Civic Intelligence

Osterville Rotary Foundation Inc.

990EZ • Fiscal year 2020 • EIN 81-2927119

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

55%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

14%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

68%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$61,307

Up $7,651 (+14%) from 2019

Net Assets

Up

$61,307

Up $27,126 (+79%) from 2019

Liabilities

Down

$0

Down $19,475 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin90th percentile

Revenue

Up

$49,536

Up $20,002 (+68%) from 2019

Expenses

Down

$22,410

Down $11,734 (-34%) from 2019

Net Income

Up

$27,126

Up $31,736 (+688%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2020

Assets$61,307
Liabilities$0
Net Assets$61,307
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

2020

Revenue$49,536
Expenses$22,410
Net Income$27,126
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$63,508
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.$18,000$22,410
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN PEPEPresident-$0--
JOHN LADNERTreasurer-$0--
ANKE RUDYSecretary-$0--
STUART PEOPLESDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bluefish Tourna$63,434$63,434$13,972$49,462
Total Events$63,434$63,434$13,972$49,462
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
Kevin Pepe
Title
President
Phone
5084281677
Signed
2020-11-13

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 10

“Cash contribution: 10,000”

Form 990-ez, Part I, Line 16

“Expenses misc expenses 4,410 total 4,410”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 2,896 0 due from osterville rotary club 0 3,100 total 2,896 3,100”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses -905 0 deferred revenue 20,380 0”

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 Appendix154 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0896 MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OSTERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002655
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050760
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058207
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt027126
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt018000
IRS990EZ/GrossReceiptsAmt063508
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN LADNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANKE RUDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STUART PEOPLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02896
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03100
IRS990EZ/OtherExpensesTotalAmt04410
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE CHARITABLE AND EDUCATIONAL PURPOSES AND TO SERVE THE PUBLIC AND ASSIST IN COMMUNITY AND SOCIETAL BETTERMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022410
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013972
IRS990EZ/SpecialEventsNetIncomeLossAmt049462
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019475
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022410
IRS990EZ/TotalProgramServiceExpensesAmt022410
IRS990EZ/TotalRevenueAmt049536
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04663
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066936
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt074
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063434
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051061
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt046112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0160607
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt074
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0227543
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063434
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055724
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021862
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0227617
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013972
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLUEFISH TOURNA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063434
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063434
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt063434
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063434
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049462
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013972
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MISC EXPENSES 4,410 TOTAL 4,410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 2,896 0 DUE FROM OSTERVILLE ROTARY CLUB 0 3,100 TOTAL 2,896 3,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES -905 0 DEFERRED REVENUE 20,380 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN PEPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05084281677
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSTERVILLE ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OSTE
ReturnHeader/Filer/EIN0812927119
ReturnHeader/Filer/PhoneNum05084281677
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 705
ReturnHeader/Filer/USAddress/CityNm0OSTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002655
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042669305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEPAOLA BEGG & ASSOC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 WEST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HYANNIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002601
ReturnHeader/PreparerPersonGrp/PhoneNum05087757819
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK A MELLO
ReturnHeader/ReturnTs02021-02-27T12:30:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,307
Liabilities
$0
Net assets
$61,307
Revenue
$49,536
Expenses
$22,410
Net income
$27,126
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