Civic Intelligence

Chelmsford Rotary Foundation Inc

990EZ • Fiscal year 2013 • EIN 45-4910701

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 07, 2014

18 Middlesex Street01863
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

96th percentile

76%

Higher net margin than 96% 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

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Revenue Growth

100th percentile

18924%

Faster revenue growth than 100% of similar nonprofits.

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

Assets

Up

$6,901

Up $6,901 from 2012

Net Assets

$6,901

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$14,268

Up $14,193 (+18924%) from 2012

Expenses

Down

$3,429

Down $584 (-15%) from 2012

Net Income

Up

$10,839

Up $14,777 (+375%) from 2012

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0-$10KAssets 2012: $0Liabilities 2012: $3,9382012Assets 2013: $6,901Net Assets 2013: $6,9012013Assets 2014: $19,902Net Assets 2014: $19,9022014Assets 2015: $29,830Net Assets 2015: $29,8302015Assets 2016: $24,906Net Assets 2016: $24,9062016Assets 2017: $22,102Net Assets 2017: $22,1022017Assets 2018: $20,413Liabilities 2018: $3,748Net Assets 2018: $16,6652018Assets 2019: $14,354Liabilities 2019: $1,480Net Assets 2019: $12,8742019Assets 2020: $12,339Liabilities 2020: $1,480Net Assets 2020: $10,8592020Assets 2021: $10,315Liabilities 2021: $3,485Net Assets 2021: $6,8302021Assets 2022: $4,333Liabilities 2022: $1,825Net Assets 2022: $2,5082022Assets 2023: $2,933Liabilities 2023: $2,393Net Assets 2023: $5402023Assets 2024: $2,098Liabilities 2024: $5,603Net Assets 2024: -$3,5052024Assets 2025: $3,310Liabilities 2025: $9,979Net Assets 2025: -$6,6692025

Highlighted filing

2013

Assets$6,901
Liabilities-
Net Assets$6,901

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2012: $75Expenses 2012: $4,013Net Income 2012: -$3,9382012Revenue 2013: $14,268Expenses 2013: $3,429Net Income 2013: $10,8392013Revenue 2014: $20,804Expenses 2014: $7,803Net Income 2014: $13,0012014Revenue 2015: $17,901Expenses 2015: $7,973Net Income 2015: $9,9282015Revenue 2016: $18,839Expenses 2016: $23,763Net Income 2016: -$4,9242016Revenue 2017: $12,031Expenses 2017: $14,835Net Income 2017: -$2,8042017Revenue 2018: $11,714Expenses 2018: $17,151Net Income 2018: -$5,4372018Revenue 2019: $10,207Expenses 2019: $13,998Net Income 2019: -$3,7912019Revenue 2020: $6,161Expenses 2020: $8,176Net Income 2020: -$2,0152020Revenue 2021: $343Expenses 2021: $4,372Net Income 2021: -$4,0292021Revenue 2022: $14,940Expenses 2022: $19,262Net Income 2022: -$4,3222022Revenue 2023: $2,964Expenses 2023: $4,932Net Income 2023: -$1,9682023Revenue 2024: $3,477Expenses 2024: $7,522Net Income 2024: -$4,0452024Revenue 2025: $9,214Expenses 2025: $12,378Net Income 2025: -$3,1642025

Highlighted filing

2013

Revenue$14,268
Expenses$3,429
Net Income$10,839
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 7, 2014
Return Version
2012v2.1
Mission and Program Overview

Mission

Rotary is an organization of business and professional leaders worldwide who provide humanitariaan service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. The main objective of rotary is service - in the community, in the workplace, and throughout the world.

Filing and Contact Details

Filer

EIN
45-4910701
Raw XML Appendix163 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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CompensationExplanation/Compensation/PersonName1MICHAEL LEARY
CompensationExplanation/Compensation/PersonName2THOMAS BOUCHER
CompensationExplanation/Compensation/PersonName3CARLA POND
CompensationExplanation/Compensation/PersonName4LEONARD DOOLAN
CompensationExplanation/Compensation/PersonName5ALLEN THOMAS
CompensationExplanation/Compensation/PersonName6ROBERT WASKIEWICZ
CompensationExplanation/Compensation/PersonName7CHARLES KEEN
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/EOY06901
IRS990EZ/ContributionsGiftsGrantsEtc01653
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear010839
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
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IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0-3938
IRS990EZ/NetAssetsOrFundBalancesBOY0-3938
IRS990EZ/NetAssetsOrFundBalances/EOY06901
IRS990EZ/NetAssetsOrFundBalancesEOY06901
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition72.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0LAURIE LEAHY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1MICHAEL LEARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2THOMAS BOUCHER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3CARLA POND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4LEONARD DOOLAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5ALLEN THOMAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6ROBERT WASKIEWICZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7CHARLES KEEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2CLERK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0ROTARY IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS WORLDWIDE WHO PROVIDE HUMANITARIAAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. THE MAIN OBJECTIVE OF ROTARY IS SERVICE - IN THE COMMUNITY, IN THE WORKPLACE, AND THROUGHOUT THE WORLD.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TOWN OF CHELMSFORD SCHOLARSHIP FUND - SCHOLARSHIPS ARE AWARDED TO QUALIFIED APPLICANTS BASED ON ACADEMIC EXCELLENCE AND FINANCIAL AID.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1SUPPORT OF ROATRY INTERNATION AND ITS MISSION.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2SUPPORT OF THE CHELMSFORD AREA'S LOCAL CHARITIES.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations01500
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations1400
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations21529
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses01500
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses1400
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses21529
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses04363
IRS990EZ/SpecialEventsNetIncomeLoss012615
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY03938
IRS990EZ/TanningServicesProvided0false
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IRS990EZ/TheBooksAreInCareOf/AddressUS/City0N CHELMSFORD
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode001863
IRS990EZ/TheBooksAreInCareOf/NamePerson0MICHAEL LEARY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09788680581
IRS990EZ/TotalAssets/BOY00
IRS990EZ/TotalAssets/EOY06901
IRS990EZ/TotalExpenses03429
IRS990EZ/TotalProgramServiceExpenses03429
IRS990EZ/TotalRevenue014268
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0CHELMSFORDROTARY.ORG
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts01500
IRS990ScheduleA/SupportedOrgInformation/Amount01500
IRS990ScheduleA/SupportedOrgInformation/EIN0046039588
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10TOWN OF CHELMSFORD SCHOLARSHIP FUND
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization011
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleG/EventsInformation/CashPrizesEvent10900
IRS990ScheduleG/EventsInformation/CashPrizesTotalEvents0900
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents01210
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1010550
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal010550
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1010550
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents010550
IRS990ScheduleG/EventsInformation/NameOfEvent10DUCK RACE
IRS990ScheduleG/EventsInformation/NetIncomeSummary09340
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent10310
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents0310
IRS990ScheduleO/GeneralExplanation/Explanation0DUE TO CHELMSFORD ROTARY CLUB 3,938 0
IRS990ScheduleO/GeneralExplanation/Explanation1ROTARY IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS WORLDWIDE WHO PROVIDE HUMANITARIAAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. THE MAIN OBJECTIVE OF ROTARY IS SERVICE - IN THE COMMUNITY, IN THE WORKPLACE, AND THROUGHOUT THE WORLD.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0454910701
ReturnHeader/Filer/Name/BusinessNameLine10CHELMSFORD ROTARY FOUNDATION INC
ReturnHeader/Filer/NameControl0CHEL
ReturnHeader/Filer/Phone09782568772
ReturnHeader/Filer/USAddress/AddressLine1018 MIDDLESEX STREET
ReturnHeader/Filer/USAddress/City0NORTH CHELMSFORD
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001863
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-07
ReturnHeader/Officer/Name0LAURIE LEAHY
ReturnHeader/Officer/Phone09782568772
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02014-01-07
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CAIN BOURRET JARRY & ASSOCIATES LLC
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001826
ReturnHeader/Preparer/Name0STEPHEN A CAIN
ReturnHeader/Preparer/Phone09789571421
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-07T16:21:27-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.31$9.98$6.67$9.21$12.4$3.16
2024Detailed filing. Detailed filing data is available for this year.$2.10$5.60$3.51$3.48$7.52$4.05
2023Detailed filing. Detailed filing data is available for this year.$2.93$2.39$0.54$2.96$4.93$1.97
2022Detailed filing. Detailed filing data is available for this year.$4.33$1.83$2.51$14.9$19.3$4.32
2021Detailed filing. Detailed filing data is available for this year.$10.3$3.49$6.83$0.34$4.37$4.03
2020Detailed filing. Detailed filing data is available for this year.$12.3$1.48$10.9$6.16$8.18$2.02
2019Detailed filing. Detailed filing data is available for this year.$14.4$1.48$12.9$10.2$14.0$3.79
2018Detailed filing. Detailed filing data is available for this year.$20.4$3.75$16.7$11.7$17.2$5.44
2017Detailed filing. Detailed filing data is available for this year.$22.1$22.1$12.0$14.8$2.80
2016Detailed filing. Detailed filing data is available for this year.$24.9$24.9$18.8$23.8$4.92
2015Detailed filing. Detailed filing data is available for this year.$29.8$29.8$17.9$7.97$9.93
2014Detailed filing. Detailed filing data is available for this year.$19.9$19.9$20.8$7.80$13.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.90$6.90$14.3$3.43$10.8
2012Summary only. Only limited summary data is available for this year.$0.00$3.94$0.08$4.01$3.94