Civic Intelligence

Southington Rotary Trust

990EZ • Fiscal year 2018 • EIN 06-1063364

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

897 South Main StreetPlantsville, CT 06479

(860) 276-8025

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$86,718

Up $17,892 (+26%) from 2017

Net Assets

$86,718

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$62,615

Up $6,373 (+11%) from 2017

Expenses

Down

$44,723

Down $15,849 (-26%) from 2017

Net Income

Up

$17,892

Up $22,222 (+513%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $65,773Liabilities 2011: $02011Assets 2012: $67,911Liabilities 2012: $02012Assets 2013: $80,381Liabilities 2013: $02013Assets 2014: $74,804Liabilities 2014: $02014Assets 2015: $78,452Liabilities 2015: $02015Assets 2017: $68,826Liabilities 2017: $02017Assets 2018: $86,718Liabilities 2018: $0Net Assets 2018: $86,7182018Assets 2019: $106,193Liabilities 2019: $0Net Assets 2019: $106,1932019Assets 2020: $116,731Liabilities 2020: $0Net Assets 2020: $116,7312020Assets 2021: $123,670Liabilities 2021: $0Net Assets 2021: $123,6702021Assets 2022: $107,785Liabilities 2022: $0Net Assets 2022: $107,7852022Assets 2023: $115,113Liabilities 2023: $235Net Assets 2023: $114,8782023Assets 2024: $121,591Net Assets 2024: $121,5912024

Highlighted filing

2018

Assets$86,718
Liabilities$0
Net Assets$86,718

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $42,840Expenses 2011: $32,451Net Income 2011: $10,3892011Revenue 2012: $37,411Expenses 2012: $35,273Net Income 2012: $2,1382012Revenue 2013: $51,399Expenses 2013: $38,929Net Income 2013: $12,4702013Revenue 2014: $49,482Expenses 2014: $55,060Net Income 2014: -$5,5782014Revenue 2015: $46,715Expenses 2015: $43,067Net Income 2015: $3,6482015Revenue 2017: $56,242Expenses 2017: $60,572Net Income 2017: -$4,3302017Revenue 2018: $62,615Expenses 2018: $44,723Net Income 2018: $17,8922018Revenue 2019: $52,800Expenses 2019: $33,325Net Income 2019: $19,4752019Revenue 2020: $67,725Expenses 2020: $57,187Net Income 2020: $10,5382020Revenue 2021: $54,547Expenses 2021: $47,608Net Income 2021: $6,9392021Revenue 2022: $46,419Expenses 2022: $62,304Net Income 2022: -$15,8852022Revenue 2023: $49,873Expenses 2023: $42,780Net Income 2023: $7,0932023Revenue 2024: $53,694Expenses 2024: $47,216Net Income 2024: $6,4782024

Highlighted filing

2018

Revenue$62,615
Expenses$44,723
Net Income$17,892
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$108,095
Mission and Program Overview

Mission

Community service

Program Services

DescriptionGrantsExpenses
Scholarships to Southington High School graduates for post-secondary education--
Bread For Life- new dishwasher--
Contribution to Rotary International Foundation--
Various other projects--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald KleinPresident-$0--
John KennedyTreasurer-$0--
Robin MorrellTrustee-$0--
Steve GuidiceTrustee-$0--
Kate SirignanoTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
William S Thomson Golf Scramble$48,354$48,354$11,134$37,220
Southington Apple Harvest Booth$26,095$26,095$3,615$22,480
Total Events$100,135$100,135$45,480$54,655
Filing and Contact Details

Filer

Filer Name
Southington Rotary Trust
EIN
06-1063364
In Care Of
% Ronald Klein
Phone
8602768025
Address
897 South Main Street, Plantsville, CT 06479

Signing Officer

Name
Ronald Klein
Title
President
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
John A Kennedy JrCPA LLC
Address
897 South Main Street, Plantsville, CT 06479
Preparer
John A Kennedy Jr CPA
Phone
8602768025
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Various other projects Grants and allocations 0, Program service expenses 0

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Gifts/grants, Grantee see attached, Cash Grant 44,723, Relationship

Raw XML Appendix188 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/PersonNm0Daniel Daigle
IRS990EZ/BooksInCareOfDetail/PhoneNum08606216888
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0115 North Main St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Southington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006489
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068826
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086718
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017892
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068826
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086718
IRS990EZ/FundraisingGrossIncomeAmt0100135
IRS990EZ/GrantsAndSimilarAmountsPaidAmt044723
IRS990EZ/GrossReceiptsAmt0108095
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07960
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068826
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086718
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086718
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ronald Klein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Kennedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robin Morrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Guidice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kate Sirignano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community service
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships to Southington High School graduates for post-secondary education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Bread For Life- new dishwasher
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Contribution to Rotary International Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Various other projects
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045480
IRS990EZ/SpecialEventsNetIncomeLossAmt054655
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt044723
IRS990EZ/TotalRevenueAmt062615
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0southingtonrotary.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07960
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010403
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03320
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010537
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0100135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt086857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073267
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0406127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07960
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010403
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03320
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010537
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032220
IRS990ScheduleA/InvestmentIncomeCYPct00.07280
IRS990ScheduleA/InvestmentIncomePYPct00.07520
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.92720
IRS990ScheduleA/PublicSupportPY509Pct00.92480
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0410127
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0100135
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076548
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073267
IRS990ScheduleA/Total509Grp/TotalAmt0410127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0108095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt076548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt076640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083804
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0442347
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045480
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt01500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0William S Thomson Golf Scramble
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Southington Apple Harvest Booth
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02826
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt06001
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt08400
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048354
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025686
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0100135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048354
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025686
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0100135
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt054655
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01075
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015824
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011134
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03615
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09894
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01035
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Various other projects Grants and allocations 0, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Gifts/grants, Grantee see attached, Cash Grant 44,723, Relationship
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald Klein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southington Rotary Trust
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0061063364
ReturnHeader/Filer/InCareOfNm0% Ronald Klein
ReturnHeader/Filer/PhoneNum08602768025
ReturnHeader/Filer/USAddress/AddressLine1Txt0897 South Main Street
ReturnHeader/Filer/USAddress/CityNm0Plantsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006479
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId046CC4280B9A1C95A7527C155A097343C8BF80AFD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId046CC4280B9A1C95A7527C155A097343C8BF80AFD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.79.169.153
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:29:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John A Kennedy JrCPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0897 South Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plantsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006479
ReturnHeader/PreparerPersonGrp/PhoneNum08602768025
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John A Kennedy Jr CPA
ReturnHeader/ReturnTs02018-11-13T11:45:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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