Civic Intelligence

Osterville Rotary Foundation Inc

EIN 81-2927119 • 501(c)3 • Osterville, MA

Profile

To promote charitable and educational purposes and to serve the public and assist in community and societal betterment.

PO Box 705Osterville, MA 02655

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

7th percentile

-159%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

55th percentile

0.1%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

88th percentile

69%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,611

Down $37,929 (-52%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$35,611

Down $37,929 (-52%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$23,860

Down $28,358 (-54%) from 2023

Expenses

Up

$61,789

Up $45,715 (+284%) from 2023

Net Income

Down

-$37,929

Down $74,073 (-205%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2017: $31,696Liabilities 2017: $21,378Net Assets 2017: $10,3182017Assets 2018: $58,010Liabilities 2018: $19,219Net Assets 2018: $38,7912018Assets 2019: $53,656Liabilities 2019: $19,475Net Assets 2019: $34,1812019Assets 2020: $61,307Liabilities 2020: $0Net Assets 2020: $61,3072020Assets 2021: $48,819Liabilities 2021: $0Net Assets 2021: $48,8192021Assets 2022: $35,521Liabilities 2022: $0Net Assets 2022: $35,5212022Assets 2023: $73,540Liabilities 2023: $0Net Assets 2023: $73,5402023Assets 2024: $35,611Net Assets 2024: $35,6112024

Highlighted filing

2024

Assets$35,611
Liabilities-
Net Assets$35,611
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2017: $21,862Expenses 2017: $11,544Net Income 2017: $10,3182017Revenue 2018: $73,386Expenses 2018: $44,913Net Income 2018: $28,4732018Revenue 2019: $29,534Expenses 2019: $34,144Net Income 2019: -$4,6102019Revenue 2020: $49,536Expenses 2020: $22,410Net Income 2020: $27,1262020Revenue 2021: $6,200Expenses 2021: $18,688Net Income 2021: -$12,4882021Revenue 2022: $8,388Expenses 2022: $21,686Net Income 2022: -$13,2982022Revenue 2023: $52,218Expenses 2023: $16,074Net Income 2023: $36,1442023Revenue 2024: $23,860Expenses 2024: $61,789Net Income 2024: -$37,9292024

Highlighted filing

2024

Revenue$23,860
Expenses$61,789
Net Income-$37,929
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,611
Liabilities
-
Net assets
$35,611
Revenue
$23,860
Expenses
$61,789
Net income
-$37,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.6$35.6$23.9$61.8$37.9
2023Detailed filing. Detailed filing data is available for this year.$73.5$0.00$73.5$52.2$16.1$36.1
2022Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$8.39$21.7$13.3
2021Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$6.20$18.7$12.5
2020Detailed filing. Detailed filing data is available for this year.$61.3$0.00$61.3$49.5$22.4$27.1
2019Detailed filing. Detailed filing data is available for this year.$53.7$19.5$34.2$29.5$34.1$4.61
2018Detailed filing. Detailed filing data is available for this year.$58.0$19.2$38.8$73.4$44.9$28.5
2017Detailed filing. Detailed filing data is available for this year.$31.7$21.4$10.3$21.9$11.5$10.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$30,507
Mission and Program Overview

Mission

To promote charitable and educational purposes and to serve the public and assist in community and societal betterment.

Program Services

DescriptionGrantsExpenses
TO PROMOTE CHARITABLE AND EDUCATIONAL PURPOSES AND TO SERVE THE PUBLIC AND ASSIST IN COMMUNITY AND SOCIETAL BETTERMENT.-$60,789
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARIE CARNEYTreasurer-$0--
REBECCA RICHARDSONClerk-$0--
ELIZABETH GRUNDYDirector-$0--
KATHY SILVIADirector-$0--
STUART PEOPLESDirector-$0--
PJ RICHARDSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bluefish Tourna$29,007$29,007$6,647$22,360
Total Events$29,007$29,007$6,647$22,360
Filing and Contact Details

Filer

Filer Name
Osterville Rotary Foundation Inc
EIN
81-2927119
Phone
5084281677
Address
PO BOX 705, OSTERVILLE, MA 02655

Signing Officer

Name
Rebecca Richardson
Title
Clerk
Phone
5084281677
Signed
2025-05-15

Preparer

Firm
Depaola Begg & Assoc Pc
Address
220 WEST MAIN STREET, HYANNIS, MA 02601
Preparer
Frank a Mello
Phone
5087757819
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses goodworks expenditures 57,789 scholarships 3,000 total 60,789”

Form 990-ez, Part II, Line 24

“Due from osterville rotary club 1,100 1,100 total 1,100 1,100”

Form 990-ez, Part III

“To promote charitable and educational purposes and to serve the public and assist in community and societal betterment.”

Raw XML Appendix161 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES GOODWORKS EXPENDITURES 57,789 SCHOLARSHIPS 3,000 TOTAL 60,789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE FROM OSTERVILLE ROTARY CLUB 1,100 1,100 TOTAL 1,100 1,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE CHARITABLE AND EDUCATIONAL PURPOSES AND TO SERVE THE PUBLIC AND ASSIST IN COMMUNITY AND SOCIETAL BETTERMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02023-07-01
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