Civic Intelligence

Reading Rotary Charitable Trust

990EZ • Fiscal year 2022 • EIN 47-7416401

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

Organization ProfileN/A
PO Box 61Reading, MA 01867

(781) 942-9838

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

48th percentile

3.6%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

53rd percentile

2.8%

Faster asset growth than 53% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

653%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$73,435

Up $1,967 (+2.8%) from 2021

Net Assets

Up

$73,435

Up $1,967 (+2.8%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Up

$54,316

Up $47,101 (+653%) from 2021

Expenses

Up

$52,349

Up $34,349 (+191%) from 2021

Net Income

Up

$1,967

Up $12,752 (+118%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$150K$100K$50K$0Assets 2016: $0Net Assets 2016: $02016Assets 2017: $0Net Assets 2017: $02017Assets 2018: $26,695Net Assets 2018: $26,6952018Assets 2019: $59,878Net Assets 2019: $59,8782019Assets 2020: $82,253Liabilities 2020: $02020Assets 2021: $71,468Net Assets 2021: $71,4682021Assets 2022: $73,435Net Assets 2022: $73,4352022Assets 2023: $101,375Liabilities 2023: $02023Assets 2024: $88,819Net Assets 2024: $88,8192024

Highlighted filing

2022

Assets$73,435
Liabilities-
Net Assets$73,435
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50KRevenue 2016: $02016Revenue 2017: $02017Revenue 2018: $66,252Expenses 2018: $39,557Net Income 2018: $26,6952018Revenue 2019: $65,059Expenses 2019: $31,876Net Income 2019: $33,1832019Revenue 2020: $58,616Expenses 2020: $36,241Net Income 2020: $22,3752020Revenue 2021: $7,215Expenses 2021: $18,000Net Income 2021: -$10,7852021Revenue 2022: $54,316Expenses 2022: $52,349Net Income 2022: $1,9672022Revenue 2023: $82,397Expenses 2023: $54,457Net Income 2023: $27,9402023Revenue 2024: $25,429Expenses 2024: $37,985Net Income 2024: -$12,5562024

Highlighted filing

2022

Revenue$54,316
Expenses$52,349
Net Income$1,967
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$54,316
Mission and Program Overview

Mission

Raise funds through fundraising efforts to donate to charities.

Program Services

DescriptionGrantsExpenses
TO ALLOW DONORS THE ABILITY TO DEDUCT WHAT THEY CONTRIBUTE.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY J KELLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Reading Rotary Charitable Trust
EIN
47-7416401
Phone
7819429838
Address
PO BOX 61, READING, MA 01867

Signing Officer

Name
Timothy J Kelley
Title
President
Signed
2023-05-15
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1414”

Other Expenses.1

“DONATIONS $25150”

Other Expenses.2

“EVENTS EXPENSES $23054”

Other Expenses.3

“PAYPAL FEES $1063”

Other Expenses.4

“SUPPLIES $849”

Other Expenses.5

“SIGNS/PRINTING $463”

Other Expenses.6

“MISCELLANEOUS $356”

Other Assets.1009

“Notes and Loans Receivable - Beginning $30000 Notes and Loans Receivable - Ending $30000”

Raw XML Appendix127 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0EDWARD SARTELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07819449152
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 61
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0READING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001867
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041468
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043435
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01967
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071468
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073435
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt054316
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071468
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073435
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071468
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073435
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIMOTHY J KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt030000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt030000
IRS990EZ/OtherExpensesTotalAmt052349
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS THROUGH FUNDRAISING EFFORTS TO DONATE TO CHARITIES.
IRS990EZ/ProgramServiceRevenueAmt054316
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ALLOW DONORS THE ABILITY TO DEDUCT WHAT THEY CONTRIBUTE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052349
IRS990EZ/TotalRevenueAmt054316
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07215
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt07215
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07215
IRS990ScheduleA/Total509Grp/TotalAmt07215
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07215
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATIONS $25150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENTS EXPENSES $23054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYPAL FEES $1063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SIGNS/PRINTING $463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS $356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Notes and Loans Receivable - Beginning $30000 Notes and Loans Receivable - Ending $30000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1009
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0READING ROTARY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0READ
ReturnHeader/Filer/EIN0477416401
ReturnHeader/Filer/PhoneNum07819429838
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 61
ReturnHeader/Filer/USAddress/CityNm0READING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001867
ReturnHeader/ReturnTs02023-05-15T14:11:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIMOTHY J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLEY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,435
Liabilities
-
Net assets
$73,435
Revenue
$54,316
Expenses
$52,349
Net income
$1,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.25$0.38$0.13
2023Summary only. Only limited summary data is available for this year.$1.01$0.00$0.82$0.54$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.54$0.52$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.07$0.18$0.11
2020Summary only. Only limited summary data is available for this year.$0.82$0.00$0.59$0.36$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.60$0.65$0.32$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.27$0.66$0.40$0.27
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits