Civic Intelligence

Rotary Club of North Andover Charitable Tr

EIN 37-6411574 • 501(c)3 • North Andover, MA

Profile

COMMUNITY SERVICE

PO Box 6North Andover, MA 01845

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-470900%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

31st percentile

-22%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$16,694

Down $4,709 (-22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$1

Down $1,141 (-100%) from 2022

Expenses

Up

$4,710

Up $950 (+25%) from 2022

Net Income

Down

-$4,709

Down $2,091 (-80%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$40K$30K$20K$10K$0Assets 2010: $36,673Net Assets 2010: $36,6732010Assets 2011: $32,105Liabilities 2011: $02011Assets 2012: $23,351Liabilities 2012: $02012Assets 2013: $23,744Liabilities 2013: $0Net Assets 2013: $23,7442013Assets 2014: $22,304Liabilities 2014: $02014Assets 2015: $35,219Liabilities 2015: $0Net Assets 2015: $35,2192015Assets 2016: $34,680Liabilities 2016: $0Net Assets 2016: $34,6802016Assets 2017: $36,004Liabilities 2017: $0Net Assets 2017: $36,0042017Assets 2018: $30,013Liabilities 2018: $0Net Assets 2018: $30,0132018Assets 2019: $29,406Liabilities 2019: $02019Assets 2020: $26,704Liabilities 2020: $0Net Assets 2020: $26,7042020Assets 2021: $24,021Liabilities 2021: $02021Assets 2022: $21,403Liabilities 2022: $0Net Assets 2022: $21,4032022Assets 2023: $16,694Liabilities 2023: $02023

Highlighted filing

2023

Assets$16,694
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$20K$10K$0-$10KRevenue 2010: $12,512Expenses 2010: $13,526Net Income 2010: -$1,0142010Revenue 2011: $3,237Expenses 2011: $7,805Net Income 2011: -$4,5682011Revenue 2012: $1,770Expenses 2012: $10,524Net Income 2012: -$8,7542012Revenue 2013: $6,608Expenses 2013: $6,215Net Income 2013: $3932013Revenue 2014: $435Expenses 2014: $1,875Net Income 2014: -$1,4402014Revenue 2015: $19,770Expenses 2015: $6,855Net Income 2015: $12,9152015Revenue 2016: $5,298Expenses 2016: $5,837Net Income 2016: -$5392016Revenue 2017: $3,619Expenses 2017: $2,295Net Income 2017: $1,3242017Revenue 2018: $354Expenses 2018: $6,345Net Income 2018: -$5,9912018Revenue 2019: $1,928Expenses 2019: $2,535Net Income 2019: -$6072019Revenue 2020: $2,422Expenses 2020: $5,124Net Income 2020: -$2,7022020Revenue 2021: $202Expenses 2021: $2,885Net Income 2021: -$2,6832021Revenue 2022: $1,142Expenses 2022: $3,760Net Income 2022: -$2,6182022Revenue 2023: $1Expenses 2023: $4,710Net Income 2023: -$4,7092023

Highlighted filing

2023

Revenue$1
Expenses$4,710
Net Income-$4,709
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$16,694
Liabilities
$0
Net assets
-
Revenue
$1
Expenses
$4,710
Net income
-$4,709
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.00$0.00$4.71$4.71
2022Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$1.14$3.76$2.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.0$0.00$0.20$2.89$2.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.7$0.00$26.7$2.42$5.12$2.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.4$0.00$1.93$2.54$0.61
2018Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$0.35$6.35$5.99
2017Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$3.62$2.30$1.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$0.00$34.7$5.30$5.84$0.54
2015Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$19.8$6.86$12.9
2014Summary only. Only limited summary data is available for this year.$22.3$0.00$0.44$1.88$1.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$0.00$23.7$6.61$6.22$0.39
2012Summary only. Only limited summary data is available for this year.$23.4$0.00$1.77$10.5$8.75
2011Summary only. Only limited summary data is available for this year.$32.1$0.00$3.24$7.81$4.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.7$36.7$12.5$13.5$1.01
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 24, 2022
Return Version
2021v4.1
Gross Receipts
$1,942
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE - NAHS ROBOTICS$0$2,000
COMMUNITY SERVICE - SCHOLARSHIP$0$1,500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN FRASERPresident-$0--
JAMES PHELANTreasury-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of N Andover Charitable Trust
EIN
37-6411574
Phone
9786810066
Address
PO BOX 6, NORTH ANDOVER, MA 01845

Signing Officer

Name
Kim Hazarvartian
Title
Co-treasurer
Phone
9786810066
Signed
2022-10-24

Preparer

Firm
Albert Cuoco Jr CPA
Address
200 SUTTON ST SUITE 236, NORTH ANDOVER, MA 01845
Preparer
Albert Cuoco Jr
Phone
9787944955
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“FILING FEES 35.”

Form 990EZ, Part I, Line 16

“Tax preparation fees 200.”

Form 990EZ, Part I, Line 16

“SCHOLARSHIPS 1500.”

Form 990EZ, Part I, Line 16

“BANK SERVICE FEE 25.”

Form 990EZ, Part I, Line 16

“NAHS ROBOTICS 2000.”

Raw XML Appendix147 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/PersonNm0KIM ERIC HAZARVARTIAN
IRS990EZ/BooksInCareOfDetail/PhoneNum06032129133
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0160 BOSTON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH ANDOVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001845
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024021
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021403
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2618
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024021
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021403
IRS990EZ/FundraisingGrossIncomeAmt01440
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt01942
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024021
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021403
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024021
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021403
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN FRASER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES PHELAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03760
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE - SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICE - NAHS ROBOTICS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0800
IRS990EZ/SpecialEventsNetIncomeLossAmt0640
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03760
IRS990EZ/TotalProgramServiceExpensesAmt03500
IRS990EZ/TotalRevenueAmt01142
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0700
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0200
IRS990ScheduleA/Total509Grp/TotalAmt0700
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FILING FEES 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX PREPARATION FEES 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS 1500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SERVICE FEE 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NAHS ROBOTICS 2000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM HAZARVARTIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09786810066
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF N ANDOVER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0376411574
ReturnHeader/Filer/PhoneNum09786810066
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6
ReturnHeader/Filer/USAddress/CityNm0NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001845
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043499954
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALBERT CUOCO JR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 SUTTON ST SUITE 236
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001845
ReturnHeader/PreparerPersonGrp/PhoneNum09787944955
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT CUOCO JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-02T05:04:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAZARVARTIAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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