Civic Intelligence

Rothesay Netherwood U S Foundation Inc

990EZ • Fiscal year 2023 • EIN 46-4702044

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

778 Main StreetCalais, ME 04619-1320

(207) 454-7587

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

89th percentile

75%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

83%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$76,708

Up $32,754 (+75%) from 2022

Net Assets

Up

$76,708

Up $32,754 (+75%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$33,000

Up $14,950 (+83%) from 2022

Expenses

Up

$246

Up $134 (+120%) from 2022

Net Income

Up

$32,754

Up $14,816 (+83%) from 2022

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

2023

Assets$76,708
Liabilities$0
Net Assets$76,708

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

2023

Revenue$33,000
Expenses$246
Net Income$32,754
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Gross Receipts
$33,000
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$246
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL MCLELLANPresident-$0--
JANET BLACKADARVice President-$0--
TANYA MORANTreasurer-$0--
ROBERT BEATTYSecretary-$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
778 MAIN STREET, CALAIS, ME 04619-1320

Signing Officer

Name
Paul Mclellan
Title
President
Phone
2074547587
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Sean J Downey
Address
707 MAIN STREET, WALTHAM, MA 02451-0609
Preparer
Sean J Downey
Phone
7818941200
Supplemental Narrative

Additional Explanations

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

Description: service charges. Amount: 246.

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/ForeignAddress/CityNm0ROTHESAY
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/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL MCLELLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANET BLACKADAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TANYA MORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT BEATTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAIGE STOECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN NESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CLERK
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0246
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/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08250
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt098970
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt098970
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033000
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IRS990ScheduleA/Total509Grp/TotalAmt098970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011305
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt098970
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SERVICE CHARGES. AMOUNT: 246.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL MCLELLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02074547587
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
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/AddressLine1Txt0778 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0CALAIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd0046191320
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202805967
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEAN J DOWNEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0707 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024510609
ReturnHeader/PreparerPersonGrp/PhoneNum07818941200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN J DOWNEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-10T16:31:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCLELLAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits