Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2022 • EIN 06-1063364
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
13th percentile
Higher net margin than 13% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
28th percentile
Faster asset growth than 28% of similar nonprofits.
Revenue Growth
27th percentile
Faster revenue growth than 27% of similar nonprofits.
Assets
Down$107,785
Down $15,885 (-13%) from 2021
Net Assets
Down$107,785
Down $15,885 (-13%) from 2021
Liabilities
Flat$0
Flat from 2021
Revenue
Down$46,419
Down $8,128 (-15%) from 2021
Expenses
Up$62,304
Up $14,696 (+31%) from 2021
Net Income
Down-$15,885
Down $22,824 (-329%) from 2021
Community service
| Description | Grants | Expenses |
|---|---|---|
| Rotary Playground Project- construct a new playscape for ages 1-12 at Memorial Park, Southington in conjunction with The Community Foundation of Greater New Britain and the Town of Southington. | $25,000 | - |
| Various other projects | $16,727 | - |
| Contribution to Rotary International Foundation and Polio Plus | $5,600 | - |
| Scholarships to Southington High School graduates for post-secondary education | $4,000 | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Ronald Klein | President | - | $0 | - | - |
| John Kennedy | Treasurer | - | $0 | - | - |
| Fred Kuriger | Trustee | - | $0 | - | - |
| Lauren Dziedzic | Trustee | - | $0 | - | - |
| Robert Brown | Trustee | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| William S. Thomson Golf Scramble | $38,374 | $38,374 | $7,629 | $30,745 |
| Southington Apple Harvest Festival Booth | $26,764 | $26,764 | - | $26,764 |
| Total Events | $66,970 | $66,970 | $20,554 | $46,416 |
“Various other projects Grants and allocations 16,727, Program service expenses 0”
“Activity Grant- Playscape Project, Grantee Town of Southington North Main Street Southington CT 06489, Cash Grant 25,000, Relationship”
“Annual net loss in value of investment portfolio 10,977”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Daniel Daigle |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8606216888 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 115 North Main St |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Southington |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 06489 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 123670 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 107785 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -15885 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 123670 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 107785 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 66970 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 51327 |
| IRS990EZ/GrossReceiptsAmt | 0 | 66973 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 123670 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 107785 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 123670 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 107785 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Ronald Klein |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | John Kennedy |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Fred Kuriger |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Lauren Dziedzic |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Robert Brown |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Trustee |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 10977 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Community service |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Scholarships to Southington High School graduates for post-secondary education |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Rotary Playground Project- construct a new playscape for ages 1-12 at Memorial Park, Southington in conjunction with The Community Foundation of Greater New Britain and the Town of Southington. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Contribution to Rotary International Foundation and Polio Plus |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | Various other projects |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 4000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 25000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 5600 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 3 | 16727 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 20554 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 46416 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 62304 |
| IRS990EZ/TotalRevenueAmt | 0 | 46419 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | southingtonrotary.org |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2734 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 540 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 4274 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 30325 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1385 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5666 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7960 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 45336 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 31911 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 100121 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 92632 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 100135 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 324799 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 30325 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1385 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 5666 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 7960 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 45336 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.12110 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.11820 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.87890 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.88180 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 329073 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 32911 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 102855 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 93172 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 100135 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 329073 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 63236 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 104240 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 98838 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 108095 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 374409 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt | 0 | 1000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt | 0 | 1000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 20554 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | William S. Thomson Golf Scramble |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Southington Apple Harvest Festival Booth |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 2881 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt | 0 | 8744 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 11625 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 38374 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 26764 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 1832 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 66970 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 38374 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 26764 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 1832 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 66970 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 46416 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 7629 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 7629 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 2 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 300 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 300 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Various other projects Grants and allocations 16,727, Program service expenses 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Grant- Playscape Project, Grantee Town of Southington North Main Street Southington CT 06489, Cash Grant 25,000, Relationship |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Annual net loss in value of investment portfolio 10,977 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part III, Line 31 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 10, Grants Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16, Other Expenses |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | John A Kennedy JR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8602768025 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-09-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Southington Rotary Trust |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 061063364 |
| ReturnHeader/Filer/InCareOfNm | 0 | % John A Kennedy JR |
| ReturnHeader/Filer/PhoneNum | 0 | 8602768025 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 897 South Main Street |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Plantsville |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 06479 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 223850653 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | John A Kennedy JrCPA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 897 South Main Street |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Plantsville |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 06479 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8609190881 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-09-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | John A Kennedy Jr CPA |
| ReturnHeader/ReturnTs | 0 | 2022-09-13T04:44:05-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | John |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Kennedy |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
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Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.