Civic Intelligence

Norwich Rotary Foundation Inc.

990EZ • Fiscal year 2017 • EIN 06-1382089

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

Organization ProfileNORWICHROTARY.ORG
PO Box 19Bozrah, CT 06334

(860) 886-5108

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

55th percentile

5.4%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

49th percentile

1.6%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$325,438

Up $5,255 (+1.6%) from 2016

Net Assets

Up

$325,438

Up $5,255 (+1.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin55th percentile

Revenue

Up

$97,261

Up $15,967 (+20%) from 2016

Expenses

Up

$92,006

Up $26,035 (+39%) from 2016

Net Income

Down

$5,255

Down $10,068 (-66%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $246,927Liabilities 2011: $02011Assets 2012: $252,027Liabilities 2012: $02012Assets 2013: $275,808Liabilities 2013: $02013Assets 2014: $301,429Liabilities 2014: $02014Assets 2015: $304,860Liabilities 2015: $02015Assets 2016: $320,183Liabilities 2016: $0Net Assets 2016: $320,1832016Assets 2017: $325,438Liabilities 2017: $0Net Assets 2017: $325,4382017Assets 2018: $331,795Liabilities 2018: $0Net Assets 2018: $331,7952018Assets 2019: $332,272Liabilities 2019: $0Net Assets 2019: $332,2722019Assets 2020: $325,897Liabilities 2020: $0Net Assets 2020: $325,8972020Assets 2021: $396,126Liabilities 2021: $0Net Assets 2021: $396,1262021Assets 2022: $395,067Liabilities 2022: $0Net Assets 2022: $395,0672022Assets 2023: $423,200Liabilities 2023: $0Net Assets 2023: $423,2002023Assets 2024: $485,709Liabilities 2024: $1,025Net Assets 2024: $484,6842024Assets 2025: $541,177Liabilities 2025: $2,300Net Assets 2025: $538,8772025

Highlighted filing

2017

Assets$325,438
Liabilities$0
Net Assets$325,438
Open 2017 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $87,291Expenses 2011: $68,170Net Income 2011: $19,1212011Revenue 2012: $66,872Expenses 2012: $54,768Net Income 2012: $12,1042012Revenue 2013: $118,260Expenses 2013: $93,684Net Income 2013: $24,5762013Revenue 2014: $110,052Expenses 2014: $107,435Net Income 2014: $2,6172014Revenue 2015: $97,594Expenses 2015: $94,163Net Income 2015: $3,4312015Revenue 2016: $81,294Expenses 2016: $65,971Net Income 2016: $15,3232016Revenue 2017: $97,261Expenses 2017: $92,006Net Income 2017: $5,2552017Revenue 2018: $98,534Expenses 2018: $92,177Net Income 2018: $6,3572018Revenue 2019: $86,890Expenses 2019: $86,413Net Income 2019: $4772019Revenue 2020: $62,831Expenses 2020: $69,206Net Income 2020: -$6,3752020Revenue 2021: $119,712Expenses 2021: $49,483Net Income 2021: $70,2292021Revenue 2022: $94,443Expenses 2022: $95,502Net Income 2022: -$1,0592022Revenue 2023: $115,313Expenses 2023: $87,180Net Income 2023: $28,1332023Revenue 2024: $82,304Expenses 2024: $71,243Net Income 2024: $11,0612024Revenue 2025: $82,454Expenses 2025: $78,083Net Income 2025: $4,3712025

Highlighted filing

2017

Revenue$97,261
Expenses$92,006
Net Income$5,255
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$113,123
Mission and Program Overview

Mission

To support local, national and international charitable causes

Program Services

DescriptionGrantsExpenses
MAHAN COAT PROJECT: AN ANNUAL PROGRAM TO PURCHASE WINTER COATS FOR CHILDREN IN NEED. NUMEROUS LOCAL SOCIAL SERVICE AGENCIES PROVIDE THE LIST OF THE CHILDREN IN NEED.$0$17,959
VARIOUS OTHER PROGRAMS THAT BENEFIT CHARITABLE AND CIVIC ACTIVITIES IN THE GREATER NORWICH, CT AREA.$0$14,794
HAITIAN HEALTH FOUNDATION DONATION: A DONATION TO THE HAITIAN HEALTH FOUNDATION TO FURTHER THEIR MISSION TO IMPROVE THE HEALTH AND WELL-BEING OF WOMEN, CHILDREN, FAMILIES AND COMMUNITIES LIVING IN THE GREATER JEREMIE REGION OF HAITI THROUGH HEALTHCARE, EDUCATION AND COMMUNITY DEVELOPMENT. EXPENSES $10,000$0$10,000
SCHOLARSHIP PROGRAM: $500 GRANTS TO COLLEGE-BOUND STUDENTS FROM THE LOCAL AREA.$0$4,500
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM O'SHEAAsst. SecretaryPT$0--
KYLE MUENZNERAsst. TreasurerPT$0--
JENNIFER GRANGERDirector-$0--
JAY GINSBURGDirector-$0--
EVELYN GILLISDirector-$0--
KEITH CAPLETDirector-$0--
JOEL ETRADirector-$0--
NANCY GENTESDirector-$0--
KEVIN WICKLESSPast PresidentPT$0--
KATHLEEN STAUFFERPresidentPT$0--
JIM DALEYPresident ElectPT$0--
JOHN BOLDUCTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Norwich Rotary Foundation Inc
EIN
06-1382089
Phone
8608865108
Address
PO BOX 19, BOZRAH, CT 06334

Signing Officer

Name
Kathleen Stauffer
Title
President
Phone
8605145919
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Goldblatt Bokoff LLC
Address
457 WEST MAIN STREET, NORWICH, CT 06360
Preparer
Michael Goldblatt
Phone
8608865108
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Brokerage account interest, dividends and capital gain distributions . Amount: 8,659. Description: unrealized gains on securities. Amount: 10,344. Total included on form 990-ez, line 4: 19,003.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: lunch time collections. Amount: 21,604.”

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

“Description: rotary international district dues, fees, conferences. Amount: 7,610. Description: supplies. Amount: 1,875. Description: bank and credit card fees. Amount: 775. Description: speaker fees. Amount: 451. Description: club awards. Amount: 87. Description: website. Amount: 837. Description: insurance. Amount: 434. Description: advertising. Amount: 1,605. Description: lunch time disbursements. Amount: 28,063. Description: lottery disbursements. Amount: 612. Description: civic projects - dictionaries. Amount: 720. Description: secretary of state filings. Amount: 300. Total to form 990-ez, line 16: 43,369.”

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

“Description: loans receivable. Beg. Of year amount: 5,500. End of year amount: 4,400.”

Raw XML Appendix243 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN BOLDUC
IRS990EZ/BooksInCareOfDetail/PhoneNum08604640366
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014 MONTICELLO DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GALES FERRY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006335
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0314683
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0321038
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt09997
IRS990EZ/CostOrOtherBasisExpenseSaleAmt05697
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05255
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0320183
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0325438
IRS990EZ/FundraisingGrossIncomeAmt039444
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02260
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047253
IRS990EZ/GrossReceiptsAmt0113123
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt019003
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt015118
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0320183
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0325438
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0320183
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0325438
IRS990EZ/OccupancyRentUtltsAndMaintAmt01280
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt910.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM O'SHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KYLE MUENZNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER GRANGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAY GINSBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EVELYN GILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEITH CAPLET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOEL ETRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NANCY GENTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KEVIN WICKLESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATHLEEN STAUFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JIM DALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JOHN BOLDUC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ASST. SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ASST. TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04400
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt043369
IRS990EZ/OtherRevenueTotalAmt021604
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT LOCAL, NATIONAL AND INTERNATIONAL CHARITABLE CAUSES
IRS990EZ/PrintingPublicationsPostageAmt0104
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAHAN COAT PROJECT: AN ANNUAL PROGRAM TO PURCHASE WINTER COATS FOR CHILDREN IN NEED. NUMEROUS LOCAL SOCIAL SERVICE AGENCIES PROVIDE THE LIST OF THE CHILDREN IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIP PROGRAM: $500 GRANTS TO COLLEGE-BOUND STUDENTS FROM THE LOCAL AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HAITIAN HEALTH FOUNDATION DONATION: A DONATION TO THE HAITIAN HEALTH FOUNDATION TO FURTHER THEIR MISSION TO IMPROVE THE HEALTH AND WELL-BEING OF WOMEN, CHILDREN, FAMILIES AND COMMUNITIES LIVING IN THE GREATER JEREMIE REGION OF HAITI THROUGH HEALTHCARE, EDUCATION AND COMMUNITY DEVELOPMENT. EXPENSES $10,000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3VARIOUS OTHER PROGRAMS THAT BENEFIT CHARITABLE AND CIVIC ACTIVITIES IN THE GREATER NORWICH, CT AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017959
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt314794
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt07957
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt010165
IRS990EZ/SpecialEventsNetIncomeLossAmt029279
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt092006
IRS990EZ/TotalProgramServiceExpensesAmt047253
IRS990EZ/TotalRevenueAmt097261
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/WebsiteAddressTxt0NORWICHROTARY.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049441
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt091784
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0110052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0114846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0412728
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt048054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017370
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05757
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01315
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03414
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt075910
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt048054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017370
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05757
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01315
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03414
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt075910
IRS990ScheduleA/InvestmentIncomeCYPct00.15540
IRS990ScheduleA/InvestmentIncomePYPct00.06680
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84460
IRS990ScheduleA/PublicSupportPY509Pct00.93320
IRS990ScheduleA/PublicSupportTotal509Amt0412728
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt091784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0110052
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0114846
IRS990ScheduleA/Total509Grp/TotalAmt0412728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt097541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0118260
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0488638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BROKERAGE ACCOUNT INTEREST, DIVIDENDS AND CAPITAL GAIN DISTRIBUTIONS . AMOUNT: 8,659. DESCRIPTION: UNREALIZED GAINS ON SECURITIES. AMOUNT: 10,344. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 19,003.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LUNCH TIME COLLECTIONS. AMOUNT: 21,604.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ROTARY INTERNATIONAL DISTRICT DUES, FEES, CONFERENCES. AMOUNT: 7,610. DESCRIPTION: SUPPLIES. AMOUNT: 1,875. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 775. DESCRIPTION: SPEAKER FEES. AMOUNT: 451. DESCRIPTION: CLUB AWARDS. AMOUNT: 87. DESCRIPTION: WEBSITE. AMOUNT: 837. DESCRIPTION: INSURANCE. AMOUNT: 434. DESCRIPTION: ADVERTISING. AMOUNT: 1,605. DESCRIPTION: LUNCH TIME DISBURSEMENTS. AMOUNT: 28,063. DESCRIPTION: LOTTERY DISBURSEMENTS. AMOUNT: 612. DESCRIPTION: CIVIC PROJECTS - DICTIONARIES. AMOUNT: 720. DESCRIPTION: SECRETARY OF STATE FILINGS. AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 43,369.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: LOANS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,500. END OF YEAR AMOUNT: 4,400.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN STAUFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08605145919
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORWICH ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NORW
ReturnHeader/Filer/EIN0061382089
ReturnHeader/Filer/PhoneNum08608865108
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 19
ReturnHeader/Filer/USAddress/CityNm0BOZRAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006334
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D48D3C0D57E165F9D0BD537FB9807793F557622E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0576467CBD3C67A4840F35105EAF917697FAA2FAE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.245.20.121
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:45:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061092709
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDBLATT BOKOFF LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0457 WEST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006360
ReturnHeader/PreparerPersonGrp/PhoneNum08608865108
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL GOLDBLATT
ReturnHeader/ReturnTs02017-11-14T08:51:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$325,438
Liabilities
$0
Net assets
$325,438
Revenue
$97,261
Expenses
$92,006
Net income
$5,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.41$0.02$5.39$0.82$0.78$0.04
2024Detailed filing. Detailed filing data is available for this year.$4.86$0.01$4.85$0.82$0.71$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$1.15$0.87$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.95$0.94$0.96$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$1.20$0.49$0.70
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.63$0.69$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.87$0.86$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.99$0.92$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.97$0.92$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.81$0.66$0.15
2015Summary only. Only limited summary data is available for this year.$3.05$0.00$0.98$0.94$0.03
2014Summary only. Only limited summary data is available for this year.$3.01$0.00$1.10$1.07$0.03
2013Summary only. Only limited summary data is available for this year.$2.76$0.00$1.18$0.94$0.25
2012Summary only. Only limited summary data is available for this year.$2.52$0.00$0.67$0.55$0.12
2011Summary only. Only limited summary data is available for this year.$2.47$0.00$0.87$0.68$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits