Civic Intelligence

Rotary Club of New Britain-Berlin

990EZ • Fiscal year 2015 • EIN 06-6043330

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 30, 2015

Organization ProfileWWW.NEWBRITAIN-BERLINROTARY.ORG
PO Box 1794New Britain, CT 06050-1794

(860) 827-9064

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

6th percentile

-56%

Higher net margin than 6% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

18th percentile

-16%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-58%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$52,717

Down $9,814 (-16%) from 2014

Net Assets

$52,717

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$22,362

Down $30,925 (-58%) from 2014

Expenses

Down

$34,931

Down $4,560 (-12%) from 2014

Net Income

Down

-$12,569

Down $26,365 (-191%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$100K$50K$0Assets 2011: $49,256Liabilities 2011: $8,9042011Assets 2012: $44,678Liabilities 2012: $12,1802012Assets 2013: $48,161Liabilities 2013: $3,7582013Assets 2014: $62,531Liabilities 2014: $02014Assets 2015: $52,717Liabilities 2015: $0Net Assets 2015: $52,7172015Assets 2016: $41,942Liabilities 2016: $0Net Assets 2016: $41,9422016Assets 2017: $55,222Liabilities 2017: $9,343Net Assets 2017: $45,8792017Assets 2018: $47,194Liabilities 2018: $0Net Assets 2018: $47,1942018Assets 2019: $59,772Liabilities 2019: $0Net Assets 2019: $59,7722019Assets 2020: $61,293Liabilities 2020: $0Net Assets 2020: $61,2932020Assets 2021: $79,916Liabilities 2021: $0Net Assets 2021: $79,9162021Assets 2022: $68,446Liabilities 2022: $0Net Assets 2022: $68,4462022Assets 2023: $62,559Liabilities 2023: $0Net Assets 2023: $62,5592023Assets 2024: $72,236Liabilities 2024: $0Net Assets 2024: $72,2362024Assets 2025: $81,867Net Assets 2025: $81,8672025

Highlighted filing

2015

Assets$52,717
Liabilities$0
Net Assets$52,717
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $40,279Expenses 2011: $28,138Net Income 2011: $12,1412011Revenue 2012: $43,578Expenses 2012: $42,641Net Income 2012: $9372012Revenue 2013: $33,129Expenses 2013: $26,309Net Income 2013: $6,8202013Revenue 2014: $53,287Expenses 2014: $39,491Net Income 2014: $13,7962014Revenue 2015: $22,362Expenses 2015: $34,931Net Income 2015: -$12,5692015Revenue 2016: $18,951Expenses 2016: $29,457Net Income 2016: -$10,5062016Revenue 2017: $27,128Expenses 2017: $28,052Net Income 2017: -$9242017Revenue 2018: $27,301Expenses 2018: $31,030Net Income 2018: -$3,7292018Revenue 2019: $33,392Expenses 2019: $25,461Net Income 2019: $7,9312019Revenue 2020: $24,073Expenses 2020: $22,552Net Income 2020: $1,5212020Revenue 2021: $25,232Expenses 2021: $18,674Net Income 2021: $6,5582021Revenue 2022: $43,406Expenses 2022: $37,080Net Income 2022: $6,3262022Revenue 2023: $44,015Expenses 2023: $56,713Net Income 2023: -$12,6982023Revenue 2024: $44,633Expenses 2024: $39,597Net Income 2024: $5,0362024Revenue 2025: $48,259Expenses 2025: $42,540Net Income 2025: $5,7192025

Highlighted filing

2015

Revenue$22,362
Expenses$34,931
Net Income-$12,569
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 30, 2015
Return Version
2014v5.0
Gross Receipts
$55,022
Mission and Program Overview

Mission

Promote child welfare & scholarships

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS TO STUDENTS RESIDING IN BERLIN OR NEW BRITAIN-$11,500
SPONSOR EVENTS FOR BERLIN AND NEW BRITAIN SCHOOLS-$4,840
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY LUXPresidentPT$0--
STEPHEN NIMSSecretary-$0--
JOANN DEANTreasurer-$0--
CARL LOVITTSergeant At Arms-$0--
ANN PEABODYExecutive Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourn$26,560$26,560$2$26,558
Wreath Sale$15,670$15,670$13,300$2,370
Total Events$42,230$42,230$29,205$13,025
Filing and Contact Details

Filer

Filer Name
Rotary Club of New Britain-berlin
EIN
06-6043330
Phone
8608279064
Address
PO BOX 1794, NEW BRITAIN, CT 06050-1794

Signing Officer

Name
Ann Peabody
Title
Executive Secretary
Phone
8608279064
Signed
2015-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Frank D Marrocco CPA
Address
142 W Main St, New Britain, CT 06052
Preparer
Frank D Marrocco CPA
Phone
8602297479
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Grant non profit org rotary international affiliated organization 210. Grant non profit org hospital for special care none 1500. Grant non profit org liberty bank-thanksgiving dinners none 200. Grant non profit org ccarc none 998. Grant non profit org ccsu none 500. Grant non profit org new britain parents music assoc none 500. Grant non profit org new britain academy of health prof none 1000. Grant non profit org sacred heart school none 1000. Grant non profit org literacy volunteers of central”

Form 990EZ, Part I, Line 16

“Membership dues 5623. Meetings & membership expenses 5370. Office expenses 116. Travel & conference expense 627. Credit card & bank service charges 493. Computer & internet expenses 628.”

Form 990EZ, Part I, Line 20

“Net unrealized gain on fair market value of investments 2755.”

Form 990EZ, Part II, Line 24

“ACCOUNTS RECEIVABLE 0.”

Form 990EZ, Part II, Line 26

“Accrued expenses 0. Donations payable-charitable contr. 0.”

Raw XML Appendix140 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/PersonNm0ANN PEABODY
IRS990EZ/BooksInCareOfDetail/PhoneNum08608279064
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 GREAT NECK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WATERFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006385
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062531
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052717
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01537
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12569
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062531
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052717
IRS990EZ/FundraisingGrossIncomeAmt043460
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021408
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt055022
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010024
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062531
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052717
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062531
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052717
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WENDY LUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN NIMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANN DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARL LOVITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANN PEABODY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02755
IRS990EZ/OtherExpensesTotalAmt012857
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE CHILD WELFARE & SCHOLARSHIPS
IRS990EZ/PrintingPublicationsPostageAmt066
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS TO STUDENTS RESIDING IN BERLIN OR NEW BRITAIN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPONSOR EVENTS FOR BERLIN AND NEW BRITAIN SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14840
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt032660
IRS990EZ/SpecialEventsNetIncomeLossAmt010800
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034931
IRS990EZ/TotalProgramServiceExpensesAmt016340
IRS990EZ/TotalRevenueAmt022362
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NEWBRITAIN-BERLINROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt01085
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01085
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029205
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WREATH SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042230
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013025
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013302
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013300
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt013618
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANT NON PROFIT ORG ROTARY INTERNATIONAL AFFILIATED ORGANIZATION 210. GRANT NON PROFIT ORG HOSPITAL FOR SPECIAL CARE NONE 1500. GRANT NON PROFIT ORG LIBERTY BANK-THANKSGIVING DINNERS NONE 200. GRANT NON PROFIT ORG CCARC NONE 998. GRANT NON PROFIT ORG CCSU NONE 500. GRANT NON PROFIT ORG NEW BRITAIN PARENTS MUSIC ASSOC NONE 500. GRANT NON PROFIT ORG NEW BRITAIN ACADEMY OF HEALTH PROF NONE 1000. GRANT NON PROFIT ORG SACRED HEART SCHOOL NONE 1000. GRANT NON PROFIT ORG LITERACY VOLUNTEERS OF CENTRAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP DUES 5623. MEETINGS & MEMBERSHIP EXPENSES 5370. OFFICE EXPENSES 116. TRAVEL & CONFERENCE EXPENSE 627. CREDIT CARD & BANK SERVICE CHARGES 493. COMPUTER & INTERNET EXPENSES 628.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NET UNREALIZED GAIN ON FAIR MARKET VALUE OF INVESTMENTS 2755.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCRUED EXPENSES 0. DONATIONS PAYABLE-CHARITABLE CONTR. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN PEABODY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08608279064
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF NEW BRITAIN-BERLIN
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0066043330
ReturnHeader/Filer/PhoneNum08608279064
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1794
ReturnHeader/Filer/USAddress/CityNm0NEW BRITAIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0060501794
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK D MARROCCO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0142 W Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Britain
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006052
ReturnHeader/PreparerPersonGrp/PhoneNum08602297479
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK D MARROCCO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-03T11:25:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,717
Liabilities
$0
Net assets
$52,717
Revenue
$22,362
Expenses
$34,931
Net income
-$12,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.9$81.9$48.3$42.5$5.72
2024Detailed filing. Detailed filing data is available for this year.$72.2$0.00$72.2$44.6$39.6$5.04
2023Detailed filing. Detailed filing data is available for this year.$62.6$0.00$62.6$44.0$56.7$12.7
2022Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.4$43.4$37.1$6.33
2021Detailed filing. Detailed filing data is available for this year.$79.9$0.00$79.9$25.2$18.7$6.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.3$0.00$61.3$24.1$22.6$1.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.8$0.00$59.8$33.4$25.5$7.93
2018Detailed filing. Detailed filing data is available for this year.$47.2$0.00$47.2$27.3$31.0$3.73
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$55.2$9.34$45.9$27.1$28.1$0.92
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.9$0.00$41.9$19.0$29.5$10.5
2015Detailed filing. Detailed filing data is available for this year.$52.7$0.00$52.7$22.4$34.9$12.6
2014Summary only. Only limited summary data is available for this year.$62.5$0.00$53.3$39.5$13.8
2013Summary only. Only limited summary data is available for this year.$48.2$3.76$33.1$26.3$6.82
2012Summary only. Only limited summary data is available for this year.$44.7$12.2$43.6$42.6$0.94
2011Summary only. Only limited summary data is available for this year.$49.3$8.90$40.3$28.1$12.1