Civic Intelligence

The Rotary Club of Monroe Inc

EIN 06-1473015 • 501(c)4 • Monroe, CT

Profile

COMMUNITY SERVICE

PO Box 493Monroe, CT 06468

n/A

Siviq Scores

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

Liabilities / Assets

87th percentile

0.32x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.22x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

94th percentile

72%

Faster asset growth than 94% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$21,194

Up $8,870 (+72%) from 2022

Liabilities

Up

$6,803

Up $5,625 (+478%) from 2022

Net Assets

Up

$14,391

Up $3,245 (+29%) from 2022

Revenue

Up

$31,546

Up $5,925 (+23%) from 2022

Expenses

Down

$28,301

Down $1,423 (-4.8%) from 2022

Net Income

Up

$3,245

Up $7,348 (+179%) from 2022

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $20,884Liabilities 2012: $3,1042012Assets 2013: $29,107Liabilities 2013: $2,9672013Assets 2014: $37,117Liabilities 2014: $2,354Net Assets 2014: $34,7632014Assets 2015: $44,053Liabilities 2015: $4,267Net Assets 2015: $39,7862015Assets 2016: $40,434Liabilities 2016: $5,751Net Assets 2016: $34,6832016Assets 2017: $29,855Liabilities 2017: $8,261Net Assets 2017: $21,5942017Assets 2018: $27,215Liabilities 2018: $9,786Net Assets 2018: $17,4292018Assets 2019: $14,217Liabilities 2019: $9,786Net Assets 2019: $4,4312019Assets 2020: $13,461Liabilities 2020: $9,786Net Assets 2020: $3,6752020Assets 2021: $16,674Liabilities 2021: $1,425Net Assets 2021: $15,2492021Assets 2022: $12,324Liabilities 2022: $1,178Net Assets 2022: $11,1462022Assets 2023: $21,194Liabilities 2023: $6,803Net Assets 2023: $14,3912023

Highlighted filing

2023

Assets$21,194
Liabilities$6,803
Net Assets$14,391

Operations Trend

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

$40K$20K$0-$20KRevenue 2012: $19,030Expenses 2012: $16,051Net Income 2012: $2,9792012Revenue 2013: $23,980Expenses 2013: $15,620Net Income 2013: $8,3602013Revenue 2014: $22,910Expenses 2014: $14,287Net Income 2014: $8,6232014Revenue 2015: $18,082Expenses 2015: $13,059Net Income 2015: $5,0232015Revenue 2016: $18,455Expenses 2016: $23,558Net Income 2016: -$5,1032016Revenue 2017: $15,651Expenses 2017: $28,740Net Income 2017: -$13,0892017Revenue 2018: $19,780Expenses 2018: $23,945Net Income 2018: -$4,1652018Revenue 2019: $8,364Expenses 2019: $21,362Net Income 2019: -$12,9982019Revenue 2020: $16,642Expenses 2020: $17,398Net Income 2020: -$7562020Revenue 2021: $14,149Expenses 2021: $10,936Net Income 2021: $3,2132021Revenue 2022: $25,621Expenses 2022: $29,724Net Income 2022: -$4,1032022Revenue 2023: $31,546Expenses 2023: $28,301Net Income 2023: $3,2452023

Highlighted filing

2023

Revenue$31,546
Expenses$28,301
Net Income$3,245

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 14, 2023
Return Version
2022v5.0
Gross Receipts
$43,123
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
DONATIONS TO ORGANIZATIONS FOR COMMUNITY SERVICE$15,367$0
AWARDED ACADEMIC SCHOLARSHIPS TO AREA STUDENTS$2,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOLLY SIMONS-SMITHPresidentPT$0--
PHILIP LINDSTROMTreasurerPT$0--
KATIE BAILEYSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$32,080$32,080$727$31,353
Total Events$32,080$32,080$11,577$20,503
Filing and Contact Details

Filer

Filer Name
The Rotary Club of Monroe Inc
EIN
06-1473015
Phone
2032618873
Address
PO BOX 493, MONROE, CT 06468

Signing Officer

Name
Philip Lindstrom
Title
Treasurer
Phone
2032618873
Signed
2023-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Walter Berlingo & Co
Address
280 TOKENEKE ROAD, DARIEN, CT 06820
Preparer
John De Simone
Phone
2036552800
Supplemental Narrative

Additional Explanations

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

Description: fines. Amount: 933. Description: newtown savings bank. Amount: 16. Description: memorial day picnic. Amount: 1,917. Description: breakfast income. Amount: 4,000. Total to form 990-ez, line 8: 6,866.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational scholarship. Grantee name: zion ashe. Grantee relationship: none. Property description: cash. Date of gift: 06/01/23. Amount given: 2,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: the dictionary project. Grantee address: po box 1845 charleston, sc 29402. Grantee relationship: none. Property description: cash. Date of gift: 11/10/22. Amount given: 1,074.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: food pantry. Grantee address: 980 monroe turnpike monroe, ct 06468. Grantee relationship: none. Property description: cash. Date of gift: 11/17/22. Amount given: 475.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: trumbull rotary foundation veterans project. Grantee address: po box 283 trumbull, ct 06611. Grantee relationship: none. Property description: cash. Date of gift: 11/01/22. Amount given: 250.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: fairfield county community fdtn. Grantee address: 40 richards avwnue norwalk, ct 06854. Grantee relationship: none. Property description: cash. Date of gift: 04/19/23. Amount given: 100.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: town of monroe senior center. Grantee address: 235 cutlers farm rd monroe, ct 06468. Grantee relationship: none. Property description: cash. Date of gift: 11/17/22. Amount given: 7,747.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: save our stepney task force. Grantee address: stepney park monroe, ct 06468. Grantee relationship: none. Property description: cash. Date of gift: 05/01/23. Amount given: 75.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: katie bailey. Grantee relationship: none. Property description: cash. Date of gift: 12/10/22. Amount given: 120.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: soxtober. Grantee relationship: none. Property description: cash. Date of gift: 01/12/23. Amount given: 378.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: turning the page. Grantee address: 477 main street monroe, ct 06468. Grantee relationship: none. Property description: cash. Date of gift: 04/11/23. Amount given: 1,046.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: monroe women's club. Grantee address: 7 fan hill rd monroe, ct 06468. Grantee relationship: none. Property description: cash. Date of gift: 05/11/23. Amount given: 2,632.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: monroe project warmth. Grantee address: 7 fan hill rd monroe, ct 06468. Grantee relationship: none. Property description: cash. Date of gift: 12/01/22. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: swim across the sound. Grantee address: 2800 main street bridgeport, ct 06606. Grantee relationship: none. Property description: cash. Date of gift: 09/10/22. Amount given: 250.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community assistance. Grantee name: reality check. Grantee address: po box 759 rogers, ar 72757. Grantee relationship: none. Property description: cash. Date of gift: 11/01/22. Amount given: 220. Total included on form 990-ez, line 10: 17,367.

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

Description: district dues. Amount: 2,753. Description: administrative. Amount: 2,825. Description: breakfast expenses. Amount: 3,356. Total to form 990-ez, line 16: 8,934.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: foundation contributions. Beg. Of year amount: 1,178. End of year amount: 6,803.

Raw XML Appendix217 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/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02032618873
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 493
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006468
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012324
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021194
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03245
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012324
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021194
IRS990EZ/FundraisingGrossIncomeAmt032080
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017367
IRS990EZ/GrossReceiptsAmt043123
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04177
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011146
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014391
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011146
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014391
IRS990EZ/OccupancyRentUtltsAndMaintAmt02000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MOLLY SIMONS-SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHILIP LINDSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08934
IRS990EZ/OtherRevenueTotalAmt06866
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO ORGANIZATIONS FOR COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AWARDED ACADEMIC SCHOLARSHIPS TO AREA STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015367
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011577
IRS990EZ/SpecialEventsNetIncomeLossAmt020503
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01178
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06803
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt028301
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt031546
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011027
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033888
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020213
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0127878
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt055
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0161766
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026261
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021271
IRS990ScheduleA/Total509Grp/TotalAmt0161766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043123
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043068
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026269
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021283
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0161821
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0825
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0825
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011577
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05055
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032080
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020503
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0437
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0437
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0727
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0727
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04533
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FINES. AMOUNT: 933. DESCRIPTION: NEWTOWN SAVINGS BANK. AMOUNT: 16. DESCRIPTION: MEMORIAL DAY PICNIC. AMOUNT: 1,917. DESCRIPTION: BREAKFAST INCOME. AMOUNT: 4,000. TOTAL TO FORM 990-EZ, LINE 8: 6,866.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL SCHOLARSHIP. GRANTEE NAME: ZION ASHE. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/01/23. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: THE DICTIONARY PROJECT. GRANTEE ADDRESS: PO BOX 1845 CHARLESTON, SC 29402. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/10/22. AMOUNT GIVEN: 1,074.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: FOOD PANTRY. GRANTEE ADDRESS: 980 MONROE TURNPIKE MONROE, CT 06468. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/17/22. AMOUNT GIVEN: 475.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: TRUMBULL ROTARY FOUNDATION VETERANS PROJECT. GRANTEE ADDRESS: PO BOX 283 TRUMBULL, CT 06611. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/01/22. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: FAIRFIELD COUNTY COMMUNITY FDTN. GRANTEE ADDRESS: 40 RICHARDS AVWNUE NORWALK, CT 06854. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/19/23. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: TOWN OF MONROE SENIOR CENTER. GRANTEE ADDRESS: 235 CUTLERS FARM RD MONROE, CT 06468. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/17/22. AMOUNT GIVEN: 7,747.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: SAVE OUR STEPNEY TASK FORCE. GRANTEE ADDRESS: STEPNEY PARK MONROE, CT 06468. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/01/23. AMOUNT GIVEN: 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: KATIE BAILEY. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/10/22. AMOUNT GIVEN: 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: SOXTOBER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/12/23. AMOUNT GIVEN: 378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: TURNING THE PAGE. GRANTEE ADDRESS: 477 MAIN STREET MONROE, CT 06468. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/11/23. AMOUNT GIVEN: 1,046.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: MONROE WOMEN'S CLUB. GRANTEE ADDRESS: 7 FAN HILL RD MONROE, CT 06468. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/11/23. AMOUNT GIVEN: 2,632.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: MONROE PROJECT WARMTH. GRANTEE ADDRESS: 7 FAN HILL RD MONROE, CT 06468. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/01/22. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: SWIM ACROSS THE SOUND. GRANTEE ADDRESS: 2800 MAIN STREET BRIDGEPORT, CT 06606. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/10/22. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACTIVITY CLASSIFICATION: COMMUNITY ASSISTANCE. GRANTEE NAME: REALITY CHECK. GRANTEE ADDRESS: PO BOX 759 ROGERS, AR 72757. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/01/22. AMOUNT GIVEN: 220. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 17,367.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15DESCRIPTION: DISTRICT DUES. AMOUNT: 2,753. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 2,825. DESCRIPTION: BREAKFAST EXPENSES. AMOUNT: 3,356. TOTAL TO FORM 990-EZ, LINE 16: 8,934.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16DESCRIPTION: FOUNDATION CONTRIBUTIONS. BEG. OF YEAR AMOUNT: 1,178. END OF YEAR AMOUNT: 6,803.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP LINDSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032618873
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROTARY CLUB OF MONROE INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0061473015
ReturnHeader/Filer/PhoneNum02032618873
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 493
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006468
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060947821
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER BERLINGO & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 TOKENEKE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DARIEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006820
ReturnHeader/PreparerPersonGrp/PhoneNum02036552800
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN DE SIMONE
ReturnHeader/ReturnTs02023-09-14T15:43:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHILIP
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LINDSTROM
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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)4 • <$500k nonprofits