Civic Intelligence

Madison Rotary Club

EIN 06-1498469 • 501(c)4 • Madison, CT

Profile

CIVIC RESPONSIBILITIES

PO Box 335Madison, CT 06443

madisonctrotary.org

Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-28%

Higher net margin than 18% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

15th percentile

-46%

Faster asset growth than 15% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

-0.8%

Faster revenue growth than 48% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,192

Down $3,504 (-46%) from 2023

Liabilities

Up

$477

Up $477 from 2023

Net Assets

Down

$3,715

Down $3,981 (-52%) from 2023

Revenue

Down

$14,437

Down $123 (-0.8%) from 2023

Expenses

Up

$18,418

Up $6,291 (+52%) from 2023

Net Income

Down

-$3,981

Down $6,414 (-264%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2012: $3,756Liabilities 2012: $0Net Assets 2012: $3,7562012Assets 2013: $4,072Liabilities 2013: $0Net Assets 2013: $4,0722013Assets 2014: $5,941Liabilities 2014: $0Net Assets 2014: $5,9412014Assets 2015: $6,124Liabilities 2015: $0Net Assets 2015: $6,1242015Assets 2016: $5,301Liabilities 2016: $0Net Assets 2016: $5,3012016Assets 2017: $5,228Liabilities 2017: $0Net Assets 2017: $5,2282017Assets 2018: $3,160Liabilities 2018: $0Net Assets 2018: $3,1602018Assets 2019: $2,867Liabilities 2019: $0Net Assets 2019: $2,8672019Assets 2020: $4,363Liabilities 2020: $0Net Assets 2020: $4,3632020Assets 2021: $4,798Liabilities 2021: $0Net Assets 2021: $4,7982021Assets 2022: $5,263Liabilities 2022: $0Net Assets 2022: $5,2632022Assets 2023: $7,696Liabilities 2023: $0Net Assets 2023: $7,6962023Assets 2024: $4,192Liabilities 2024: $477Net Assets 2024: $3,7152024

Highlighted filing

2024

Assets$4,192
Liabilities$477
Net Assets$3,715

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2012: $26,848Expenses 2012: $26,681Net Income 2012: $1672012Revenue 2013: $28,954Expenses 2013: $28,638Net Income 2013: $3162013Revenue 2014: $24,877Expenses 2014: $23,008Net Income 2014: $1,8692014Revenue 2015: $17,385Expenses 2015: $17,202Net Income 2015: $1832015Revenue 2016: $22,984Expenses 2016: $23,807Net Income 2016: -$8232016Revenue 2017: $17,785Expenses 2017: $17,858Net Income 2017: -$732017Revenue 2018: $13,745Expenses 2018: $15,813Net Income 2018: -$2,0682018Revenue 2019: $17,035Expenses 2019: $17,328Net Income 2019: -$2932019Revenue 2020: $16,876Expenses 2020: $15,380Net Income 2020: $1,4962020Revenue 2021: $13,061Expenses 2021: $12,676Net Income 2021: $3852021Revenue 2022: $10,910Expenses 2022: $10,445Net Income 2022: $4652022Revenue 2023: $14,560Expenses 2023: $12,127Net Income 2023: $2,4332023Revenue 2024: $14,437Expenses 2024: $18,418Net Income 2024: -$3,9812024

Highlighted filing

2024

Revenue$14,437
Expenses$18,418
Net Income-$3,981

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.48$3.72$14.4$18.4$3.98
2023Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$14.6$12.1$2.43
2022Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$10.9$10.4$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.00$4.80$13.1$12.7$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$16.9$15.4$1.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$17.0$17.3$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$13.7$15.8$2.07
2017Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$17.8$17.9$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$23.0$23.8$0.82
2015Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$17.4$17.2$0.18
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.94$0.00$5.94$24.9$23.0$1.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.00$4.07$29.0$28.6$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.00$3.76$26.8$26.7$0.17
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$14,560
Mission and Program Overview

Mission

CIVIC RESPONSIBILITIES

Program Services

DescriptionGrantsExpenses
BREAKFAST AND LUNCH MEETINGS WITH GUEST SPEAKERS AND PLANNING FOR COMMUNITY SERVICES AND EXPENSES RELATED TO THESE MEETINGS.$14,560$12,127
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MOOREPresident-$0--
TISH BROWNSecretary-$0--
BOB DONAHUETreasurer-$0--
KENT SPRAGUESargeant At Arms-$0--
ROBIN MILLERPast President-$0--
CHRIS BROWNDirector-$0--
ROB STEVENSDirector-$0--
KEN MUNRODirector-$0--
JIM SATTERWHITEDirector-$0--
JANET SANDELLADirector-$0--
MICHAEL PERRYPresident-Elect-$0--
Filing and Contact Details

Filer

Filer Name
Madison Rotary Club
EIN
06-1498469
Phone
2033181875
Address
PO BOX 335, MADISON, CT 06443

Signing Officer

Name
David Moore
Title
President
Phone
2033181875
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Bailey Scarano LLC
Address
1224 MAIN STREET, BRANFORD, CT 06405
Preparer
Michael E Bailey CPA Mst
Phone
2034811120
Supplemental Narrative

Additional Explanations

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

Description: dues and subscriptions. Amount: 4,695. Description: installation dinner. Amount: 2,563. Description: july 4th parade. Amount: 270. Description: social media/advertising. Amount: 991. Description: miscellaneious. Amount: 50. Description: bank charges. Amount: 1. Description: rotary fellowship. Amount: 1,058. Description: supplies. Amount: 108. Total to form 990-ez, line 16: 9,736.

Raw XML Appendix162 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/BusinessNameLine1Txt0JANET SANDELLA
IRS990EZ/BooksInCareOfDetail/PhoneNum02034585450
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 335
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006443
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05263
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07696
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03950
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02433
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0885
IRS990EZ/FiledScheduleAInd00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05263
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07696
IRS990EZ/GrossReceiptsAmt014560
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt03557
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05263
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07696
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05263
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07696
IRS990EZ/OccupancyRentUtltsAndMaintAmt01506
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
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/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/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/PersonNm0DAVID MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TISH BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOB DONAHUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KENT SPRAGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBIN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRIS BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROB STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KEN MUNRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JIM SATTERWHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JANET SANDELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MICHAEL PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SARGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT-ELECT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09736
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC RESPONSIBILITIES
IRS990EZ/ProgramServiceRevenueAmt07053
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BREAKFAST AND LUNCH MEETINGS WITH GUEST SPEAKERS AND PLANNING FOR COMMUNITY SERVICES AND EXPENSES RELATED TO THESE MEETINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014560
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012127
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012127
IRS990EZ/TotalProgramServiceExpensesAmt012127
IRS990EZ/TotalRevenueAmt014560
IRS990EZ/TypeOfOrganizationOtherDesc0NO STATUS WITH STATE OF CT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0MADISONCTROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 4,695. DESCRIPTION: INSTALLATION DINNER. AMOUNT: 2,563. DESCRIPTION: JULY 4TH PARADE. AMOUNT: 270. DESCRIPTION: SOCIAL MEDIA/ADVERTISING. AMOUNT: 991. DESCRIPTION: MISCELLANEIOUS. AMOUNT: 50. DESCRIPTION: BANK CHARGES. AMOUNT: 1. DESCRIPTION: ROTARY FELLOWSHIP. AMOUNT: 1,058. DESCRIPTION: SUPPLIES. AMOUNT: 108. TOTAL TO FORM 990-EZ, LINE 16: 9,736.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02033181875
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MADISON ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0MADI
ReturnHeader/Filer/EIN0061498469
ReturnHeader/Filer/PhoneNum02033181875
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 335
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006443
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272562250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAILEY SCARANO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01224 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRANFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006405
ReturnHeader/PreparerPersonGrp/PhoneNum02034811120
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL E BAILEY CPA MST
ReturnHeader/ReturnTs02023-11-15T08:08:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOORE
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