Civic Intelligence

Rotary Club of Wallingford

990EZ • Fiscal year 2021 • EIN 06-6068955

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 08, 2021

Organization ProfileN/A
P O Box 213Wallingford, CT 06492

(203) 265-0488

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

57th percentile

12%

Higher net margin than 57% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

25%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

38%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$16,026

Up $3,222 (+25%) from 2020

Net Assets

Up

$16,026

Up $3,222 (+25%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin57th percentile

Revenue

Up

$26,348

Up $7,262 (+38%) from 2020

Expenses

Up

$23,126

Up $4,093 (+22%) from 2020

Net Income

Up

$3,222

Up $3,169 (+5979%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$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

2021

Assets$16,026
Liabilities$0
Net Assets$16,026
Open 2021 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$26,348
Expenses$23,126
Net Income$3,222
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 8, 2021
Return Version
2020v4.0
Gross Receipts
$36,674
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.$8,636$16,808
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN O'ROURKESargeant-At--$0--
JOHN MATTINGLYSecretary-$0--
JANE FISHERPresidentPT$0--
GREG ALLENPast Preside-$0--
LORI COOKE-MARRATreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundrai$15,831$15,831$10,326$5,505
Total Events$15,831$15,831$10,326$5,505
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
2021-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Davis Mascola & Phillips LLC
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 2,030 international rotary dues 5,142”

Form 990-ez, Part I, Line 10

“Name: various address: various various, ct 06492 cash contribution: 8,636”

Form 990-ez, Part I, Line 16

“Expenses awards 1,000 meetings 3,254 website 700 supplies 1,418 dues 896 filing fees 50 total 7,318”

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 Appendix126 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KEVIN OROURKE
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOHN MATTINGLY
CompensationExplanation/CompensationExplanationGrp/PersonNm2JANE FISHER
CompensationExplanation/CompensationExplanationGrp/PersonNm3GREG ALLEN
CompensationExplanation/CompensationExplanationGrp/PersonNm4LORI COOKEMARRA
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/BOYAmt012804
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016026
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011150
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03222
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012804
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016026
IRS990EZ/FundraisingGrossIncomeAmt015831
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015808
IRS990EZ/GrossReceiptsAmt036674
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09693
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012804
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016026
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012804
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016026
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN O'ROURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN MATTINGLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREG ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LORI COOKE-MARRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SARGEANT-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07318
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/GrantsAndAllocationsAmt08636
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016808
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt010326
IRS990EZ/SpecialEventsNetIncomeLossAmt05505
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023126
IRS990EZ/TotalProgramServiceExpensesAmt016808
IRS990EZ/TotalRevenueAmt026348
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010326
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015831
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05505
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010326
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRICT ROTARY DUES 2,030 INTERNATIONAL ROTARY DUES 5,142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: VARIOUS ADDRESS: VARIOUS VARIOUS, CT 06492 CASH CONTRIBUTION: 8,636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES AWARDS 1,000 MEETINGS 3,254 WEBSITE 700 SUPPLIES 1,418 DUES 896 FILING FEES 50 TOTAL 7,318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI COOKE-MARRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032650488
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-08
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/PreparerFirmGrp/PreparerFirmEIN0412072419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS MASCOLA & PHILLIPS LLC
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/PreparationDt02021-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER B DAVIS
ReturnHeader/ReturnTs02021-10-09T07:44:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOKE-MARRA
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,026
Liabilities
$0
Net assets
$16,026
Revenue
$26,348
Expenses
$23,126
Net income
$3,222
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • <$500k nonprofits