Civic Intelligence

The West Haven Rotary Club Foundation Inc C/O Musco Engineering

EIN 06-1567364 • 501(c)3 • North Haven, CT

Profile

To maintain and promote a fund which supports charitable and educational programs which benefit communities within rotary district 7980 (west haven) or which programs are endorsed by rotary district 7980 or rotary international

168 Mill RoadNorth Haven, CT 06473

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

998%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$307,500

Up $33,522 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$307,500

Up $33,522 (+12%) from 2024

Revenue

Up

$108,410

Up $98,541 (+998%) from 2024

Expenses

Up

$12,793

Up $2,108 (+20%) from 2024

Net Income

Up

$95,617

Up $96,433 (+11818%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $161,659Liabilities 2012: $0Net Assets 2012: $161,6592012Assets 2013: $186,022Liabilities 2013: $0Net Assets 2013: $186,0222013Assets 2014: $223,200Liabilities 2014: $0Net Assets 2014: $223,2002014Assets 2015: $226,559Liabilities 2015: $0Net Assets 2015: $226,5592015Assets 2016: $219,645Liabilities 2016: $0Net Assets 2016: $219,6452016Assets 2017: $251,662Liabilities 2017: $0Net Assets 2017: $251,6622017Assets 2018: $277,342Liabilities 2018: $0Net Assets 2018: $277,3422018Assets 2019: $219,968Liabilities 2019: $0Net Assets 2019: $219,9682019Assets 2020: $224,715Liabilities 2020: $0Net Assets 2020: $224,7152020Assets 2021: $290,573Liabilities 2021: $0Net Assets 2021: $290,5732021Assets 2022: $223,251Liabilities 2022: $0Net Assets 2022: $223,2512022Assets 2023: $253,178Liabilities 2023: $0Net Assets 2023: $253,1782023Assets 2024: $273,978Liabilities 2024: $0Net Assets 2024: $273,9782024Assets 2025: $307,500Liabilities 2025: $0Net Assets 2025: $307,5002025

Highlighted filing

2025

Assets$307,500
Liabilities$0
Net Assets$307,500

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $7,976Expenses 2012: $3,684Net Income 2012: $4,2922012Revenue 2013: $13,641Expenses 2013: $13,328Net Income 2013: $3132013Revenue 2014: $26,926Expenses 2014: $4,483Net Income 2014: $22,4432014Revenue 2015: $18,900Expenses 2015: $10,729Net Income 2015: $8,1712015Revenue 2016: $14,373Expenses 2016: $4,138Net Income 2016: $10,2352016Revenue 2017: $8,944Expenses 2017: $6,794Net Income 2017: $2,1502017Revenue 2018: $38,236Expenses 2018: $11,742Net Income 2018: $26,4942018Revenue 2019: $21,327Expenses 2019: $73,292Net Income 2019: -$51,9652019Revenue 2020: $38,009Expenses 2020: $32,754Net Income 2020: $5,2552020Revenue 2021: $29,086Expenses 2021: $28,900Net Income 2021: $1862021Revenue 2022: $25,730Expenses 2022: $9,458Net Income 2022: $16,2722022Revenue 2023: $15,533Expenses 2023: $8,750Net Income 2023: $6,7832023Revenue 2024: $9,869Expenses 2024: $10,685Net Income 2024: -$8162024Revenue 2025: $108,410Expenses 2025: $12,793Net Income 2025: $95,6172025

Highlighted filing

2025

Revenue$108,410
Expenses$12,793
Net Income$95,617

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.00$3.08$1.08$0.13$0.96
2024Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.10$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.16$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.26$0.09$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.29$0.29$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.38$0.33$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.21$0.73$0.52
2018Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.38$0.12$0.26
2017Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.09$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.14$0.04$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.19$0.11$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.27$0.04$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.00$1.86$0.14$0.13$0.00
2012Summary only. Only limited summary data is available for this year.$1.62$0.00$1.62$0.08$0.04$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$322,494
Mission and Program Overview

Mission

To maintain and promote a fund which supports charitable and educational programs which benefit communities within rotary district 7980 (west haven) or which programs are endorsed by rotary district 7980 or rotary international

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$273,978$307,500▲ $33,522
Total Assets$273,978$307,500▲ $33,522
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$136,226$166,253▲ $30,027
Net Assets With Donor Restrictions$137,752$141,247▲ $3,495
Total Net Assets Fund Balance$273,978$307,500▲ $33,522
Total Liabilities and Net Assets / Fund Balance$273,978$307,500▲ $33,522

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$307,500--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Colleen BaileDirector
Jim ObrienDirector
Roger FunkDirector
Roland DepewDirector
John F OnofrioTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,000
Program Service Revenue
$0
Investment Income
$105,410
Other Revenue
$0
All Other Contributions
$3,000
Change in Net Assets
$95,617

Audited Revenue Reconciliation

Revenue per Audited Statements
$108,410
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$108,410
Total Revenue per Form 990
$108,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,793
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,000--$1,000
Fees for Service Investment Mgmnt Fees$293--$293
Total Functional Expenses$12,793$0$0$12,793

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,793
Total Expenses per Audited Statements$12,793
Total Expenses per Form 990$12,793
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed before filing

Form 990, Part VI, Section C, Line 18

UPON REQUEST

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
West Haven Rotary Club Foundation Inc
EIN
06-1567364
Phone
2038485598
Address
168 MILL ROAD, NORTH HAVEN, CT 06473

Signing Officer

Name
John F Onofrio
Title
Treasurer
Phone
2032394478
Signed
2025-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John F Onofrio
Formed
2003
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Bailey Moore Glazer Schaefer Proto Llp
Address
16 LUNAR DRIVE, WOODBRIDGE, CT 06525-2232
Preparer
John F Onofrio CPA
Phone
2033977700
Supplemental Narrative

Financial Statement Notes

Unrealized Gain (loss) on Investments

Unrealized gain (loss)on investments

Raw XML Appendix326 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO MAINTAIN AND PROMOTE A FUND WHICH SUPPORTS CHARITABLE AND EDUCATIONAL PROGRAMS WHICH BENEFIT COMMUNITIES WITHIN ROTARY DISTRICT 7980 (WEST HAVEN) OR WHICH PROGRAMS ARE ENDORSED BY ROTARY DISTRICT 7980 OR ROTARY INTERNATIONAL
IRS990/AllOtherContributionsAmt03000
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN F ONOFRIO
IRS990/BooksInCareOfDetail/PhoneNum02032394478
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0168 MILL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH HAVEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006473
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0105410
IRS990/CYOtherExpensesAmt012793
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt095617
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt012793
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0108410
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CHARITABLE AND EDUCATION PROGRAMS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0137752
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0141247
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt012793
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0293
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0293
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ROGER FUNK
IRS990/Form990PartVIISectionAGrp/PersonNm1JIM OBRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN F ONOFRIO
IRS990/Form990PartVIISectionAGrp/PersonNm3COLLEEN BAILE
IRS990/Form990PartVIISectionAGrp/PersonNm4ROLAND DEPEW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt094688
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0308772
IRS990/GrossReceiptsAmt0322494
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt010722
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010722
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0273978
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0307500
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0214084
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO MAINTAIN AND PROMOTE A FUND WHICH SUPPORTS CHARITABLE AND EDUCATIONAL PROGRAMS WHICH BENEFIT COMMUNITIES WITHIN ROTARY DISTRICT 7980 (WEST HAVEN) OR WHICH PROGRAMS ARE ENDORSED BY ROTARY DISTRICT 7980 OR ROTARY INTERNATIONAL
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0273978
IRS990/NetAssetsOrFundBalancesEOYAmt0307500
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt094688
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt094688
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-62095
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0136226
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0166253
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc1PLAQUES
IRS990/OtherExpensesGrp/ProgramServicesAmt011500
IRS990/OtherExpensesGrp/ProgramServicesAmt11000
IRS990/OtherExpensesGrp/TotalAmt011500
IRS990/OtherExpensesGrp/TotalAmt11000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN F ONOFRIO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09369
IRS990/PYOtherExpensesAmt010685
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-816
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010685
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09869
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt095617
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03689
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018716
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07693
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09375
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07729
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt057794
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.24460
IRS990ScheduleA/PublicSupportPY170Pct00.47580
IRS990ScheduleA/PublicSupportTotal170Amt018716
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03689
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05369
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018716
IRS990ScheduleA/TotalSupportAmt076510
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt012793
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0307500
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MORGAN STANLEY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0108410
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN (LOSS)ON INVESTMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0UNREALIZED GAIN (LOSS) ON INVESTMENTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0307500
IRS990ScheduleD/TotalExpensesPerForm990Amt012793
IRS990ScheduleD/TotalRevenuePerForm990Amt0108410
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0108410
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012793
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0273978
IRS990/TotalAssetsEOYAmt0307500
IRS990/TotalAssetsGrp/BOYAmt0273978
IRS990/TotalAssetsGrp/EOYAmt0307500
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012793
IRS990/TotalFunctionalExpensesGrp/TotalAmt012793
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0273978
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0307500
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012793
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0105410
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0108410
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0273978
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0307500
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0168 MILL ROAD
IRS990/USAddress/CityNm0NORTH HAVEN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006473
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTPS://WWW.WESTHAVENROTARY.ORG/ROTARY-FOUNDATION
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F ONOFRIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032394478
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST HAVEN ROTARY CLUB FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOHN F ONOFRIO
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0061567364
ReturnHeader/Filer/PhoneNum02038485598
ReturnHeader/Filer/USAddress/AddressLine1Txt0168 MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0NORTH HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006473
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060674931
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAILEY MOORE GLAZER SCHAEFER PROTO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 LUNAR DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBRIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0065252232
ReturnHeader/PreparerPersonGrp/PhoneNum02033977700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F ONOFRIO CPA
ReturnHeader/ReturnTs02025-08-28T08:51:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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)3 • <$500k nonprofits