Civic Intelligence

Melrose Rotary Club Charitable Fund

990EZ • Fiscal year 2013 • EIN 31-6636562

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 20, 2014

Organization ProfileN/A
C/O Joan Cassidy 61 Clifton Park02176
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

79th percentile

33%

Faster revenue growth than 79% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$61,749

Up $786 (+1.3%) from 2012

Net Assets

Up

$61,749

Up $786 (+1.3%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$4,286

Up $1,055 (+33%) from 2012

Expenses

Down

$3,500

Down $535 (-13%) from 2012

Net Income

Up

$786

Up $1,590 (+198%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2013

Assets$61,749
Liabilities-
Net Assets$61,749
Open 2013 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$4,286
Expenses$3,500
Net Income$786
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 20, 2014
Return Version
2012v2.0
Mission and Program Overview

Mission

Charitable gifts to benefit Melrose residents

Filing and Contact Details

Filer

EIN
31-6636562
Raw XML Appendix167 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY060963
IRS990EZ/CashSavingsAndInvestments/EOY061749
IRS990EZ/ContributionsGiftsGrantsEtc03715
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0786
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GainOrLossFromSaleOfAssets00
IRS990EZ/GamingGrossIncome00
IRS990EZ/GrantsAndSimilarAmountsPaid03500
IRS990EZ/GroProfitLossSalesOfInventory00
IRS990EZ/GrossReceipts04286
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InvestmentIncome0571
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY060963
IRS990EZ/NetAssetsOrFundBalancesBOY060963
IRS990EZ/NetAssetsOrFundBalances/EOY061749
IRS990EZ/NetAssetsOrFundBalancesEOY061749
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition70.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition80.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition90.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition100.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition110.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition120.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition130.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/BusinessName/BusinessNameLine10ROTARY CLUB OF MELROSE INC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation120
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation130
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JOAN CASSIDY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JIM HALLIGAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2EILEEN HAMBLIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MARYBETH MARGOLIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4BRUCE BAKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5BERNIE WIDEMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6AINSLEY DONALDSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7BOB CAVIASCA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8JIM OOSTERMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9CHRIS CINELLA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10KEVIN DEVINNEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11NANCY KUKURA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName12CAROLINE YODER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Manager
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3President Elect
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Treasurer/Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Secretary/Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title12Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title13Director
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Charitable gifts to benefit Melrose residents
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0DONATION FOR OIL DELIVERIES TO NEEDY FAMILIES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1FAMILY IN NEED
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations03000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations1500
IRS990EZ/ProgramServiceRevenue00
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1061 CLIFTON PARK
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MELROSE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode002176
IRS990EZ/TheBooksAreInCareOf/NamePerson0JOAN CASSIDY MANAGER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07816627611
IRS990EZ/TotalAssets/BOY060963
IRS990EZ/TotalAssets/EOY061749
IRS990EZ/TotalExpenses03500
IRS990EZ/TotalRevenue04286
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear03715
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year02615
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years06800
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years014645
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years09880
IRS990ScheduleA/GiftsGrantsContribReceived170/Total037655
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0571
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year0616
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0627
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0959
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years01510
IRS990ScheduleA/GrossInvestmentIncome170/Total04283
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPercentage50900
IRS990ScheduleA/PublicSupportPertcentage17000.89790
IRS990ScheduleA/PublicSupportPertcentPriorYear00.88240
IRS990ScheduleA/PublicSupportTotal170037655
IRS990ScheduleA/PublicSupportTotal50900
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear03715
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year02615
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years06800
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years014645
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years09880
IRS990ScheduleA/Total170/Total037655
IRS990ScheduleA/TotalSupport041938
IRS990ScheduleO/GeneralExplanation/Explanation0OIL DELIVERIES TO NEEDY FAMILIES CHARITABLE NEEDY FAMILIES 3000. FAMILY IN NEED CHARITABLE JUAN JOHNSON 500.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990EZ, Part I, Line 10
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0316636562
ReturnHeader/Filer/Name/BusinessNameLine10MELROSE ROTARY CLUB CHARITABLE FUND
ReturnHeader/Filer/NameControl0MELR
ReturnHeader/Filer/Phone07816627611
ReturnHeader/Filer/USAddress/AddressLine10C/O JOAN CASSIDY 61 CLIFTON PARK
ReturnHeader/Filer/USAddress/City0MELROSE
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002176
ReturnHeader/Officer/DateSigned02014-01-20
ReturnHeader/Officer/Name0JOAN CASSIDY
ReturnHeader/Officer/Phone07816627611
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-20T05:13:48-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$61,749
Liabilities
-
Net assets
$61,749
Revenue
$4,286
Expenses
$3,500
Net income
$786
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