Civic Intelligence

Rotary Foundation of the Torrington Winsted Areas

990EZ • Fiscal year 2019 • EIN 06-1455048

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 06, 2020

PO Box 123Torrington, CT 06790

(860) 496-8119

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.73x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

0.60x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

34th percentile

-2.7%

Higher net margin than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-1.5%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$61,470

Down $963 (-1.5%) from 2018

Net Assets

Down

$16,831

Down $2,012 (-11%) from 2018

Liabilities

Up

$44,639

Up $1,049 (+2.4%) from 2018

Revenue

Up

$74,460

Up $7,146 (+11%) from 2018

Expenses

Up

$76,472

Up $11,444 (+18%) from 2018

Net Income

Down

-$2,012

Down $4,298 (-188%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $6,017Net Assets 2010: $6,0172010Assets 2011: $8,959Net Assets 2011: $8,9592011Assets 2012: $63,273Liabilities 2012: $43,880Net Assets 2012: $19,3932012Assets 2013: $68,464Liabilities 2013: $49,740Net Assets 2013: $18,7242013Assets 2014: $361,911Liabilities 2014: $51,090Net Assets 2014: $310,8212014Assets 2015: $379,240Liabilities 2015: $45,564Net Assets 2015: $333,6762015Assets 2016: $381,385Liabilities 2016: $50,740Net Assets 2016: $330,6452016Assets 2017: $66,002Liabilities 2017: $49,445Net Assets 2017: $16,5572017Assets 2018: $62,433Liabilities 2018: $43,590Net Assets 2018: $18,8432018Assets 2019: $61,470Liabilities 2019: $44,639Net Assets 2019: $16,8312019Assets 2020: $33,402Liabilities 2020: $0Net Assets 2020: $33,4022020Assets 2021: $65,320Liabilities 2021: $48,525Net Assets 2021: $16,7952021Assets 2022: $52,592Liabilities 2022: $35,630Net Assets 2022: $16,9622022Assets 2023: $65,344Liabilities 2023: $52,900Net Assets 2023: $12,4442023Assets 2024: $62,319Liabilities 2024: $56,675Net Assets 2024: $5,6442024Assets 2025: $60,500Liabilities 2025: $54,825Net Assets 2025: $5,6752025

Highlighted filing

2019

Assets$61,470
Liabilities$44,639
Net Assets$16,831

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $56,246Expenses 2010: $54,596Net Income 2010: $1,6502010Revenue 2011: $53,413Expenses 2011: $53,076Net Income 2011: $3372011Revenue 2012: $66,158Expenses 2012: $52,242Net Income 2012: $13,9162012Revenue 2013: $51,716Expenses 2013: $52,385Net Income 2013: -$6692013Revenue 2014: $151,751Expenses 2014: $55,108Net Income 2014: $96,6432014Revenue 2015: $72,908Expenses 2015: $69,072Net Income 2015: $3,8362015Revenue 2016: $67,285Expenses 2016: $59,969Net Income 2016: $7,3162016Revenue 2017: $71,078Expenses 2017: $79,944Net Income 2017: -$8,8662017Revenue 2018: $67,314Expenses 2018: $65,028Net Income 2018: $2,2862018Revenue 2019: $74,460Expenses 2019: $76,472Net Income 2019: -$2,0122019Revenue 2020: $66,796Expenses 2020: $50,225Net Income 2020: $16,5712020Revenue 2021: $28,266Expenses 2021: $44,873Net Income 2021: -$16,6072021Revenue 2022: $59,839Expenses 2022: $59,672Net Income 2022: $1672022Revenue 2023: $51,374Expenses 2023: $55,892Net Income 2023: -$4,5182023Revenue 2024: $65,370Expenses 2024: $72,170Net Income 2024: -$6,8002024Revenue 2025: $89,655Expenses 2025: $89,624Net Income 2025: $312025

Highlighted filing

2019

Revenue$74,460
Expenses$76,472
Net Income-$2,012
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 6, 2020
Return Version
2018v3.1
Gross Receipts
$117,481
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
THE FOUNDATION RAISES FUNDS FOR BOTH LOCAL AND INTERNATIONAL PROJECTS AS DETAILED IN THE SCHEDULE OF GRANTS AND ALLOCATIONS$73,317$76,472
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA COUTANT SKINNERVice PresidentPT$0--
PAUL ROUGEOTTrustee ChairPT$0--
SUSAN SUHANOVSKYPresidentPT$0--
BRENDA DICARLOPresident ElectPT$0--
JEFFREY SMITHTreasurerPT$0--
SARAH DZIEDZICSecretaryPT$0--
JENNIFER IVES-GROEBLTrustee-$0--
WILLIAM HARDINGTrustee-$0--
MATTHEW PAGANOTrustee-$0--
CATHY COYLETrusteePT$0--
VIC MUSCHELLTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$72,285$32,535$2,104$30,431
Total Events$72,285$32,535$43,021$-10,486
Filing and Contact Details

Filer

Filer Name
Rotary Foundation of the Torrington Winsted Areas
EIN
06-1455048
Phone
8604968119
Address
PO BOX 123, TORRINGTON, CT 06790

Signing Officer

Name
Brenda Dicarlo
Title
President
Phone
8604968119
Signed
2020-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Lori Riiska CPA LLC
Address
16 UNION ST, WINSTED, CT 06098-1521
Preparer
Lori Riiska CPA
Phone
8603796360
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Grant; grant; american mural project: whiting street, winsted , ct, 06098; local charity, 5000.

Form 990EZ, Part I, Line 10

Grant; grant; torrington public schools: 355 migeon avenue, torrington , ct, 06790; local school system, 2726.

Form 990EZ, Part I, Line 10

Grant; grant; heritage land preservation: po box 596, torrington , ct, 06790; local non profit organization, 3900.

Form 990EZ, Part I, Line 10

Donor advised fund; donation; nw ct community foundation: east main street, torrington, ct, 06790; holds donor advised fund, 6355.

Form 990EZ, Part I, Line 10

Interact; donation; interact: main street, torrington, ct, 06790; rotary international, 520.

Form 990EZ, Part I, Line 10

International projects; international; various: various, various, , ; rotary international, 6250.

Form 990EZ, Part I, Line 10

Community service donations; donations; various: various, torrington, ct, 06790; local non profits, 24666.

Form 990EZ, Part I, Line 10

Scholarships; scholarships; various: various, , , ; none, 22700.

Form 990EZ, Part I, Line 10

Scholarships tools for trades; scholarship; various: various, , , ; none, 1200.

Form 990EZ, Part I, Line 16

Bank and credit card fees 605.

Form 990EZ, Part I, Line 16

STATE REGISTRATION 50.

Raw XML Appendix261 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/TitleTxt0VICE PRESIDENT
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: INCOME FROM GAMING ACTIVITIES 2016: 25356. 2017: 25970. 2018: 25300.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANT; GRANT; AMERICAN MURAL PROJECT: WHITING STREET, WINSTED , CT, 06098; LOCAL CHARITY, 5000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANT; GRANT; TORRINGTON PUBLIC SCHOOLS: 355 MIGEON AVENUE, TORRINGTON , CT, 06790; LOCAL SCHOOL SYSTEM, 2726.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANT; GRANT; HERITAGE LAND PRESERVATION: PO BOX 596, TORRINGTON , CT, 06790; LOCAL NON PROFIT ORGANIZATION, 3900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONOR ADVISED FUND; DONATION; NW CT COMMUNITY FOUNDATION: EAST MAIN STREET, TORRINGTON, CT, 06790; HOLDS DONOR ADVISED FUND, 6355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INTERACT; DONATION; INTERACT: MAIN STREET, TORRINGTON, CT, 06790; ROTARY INTERNATIONAL, 520.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INTERNATIONAL PROJECTS; INTERNATIONAL; VARIOUS: VARIOUS, VARIOUS, , ; ROTARY INTERNATIONAL, 6250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNITY SERVICE DONATIONS; DONATIONS; VARIOUS: VARIOUS, TORRINGTON, CT, 06790; LOCAL NON PROFITS, 24666.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOLARSHIPS; SCHOLARSHIPS; VARIOUS: VARIOUS, , , ; NONE, 22700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCHOLARSHIPS TOOLS FOR TRADES; SCHOLARSHIP; VARIOUS: VARIOUS, , , ; NONE, 1200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK AND CREDIT CARD FEES 605.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STATE REGISTRATION 50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDA DICARLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08604968119
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION OF THE TORRINGTON WINSTED AREAS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0061455048
ReturnHeader/Filer/PhoneNum08604968119
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 123
ReturnHeader/Filer/USAddress/CityNm0TORRINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006790
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C79C7FF82C81636DAF5AE0971EA90F02BEC35FBC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C79C7FF82C81636DAF5AE0971EA90F02BEC35FBC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0156.19.85.78
ReturnHeader/FilingSecurityInformation/IPDt02020-02-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:40:25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORI RIISKA CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 UNION ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060981521
ReturnHeader/PreparerPersonGrp/PhoneNum08603796360
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori Riiska CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-02-07T10:40:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.61$0.55$0.06$0.90$0.90$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.57$0.06$0.65$0.72$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.53$0.12$0.51$0.56$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.36$0.17$0.60$0.60$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.49$0.17$0.28$0.45$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.67$0.50$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.45$0.17$0.74$0.76$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.44$0.19$0.67$0.65$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.49$0.17$0.71$0.80$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.81$0.51$3.31$0.67$0.60$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.46$3.34$0.73$0.69$0.04
2014Summary only. Only limited summary data is available for this year.$3.62$0.51$3.11$1.52$0.55$0.97
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.50$0.19$0.52$0.52$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.44$0.19$0.66$0.52$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.09$0.53$0.53$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.06$0.56$0.55$0.02