Civic Intelligence

Rothesay Netherwood U S Foundation Inc

990EZ • Fiscal year 2019 • EIN 46-4702044

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

603 Main Street PO Box 367Calais, ME 04619

(207) 454-7587

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

98th percentile

707%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

103%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$12,783

Up $11,199 (+707%) from 2018

Net Assets

Up

$12,783

Up $11,199 (+707%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$11,305

Up $5,728 (+103%) from 2018

Expenses

Down

$106

Down $5,974 (-98%) from 2018

Net Income

Up

$11,199

Up $11,702 (+2326%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $11,265Liabilities 2014: $0Net Assets 2014: $11,2652014Assets 2015: $2,290Liabilities 2015: $0Net Assets 2015: $2,2902015Assets 2016: $7,197Liabilities 2016: $0Net Assets 2016: $7,1972016Assets 2017: $2,087Liabilities 2017: $0Net Assets 2017: $2,0872017Assets 2018: $1,584Liabilities 2018: $0Net Assets 2018: $1,5842018Assets 2019: $12,783Liabilities 2019: $0Net Assets 2019: $12,7832019Assets 2020: $20,883Liabilities 2020: $0Net Assets 2020: $20,8832020Assets 2021: $26,016Liabilities 2021: $0Net Assets 2021: $26,0162021Assets 2022: $43,954Liabilities 2022: $0Net Assets 2022: $43,9542022Assets 2023: $76,708Liabilities 2023: $0Net Assets 2023: $76,7082023Assets 2024: $98,054Liabilities 2024: $0Net Assets 2024: $98,0542024

Highlighted filing

2019

Assets$12,783
Liabilities$0
Net Assets$12,783

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $65,115Expenses 2014: $53,850Net Income 2014: $11,2652014Revenue 2015: $56,025Expenses 2015: $65,000Net Income 2015: -$8,9752015Revenue 2016: $73,240Expenses 2016: $68,333Net Income 2016: $4,9072016Revenue 2017: $23,034Expenses 2017: $28,144Net Income 2017: -$5,1102017Revenue 2018: $5,577Expenses 2018: $6,080Net Income 2018: -$5032018Revenue 2019: $11,305Expenses 2019: $106Net Income 2019: $11,1992019Revenue 2020: $8,250Expenses 2020: $150Net Income 2020: $8,1002020Revenue 2021: $28,365Expenses 2021: $23,232Net Income 2021: $5,1332021Revenue 2022: $18,050Expenses 2022: $112Net Income 2022: $17,9382022Revenue 2023: $33,000Expenses 2023: $246Net Income 2023: $32,7542023Revenue 2024: $21,563Expenses 2024: $217Net Income 2024: $21,3462024

Highlighted filing

2019

Revenue$11,305
Expenses$106
Net Income$11,199
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.1
Gross Receipts
$11,305
Mission and Program Overview

Mission

PRIVATE FOUNDATION

Program Services

DescriptionGrantsExpenses
THE CORPORATION'S PRIMARY PURPOSE IS TO SOLICIT US ALUMNI & FRIENDS FOR CONTRIBUTIONS AND ASSISTANCE IN KIND, TO ROTHESAY NETHERWOOD SCHOOL & TO COORDINATE RELATED ALUMNI ACTIVITIES IN ORDER TO PROVIDE SCHOLARSHIPS OR IN KIND ASSISTANCE, TEACHING & LAB SUPPLIES ETC TO AN EXPANDED STUDENT AT ROTHESAY NETHERWOOD SCHOOL.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL MCLELLANPresident-$0--
JANET BLACKADARVice President-$0--
ROBERT BEATTYSecretary-$0--
TANYA MORANTreasurer-$0--
PAIGE STOECKERDirector-$0--
SUSAN NESSDirector-$0--
JOHN MITCHELLClerk-$0--
Filing and Contact Details

Filer

Filer Name
Rothesay Netherwood School
EIN
46-4702044
Phone
2074547587
Address
603 MAIN STREET PO BOX 367, CALAIS, ME 04619

Signing Officer

Name
Paul Mclellan
Title
President
Phone
2074547587
Signed
2020-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Sean J Downey
Address
6 LEXINGTON STREET 3RD FLOOR, WALTHAM, MA 02452-4416
Preparer
Sean J Downey
Phone
7818941200
Supplemental Narrative

Additional Explanations

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

Description: service charges. Amount: 106.

Raw XML Appendix176 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/ForeignAddress/CountryCd0CA
IRS990EZ/BooksInCareOfDetail/ForeignAddress/ForeignPostalCd0E2E5H1
IRS990EZ/BooksInCareOfDetail/ForeignAddress/ProvinceOrStateNm0NEW BRUNSWICK
IRS990EZ/BooksInCareOfDetail/PersonNm0TANYA MORAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05068480855
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL MCLELLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANET BLACKADAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT BEATTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TANYA MORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAIGE STOECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN NESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CLERK
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0106
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PRIVATE FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CORPORATION'S PRIMARY PURPOSE IS TO SOLICIT US ALUMNI & FRIENDS FOR CONTRIBUTIONS AND ASSISTANCE IN KIND, TO ROTHESAY NETHERWOOD SCHOOL & TO COORDINATE RELATED ALUMNI ACTIVITIES IN ORDER TO PROVIDE SCHOLARSHIPS OR IN KIND ASSISTANCE, TEACHING & LAB SUPPLIES ETC TO AN EXPANDED STUDENT AT ROTHESAY NETHERWOOD SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0106
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt011305
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05577
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023034
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt056025
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0169181
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011305
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056025
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SERVICE CHARGES. AMOUNT: 106.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL MCLELLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02074547587
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTHESAY NETHERWOOD SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0U S FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTH
ReturnHeader/Filer/EIN0464702044
ReturnHeader/Filer/PhoneNum02074547587
ReturnHeader/Filer/USAddress/AddressLine1Txt0603 MAIN STREET PO BOX 367
ReturnHeader/Filer/USAddress/CityNm0CALAIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004619
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EE68E579F5FB3FE371BAD88BDA57FF807324FE8C
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:21:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202805967
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEAN J DOWNEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 LEXINGTON STREET 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024524416
ReturnHeader/PreparerPersonGrp/PhoneNum07818941200
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN J DOWNEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-08T09:57:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings