Civic Intelligence

Lynnfield Rotary Charitable Fund Inc

EIN 88-3347265 • 501(c)3 • Lynnfield, MA

Profile

Non profit corporation operated exclusively for educational and charitable purposes

PO Box 216Lynnfield, MA 01940

n/A

Siviq Scores

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

Liabilities / Assets

91st percentile

0.72x

Higher debt load relative to assets than 91% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.43x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

41st percentile

-2.0%

Higher net margin than 41% 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

41st percentile

-7.9%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-20%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$21,750

Down $1,853 (-7.9%) from 2023

Liabilities

Down

$15,568

Down $1,121 (-6.7%) from 2023

Net Assets

Down

$6,182

Down $732 (-11%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin41st percentile

Revenue

Down

$36,591

Down $9,050 (-20%) from 2023

Expenses

Down

$37,323

Down $1,404 (-3.6%) from 2023

Net Income

Down

-$732

Down $7,646 (-111%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$30K$20K$10K$0Assets 2023: $23,603Liabilities 2023: $16,689Net Assets 2023: $6,9142023Assets 2024: $21,750Liabilities 2024: $15,568Net Assets 2024: $6,1822024

Highlighted filing

2024

Assets$21,750
Liabilities$15,568
Net Assets$6,182
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$60K$40K$20K$0-$20KRevenue 2023: $45,641Expenses 2023: $38,727Net Income 2023: $6,9142023Revenue 2024: $36,591Expenses 2024: $37,323Net Income 2024: -$7322024

Highlighted filing

2024

Revenue$36,591
Expenses$37,323
Net Income-$732
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$21,750
Liabilities
$15,568
Net assets
$6,182
Revenue
$36,591
Expenses
$37,323
Net income
-$732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.8$15.6$6.18$36.6$37.3$0.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.6$16.7$6.91$45.6$38.7$6.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Gross Receipts
$49,166
Mission and Program Overview

Mission

Non profit corporation operated exclusively for educational and charitable purposes

Program Services

DescriptionGrantsExpenses
GRANTS, SCHOLARSHIPS AND AWARDS FOR THE BENEFIT OF COMMUNITY ORGANIZATIONS,CHARITIES AND INDIVIDUALS.-$20,240
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK MOYNIHANPresident-$0--
JANICE CASOLITreasurer-$0--
CHRISTINE TRAVERSSecretary-$0--
DAVID DRISLANEDirector-$0--
JOHN MOYNIHANDirector-$0--
RONALD BLOCKDirector-$0--
JAMIE BOOTHDirector-$0--
JOHN H KIMBALL JRDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Turkey Trot$12,080$12,080$1,892$10,188
Build a Bed$12,050$12,050$1,575$10,475
Total Events$44,113$44,113$7,655$36,458
Filing and Contact Details

Filer

Filer Name
Lynnfield Rotary Charitable Fund Inc
EIN
88-3347265
Phone
7815998800
Address
PO BOX 216, LYNNFIELD, MA 01940

Signing Officer

Name
Janice Casoli
Title
Treasurer
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Caniff & Associates
Address
220 BROADWAY STE 105, LYNNFIELD, MA 01940
Preparer
Bernard L Caniff Jr
Phone
7815998800
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.5

“| Donee's Name: MASS COALITION FOR THE HOMELESS | Donee's Address: 73 BUFFUM ST LYNN MA 01902 | Cash Amount Given: $10500”

Other Expenses.1001

“Advertising and Promotion $6004”

Other Expenses.1002

“Office Expenses $6194”

Other Expenses.1

“MISC $600”

Other Expenses.2

“BANK CHARGES $303”

Other Expenses.3

“Annual Report $212”

Total Liabilities.1

“DUE TO ROTARY CLUB - Beginning $16689 DUE TO ROTARY CLUB - Ending $15568”

Raw XML Appendix185 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/PhoneNum06176587631
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LYNNFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023603
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021750
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0352
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-732
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03620
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023603
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021750
IRS990EZ/FundraisingGrossIncomeAmt048814
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020240
IRS990EZ/GrossReceiptsAmt049166
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06914
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06182
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06914
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06182
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK MOYNIHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANICE CASOLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE TRAVERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID DRISLANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN MOYNIHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RONALD BLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMIE BOOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN H KIMBALL JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013313
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NON PROFIT CORPORATION OPERATED EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES
IRS990EZ/PrintingPublicationsPostageAmt0150
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS, SCHOLARSHIPS AND AWARDS FOR THE BENEFIT OF COMMUNITY ORGANIZATIONS,CHARITIES AND INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020240
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012575
IRS990EZ/SpecialEventsNetIncomeLossAmt036239
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016689
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015568
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037323
IRS990EZ/TotalProgramServiceExpensesAmt020240
IRS990EZ/TotalRevenueAmt036591
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04973
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05325
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/PublicSupportTotal509Amt05325
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04973
IRS990ScheduleA/Total509Grp/TotalAmt05325
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04973
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05325
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07655
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURKEY TROT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BUILD A BED
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019983
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044113
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019983
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044113
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036458
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04188
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07655
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01892
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01575
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MASS COALITION FOR THE HOMELESS | Donee's Address: 73 BUFFUM ST LYNN MA 01902 | Cash Amount Given: $10500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $6004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $6194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISC $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Annual Report $212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUE TO ROTARY CLUB - Beginning $16689 DUE TO ROTARY CLUB - Ending $15568
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANICE CASOLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYNNFIELD ROTARY CHARITABLE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0LYNN
ReturnHeader/Filer/EIN0883347265
ReturnHeader/Filer/PhoneNum07815998800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 216
ReturnHeader/Filer/USAddress/CityNm0LYNNFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001940
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454004558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CANIFF & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 BROADWAY STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LYNNFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001940
ReturnHeader/PreparerPersonGrp/PhoneNum07815998800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bernard L Caniff Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-09T06:25:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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