Civic Intelligence

Osterville Rotary Foundation Inc.

990EZ • Fiscal year 2017 • EIN 81-2927119

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 31, 2017

Organization ProfileN/A
PO Box 705Osterville, MA 02655

(508) 428-1677

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.67x

Higher debt load relative to assets than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

0.98x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets92nd percentile

Assets

$31,696

No earlier filing loaded for comparison.

Net Assets

$10,318

No earlier filing loaded for comparison.

Liabilities

$21,378

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin91st percentile

Revenue

$21,862

No earlier filing loaded for comparison.

Expenses

$11,544

No earlier filing loaded for comparison.

Net Income

$10,318

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2017

Assets$31,696
Liabilities$21,378
Net Assets$10,318
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$21,862
Expenses$11,544
Net Income$10,318
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 31, 2017
Return Version
2016v3.0
Gross Receipts
$21,862
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.$10,895$11,490
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBBIE REEDPresident-$0--
CLARA MESONEROPresident El-$0--
JOHN TREANORTreasurer-$0--
JOYCE O'CONNORSecretary-$0--
REBECCA RICHARDSONSergeant At-$0--
ANN WILLIAMSDirector-$0--
STUART PEOPLESDirector-$0--
NANCY KELLYDirector-$0--
JEFFREY AYOTTEDirector-$0--
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
John Treanor
Title
Treasurer
Phone
5084281677
Signed
2017-12-31

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 373 TOTAL 373”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 0 1,300 total 0 1,300”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 38 deferred revenue 0 21,340”

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 Appendix151 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/BooksInCareOfDetail/PhoneNum05084281677
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARSTONS MILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002655
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030396
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBBIE REED
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STUART PEOPLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NANCY KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEFFREY AYOTTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SERGEANT AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01300
IRS990EZ/OtherExpensesTotalAmt0373
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE CHARITABLE AND EDUCATIONAL PURPOSES AND TO SERVE THE PUBLIC AND ASSIST IN COMMUNITY AND SOCIETAL BETTERMENT.
IRS990EZ/PrintingPublicationsPostageAmt0276
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE CHARITABLE AND EDUCATIONAL PURPOSES AND TO SERVE THE PUBLIC AND ASSIST IN COMMUNITY AND SOCIETAL BETTERMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010895
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011490
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt021378
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011544
IRS990EZ/TotalProgramServiceExpensesAmt011490
IRS990EZ/TotalRevenueAmt021862
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021862
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt021862
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021862
IRS990ScheduleA/Total509Grp/TotalAmt021862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021862
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021862
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/ExplanationTxt0EXPENSES 373 TOTAL 373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 0 1,300 TOTAL 0 1,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 38 DEFERRED REVENUE 0 21,340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05084281677
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSTERVILLE ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OSTE
ReturnHeader/Filer/EIN0812927119
ReturnHeader/Filer/PhoneNum05084281677
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 705
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 WEST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HYANNIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002601
ReturnHeader/PreparerPersonGrp/PhoneNum05087757819
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK A MELLO
ReturnHeader/ReturnTs02017-12-06T16:00:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,696
Liabilities
$21,378
Net assets
$10,318
Revenue
$21,862
Expenses
$11,544
Net income
$10,318
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