Civic Intelligence

Derby-Shelton Rotary Club

EIN 06-1303711 • 501(c)3 • Shelton, CT

Profile

SCHOLARSHIPS

P O Box 224Shelton, CT 06484

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

66th percentile

8.4%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$403,074

Up $31,099 (+8.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$403,074

Up $31,099 (+8.4%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$24,802

Up $4,823 (+24%) from 2024

Expenses

Down

$12,412

Down $9,653 (-44%) from 2024

Net Income

Up

$12,390

Up $14,476 (+694%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $209,371Liabilities 2012: $02012Assets 2013: $220,900Liabilities 2013: $02013Assets 2014: $254,973Liabilities 2014: $02014Assets 2015: $279,048Liabilities 2015: $0Net Assets 2015: $279,0482015Assets 2016: $277,725Liabilities 2016: $0Net Assets 2016: $277,7252016Assets 2017: $311,853Liabilities 2017: $0Net Assets 2017: $311,8532017Assets 2018: $330,298Liabilities 2018: $0Net Assets 2018: $330,2982018Assets 2019: $334,188Liabilities 2019: $0Net Assets 2019: $334,1882019Assets 2020: $316,666Liabilities 2020: $0Net Assets 2020: $316,6662020Assets 2021: $399,817Liabilities 2021: $0Net Assets 2021: $399,8172021Assets 2022: $313,286Liabilities 2022: $0Net Assets 2022: $313,2862022Assets 2023: $349,358Liabilities 2023: $0Net Assets 2023: $349,3582023Assets 2024: $371,975Net Assets 2024: $371,9752024Assets 2025: $403,074Net Assets 2025: $403,0742025

Highlighted filing

2025

Assets$403,074
Liabilities-
Net Assets$403,074
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50KRevenue 2012: -$32,274Expenses 2012: $16,240Net Income 2012: -$48,5142012Revenue 2013: $11,040Expenses 2013: $15,806Net Income 2013: -$4,7662013Revenue 2014: $26,746Expenses 2014: $16,030Net Income 2014: $10,7162014Revenue 2015: $34,036Expenses 2015: $13,675Net Income 2015: $20,3612015Revenue 2016: $26,290Expenses 2016: $18,697Net Income 2016: $7,5932016Revenue 2017: $16,977Expenses 2017: $12,500Net Income 2017: $4,4772017Revenue 2018: $23,173Expenses 2018: $21,424Net Income 2018: $1,7492018Revenue 2019: $20,677Expenses 2019: $18,534Net Income 2019: $2,1432019Revenue 2020: $16,800Expenses 2020: $17,385Net Income 2020: -$5852020Revenue 2021: $6,138Expenses 2021: $19,282Net Income 2021: -$13,1442021Revenue 2022: -$5,635Expenses 2022: $17,900Net Income 2022: -$23,5352022Revenue 2023: $7,941Expenses 2023: $15,596Net Income 2023: -$7,6552023Revenue 2024: $19,979Expenses 2024: $22,065Net Income 2024: -$2,0862024Revenue 2025: $24,802Expenses 2025: $12,412Net Income 2025: $12,3902025

Highlighted filing

2025

Revenue$24,802
Expenses$12,412
Net Income$12,390
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$403,074
Liabilities
-
Net assets
$403,074
Revenue
$24,802
Expenses
$12,412
Net income
$12,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.03$4.03$0.25$0.12$0.12
2024Detailed filing. Detailed filing data is available for this year.$3.72$3.72$0.20$0.22$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.08$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.06$0.18$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.06$0.19$0.13
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.17$0.00$3.17$0.17$0.17$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.21$0.19$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.23$0.21$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.17$0.13$0.04
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.78$0.00$2.78$0.26$0.19$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.34$0.14$0.20
2014Summary only. Only limited summary data is available for this year.$2.55$0.00$0.27$0.16$0.11
2013Summary only. Only limited summary data is available for this year.$2.21$0.00$0.11$0.16$0.05
2012Summary only. Only limited summary data is available for this year.$2.09$0.00$0.32$0.16$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 26, 2026
Return Version
2024v5.0
Gross Receipts
$59,026
Mission and Program Overview

Mission

SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
MEMBERS OF THE ROTARY CLUB VOLUNTEER THEIR TIME TO ANNUALLY HOST AN AUCTION BY COLLECTING SALEABLE ITEMS IN THE COMMUNITY TO FUND SCHOLARSHIPS.-$10,500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCY ANDRADETreasurer-$0--
LIZA GAMBINOPresident El-$0--
JOE SHAPIROPresident-$0--
SHARON HERMONVice Preside-$0--
BETSY LOMBARDI DOANESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Derby-shelton Rotary Club
EIN
06-1303711
Phone
2038811607
Address
P O BOX 224, SHELTON, CT 06484

Signing Officer

Name
Lucy Andrade
Title
Treasurer
Signed
2026-02-26
Discuss with paid preparer
Yes

Preparer

Firm
Raymond a Oppel CPA LLC
Address
259 CORAM AVE, SHELTON, CT 06484
Preparer
Raymond a Oppel
Phone
2039296616
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses scholarships 10,500 total 10,500”

Form 990-ez, Part I, Line 20

“UNREALIZED GAINS 18,709”

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM MILLER
IRS990EZ/BooksInCareOfDetail/PhoneNum02038811607
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0315 CENTER ROCK GREEN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006478
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0371975
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0403074
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04500
IRS990EZ/CostOrOtherBasisExpenseSaleAmt034224
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012390
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01912
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0371975
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0403074
IRS990EZ/GainOrLossFromSaleOfAssetsAmt06765
IRS990EZ/GrossReceiptsAmt059026
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013537
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0371975
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0403074
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0371975
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0403074
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUCY ANDRADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LIZA GAMBINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE SHAPIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON HERMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETSY LOMBARDI DOANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt018709
IRS990EZ/OtherExpensesTotalAmt010500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERS OF THE ROTARY CLUB VOLUNTEER THEIR TIME TO ANNUALLY HOST AN AUCTION BY COLLECTING SALEABLE ITEMS IN THE COMMUNITY TO FUND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt040989
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012412
IRS990EZ/TotalProgramServiceExpensesAmt010500
IRS990EZ/TotalRevenueAmt024802
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05665
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013537
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011057
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05793
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt055709
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt065874
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017365
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05793
IRS990ScheduleA/Total509Grp/TotalAmt065874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt017365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05793
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt065874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOLARSHIPS 10,500 TOTAL 10,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAINS 18,709
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCY ANDRADE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DERBY-SHELTON ROTARY CLUB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DERB
ReturnHeader/Filer/EIN0061303711
ReturnHeader/Filer/PhoneNum02038811607
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 224
ReturnHeader/Filer/USAddress/CityNm0SHELTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006484
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472367519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAYMOND A OPPEL CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0259 CORAM AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02039296616
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND A OPPEL
ReturnHeader/ReturnTs02026-02-26T19:46:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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