Civic Intelligence

Bristol Rotary Charities Foundation

990EZ • Fiscal year 2015 • EIN 46-4638243

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

PO Box 469Bristol, RI 02809

(401) 253-5552

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

93rd percentile

55%

Higher net margin than 93% 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

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Assets

$47,395

No earlier filing loaded for comparison.

Net Assets

$47,395

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$77,514

No earlier filing loaded for comparison.

Expenses

$34,654

No earlier filing loaded for comparison.

Net Income

$42,860

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $47,395Liabilities 2015: $0Net Assets 2015: $47,3952015Assets 2016: $48,046Liabilities 2016: $02016Assets 2019: $45,023Liabilities 2019: $0Net Assets 2019: $45,0232019Assets 2023: $127,610Liabilities 2023: $0Net Assets 2023: $127,6102023Assets 2024: $110,418Liabilities 2024: $0Net Assets 2024: $110,4182024

Highlighted filing

2015

Assets$47,395
Liabilities$0
Net Assets$47,395

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $77,514Expenses 2015: $34,654Net Income 2015: $42,8602015Revenue 2016: $17,937Expenses 2016: $17,286Net Income 2016: $6512016Revenue 2019: $60,791Expenses 2019: $52,428Net Income 2019: $8,3632019Revenue 2023: $129,569Expenses 2023: $43,225Net Income 2023: $86,3442023Revenue 2024: $100,934Expenses 2024: $118,126Net Income 2024: -$17,1922024

Highlighted filing

2015

Revenue$77,514
Expenses$34,654
Net Income$42,860
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$87,144
Mission and Program Overview

Mission

To engage in all forms of charitable activities, specifically but not limited to helping and feeding the poor, supporting students with education programs and scholarships, assisting the elderly and incapacitated, and in genral, focusing on a variety of charitable programs for the town of Bristol, Rhode Island; more broadly, to initiate or assist other charities in programs focused on peace and conflict resolution, disease prevention and treatment, water and sanitation education, child health, basic education and literacy and economic and commuity development.

Program Services

DescriptionGrantsExpenses
The Foundation was recognized as the driving force behind Gateway's The Autism Project - East Bay Support Center. Providing the funds to enable community support in the East Bay with the opening of the center in September 2015. The Center now offers local access to to services for families with Autistic children.$0$30,378
Support of the Bristol Rotary Club, Sail Newport, and other local charities$0$11,518
Emergency Dialer Program$0$2,388
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce CoxPresident-$0--
Christopher WoodardDirector-$0--
Jacques de LabryTreasurerPT$0--
Ferdinand A BrunoDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luau 2015$12,975$12,975$2,353$10,622
the Autism Project$10,304$10,304$1,402$8,902
Total Events$23,279$23,279$9,630$13,649
Filing and Contact Details

Filer

Filer Name
Bristol Rotary Charities Foundation
EIN
46-4638243
Phone
4012535552
Address
PO Box 469, Bristol, RI 02809

Signing Officer

Name
Jacques O de Labry
Title
Treasurer
Phone
4012535552
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Michelle Hughes CPA
Address
654 Metacom Ave Ste 3, Warren, RI 02885
Phone
5084507362
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

Affiliate Name: Rotary Club of Bristol. Affiliate Address: P.O. Box 469 Bristol, RI 02809. Purpose of Payment: Club donation and reimbursement of expense. Amount of Payment: 1,880.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Autism Project. Grantee Name: the Autism Project. Grantee Address: 16 Cutler Street Warren, RI 02885. Grantee Relationship: outside charitable organization. Property Description: Cash donation. Date of Gift: 12/31/15. Amount Given: 26,468.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Youth Education. Grantee Name: Sail Newport. Grantee Address: 60 Fort Adams Drive Newport, RI 02840. Grantee Relationship: outside charitable organization. Property Description: Cash donation. Date of Gift: 12/31/15. Amount Given: 3,883.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Public Safety. Grantee Name: Emergency Dialer Program. Grantee Relationship: outside charitable organization. Property Description: Cash donation. Date of Gift: 12/31/15. Amount Given: 1,840. Total included on Form 990-EZ, line 10: 32,191.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Bank fees. Amount: 35. Description: Office supply. Amount: 339. Description: Emergency dialer materials. Amount: 209. Total to Form 990-EZ, line 16: 583.

Raw XML Appendix181 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bruce Cox
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IRS990EZ/PrimaryExemptPurposeTxt0To engage in all forms of charitable activities, specifically but not limited to helping and feeding the poor, supporting students with education programs and scholarships, assisting the elderly and incapacitated, and in genral, focusing on a variety of charitable programs for the town of Bristol, Rhode Island; more broadly, to initiate or assist other charities in programs focused on peace and conflict resolution, disease prevention and treatment, water and sanitation education, child health, basic education and literacy and economic and commuity development.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Foundation was recognized as the driving force behind Gateway's The Autism Project - East Bay Support Center. Providing the funds to enable community support in the East Bay with the opening of the center in September 2015. The Center now offers local access to to services for families with Autistic children.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Emergency Dialer Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Support of the Bristol Rotary Club, Sail Newport, and other local charities
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030378
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12388
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Affiliate Name: Rotary Club of Bristol. Affiliate Address: P.O. Box 469 Bristol, RI 02809. Purpose of Payment: Club donation and reimbursement of expense. Amount of Payment: 1,880.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Autism Project. Grantee Name: the Autism Project. Grantee Address: 16 Cutler Street Warren, RI 02885. Grantee Relationship: outside charitable organization. Property Description: Cash donation. Date of Gift: 12/31/15. Amount Given: 26,468.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Youth Education. Grantee Name: Sail Newport. Grantee Address: 60 Fort Adams Drive Newport, RI 02840. Grantee Relationship: outside charitable organization. Property Description: Cash donation. Date of Gift: 12/31/15. Amount Given: 3,883.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Public Safety. Grantee Name: Emergency Dialer Program. Grantee Relationship: outside charitable organization. Property Description: Cash donation. Date of Gift: 12/31/15. Amount Given: 1,840. Total included on Form 990-EZ, line 10: 32,191.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Bank fees. Amount: 35. Description: Office supply. Amount: 339. Description: Emergency dialer materials. Amount: 209. Total to Form 990-EZ, line 16: 583.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacques O de Labry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04012535552
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bristol Rotary Charities Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BRIS
ReturnHeader/Filer/EIN0464638243
ReturnHeader/Filer/PhoneNum04012535552
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 469
ReturnHeader/Filer/USAddress/CityNm0Bristol
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002809
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271543473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHELLE HUGHES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0654 Metacom Ave Ste 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Warren
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002885
ReturnHeader/PreparerPersonGrp/PhoneNum05084507362
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-10
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-13T10:25:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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