Civic Intelligence

Rotary Club of Wallingford

EIN 06-6068955 • 501(c)4 • Wallingford, CT

Profile

The organization's purpose is provide members with an opportunity to participate in civic and charitable works for the benefit of the wallingford community.

P O Box 213Wallingford, CT 06492

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

93rd percentile

65%

Faster asset growth than 93% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

41%

Faster revenue growth than 86% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,286

Up $3,642 (+65%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$9,286

Up $3,642 (+65%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$29,433

Up $8,598 (+41%) from 2024

Expenses

Down

$25,792

Down $4,442 (-15%) from 2024

Net Income

Up

$3,641

Up $13,040 (+139%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$60K$40K$20K$0Assets 2011: $54,133Liabilities 2011: $02011Assets 2012: $29,889Liabilities 2012: $02012Assets 2013: $16,240Liabilities 2013: $02013Assets 2014: $14,744Liabilities 2014: $02014Assets 2015: $5,593Liabilities 2015: $02015Assets 2016: $8,474Liabilities 2016: $02016Assets 2017: $11,700Liabilities 2017: $0Net Assets 2017: $11,7002017Assets 2018: $10,934Liabilities 2018: $0Net Assets 2018: $10,9342018Assets 2019: $12,751Liabilities 2019: $0Net Assets 2019: $12,7512019Assets 2020: $12,804Liabilities 2020: $0Net Assets 2020: $12,8042020Assets 2021: $16,026Liabilities 2021: $0Net Assets 2021: $16,0262021Assets 2022: $17,429Liabilities 2022: $0Net Assets 2022: $17,4292022Assets 2023: $15,043Liabilities 2023: $0Net Assets 2023: $15,0432023Assets 2024: $5,644Net Assets 2024: $5,6442024Assets 2025: $9,286Net Assets 2025: $9,2862025

Highlighted filing

2025

Assets$9,286
Liabilities-
Net Assets$9,286
Open 2025 Filing

Operations Trend

Revenue Growth86th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $137,423Expenses 2011: $89,766Net Income 2011: $47,6572011Revenue 2012: $37,112Expenses 2012: $61,357Net Income 2012: -$24,2452012Revenue 2013: $23,798Expenses 2013: $37,448Net Income 2013: -$13,6502013Revenue 2014: $31,827Expenses 2014: $33,323Net Income 2014: -$1,4962014Revenue 2015: $26,827Expenses 2015: $35,978Net Income 2015: -$9,1512015Revenue 2016: $32,493Expenses 2016: $29,612Net Income 2016: $2,8812016Revenue 2017: $31,402Expenses 2017: $28,175Net Income 2017: $3,2272017Revenue 2018: $25,037Expenses 2018: $25,803Net Income 2018: -$7662018Revenue 2019: $35,876Expenses 2019: $34,059Net Income 2019: $1,8172019Revenue 2020: $19,086Expenses 2020: $19,033Net Income 2020: $532020Revenue 2021: $26,348Expenses 2021: $23,126Net Income 2021: $3,2222021Revenue 2022: $22,593Expenses 2022: $21,190Net Income 2022: $1,4032022Revenue 2023: $41,242Expenses 2023: $43,627Net Income 2023: -$2,3852023Revenue 2024: $20,835Expenses 2024: $30,234Net Income 2024: -$9,3992024Revenue 2025: $29,433Expenses 2025: $25,792Net Income 2025: $3,6412025

Highlighted filing

2025

Revenue$29,433
Expenses$25,792
Net Income$3,641
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,286
Liabilities
-
Net assets
$9,286
Revenue
$29,433
Expenses
$25,792
Net income
$3,641
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.29$0.26$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.21$0.30$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.41$0.44$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.23$0.21$0.01
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.16$0.00$0.16$0.26$0.23$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.19$0.19$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.36$0.34$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.25$0.26$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.31$0.28$0.03
2016Summary only. Only limited summary data is available for this year.$0.08$0.00$0.32$0.30$0.03
2015Summary only. Only limited summary data is available for this year.$0.06$0.00$0.27$0.36$0.09
2014Summary only. Only limited summary data is available for this year.$0.15$0.00$0.32$0.33$0.01
2013Summary only. Only limited summary data is available for this year.$0.16$0.00$0.24$0.37$0.14
2012Summary only. Only limited summary data is available for this year.$0.30$0.00$0.37$0.61$0.24
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$1.37$0.90$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$50,484
Mission and Program Overview

Mission

The organization's purpose is provide members with an opportunity to participate in civic and charitable works for the benefit of the wallingford community.

Program Services

DescriptionGrantsExpenses
TO PROVIDE THE MEMBERSHIP THE ABILITY TO SUPPORT THE LOCAL, NATIONAL AND INTERNATIONAL COMMUNITIES.-$11,527
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA ZONAPresident-$0--
AUTUMN ALLINSONSecretary-$0--
SARA TAUSSIKPast Preside-$0--
STEPHEN DEBAISEPresident El-$0--
LORI COOKE-MARRATreasurer-$0--
KYLE SCHWARTZSargent At A-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundrai$24,772$24,772$21,051$3,721
Total Events$24,772$24,772$21,051$3,721
Filing and Contact Details

Filer

Filer Name
Rotary Club of Wallingford
EIN
06-6068955
Phone
2032650488
Address
P O BOX 213, WALLINGFORD, CT 06492

Signing Officer

Name
Lori Cooke-marra
Title
Treasurer
Phone
2032650488
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Davis Mascola
Address
85 BARNES RD STE 207, WALLINGFORD, CT 06492-2576
Preparer
Peter B Davis
Phone
2032650488
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“District rotary dues 2,688 2560 international rotary dues 6,983 6522”

Form 990-ez, Part I, Line 16

“Expenses awards 1,856 meetings 1,467 website 402 supplies 910 memberships 625 bank charges 800 projects 10,061 total 16,121”

Form 990-ez, Part III

“The organization's purpose is provide members with an opportunity to participate in civic and charitable works for the benefit of the wallingford community.”

Raw XML Appendix120 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/PersonNm0LORI COOKE-MARRA
IRS990EZ/BooksInCareOfDetail/PhoneNum02032650488
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 213
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALLINGFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006492
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05645
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09286
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025712
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03641
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05645
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09286
IRS990EZ/FundraisingGrossIncomeAmt024772
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09671
IRS990EZ/GrossReceiptsAmt050484
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05645
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09286
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05645
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09286
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA ZONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AUTUMN ALLINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA TAUSSIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHEN DEBAISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LORI COOKE-MARRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KYLE SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SARGENT AT A
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016121
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PURPOSE IS PROVIDE MEMBERS WITH AN OPPORTUNITY TO PARTICIPATE IN CIVIC AND CHARITABLE WORKS FOR THE BENEFIT OF THE WALLINGFORD COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE THE MEMBERSHIP THE ABILITY TO SUPPORT THE LOCAL, NATIONAL AND INTERNATIONAL COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011527
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt021051
IRS990EZ/SpecialEventsNetIncomeLossAmt03721
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025792
IRS990EZ/TotalProgramServiceExpensesAmt011527
IRS990EZ/TotalRevenueAmt029433
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021051
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024772
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03721
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021051
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRICT ROTARY DUES 2,688 2560 INTERNATIONAL ROTARY DUES 6,983 6522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES AWARDS 1,856 MEETINGS 1,467 WEBSITE 402 SUPPLIES 910 MEMBERSHIPS 625 BANK CHARGES 800 PROJECTS 10,061 TOTAL 16,121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S PURPOSE IS PROVIDE MEMBERS WITH AN OPPORTUNITY TO PARTICIPATE IN CIVIC AND CHARITABLE WORKS FOR THE BENEFIT OF THE WALLINGFORD COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI COOKE-MARRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032650488
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF WALLINGFORD
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0066068955
ReturnHeader/Filer/PhoneNum02032650488
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 213
ReturnHeader/Filer/USAddress/CityNm0WALLINGFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006492
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0932894580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS MASCOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 BARNES RD STE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLINGFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064922576
ReturnHeader/PreparerPersonGrp/PhoneNum02032650488
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER B DAVIS
ReturnHeader/ReturnTs02025-11-12T15:31:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
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)4 • <$500k nonprofits