Civic Intelligence

Rotary Club of Westerly

EIN 05-6035638 • 501(c)4 • Westerly, RI

Profile

SERVICE ORGANIZATION

PO Box 407Westerly, RI 02891

www.westerlyrotary.org

Siviq Scores

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

Liabilities / Assets

99th percentile

4.85x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.16x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

31st percentile

-9.0%

Higher net margin than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

21st percentile

-34%

Faster asset growth than 21% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

2.9%

Faster revenue growth than 57% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$499

Down $257 (-34%) from 2024

Liabilities

Up

$2,422

Up $1,124 (+87%) from 2024

Net Assets

Down

-$1,923

Down $1,381 (-255%) from 2024

Operations
Liabilities / Revenue83rd percentileNet Margin31st percentile

Revenue

Up

$15,267

Up $424 (+2.9%) from 2024

Expenses

Up

$16,648

Up $1,533 (+10%) from 2024

Net Income

Down

-$1,381

Down $1,109 (-408%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$200K$150K$100K$50K$0-$50KAssets 2012: $92,228Liabilities 2012: $02012Assets 2013: $83,969Liabilities 2013: $02013Assets 2014: $94,262Liabilities 2014: $02014Assets 2015: $100,925Liabilities 2015: $02015Assets 2016: $107,496Liabilities 2016: $02016Assets 2017: $126,295Liabilities 2017: $02017Assets 2018: $135,271Liabilities 2018: $02018Assets 2019: $155,868Liabilities 2019: $02019Assets 2020: $150,959Liabilities 2020: $3,1192020Assets 2021: $5,851Liabilities 2021: $0Net Assets 2021: $5,8512021Assets 2022: $1,277Liabilities 2022: $0Net Assets 2022: $1,2772022Assets 2023: $679Liabilities 2023: $949Net Assets 2023: -$2702023Assets 2024: $756Liabilities 2024: $1,298Net Assets 2024: -$5422024Assets 2025: $499Liabilities 2025: $2,422Net Assets 2025: -$1,9232025

Highlighted filing

2025

Assets$499
Liabilities$2,422
Net Assets-$1,923
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $46,068Expenses 2012: $45,771Net Income 2012: $2972012Revenue 2013: $37,630Expenses 2013: $45,894Net Income 2013: -$8,2642013Revenue 2014: $42,817Expenses 2014: $39,188Net Income 2014: $3,6292014Revenue 2015: $48,702Expenses 2015: $37,457Net Income 2015: $11,2452015Revenue 2016: $48,948Expenses 2016: $37,124Net Income 2016: $11,8242016Revenue 2017: $46,913Expenses 2017: $35,120Net Income 2017: $11,7932017Revenue 2018: $58,357Expenses 2018: $45,412Net Income 2018: $12,9452018Revenue 2019: $65,721Expenses 2019: $44,940Net Income 2019: $20,7812019Revenue 2020: $35,771Expenses 2020: $38,177Net Income 2020: -$2,4062020Revenue 2021: $20,462Expenses 2021: $162,451Net Income 2021: -$141,9892021Revenue 2022: $19,624Expenses 2022: $24,198Net Income 2022: -$4,5742022Revenue 2023: $15,467Expenses 2023: $17,013Net Income 2023: -$1,5462023Revenue 2024: $14,843Expenses 2024: $15,115Net Income 2024: -$2722024Revenue 2025: $15,267Expenses 2025: $16,648Net Income 2025: -$1,3812025

Highlighted filing

2025

Revenue$15,267
Expenses$16,648
Net Income-$1,381
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$499
Liabilities
$2,422
Net assets
-$1,923
Revenue
$15,267
Expenses
$16,648
Net income
-$1,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.02$0.02$0.15$0.17$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.01$0.15$0.15$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.15$0.17$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.20$0.24$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.20$1.62$1.42
2020Summary only. Only limited summary data is available for this year.$1.51$0.03$0.36$0.38$0.02
2019Summary only. Only limited summary data is available for this year.$1.56$0.00$0.66$0.45$0.21
2018Summary only. Only limited summary data is available for this year.$1.35$0.00$0.58$0.45$0.13
2017Summary only. Only limited summary data is available for this year.$1.26$0.00$0.47$0.35$0.12
2016Summary only. Only limited summary data is available for this year.$1.07$0.00$0.49$0.37$0.12
2015Summary only. Only limited summary data is available for this year.$1.01$0.00$0.49$0.37$0.11
2014Summary only. Only limited summary data is available for this year.$0.94$0.00$0.43$0.39$0.04
2013Summary only. Only limited summary data is available for this year.$0.84$0.00$0.38$0.46$0.08
2012Summary only. Only limited summary data is available for this year.$0.92$0.00$0.46$0.46$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 13, 2025
Return Version
2024v5.0
Gross Receipts
$15,267
Mission and Program Overview

Mission

SERVICE ORGANIZATION

Program Services

DescriptionGrantsExpenses
COMMUNITY SUPPORT PROVIDING FINANCIAL ASSISTANCE TO LOCAL AND INTERNATIONAL NONPROFIT ORGANIZATION BENEFITTING PEOPLE IN NEED.-$580
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DERIN TEMELPast Preside-$0--
ALAN BRINTONPresident-$0--
SUZANNE LANEPresident E-$0--
ROSEMARIE A RUSSOTreasurerPT$0--
JEFF WENDTHVice Preside-$0--
KATHRYN TAYLORSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Westerly
EIN
05-6035638
Phone
4013155868
Address
PO BOX 407, WESTERLY, RI 02891

Signing Officer

Name
Rosemarie a Russo
Title
Treasurer
Phone
4013155868
Signed
2025-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Hoyt Filippetti & Malaghan LLC
Address
107 AIRPORT RD, WESTERLY, RI 02891-3420
Preparer
K Elise Vonhousen CPA
Phone
4015962000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 496 office 356 insurance 150 bank charges 5 community giving 235 dues and subscriptions 4,745 specialevent expenses 345 meeting meals 6,898 licenses and fees 20 memberships 1,843 total 15,093”

Form 990-ez, Part II, Line 26

“Due to rotary foundation 1,298 2,422”

Raw XML Appendix111 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROSEMARIE A RUSSO
IRS990EZ/BooksInCareOfDetail/PhoneNum04013155868
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt046 JOHN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTERLY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002891
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0756
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0499
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015266
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1381
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01450
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0756
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0499
IRS990EZ/GrossReceiptsAmt015267
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-542
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-1923
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-542
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-1923
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt56.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DERIN TEMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALAN BRINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUZANNE LANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROSEMARIE A RUSSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFF WENDTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHRYN TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015093
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0105
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SUPPORT PROVIDING FINANCIAL ASSISTANCE TO LOCAL AND INTERNATIONAL NONPROFIT ORGANIZATION BENEFITTING PEOPLE IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0580
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01298
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02422
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016648
IRS990EZ/TotalProgramServiceExpensesAmt0580
IRS990EZ/TotalRevenueAmt015267
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTERLYROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 496 OFFICE 356 INSURANCE 150 BANK CHARGES 5 COMMUNITY GIVING 235 DUES AND SUBSCRIPTIONS 4,745 SPECIALEVENT EXPENSES 345 MEETING MEALS 6,898 LICENSES AND FEES 20 MEMBERSHIPS 1,843 TOTAL 15,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO ROTARY FOUNDATION 1,298 2,422
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSEMARIE A RUSSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04013155868
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF WESTERLY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0056035638
ReturnHeader/Filer/PhoneNum04013155868
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 407
ReturnHeader/Filer/USAddress/CityNm0WESTERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002891
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201696994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOYT FILIPPETTI & MALAGHAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0107 AIRPORT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTERLY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0028913420
ReturnHeader/PreparerPersonGrp/PhoneNum04015962000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0K ELISE VONHOUSEN CPA
ReturnHeader/ReturnTs02025-08-27T15:39:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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