Civic Intelligence

The Trumbull Rotary Foundation Inc

990EZ • Fiscal year 2022 • EIN 06-1503380

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 10, 2022

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

90th percentile

0.53x

Higher debt load relative to assets than 90% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

0.42x

Higher debt load relative to revenue than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

77th percentile

27%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

93rd percentile

120%

Faster asset growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

367%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$71,344

Up $38,859 (+120%) from 2021

Net Assets

Up

$33,630

Up $24,322 (+261%) from 2021

Liabilities

Up

$37,714

Up $14,537 (+63%) from 2021

Revenue

Up

$90,539

Up $71,146 (+367%) from 2021

Expenses

Up

$66,217

Up $31,277 (+90%) from 2021

Net Income

Up

$24,322

Up $39,869 (+256%) from 2021

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

2022

Assets$71,344
Liabilities$37,714
Net Assets$33,630

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

2022

Revenue$90,539
Expenses$66,217
Net Income$24,322
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 10, 2022
Return Version
2021v4.1
Gross Receipts
$143,949
Mission and Program Overview

Mission

Support education and charitable purposes

Program Services

DescriptionGrantsExpenses
PROVIDES SCHOLARSHIPS TO HIGH SCHOOL STUDENTS. SUPPORTSTHE SCHOOL SYSTEM AND CONTRIBUTES TO LOCAL, NATIONALAND INTERNATIONAL CHARITIES$54,150$51,450
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH STOLLERPresidentPT$0--
SUSAN STONOHAPresident Elect/Vice President-$0--
NANCY KUHNTreasurer-$0--
KELLY MIYAKISecretary-$0--
KATHLEEN EIGENRAUCHSergeant At Arms-$0--
LISA MORIELLOFoundation Chair-$0--
STEPHEN ARCHERClub Communications Officer-$0--
STEVEN BOREKRecording Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Trumbull Rotary Foundation Inc
EIN
06-1503380
Phone
2033758499
Address
P O BOX 283, TRUMBULL, CT 06611

Signing Officer

Name
J Preston Merritt
Title
Asst Treasurer
Phone
2033758499
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
J Preston Merritt CPA
Address
136 N STOWE PL, TRUMBULL, CT 06611
Preparer
J Preston Merritt
Phone
2033758499
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Charitable donation; donation; bridgeport rescue mission: po box 9057, bridgeport, ct, 06605; non, 17500.

Form 990EZ, Part I, Line 10

Charitable donation; donation; various organizations: receiving under $5,000, trumbull, ct, ; none, 36650.

Form 990EZ, Part I, Line 16

SERVICE PROJECTS 11925.

Form 990EZ, Part I, Line 16

Depreciation 0.

Form 990EZ, Part II, Line 26

Due to rotary club 18177. 33714.

Form 990EZ, Part II, Line 26

Prepaid corporate sponsorship 5000. 4000.

Raw XML Appendix194 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETH STOLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN STONOHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY KUHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY MIYAKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHLEEN EIGENRAUCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA MORIELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHEN ARCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEVEN BOREK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT/VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FOUNDATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CLUB COMMUNICATIONS OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECORDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011925
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IRS990EZ/TotalExpensesAmt066217
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IRS990EZ/TotalRevenueAmt090539
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024541
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012538
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06255
IRS990ScheduleA/Total509Grp/TotalAmt060669
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt060669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE DONATION; DONATION; BRIDGEPORT RESCUE MISSION: PO BOX 9057, BRIDGEPORT, CT, 06605; NON, 17500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE DONATION; DONATION; VARIOUS ORGANIZATIONS: RECEIVING UNDER $5,000, TRUMBULL, CT, ; NONE, 36650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SERVICE PROJECTS 11925.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUE TO ROTARY CLUB 18177. 33714.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PREPAID CORPORATE SPONSORSHIP 5000. 4000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J Preston Merritt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Asst Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02033758499
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TRUMBULL ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TRUM
ReturnHeader/Filer/EIN0061503380
ReturnHeader/Filer/PhoneNum02033758499
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061330195
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J PRESTON MERRITT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0136 N STOWE PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRUMBULL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006611
ReturnHeader/PreparerPersonGrp/PhoneNum02033758499
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Preston Merritt
ReturnHeader/ReturnTs02023-05-30T20:19:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0J Preston
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Merritt
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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
2022Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits