Civic Intelligence

Ludlow Rotary Charitable Foundation Inc.

990 • Fiscal year 2014 • EIN 46-2535945

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileWWW.LUDLOWROTARY.ORG
PO Box 155Ludlow, MA 01056

(413) 564-6530

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

0.88x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

50th percentile

3.0%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 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 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets93rd percentile

Assets

$13,649

No earlier filing loaded for comparison.

Net Assets

$1,635

No earlier filing loaded for comparison.

Liabilities

$12,014

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin50th percentile

Revenue

$54,334

No earlier filing loaded for comparison.

Expenses

$52,699

No earlier filing loaded for comparison.

Net Income

$1,635

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$15K$10K$5.0K$0-$5.0KAssets 2014: $13,649Liabilities 2014: $12,014Net Assets 2014: $1,6352014Assets 2015: $10,665Liabilities 2015: $9,115Net Assets 2015: $1,5502015Assets 2016: $12,782Liabilities 2016: $9,1152016Assets 2017: $13,143Liabilities 2017: $9,115Net Assets 2017: $4,0282017Assets 2018: $14,721Liabilities 2018: $9,115Net Assets 2018: $5,6062018Assets 2019: $16,084Liabilities 2019: $9,115Net Assets 2019: $6,9692019Assets 2020: $7,570Liabilities 2020: $9,115Net Assets 2020: -$1,5452020Assets 2021: $8,580Liabilities 2021: $10,114Net Assets 2021: -$1,5342021Assets 2022: $13,343Liabilities 2022: $10,117Net Assets 2022: $3,2262022Assets 2023: $12,873Liabilities 2023: $5,016Net Assets 2023: $7,8572023Assets 2024: $13,143Liabilities 2024: $3,915Net Assets 2024: $9,2282024Assets 2025: $6,712Liabilities 2025: $2,915Net Assets 2025: $3,7972025

Highlighted filing

2014

Assets$13,649
Liabilities$12,014
Net Assets$1,635
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2014: $54,334Expenses 2014: $52,699Net Income 2014: $1,6352014Revenue 2015: $36,743Expenses 2015: $39,727Net Income 2015: -$2,9842015Revenue 2016: $44,610Expenses 2016: $42,493Net Income 2016: $2,1172016Revenue 2017: $43,237Expenses 2017: $42,877Net Income 2017: $3602017Revenue 2018: $41,691Expenses 2018: $40,113Net Income 2018: $1,5782018Revenue 2019: $39,580Expenses 2019: $38,217Net Income 2019: $1,3632019Revenue 2020: $18,591Expenses 2020: $27,106Net Income 2020: -$8,5152020Revenue 2021: $7,314Expenses 2021: $7,305Net Income 2021: $92021Revenue 2022: $22,235Expenses 2022: $17,474Net Income 2022: $4,7612022Revenue 2023: $19,911Expenses 2023: $15,282Net Income 2023: $4,6292023Revenue 2024: $19,394Expenses 2024: $18,024Net Income 2024: $1,3702024Revenue 2025: $19,855Expenses 2025: $25,285Net Income 2025: -$5,4302025

Highlighted filing

2014

Revenue$54,334
Expenses$52,699
Net Income$1,635
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$54,334
Mission and Program Overview

Mission

To solicit contributions of money,gifts,bequests,grants and donations. To take, administer, hold or disburse funds for exempt purposes within the meaning of section 501(c )(3) of the internal revenue code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$13,649-
Total Assets$0$13,649▲ $13,649
Liabilities
Other Liabilities-$12,014-
Total Liabilities$0$12,014▲ $12,014
Net Assets / Fund Balance
Unrestricted Net Assets-$1,635-
Total Net Assets Fund Balance$0$1,635▲ $1,635
Total Liabilities and Net Assets / Fund Balance$0$13,649▲ $13,649
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Tony SanchesPresident
Tony RosaVice President
Timothy CollinsSgt at Arms
April BestonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,334
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,699
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$28,996--$28,996
Office Expenses-$653-$653
Total Functional Expenses$52,046$653$0$52,699
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$10,796$10,796$1,600$9,196
Event 2$7,425$7,425$66$7,359
Total Events$18,221$18,221$33,338$-15,117
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Np Rotary Club of Ludlow$12,014
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“All members of the foundation are of equal class and voting rights”

Member election for additional members Part VI line 7A

“All members have the right to elect or appoint the members of the governing body”

Governing body decisions Part VI line 7B

“All governing decisions are made by the members as a whole and carried out by the elected body”

Form 990 governing body review Part VI line 11

“The organization has provided a complete copy of this form 990 to all members of its governing body before filing”

Conflict of interest policy compliance Part VI line 12C

“The written policy is distributed at the annual meeting as a way of monitoring compliance. There has been no enforcement actions taken as there have been no issues raised to date.”

Governing documents etc available to public Part VI line 19

“The articles of organization are available on the site of the secretary of the commonwealth open to the public at any point in time. The conflict of interest policy, financial statements and tax returns are available upon request.”

Filing and Contact Details

Filer

EIN
46-2535945

Signing Officer

Name
April Beston
Title
Treasurer
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
20

Preparer

Preparer
Robin L Wdowiak
Phone
4135891671
Raw XML Appendix284 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.

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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,649
Liabilities
$12,014
Net assets
$1,635
Revenue
$54,334
Expenses
$52,699
Net income
$1,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.71$2.92$3.80$19.9$25.3$5.43
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$3.92$9.23$19.4$18.0$1.37
2023Detailed filing. Detailed filing data is available for this year.$12.9$5.02$7.86$19.9$15.3$4.63
2022Detailed filing. Detailed filing data is available for this year.$13.3$10.1$3.23$22.2$17.5$4.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.58$10.1$1.53$7.31$7.31$0.01
2020Detailed filing. Detailed filing data is available for this year.$7.57$9.12$1.55$18.6$27.1$8.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$9.12$6.97$39.6$38.2$1.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$9.12$5.61$41.7$40.1$1.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$9.12$4.03$43.2$42.9$0.36
2016Summary only. Only limited summary data is available for this year.$12.8$9.12$44.6$42.5$2.12
2015Detailed filing. Detailed filing data is available for this year.$10.7$9.12$1.55$36.7$39.7$2.98
2014Detailed filing. Detailed filing data is available for this year.$13.6$12.0$1.64$54.3$52.7$1.64