62$0.07$0.06$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.61$0.16$0.16$0.01
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 5, 2015
Return Version
2014v5.0
Gross Receipts
$8,666
Mission and Program Overview

Mission

Charitable gifts to benefit Melrose residents

Program Services

DescriptionGrantsExpenses
DONATION FOR OIL DELIVERIES TO NEEDY FAMILIES.$3,000-
FAMILY IN NEED$1,500-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN CASSIDYTreasurer-$0--
-Trustee-$0--
MARY BETH MCATEER-MARGOLISPresident-$0--
DAN BURKEPresident Elect-$0--
DENISE FLYNNSecretary-$0--
NANCY KUKURADirector-$0--
CAROLINE YODERDirector-$0--
DEANNA SWENSENDirector-$0--
JESSIE EISDORFERDirector-$0--
ARNIE FERTIGDirector-$0--
STEVE LUBINSKIDirector-$0--
JUDY CLARKDirector-$0--
LINDA GARDENERDirector-$0--
MARK ROBINSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Melrose Rotary Club Charitable Fund
EIN
31-6636562
Phone
7816627611
Address
c/o Joan Cassidy 61 Clifton Park, Melrose, MA 02176

Signing Officer

Name
Joan Cassidy
Title
Treasurer
Phone
7816627611
Signed
2015-08-05
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Equipment for the blind charitable daisy russell none 1500. Oil deliveries to needy families charitable needy families none 3000.”

Form 990EZ, Part I, Line 16

“PC REPORT 35.”

Raw XML Appendix170 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/PersonNm0JOAN CASSIDY MANAGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07816627611
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt061 Clifton Park
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Melrose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062036
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066167
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08274
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04131
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062036
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066167
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt08666
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0392
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062036
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066167
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062036
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066167
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Rotary Club of Melrose Inc
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/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOAN CASSIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY BETH MCATEER-MARGOLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENISE FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANCY KUKURA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROLINE YODER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEANNA SWENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JESSIE EISDORFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ARNIE FERTIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9STEVE LUBINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JUDY CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LINDA GARDENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12MARK ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable gifts to benefit Melrose residents
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION FOR OIL DELIVERIES TO NEEDY FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FAMILY IN NEED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04535
IRS990EZ/TotalRevenueAmt08666
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025404
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0392
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0571
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0616
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0627
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02786
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90120
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.90450
IRS990ScheduleA/PublicSupportTotal170Amt025404
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02615
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06800
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025404
IRS990ScheduleA/TotalSupportAmt028190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EQUIPMENT FOR THE BLIND CHARITABLE DAISY RUSSELL NONE 1500. OIL DELIVERIES TO NEEDY FAMILIES CHARITABLE NEEDY FAMILIES NONE 3000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PC REPORT 35.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN CASSIDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07816627611
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Melrose Rotary Club Charitable Fund
ReturnHeader/Filer/BusinessNameControlTxt0MELR
ReturnHeader/Filer/EIN0316636562
ReturnHeader/Filer/PhoneNum07816627611
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Joan Cassidy 61 Clifton Park
ReturnHeader/Filer/USAddress/CityNm0Melrose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002176
ReturnHeader/ReturnTs02015-08-05T07:48:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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