Civic Intelligence

Madison Rotary Club

990EZ • Fiscal year 2018 • EIN 06-1498469

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 31, 2018

Organization ProfileMADISONCTROTARY.ORG
PO Box 335Madison, CT 06443

(203) 318-1875

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)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

8th percentile

-40%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-23%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$3,160

Down $2,068 (-40%) from 2017

Net Assets

Down

$3,160

Down $2,068 (-40%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin19th percentile

Revenue

Down

$13,745

Down $4,040 (-23%) from 2017

Expenses

Down

$15,813

Down $2,045 (-11%) from 2017

Net Income

Down

-$2,068

Down $1,995 (-2733%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$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

2018

Assets$3,160
Liabilities$0
Net Assets$3,160
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$13,745
Expenses$15,813
Net Income-$2,068
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$20,401
Mission and Program Overview

Mission

CIVIC RESPONSIBILITIES

Program Services

DescriptionGrantsExpenses
BREAKFAST AND LUNCHEON MEETINGS WITH GUEST SPEAKERS AND PLANNING FOR COMMUNITY SERVICES AND EXPENSES RELATED TO THESE MEETINGS.-$15,053
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE BERGPresident-$0--
ROB STEVENSVice President-$0--
CHRIS BROWNSecretary-$0--
JANET SANDELLATreasurer-$0--
KENT SPRAGUESergeant At Arms-$0--
CRAIG BERNARDDirector-$0--
EDWARD PELLEGRINODirector-$0--
JAMES SATTERWHITEDirector-$0--
STEPHEN MONKSDirector-$0--
THOMAS BANISCHDirector-$0--
MICHAEL PERRYPast President-$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
Janet Sandella
Title
Treasurer
Signed
2018-10-31
Discuss with paid preparer
No

Preparer

Firm
Merrilee Shannon CPA LLC
Address
2E Samson Rock Drive, Madison, CT 06443
Preparer
Merrilee Shannon
Phone
2033185030
Supplemental Narrative

Additional Explanations

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

“Miscellaneous Club Income 500”

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

“Supplies 286”

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

“Website 559”

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

“Breakfast and Lunch Expenses 6,390”

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

“July 4th Parade 256”

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

“Miscellaneous 253”

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

“Member Care Committee 334”

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

“New Member Orientation 84”

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

“Student of the Year 60”

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

“Bank fees 65”

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

“Dues and Subcriptions 6,088”

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JANET SANDELLA
IRS990EZ/BooksInCareOfDetail/PhoneNum02034585450
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 335
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006443
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05228
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03160
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01551
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2068
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0760
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05228
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03160
IRS990EZ/FundraisingGrossIncomeAmt04660
IRS990EZ/GrossReceiptsAmt020401
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06149
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05228
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03160
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05228
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10001.00
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/PersonNm0DIANE BERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROB STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET SANDELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KENT SPRAGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CRAIG BERNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EDWARD PELLEGRINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAMES SATTERWHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEPHEN MONKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9THOMAS BANISCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MICHAEL PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014375
IRS990EZ/OtherRevenueTotalAmt0500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC RESPONSIBILITIES
IRS990EZ/PrintingPublicationsPostageAmt0678
IRS990EZ/ProgramServiceRevenueAmt07541
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BREAKFAST AND LUNCHEON MEETINGS WITH GUEST SPEAKERS AND PLANNING FOR COMMUNITY SERVICES AND EXPENSES RELATED TO THESE MEETINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015053
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06656
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1996
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015813
IRS990EZ/TotalProgramServiceExpensesAmt015053
IRS990EZ/TotalRevenueAmt013745
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0NO STATUS WITH STATE OF CT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0MADISONCTROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous Club Income 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website 559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Breakfast and Lunch Expenses 6,390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4July 4th Parade 256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Miscellaneous 253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Member Care Committee 334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7New Member Orientation 84
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Student of the Year 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank fees 65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Dues and Subcriptions 6,088
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JANET SANDELLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02278521652A06AD45A9EA93E936EF25AF6C2C900
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02278521652A06AD45A9EA93E936EF25AF6C2C900
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.2.99.110
ReturnHeader/FilingSecurityInformation/IPDt02018-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:27:51
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Merrilee Shannon CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02E Samson Rock Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006443
ReturnHeader/PreparerPersonGrp/PhoneNum02033185030
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Merrilee Shannon
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-31T11:28:24-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,160
Liabilities
$0
Net assets
$3,160
Revenue
$13,745
Expenses
$15,813
Net income
-$2,068
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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • <$500k nonprofits