Civic Intelligence

The Trumbull Rotary Foundation Inc

990EZ • Fiscal year 2014 • EIN 06-1503380

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

P O Box 283Trumbull, CT 06611

(203) 375-8499

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

38th percentile

-5.9%

Faster revenue growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$129,490

Up $22,631 (+21%) from 2013

Net Assets

Up

$129,490

Up $22,631 (+21%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$59,726

Down $3,774 (-5.9%) from 2013

Expenses

Up

$37,145

Up $861 (+2.4%) from 2013

Net Income

Down

$22,581

Down $4,635 (-17%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$129,490
Liabilities$0
Net Assets$129,490

Operations Trend

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

2014

Revenue$59,726
Expenses$37,145
Net Income$22,581
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$90,651
Mission and Program Overview

Mission

Support education and charitable purposes

Scholarships to high school students

Program Services

DescriptionGrantsExpenses
PROVIDES SCHOLARSHIPS TO HIGH SCHOOL STUDENTS SUPPORTS THE SCHOOL SYSTEM AND CONTRIBUTES TO OTHER LOCAL CHARITIES$36,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY SUTTON DARRPresidentPT$0--
KAREN DELVECCHIOPresident Elect-$0--
STEVE ARCHERTreasurer-$0--
J PRESTON MERRITTAssistant Treasurer-$0--
WILLIAM COSTELLOClub Secretary-$0--
FAITH DOUGLASRecording Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$44,945$44,945$5,432$39,513
Event 1$36,342$36,342$20,299$16,043
Total Events$81,287$81,287$29,230$52,057
Filing and Contact Details

Filer

EIN
06-1503380

Signing Officer

Name
J Preston Merritt
Title
Asst Treasurer
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
J Preston Merritt
Phone
2033758499
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity charitable grantee habitat for humanity street 1542 barnum avenue city, state, zip bridgeport, ct 06610relationship none amount 15,000activity charitable grantee bridgeport rescue mission street 1088 fairfield avenue city, state, zip bridgeport, ct 06605relationship none amount 5,000activity scholarship grantee brooke goulden street 18 garnet road city, state, zip trumbull, ct 06611relationship none amount 1,000activity scholarship grantee hailey pekera street 701 fairchild road city, state, zip trumbull, ct 06611relationship none amount 2,000activity scholarship grantee rachel carron street 83 lewis street city, state, zip trumbull, ct 06611relationship none amount 2,000activity scholarship grantee rebecca devos street 83 lawrence road city, state, zip trumbull, ct 06611relationship none amount 3,000activity scholarship grantee jeffrey donofio street 4 nichols road city, state, zip trumbull, ct 06611relationship none amount 2,000activity scholarship grantee katherine foley street 31 barnswallow drive city, state, zip trumbull, ct 06611relationship none amount 2,000activity scholarship grantee alexa taylor ruff street 52 randall drive city, state, zip trumbull, ct 06611relationship none amount 1,000activity scholarship grantee melanie gorton street 651 garden street city, state, zip trumbull, ct 06611relationship none amount 2,000activity scholarship grantee jackeline guillen street 27 wilson avenue city, state, zip trumbull, ct 06611relationship none amount 1,000

Description of other expenses Part I line 16

Description amountdepreciation from 4562 636

Description of other assets Part II line 24

Category beginning of year end of yearfixed assets, net of depr 2,226 1,590storage trailer net of depreciation

Raw XML Appendix172 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FAITH DOUGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISTANT TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CLUB SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECRETARY
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt0636
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0509
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IRS990EZ/SpecialEventsNetIncomeLossAmt056208
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037145
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IRS990EZ/TotalRevenueAmt059726
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010485
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010503
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03499
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052057
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020299
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CHARITABLE GRANTEE HABITAT FOR HUMANITY STREET 1542 BARNUM AVENUE CITY, STATE, ZIP BRIDGEPORT, CT 06610RELATIONSHIP NONE AMOUNT 15,000ACTIVITY CHARITABLE GRANTEE BRIDGEPORT RESCUE MISSION STREET 1088 FAIRFIELD AVENUE CITY, STATE, ZIP BRIDGEPORT, CT 06605RELATIONSHIP NONE AMOUNT 5,000ACTIVITY SCHOLARSHIP GRANTEE BROOKE GOULDEN STREET 18 GARNET ROAD CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 1,000ACTIVITY SCHOLARSHIP GRANTEE HAILEY PEKERA STREET 701 FAIRCHILD ROAD CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 2,000ACTIVITY SCHOLARSHIP GRANTEE RACHEL CARRON STREET 83 LEWIS STREET CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 2,000ACTIVITY SCHOLARSHIP GRANTEE REBECCA DEVOS STREET 83 LAWRENCE ROAD CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 3,000ACTIVITY SCHOLARSHIP GRANTEE JEFFREY DONOFIO STREET 4 NICHOLS ROAD CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 2,000ACTIVITY SCHOLARSHIP GRANTEE KATHERINE FOLEY STREET 31 BARNSWALLOW DRIVE CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 2,000ACTIVITY SCHOLARSHIP GRANTEE ALEXA TAYLOR RUFF STREET 52 RANDALL DRIVE CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 1,000ACTIVITY SCHOLARSHIP GRANTEE MELANIE GORTON STREET 651 GARDEN STREET CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 2,000ACTIVITY SCHOLARSHIP GRANTEE JACKELINE GUILLEN STREET 27 WILSON AVENUE CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPRECIATION FROM 4562 636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARFIXED ASSETS, NET OF DEPR 2,226 1,590STORAGE TRAILER NET OF DEPRECIATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J PRESTON MERRITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE TRUMBULL ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TRUM
ReturnHeader/Filer/EIN0061503380
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 283
ReturnHeader/Filer/USAddress/City0TRUMBULL
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006611
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10J PRESTON MERRITT CPA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0066115057
ReturnHeader/PreparerPersonGrp/PhoneNum02033758499
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J PRESTON MERRITT
ReturnHeader/ReturnTs02015-05-15T14:32:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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