Civic Intelligence

Southington Rotary Trust

990EZ • Fiscal year 2024 • EIN 06-1063364

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

Organization Profilesouthingtonrotary.org
Joanne AlfieriTrustee 111 CiccioRdSouthington, CT 06489

(860) 621-6888

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

5.6%

Faster asset growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

7.7%

Faster revenue growth than 56% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$121,591

Up $6,478 (+5.6%) from 2023

Net Assets

Up

$121,591

Up $6,713 (+5.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$53,694

Up $3,821 (+7.7%) from 2023

Expenses

Up

$47,216

Up $4,436 (+10%) from 2023

Net Income

Down

$6,478

Down $615 (-8.7%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2024

Assets$121,591
Liabilities-
Net Assets$121,591
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

2024

Revenue$53,694
Expenses$47,216
Net Income$6,478
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$81,314
Mission and Program Overview

Mission

Community service

Program Services

DescriptionGrantsExpenses
Scholarships to Southington High School graduates for post-secondary education--
Southington YMCA Camp Sloper Capital Campaign--
Contribution to Rotary International Foundation and Polio Plus--
Various other projects--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald KleinTrustee-$0--
Jennifer SolomonTrustee-$0--
Lauren DziedzicTrustee-$0--
Robert BrownTrustee-$0--
Joanne AlfieriTrustee-$0--
Dan DaigleTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
William S. Thomson Golf Scramble$32,755$32,755$2,621$30,134
Southington Apple Harvest Booth$29,651$29,651$1,000$28,651
Total Events$73,276$73,276$27,620$45,656
Filing and Contact Details

Filer

Filer Name
Southington Rotary Trust
EIN
06-1063364
In Care Of
% John A Kennedy JR
Address
Joanne AlfieriTrustee 111 CiccioRd, Southington, CT 06489

Signing Officer

Name
Ronald Klein
Title
Trustee
Signed
2025-05-15
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 0, Program service expenses 0”

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

“Activity , Grantee Southington YMCA Camp Sloper Capital Campaign 30 High Street Southington CT 06489, Cash Grant 10,000, Relationship”

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

“Activity , Grantee 8 SHS Student Scholarships SHS 720 Pleasant Street Southington CT 06489, Cash Grant 8,000, Relationship”

Form 990-EZ, Part II, Line 24, Other Assets

“Prepaid fundraising expense Beginning of year 1,170, End of year 1,479”

Raw XML Appendix190 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0115 North Main St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Southington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006489
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0113943
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ronald Klein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Solomon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lauren Dziedzic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joanne Alfieri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dan Daigle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01170
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01479
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community service
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships to Southington High School graduates for post-secondary education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Southington YMCA Camp Sloper Capital Campaign
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Contribution to Rotary International Foundation and Polio Plus
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Various other projects
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027620
IRS990EZ/SpecialEventsNetIncomeLossAmt045656
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt047216
IRS990EZ/TotalRevenueAmt053694
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0southingtonrotary.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02734
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05549
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08215
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010974
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt030325
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01385
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt050899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031911
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0100121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0263524
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010974
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt030325
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01385
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt050899
IRS990ScheduleA/InvestmentIncomeCYPct00.15910
IRS990ScheduleA/InvestmentIncomePYPct00.13510
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84090
IRS990ScheduleA/PublicSupportPY509Pct00.86490
IRS990ScheduleA/PublicSupportTotal509Amt0269073
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066880
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102855
IRS990ScheduleA/Total509Grp/TotalAmt0269073
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104240
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0319972
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0950
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0950
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027620
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0William S. Thomson Golf Scramble
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Southington Apple Harvest Booth
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0852
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt08237
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt05922
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt015011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032755
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt073276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032755
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt029651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073276
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045656
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0180
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03801
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02621
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06288
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01170
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Various other projects Grants and allocations 0, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity , Grantee Southington YMCA Camp Sloper Capital Campaign 30 High Street Southington CT 06489, Cash Grant 10,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity , Grantee 8 SHS Student Scholarships SHS 720 Pleasant Street Southington CT 06489, Cash Grant 8,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prepaid fundraising expense Beginning of year 1,170, End of year 1,479
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald Klein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southington Rotary Trust
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0061063364
ReturnHeader/Filer/InCareOfNm0% John A Kennedy JR
ReturnHeader/Filer/USAddress/AddressLine1Txt0Joanne AlfieriTrustee 111 CiccioRd
ReturnHeader/Filer/USAddress/CityNm0Southington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006489
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223850653
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/PhoneNum08609190881
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John A Kennedy Jr CPA
ReturnHeader/ReturnTs02025-05-15T10:20:47-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,591
Liabilities
-
Net assets
$121,591
Revenue
$53,694
Expenses
$47,216
Net income
$6,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.54$0.47$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.50$0.43$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.46$0.62$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.55$0.48$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.68$0.57$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.53$0.33$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.63$0.45$0.18
2017Summary only. Only limited summary data is available for this year.$0.69$0.00$0.56$0.61$0.04
2015Summary only. Only limited summary data is available for this year.$0.78$0.00$0.47$0.43$0.04
2014Summary only. Only limited summary data is available for this year.$0.75$0.00$0.49$0.55$0.06
2013Summary only. Only limited summary data is available for this year.$0.80$0.00$0.51$0.39$0.12
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$0.37$0.35$0.02
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$0.43$0.32$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits