Civic Intelligence

The Trumbull Rotary Foundation Inc

990EZ • Fiscal year 2012 • EIN 06-1503380

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 15, 2013

Organization ProfileN/A
P O Box 28306611
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

96th percentile

209%

Faster asset growth than 96% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

90th percentile

72%

Faster revenue growth than 90% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$79,643

Up $53,893 (+209%) from 2011

Net Assets

$79,643

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$74,666

Up $31,129 (+72%) from 2011

Expenses

Up

$20,773

Up $2,986 (+17%) from 2011

Net Income

Up

$53,893

Up $28,143 (+109%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$300K$200K$100K$0Assets 2011: $25,750Liabilities 2011: $02011Assets 2012: $79,643Net Assets 2012: $79,6432012Assets 2013: $106,859Liabilities 2013: $0Net Assets 2013: $106,8592013Assets 2014: $129,490Liabilities 2014: $0Net Assets 2014: $129,4902014Assets 2015: $137,160Liabilities 2015: $0Net Assets 2015: $137,1602015Assets 2016: $120,435Liabilities 2016: $0Net Assets 2016: $120,4352016Assets 2017: $133,106Liabilities 2017: $0Net Assets 2017: $133,1062017Assets 2018: $122,570Liabilities 2018: $0Net Assets 2018: $122,5702018Assets 2019: $88,031Liabilities 2019: $0Net Assets 2019: $88,0312019Assets 2020: $49,542Liabilities 2020: $24,687Net Assets 2020: $24,8552020Assets 2021: $32,485Liabilities 2021: $23,177Net Assets 2021: $9,3082021Assets 2022: $71,344Liabilities 2022: $37,714Net Assets 2022: $33,6302022Assets 2023: $211,262Liabilities 2023: $65,898Net Assets 2023: $145,3642023Assets 2024: $179,483Liabilities 2024: $62,928Net Assets 2024: $116,5552024

Highlighted filing

2012

Assets$79,643
Liabilities-
Net Assets$79,643
Open 2012 Filing

Operations Trend

Revenue Growth90th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $43,537Expenses 2011: $17,787Net Income 2011: $25,7502011Revenue 2012: $74,666Expenses 2012: $20,773Net Income 2012: $53,8932012Revenue 2013: $63,500Expenses 2013: $36,284Net Income 2013: $27,2162013Revenue 2014: $59,726Expenses 2014: $37,145Net Income 2014: $22,5812014Revenue 2015: $72,026Expenses 2015: $64,356Net Income 2015: $7,6702015Revenue 2016: $77,586Expenses 2016: $94,311Net Income 2016: -$16,7252016Revenue 2017: $113,931Expenses 2017: $101,260Net Income 2017: $12,6712017Revenue 2018: $94,100Expenses 2018: $104,636Net Income 2018: -$10,5362018Revenue 2019: $62,094Expenses 2019: $96,633Net Income 2019: -$34,5392019Revenue 2020: $11,554Expenses 2020: $74,730Net Income 2020: -$63,1762020Revenue 2021: $19,393Expenses 2021: $34,940Net Income 2021: -$15,5472021Revenue 2022: $90,539Expenses 2022: $66,217Net Income 2022: $24,3222022Revenue 2023: $203,401Expenses 2023: $91,667Net Income 2023: $111,7342023Revenue 2024: $48,494Expenses 2024: $77,304Net Income 2024: -$28,8102024

Highlighted filing

2012

Revenue$74,666
Expenses$20,773
Net Income$53,893
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 15, 2013
Return Version
2011v1.2
Mission and Program Overview

