Civic Intelligence

Norwich Rotary Foundation Inc.

990EZ • Fiscal year 2018 • EIN 06-1382089

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 25, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

57th percentile

6.5%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

2.0%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

1.3%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$331,795

Up $6,357 (+2.0%) from 2017

Net Assets

Up

$331,795

Up $6,357 (+2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin57th percentile

Revenue

Up

$98,534

Up $1,273 (+1.3%) from 2017

Expenses

Up

$92,177

Up $171 (+0.2%) from 2017

Net Income

Up

$6,357

Up $1,102 (+21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2018

Assets$331,795
Liabilities$0
Net Assets$331,795
Open 2018 Filing

Operations Trend

Revenue Growth50th 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

2018

Revenue$98,534
Expenses$92,177
Net Income$6,357
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$137,758
Mission and Program Overview

Mission

To support local, national and international charitable causes

Program Services

DescriptionGrantsExpenses
VARIOUS OTHER PROGRAMS THAT BENEFIT CHARITABLE AND CIVIC ACTIVITIES IN THE GREATER NORWICH, CT AREA.$0$17,758
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$17,620
SCHOLARSHIP PROGRAM: $500 GRANTS TO COLLEGE-BOUND STUDENTS FROM THE LOCAL AREA.$0$2,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY BARIBEAULTDirector-$0--
JENNIFER GRANGERDirector-$0--
GARY YOUNGDirector-$0--
KEITH CAPLETDirector-$0--
JOEL ETRADirector-$0--
NANCY GENTESDirector-$0--
KEVIN WICKLESSPast PresidentPT$0--
KATHLEEN STAUFFERPresidentPT$0--
JIM DALYPresident ElectPT$0--
JOHN BOLDUCTreasurerPT$0--
KATHERINE CROTEAUSecretaryPT$0--
MIKE COONEYVice PresidentPT$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
2018-10-25
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: 8,669. Description: unrealized gains on securities. Amount: 1,899. Total included on form 990-ez, line 4: 10,568.”

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

“Description: lunch time collections. Amount: 20,074.”

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

“Description: rotary international district dues, fees, conferences. Amount: 8,593. Description: supplies. Amount: 800. Description: bank and credit card fees. Amount: 959. Description: speaker fees. Amount: 359. Description: club awards. Amount: 106. Description: website. Amount: 575. Description: insurance. Amount: 434. Description: lunch time disbursements. Amount: 26,959. Description: lottery disbursements. Amount: 487. Description: civic projects - dictionaries. Amount: 540. Description: civic projects - native son/daughter awards. Amount: 2,303. Description: civic projects - electric trolley. Amount: 10,842. Total to form 990-ez, line 16: 52,957.”

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

“Description: loans receivable. Beg. Of year amount: 4,400. End of year amount: 3,400.”

Raw XML Appendix239 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAY BARIBEAULT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEITH CAPLET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOEL ETRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NANCY GENTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KEVIN WICKLESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHLEEN STAUFFER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KATHERINE CROTEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MIKE COONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherExpensesTotalAmt052957
IRS990EZ/OtherRevenueTotalAmt020074
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT LOCAL, NATIONAL AND INTERNATIONAL CHARITABLE CAUSES
IRS990EZ/PrintingPublicationsPostageAmt062
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/DescriptionProgramSrvcAccomTxt2VARIOUS 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/ProgramServiceExpensesAmt017620
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt217758
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BROKERAGE ACCOUNT INTEREST, DIVIDENDS AND CAPITAL GAIN DISTRIBUTIONS. AMOUNT: 8,669. DESCRIPTION: UNREALIZED GAINS ON SECURITIES. AMOUNT: 1,899. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 10,568.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LUNCH TIME COLLECTIONS. AMOUNT: 20,074.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ROTARY INTERNATIONAL DISTRICT DUES, FEES, CONFERENCES. AMOUNT: 8,593. DESCRIPTION: SUPPLIES. AMOUNT: 800. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 959. DESCRIPTION: SPEAKER FEES. AMOUNT: 359. DESCRIPTION: CLUB AWARDS. AMOUNT: 106. DESCRIPTION: WEBSITE. AMOUNT: 575. DESCRIPTION: INSURANCE. AMOUNT: 434. DESCRIPTION: LUNCH TIME DISBURSEMENTS. AMOUNT: 26,959. DESCRIPTION: LOTTERY DISBURSEMENTS. AMOUNT: 487. DESCRIPTION: CIVIC PROJECTS - DICTIONARIES. AMOUNT: 540. DESCRIPTION: CIVIC PROJECTS - NATIVE SON/DAUGHTER AWARDS. AMOUNT: 2,303. DESCRIPTION: CIVIC PROJECTS - ELECTRIC TROLLEY. AMOUNT: 10,842. TOTAL TO FORM 990-EZ, LINE 16: 52,957.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: LOANS RECEIVABLE. BEG. OF YEAR AMOUNT: 4,400. END OF YEAR AMOUNT: 3,400.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN STAUFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08605145919
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
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/AtSubmissionCreationDeviceId0FA36FDBE32ADB72E01D0FC5AA1426393DC07C605
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FA36FDBE32ADB72E01D0FC5AA1426393DC07C605
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.245.20.121
ReturnHeader/FilingSecurityInformation/IPDt02018-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:26:32
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/PreparationDt02018-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL GOLDBLATT
ReturnHeader/ReturnTs02018-11-05T08:20:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$331,795
Liabilities
$0
Net assets
$331,795
Revenue
$98,534
Expenses
$92,177
Net income
$6,357
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
2018Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.99$0.92$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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