Civic Intelligence

Southington Rotary Trust

990EZ • Fiscal year 2022 • EIN 06-1063364

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 13, 2022

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

13th percentile

-34%

Higher net margin than 13% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

28th percentile

-13%

Faster asset growth than 28% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

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

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

2022

Assets$107,785
Liabilities$0
Net Assets$107,785

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

2022

Revenue$46,419
Expenses$62,304
Net Income-$15,885
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 13, 2022
Return Version
2021v4.2
Gross Receipts
$66,973
Mission and Program Overview

Mission

Community service

Program Services

DescriptionGrantsExpenses
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-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald KleinPresident-$0--
John KennedyTreasurer-$0--
Fred KurigerTrustee-$0--
Lauren DziedzicTrustee-$0--
Robert BrownTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet 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
Filing and Contact Details

Filer

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

Signing Officer

Name
John A Kennedy JR
Title
Treasurer
Phone
8602768025
Signed
2022-09-13
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
8609190881
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Various other projects Grants and allocations 16,727, Program service expenses 0

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

Activity Grant- Playscape Project, Grantee Town of Southington North Main Street Southington CT 06489, Cash Grant 25,000, Relationship

Form 990-EZ, Part I, Line 16, Other Expenses

Annual net loss in value of investment portfolio 10,977

Raw XML Appendix189 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/USAddress/CityNm0Southington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006489
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ronald Klein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Kennedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Fred Kuriger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lauren Dziedzic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Robert Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt010977
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community service
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships to Southington High School graduates for post-secondary education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Rotary 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/DescriptionProgramSrvcAccomTxt2Contribution to Rotary International Foundation and Polio Plus
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Various other projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25600
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020554
IRS990EZ/SpecialEventsNetIncomeLossAmt046416
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt062304
IRS990EZ/TotalRevenueAmt046419
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0southingtonrotary.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02734
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0540
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IRS990ScheduleA/InvestmentIncomeCYPct00.12110
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Southington Apple Harvest Festival Booth
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02881
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt08744
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038374
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07629
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0300
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Various other projects Grants and allocations 16,727, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Grant- Playscape Project, Grantee Town of Southington North Main Street Southington CT 06489, Cash Grant 25,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annual net loss in value of investment portfolio 10,977
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 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John A Kennedy JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08602768025
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-13
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ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0061063364
ReturnHeader/Filer/InCareOfNm0% John A Kennedy JR
ReturnHeader/Filer/PhoneNum08602768025
ReturnHeader/Filer/USAddress/AddressLine1Txt0897 South Main Street
ReturnHeader/Filer/USAddress/CityNm0Plantsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006479
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223850653
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0897 South Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plantsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006479
ReturnHeader/PreparerPersonGrp/PhoneNum08609190881
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John A Kennedy Jr CPA
ReturnHeader/ReturnTs02022-09-13T04:44:05-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kennedy
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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