Mission

Support education and charitable purposes

Filing and Contact Details

Filer

EIN
06-1503380
Raw XML Appendix188 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY025750
IRS990EZ/CashSavingsAndInvestments/EOY076527
IRS990EZ/ContributionsGiftsGrantsEtc02440
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear053893
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome099194
IRS990EZ/GainOrLossFromSaleOfAssets00
IRS990EZ/GamingGrossIncome00
IRS990EZ/GrantsAndSimilarAmountsPaid019843
IRS990EZ/GroProfitLossSalesOfInventory00
IRS990EZ/GrossReceipts0101634
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InvestmentIncome00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY025750
IRS990EZ/NetAssetsOrFundBalancesBOY025750
IRS990EZ/NetAssetsOrFundBalances/EOY079643
IRS990EZ/NetAssetsOrFundBalancesEOY079643
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10P O BOX 283
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11P O BOX 283
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12P O BOX 283
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13P O BOX 283
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine14P O BOX 283
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine15P O BOX 283
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0TRUMBULL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1TRUMBULL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2TRUMBULL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3TRUMBULL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4TRUMBULL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City5TRUMBULL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3CT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State4CT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State5CT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode006611
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode106611
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode206611
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode306611
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode406611
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode506611
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition24.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition34.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition44.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition54.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JOHN MAKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1J PRESTON MERRITT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2WILLIAM COSTELLO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3PEGGY PERILLIE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4JIM MALSKI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5STEVE ARCHER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2CLUB SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5ASST TREASURER
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/EOY03116
IRS990EZ/OtherExpensesTotal0834
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PROVIDES SCHOLARSHIPS TO HIGH SCHOOL STUDENTS
IRS990EZ/PrintingPublicationsPostage096
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TRUMBULL ROTARY FOUNDATION PROVIDES SCHOLARSHIPS TO HIGH SCHOOL STUDENTS. IT SUPPORTS THE TOWN OF TRUMBULL SCHOOL SYSTEM AND CONTRIBUTES TO ROTARY INTERNATIONAL AND OTHER LOCAL CHARITIES.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations019843
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses019843
IRS990EZ/ProgramServiceRevenue00
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses026968
IRS990EZ/SpecialEventsNetIncomeLoss072226
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CT
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10136 NORTH STOWE PLACE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0TRUMBULL
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CT
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode006611
IRS990EZ/TheBooksAreInCareOf/NamePerson0J PRESTON MERRITT
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02033758499
IRS990EZ/TotalAssets/BOY025750
IRS990EZ/TotalAssets/EOY079643
IRS990EZ/TotalExpenses020773
IRS990EZ/TotalProgramServiceExpenses019843
IRS990EZ/TotalRevenue074666
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear02440
IRS990ScheduleA/GiftsGrantsContribReceived509/Total02440
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year02292
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total02292
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/NetIncomeFromOtherUBI/CurrentTaxYearMinus1Year041245
IRS990ScheduleA/NetIncomeFromOtherUBI/Total041245
IRS990ScheduleA/PriorYearSupportPercentage00.05260
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00000
IRS990ScheduleA/PrivateFoundation5090X
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.10290
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal50904732
IRS990ScheduleA/Total509/CurrentTaxYear02440
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year02292
IRS990ScheduleA/Total509/Total04732
IRS990ScheduleA/TotalSupportTotal/Total045977
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents025701
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent102566
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent203323
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents05889
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1038552
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2053632
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal092184
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1038552
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2053632
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents092184
IRS990ScheduleG/EventsInformation/NameOfEvent10GOLF TOURNAMENT
IRS990ScheduleG/EventsInformation/NameOfEvent20CARNIVAL
IRS990ScheduleG/EventsInformation/NetIncomeSummary066483
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent10443
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent205382
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents05825
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent1013987
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents013987
IRS990ScheduleO/GeneralExplanation/Explanation0SCHOLARSHIP SCHOLARSHIP WENDY AMIDON NONE 1000. SCHOLARSHIP SCHOLARSHIP ALLISON CORLESS NONE 1000. SCHOLARSHIP SCHOLARSHIP GUNNAR HANSEN NONE 1000. SCHOLARSHIP SCHOLARSHIP TINA LAPSIA NONE 1000. SCHOLARSHIP SCHOLARSHIP JESSICA MCCAFFERY NONE 1000. SCHOLARSHIP SCHOLARSHIP MARK POPOWSKI NONE 2500. SCHOLARSHIP SCHOLARSHIP GINA RUSSO NONE 3500. SCHOLARSHIP SCHOLARSHIP KATHERINE SCHMIDT NONE 1000. SCHOLARSHIP SCHOLARSHIP STEPHANIE VU NONE 1000. SCHOLARSHIP SCHOLARSHIP BRIAN WILCZYNSKI NONE 1000. CHAR
IRS990ScheduleO/GeneralExplanation/Explanation1DEPRECIATION 519. BUSINESS REGISTRATION FEES 50. OFFICE EXPENSE 265.
IRS990ScheduleO/GeneralExplanation/Explanation2STORAGE TRAILER, NET OF ACCUMULATED DEPRECIATION 0. 3116.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0061503380
ReturnHeader/Filer/Name/BusinessNameLine10THE TRUMBULL ROTARY FOUNDATION INC
ReturnHeader/Filer/NameControl0TRUM
ReturnHeader/Filer/Phone02033758499
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 283
ReturnHeader/Filer/USAddress/City0TRUMBULL
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006611
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-02-15
ReturnHeader/Officer/Name0JOHN MERRITT
ReturnHeader/Officer/Phone02033758499
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-02-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10J PRESTON MERRITT CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10136 N STOWE PL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TRUMBULL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0066115057
ReturnHeader/Preparer/Name0J PRESTON MERRITT
ReturnHeader/Preparer/Phone02033758499
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-15T17:09:09-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$79,643
Liabilities
-
Net assets
$79,643
Revenue
$74,666
Expenses
$20,773
Net income
$53,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.63$1.17$0.48$0.77$0.29
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.66$1.45$2.03$0.92$1.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.38$0.34$0.91$0.66$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.23$0.09$0.19$0.35$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.25$0.25$0.12$0.75$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.62$0.97$0.35
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.94$1.05$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$1.14$1.01$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.78$0.94$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.72$0.64$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.60$0.37$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.64$0.36$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.80$0.75$0.21$0.54
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.44$0.18$0.26