Civic Intelligence

Southington Rotary Trust

990EZ • Fiscal year 2019 • EIN 06-1063364

Jul 01, 2018 to Jun 30, 2019 • Filed on May 31, 2021

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$106,193

Up $19,475 (+22%) from 2018

Net Assets

Up

$106,193

Up $19,475 (+22%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$52,800

Down $9,815 (-16%) from 2018

Expenses

Down

$33,325

Down $11,398 (-25%) from 2018

Net Income

Up

$19,475

Up $1,583 (+8.8%) from 2018

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

2019

Assets$106,193
Liabilities$0
Net Assets$106,193

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

2019

Revenue$52,800
Expenses$33,325
Net Income$19,475
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 31, 2021
Return Version
2018v3.3
Gross Receipts
$98,838
Mission and Program Overview

Mission

Community service

Program Services

DescriptionGrantsExpenses
Various other projects$15,200-
Scholarships to Southington High School graduates for post-secondary education$11,500-
Contribution to Rotary International Foundation/Polio Plus$5,625-
Southington Arts Council grant$1,000-
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
Golf tournament$40,352$40,352$3,957$36,395
Southington Apple Harvest Festival food booth$28,045$28,045-$28,045
Total Events$92,632$92,632$46,038$46,594
Filing and Contact Details

Filer

Filer Name
Southington Rotary Trust
EIN
06-1063364
Phone
8602768025
Address
897 South Main Street, Plantsville, CT 06479

Signing Officer

Name
John A Kennedy Jr
Title
Treasurer
Signed
2021-05-31
Discuss with paid preparer
No

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 15,200, Program service expenses 0

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

Activity Education scholarships, Grantee Various Various Southington CT 06489, Cash Grant 11,500, Relationship

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

Activity Various community grants, Grantee Various Various Southington CT 06489, Cash Grant 13,080, 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/PhoneNum08606216888
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Southington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006489
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086718
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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/DescriptionProgramSrvcAccomTxt1Southington Arts Council grant
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Contribution to Rotary International Foundation/Polio Plus
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Various other projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25625
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt315200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt046038
IRS990EZ/SpecialEventsNetIncomeLossAmt046594
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt033325
IRS990EZ/TotalRevenueAmt052800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0southingtonrotary.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04540
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07960
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt092632
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt075548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0425492
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03320
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021683
IRS990ScheduleA/InvestmentIncomeCYPct00.04800
IRS990ScheduleA/InvestmentIncomePYPct00.07280
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.95200
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093172
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076640
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0451715
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01000
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt01750
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01750
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Southington Apple Harvest Festival food booth
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012908
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02795
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt08100
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028045
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046594
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt06200
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt06200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01428
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03957
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt07900
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Various other projects Grants and allocations 15,200, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Education scholarships, Grantee Various Various Southington CT 06489, Cash Grant 11,500, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Various community grants, Grantee Various Various Southington CT 06489, Cash Grant 13,080, Relationship
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10, Grants Paid
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0John A Kennedy Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southington Rotary Trust
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0061063364
ReturnHeader/Filer/PhoneNum08602768025
ReturnHeader/Filer/USAddress/AddressLine1Txt0897 South Main Street
ReturnHeader/Filer/USAddress/CityNm0Plantsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006479
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/PreparationDt02021-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John A Kennedy Jr CPA
ReturnHeader/ReturnTs02021-05-31T06:05:15-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings