Civic Intelligence

Nantucket Rotary Foundation Inc.

990EZ • Fiscal year 2020 • EIN 83-1779284

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

1 Farmer StreetNantucket, MA 02554

(508) 228-5269

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

94th percentile

73%

Higher net margin than 94% 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

100th percentile

2736300%

Faster asset growth than 100% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Up

$27,364

Up $27,364 from 2019

Net Assets

Up

$27,364

Up $27,364 from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$37,659

Up $37,659 from 2019

Expenses

Up

$10,295

Up $10,295 from 2019

Net Income

Up

$27,364

Up $27,364 from 2019

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $27,364Liabilities 2020: $0Net Assets 2020: $27,3642020Assets 2021: $34,109Liabilities 2021: $0Net Assets 2021: $34,1092021Assets 2022: $34,831Liabilities 2022: $0Net Assets 2022: $34,8312022Assets 2023: $28,527Liabilities 2023: $0Net Assets 2023: $28,5272023Assets 2024: $24,038Liabilities 2024: $0Net Assets 2024: $24,0382024Assets 2025: $28,084Net Assets 2025: $28,0842025

Highlighted filing

2020

Assets$27,364
Liabilities$0
Net Assets$27,364

Operations Trend

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

$100K$50K$0-$50KRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $37,659Expenses 2020: $10,295Net Income 2020: $27,3642020Revenue 2021: $36,621Expenses 2021: $29,876Net Income 2021: $6,7452021Revenue 2022: $2,525Expenses 2022: $1,803Net Income 2022: $7222022Revenue 2023: $90,370Expenses 2023: $96,674Net Income 2023: -$6,3042023Revenue 2024: $9,890Expenses 2024: $14,379Net Income 2024: -$4,4892024Revenue 2025: $7,688Expenses 2025: $3,642Net Income 2025: $4,0462025

Highlighted filing

2020

Revenue$37,659
Expenses$10,295
Net Income$27,364
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 13, 2020
Return Version
2019v5.0
Gross Receipts
$37,659
Mission and Program Overview

Mission

The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

Program Services

DescriptionGrantsExpenses
For 2019 we provided student scholarships and extra curricular activities, meals for the public school's parent university, fuel assistance to the elderly, and contributed to Rotary International's programs.$7,387-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura BurnettPresident-$0--
Janis E CarrieroTreasurer-$0--
Robert M KucharavySecretary-$0--
Kevin ComickDirector-$0--
T Michael BurnsDirector-$0--
Addison HannonDirector-$0--
Norman BertheletteDirector-$0--
Janet ForestVice President-$0--
Filing and Contact Details

Filer

Filer Name
Nantucket Rotary Foundation Inc
EIN
83-1779284
Phone
5082285269
Address
1 Farmer Street, Nantucket, MA 02554

Signing Officer

Name
Laura Burnett
Title
President
Signed
2020-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Robert H Laundry CPA
Address
25 LIBERTY ST, NANTUCKET, MA 02554
Preparer
Robert H Laundry CPA
Phone
5082280206
Supplemental Narrative

Additional Explanations

Other Expenses.1

Stroll Fundraiser expense $924

Other Expenses.2

Supplies & miscellaneous $734

Raw XML Appendix140 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/PersonNm0Janis E Carreiro
IRS990EZ/BooksInCareOfDetail/PhoneNum05082285269
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03 Sparrow Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Nantucket
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002554
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027364
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037659
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027364
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027364
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07387
IRS990EZ/GrossReceiptsAmt037659
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027364
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027364
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laura Burnett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Janis E Carriero
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert M Kucharavy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kevin Comick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4T Michael Burns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Addison Hannon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Norman Berthelette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Janet Forest
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01658
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0For 2019 we provided student scholarships and extra curricular activities, meals for the public school's parent university, fuel assistance to the elderly, and contributed to Rotary International's programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07387
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010295
IRS990EZ/TotalProgramServiceExpensesAmt07387
IRS990EZ/TotalRevenueAmt037659
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt037659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt037659
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt037659
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt037659
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt037659
IRS990ScheduleA/TotalSupportAmt037659
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Stroll Fundraiser expense $924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies & miscellaneous $734
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Burnett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Nantucket Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0NANT
ReturnHeader/Filer/EIN0831779284
ReturnHeader/Filer/PhoneNum05082285269
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Farmer Street
ReturnHeader/Filer/USAddress/CityNm0Nantucket
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT H LAUNDRY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025 LIBERTY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NANTUCKET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002554
ReturnHeader/PreparerPersonGrp/PhoneNum05082280206
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert H Laundry CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-13T14:40:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings