Civic Intelligence

Ludlow Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2015 • EIN 46-2535945

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 20, 2016

PO Box 155Ludlow, MA 01056

(413) 547-6667

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.85x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

0.25x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

25th percentile

-8.1%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$10,665

Down $2,984 (-22%) from 2014

Net Assets

Down

$1,550

Down $85 (-5.2%) from 2014

Liabilities

Down

$9,115

Down $2,899 (-24%) from 2014

Revenue

Down

$36,743

Down $17,591 (-32%) from 2014

Expenses

Down

$39,727

Down $12,972 (-25%) from 2014

Net Income

Down

-$2,984

Down $4,619 (-283%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$10,665
Liabilities$9,115
Net Assets$1,550

Operations Trend

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

2015

Revenue$36,743
Expenses$39,727
Net Income-$2,984
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 20, 2016
Return Version
2014v6.0
Gross Receipts
$36,743
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.

Program Services

DescriptionGrantsExpenses
THE ROTARY FOUNDATION HOLDS VARIOUS FUNDRAISING EVENTS DURING THE YEAR TO PROVIDE FINANCIAL SUPPORT FOR THE LUDLOW CANINE UNIT, THE LUDLOW BOYS & GIRLS CLUB, HIGH SCHOOL SCHOLARSHIP PROGRAMS, LUDLOW SENIOR CENTER, ELEMENTARY SCHOOL FIRE AWARENESS PROGRAM, YOUTH SPORTS AND OTHER VARIOUS LOCAL PROGRAMS. IN ADDITION THE FOUNDATION HELPS TO SUPPORT ROTARY INTERNATIONAL BY DONATING TO THEIR FOUNDATION AND PLOIO PROGRAMS.-$38,874
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONY SANCHESPresident-$0--
APRIL BESTONTreasurer-$0--
DARLENE RAEVice Preside-$0--
JENN ALDWORTHDirector-$0--
FERNANDO GOMESDirector-$0--
YVONNE SANTOSDirector-$0--
TONY ROSADirector-$0--
DEBORAH JORDANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Ludlow Charitable
EIN
46-2535945
Phone
4135476667
Address
PO BOX 155, LUDLOW, MA 01056

Signing Officer

Name
April Beston
Title
Treasurer
Phone
4135476667
Signed
2016-01-20

Preparer

Firm
Gomes Dacruz & Tracy Pc
Address
77 WINSOR STREET PO BOX 588, LUDLOW, MA 01056
Preparer
Mark a Germain
Phone
4135897831
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses poker run 2,298 bruins trip expense 5,975 sweetheart dance 2,459 gold tournament 4,440 misc 1,004 ludlow boys & girls club 5,857 fire prevention program 1,784 other 1,400 take & eat program 1,000 polio plus program 979 ri foundation 1,928 ludlow k-9 program 4,750 scholarships 5,000 other expenses 853 total 39,727

Form 990-ez, Part II, Line 26

NOTE PAYABLE 9,115 9,115

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 28

The rotary foundation holds various fundraising events during the year to provide financial support for the ludlow canine unit, the ludlow boys & girls club, high school scholarship programs, ludlow senior center, elementary school fire awareness program, youth sports and other various local programs. In addition the foundation helps to support rotary international by donating to their foundation and ploio programs.

Raw XML Appendix145 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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IRS990EZ/BooksInCareOfDetail/PersonNm0APRIL BESTON
IRS990EZ/BooksInCareOfDetail/PhoneNum04135476667
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 155
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUDLOW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001056
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013649
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010665
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05236
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IRS990EZ/ExcessOrDeficitForYearAmt0-2984
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TONY SANCHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1APRIL BESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DARLENE RAE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENN ALDWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FERNANDO GOMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5YVONNE SANTOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TONY ROSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEBORAH JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039727
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramServiceRevenueAmt031507
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ROTARY FOUNDATION HOLDS VARIOUS FUNDRAISING EVENTS DURING THE YEAR TO PROVIDE FINANCIAL SUPPORT FOR THE LUDLOW CANINE UNIT, THE LUDLOW BOYS & GIRLS CLUB, HIGH SCHOOL SCHOLARSHIP PROGRAMS, LUDLOW SENIOR CENTER, ELEMENTARY SCHOOL FIRE AWARENESS PROGRAM, YOUTH SPORTS AND OTHER VARIOUS LOCAL PROGRAMS. IN ADDITION THE FOUNDATION HELPS TO SUPPORT ROTARY INTERNATIONAL BY DONATING TO THEIR FOUNDATION AND PLOIO PROGRAMS.
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IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039727
IRS990EZ/TotalProgramServiceExpensesAmt038874
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.LUDLOWROTARY.ORG/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05026
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010262
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054334
IRS990ScheduleA/Total509Grp/TotalAmt091077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054334
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt091077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES POKER RUN 2,298 BRUINS TRIP EXPENSE 5,975 SWEETHEART DANCE 2,459 GOLD TOURNAMENT 4,440 MISC 1,004 LUDLOW BOYS & GIRLS CLUB 5,857 FIRE PREVENTION PROGRAM 1,784 OTHER 1,400 TAKE & EAT PROGRAM 1,000 POLIO PLUS PROGRAM 979 RI FOUNDATION 1,928 LUDLOW K-9 PROGRAM 4,750 SCHOLARSHIPS 5,000 OTHER EXPENSES 853 TOTAL 39,727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOTE PAYABLE 9,115 9,115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ROTARY FOUNDATION HOLDS VARIOUS FUNDRAISING EVENTS DURING THE YEAR TO PROVIDE FINANCIAL SUPPORT FOR THE LUDLOW CANINE UNIT, THE LUDLOW BOYS & GIRLS CLUB, HIGH SCHOOL SCHOLARSHIP PROGRAMS, LUDLOW SENIOR CENTER, ELEMENTARY SCHOOL FIRE AWARENESS PROGRAM, YOUTH SPORTS AND OTHER VARIOUS LOCAL PROGRAMS. IN ADDITION THE FOUNDATION HELPS TO SUPPORT ROTARY INTERNATIONAL BY DONATING TO THEIR FOUNDATION AND PLOIO PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0APRIL BESTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04135476667
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LUDLOW CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0462535945
ReturnHeader/Filer/PhoneNum04135476667
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 155
ReturnHeader/Filer/USAddress/CityNm0LUDLOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001056
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043040103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOMES DACRUZ & TRACY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 WINSOR STREET PO BOX 588
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUDLOW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001056
ReturnHeader/PreparerPersonGrp/PhoneNum04135897831
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A GERMAIN
ReturnHeader/ReturnTs02016-01-21T10:58:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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