Civic Intelligence

Rotary International - Brattleboro Rotary Club

990EZ • Fiscal year 2023 • EIN 03-6016521

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

P O Box 336Brattleboro, VT 05302

(802) 254-5700

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.28x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

65th percentile

7.9%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-25%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$77,775

Up $5,684 (+7.9%) from 2022

Net Assets

Up

$63,510

Up $1,905 (+3.1%) from 2022

Liabilities

Up

$14,265

Up $3,779 (+36%) from 2022

Revenue

Down

$51,713

Down $16,823 (-25%) from 2022

Expenses

Up

$49,808

Up $8,385 (+20%) from 2022

Net Income

Down

$1,905

Down $25,208 (-93%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $43,606Liabilities 2010: $18,512Net Assets 2010: $25,0942010Assets 2011: $57,275Liabilities 2011: $34,107Net Assets 2011: $23,1682011Assets 2012: $43,926Liabilities 2012: $29,003Net Assets 2012: $14,9232012Assets 2013: $35,265Liabilities 2013: $15,339Net Assets 2013: $19,9262013Assets 2014: $46,171Liabilities 2014: $14,523Net Assets 2014: $31,6482014Assets 2015: $45,880Liabilities 2015: $31,140Net Assets 2015: $14,7402015Assets 2016: $42,367Liabilities 2016: $23,666Net Assets 2016: $18,7012016Assets 2017: $45,760Liabilities 2017: $23,953Net Assets 2017: $21,8072017Assets 2018: $54,819Liabilities 2018: $12,660Net Assets 2018: $42,1592018Assets 2019: $52,929Liabilities 2019: $27,173Net Assets 2019: $25,7562019Assets 2020: $39,142Liabilities 2020: $10,846Net Assets 2020: $28,2962020Assets 2021: $45,820Liabilities 2021: $11,328Net Assets 2021: $34,4922021Assets 2022: $72,091Liabilities 2022: $10,486Net Assets 2022: $61,6052022Assets 2023: $77,775Liabilities 2023: $14,265Net Assets 2023: $63,5102023Assets 2024: $111,067Liabilities 2024: $16,254Net Assets 2024: $94,8132024Assets 2025: $98,626Liabilities 2025: $10,440Net Assets 2025: $88,1862025

Highlighted filing

2023

Assets$77,775
Liabilities$14,265
Net Assets$63,510

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $44,609Expenses 2010: $67,165Net Income 2010: -$22,5562010Revenue 2011: $52,012Expenses 2011: $53,938Net Income 2011: -$1,9262011Revenue 2012: $49,432Expenses 2012: $57,677Net Income 2012: -$8,2452012Revenue 2013: $61,119Expenses 2013: $56,116Net Income 2013: $5,0032013Revenue 2014: $47,601Expenses 2014: $35,879Net Income 2014: $11,7222014Revenue 2015: $56,892Expenses 2015: $73,800Net Income 2015: -$16,9082015Revenue 2016: $55,836Expenses 2016: $51,875Net Income 2016: $3,9612016Revenue 2017: $58,031Expenses 2017: $54,925Net Income 2017: $3,1062017Revenue 2018: $53,096Expenses 2018: $32,744Net Income 2018: $20,3522018Revenue 2019: $47,750Expenses 2019: $64,153Net Income 2019: -$16,4032019Revenue 2020: $28,850Expenses 2020: $26,310Net Income 2020: $2,5402020Revenue 2021: $44,698Expenses 2021: $38,502Net Income 2021: $6,1962021Revenue 2022: $68,536Expenses 2022: $41,423Net Income 2022: $27,1132022Revenue 2023: $51,713Expenses 2023: $49,808Net Income 2023: $1,9052023Revenue 2024: $60,369Expenses 2024: $29,066Net Income 2024: $31,3032024Revenue 2025: $65,665Expenses 2025: $72,292Net Income 2025: -$6,6272025

Highlighted filing

2023

Revenue$51,713
Expenses$49,808
Net Income$1,905
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$78,292
Mission and Program Overview

Mission

Service to community

Program Services

DescriptionGrantsExpenses
Contributions to community and international organizations$40,107$40,107
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gina PattisonPresident Elect-$0--
Rhonda CalhounTreasurer-$0--
Betsy GentileDirector-$0--
George AnthesDirector-$0--
Rob SzpilaDirector-$0--
Stan NowakowskiDirector-$0--
Philip GeorgeDirector-$0--
Roger AllbeePresident-$0--
Regina StefanelliSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas tree sales$16,141$16,141$8,746$7,395
Golf Tournament$14,336$11,679$12,592$-913
Total Events$30,477$27,820$21,338$6,482
Filing and Contact Details

Filer

Filer Name
Rotary International -
EIN
03-6016521
Address
P O BOX 336, BRATTLEBORO, VT 05302

Signing Officer

Name
Rhonda Calhoun
Title
Treasurer
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Downey Pieciak Fitzgerald & Co Pc
Address
10 PARK PLACE, BRATTLEBORO, VT 05301
Preparer
John V Meyer CPA
Phone
8022571307
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: Scholarship Fund | Donee's Name: Gateway Foundation | Donee's Address: P O Box 6433 Brattleboro VT 05301 | Cash Amount Given: $5300

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: Hospital | Donee's Name: Brattleboro Memorial Hospital | Donee's Address: 17 Belmont Ave Brattleboro VT 05301 | Cash Amount Given: $11480

Payments to Affiliates.1

Name: Rotary International | Address: 1560 Sherman Avenue Evanston, IL 60201 | Purpose of payment: International dues | Amount: $5190

Other Expenses.1002

Office Expenses $72

Other Expenses.1007

Conferences, Conventions, and Meetings $208

Other Expenses.1

Website maintenance $600

Other Expenses.2

Software renewal $590

Other Assets.1005

Accounts Receivable - Beginning $192 Accounts Receivable - Ending $1679

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $10486 Accounts Payable and Accrued Expenses - Ending $14265

Raw XML Appendix174 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/USAddress/CityNm0Brattleboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0053020336
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Betsy Gentile
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3George Anthes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rob Szpila
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Stan Nowakowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Philip George
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Roger Allbee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Regina Stefanelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0192
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01679
IRS990EZ/OtherExpensesTotalAmt01470
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0180
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TotalRevenueAmt051713
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.brattlebororotaryclub.org/
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02657
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournament
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Scholarship Fund | Donee's Name: Gateway Foundation | Donee's Address: P O Box 6433 Brattleboro VT 05301 | Cash Amount Given: $5300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Hospital | Donee's Name: Brattleboro Memorial Hospital | Donee's Address: 17 Belmont Ave Brattleboro VT 05301 | Cash Amount Given: $11480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Name: Rotary International | Address: 1560 Sherman Avenue Evanston, IL 60201 | Purpose of payment: International dues | Amount: $5190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Website maintenance $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Software renewal $590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable - Beginning $192 Accounts Receivable - Ending $1679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $10486 Accounts Payable and Accrued Expenses - Ending $14265
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rhonda Calhoun
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BRATTLEBORO ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0036016521
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 336
ReturnHeader/Filer/USAddress/CityNm0BRATTLEBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030288632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOWNEY PIECIAK FITZGERALD & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 PARK PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRATTLEBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005301
ReturnHeader/PreparerPersonGrp/PhoneNum08022571307
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John V Meyer CPA
ReturnHeader/ReturnTs02023-11-14T12:57:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rhonda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Calhoun
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.99$0.10$0.88$0.66$0.72$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.16$0.95$0.60$0.29$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.14$0.64$0.52$0.50$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.10$0.62$0.69$0.41$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.11$0.34$0.45$0.39$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.11$0.28$0.29$0.26$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.27$0.26$0.48$0.64$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.13$0.42$0.53$0.33$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.24$0.22$0.58$0.55$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.24$0.19$0.56$0.52$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.31$0.15$0.57$0.74$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.15$0.32$0.48$0.36$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.15$0.20$0.61$0.56$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.29$0.15$0.49$0.58$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.34$0.23$0.52$0.54$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.19$0.25$0.45$0.67$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)4 • <$500k nonprofits