Civic Intelligence

Rotary Club of New Milford Ct

EIN 06-6087070 • 501(c)4 • New Milford, CT

Profile

Promotion of social services

PO Box 161New Milford, CT 06776

www.nmrotary.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

57th percentile

5.2%

Higher net margin than 57% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

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 2019

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-19%

Faster revenue growth than 30% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$153,824

Up $22,797 (+17%) from 2018

Liabilities

Up

$490

Up $490 from 2018

Net Assets

Up

$153,334

Up $22,307 (+17%) from 2018

Operations
Liabilities / Revenue68th percentileNet Margin57th percentile

Revenue

Down

$33,975

Down $8,116 (-19%) from 2018

Expenses

Down

$32,204

Down $2,900 (-8.3%) from 2018

Net Income

Down

$1,771

Down $5,216 (-75%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$200K$150K$100K$50K$0Assets 2011: $82,462Liabilities 2011: $02011Assets 2012: $91,117Net Assets 2012: $91,1172012Assets 2013: $97,532Liabilities 2013: $0Net Assets 2013: $97,5222013Assets 2014: $102,641Liabilities 2014: $0Net Assets 2014: $102,6412014Assets 2015: $111,433Net Assets 2015: $111,4332015Assets 2016: $129,631Liabilities 2016: $02016Assets 2017: $124,040Liabilities 2017: $0Net Assets 2017: $124,0402017Assets 2018: $131,027Liabilities 2018: $0Net Assets 2018: $131,0272018Assets 2019: $153,824Liabilities 2019: $490Net Assets 2019: $153,3342019

Highlighted filing

2019

Assets$153,824
Liabilities$490
Net Assets$153,334
Open 2019 Filing

Operations Trend

Revenue Growth30th percentile

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

$100K$50K$0-$50KRevenue 2011: $81,664Expenses 2011: $77,519Net Income 2011: $4,1452011Revenue 2012: $90,319Expenses 2012: $81,664Net Income 2012: $8,6552012Revenue 2013: $89,163Expenses 2013: $82,758Net Income 2013: $6,4052013Revenue 2014: $79,893Expenses 2014: $74,774Net Income 2014: $5,1192014Revenue 2015: $80,578Expenses 2015: $71,786Net Income 2015: $8,7922015Revenue 2016: $71,282Expenses 2016: $53,084Net Income 2016: $18,1982016Revenue 2017: $51,647Expenses 2017: $57,238Net Income 2017: -$5,5912017Revenue 2018: $42,091Expenses 2018: $35,104Net Income 2018: $6,9872018Revenue 2019: $33,975Expenses 2019: $32,204Net Income 2019: $1,7712019

Highlighted filing

2019

Revenue$33,975
Expenses$32,204
Net Income$1,771
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$153,824
Liabilities
$490
Net assets
$153,334
Revenue
$33,975
Expenses
$32,204
Net income
$1,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.53$0.34$0.32$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.42$0.35$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.52$0.57$0.06
2016Summary only. Only limited summary data is available for this year.$1.30$0.00$0.71$0.53$0.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.11$0.81$0.72$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.80$0.75$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.89$0.83$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.91$0.90$0.82$0.09
2011Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.78$0.04
Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$42,091
Mission and Program Overview

Mission

Promotion of social services

Program Services

DescriptionGrantsExpenses
BENEFITS FOR MEMBERS INCLUDE EXPENDITURES OF DUES AND ASSESSMENTS COLLECTED FOR MEETING, LUNCHEON AND RECREATIONAL ACTIVITIES.$24,774-
THE ORGANIZATION PROVIDES FUNDING FOR SOCIAL ISSUES EXPENDITURES FOR CHARITABLE AND EDUCATIONAL PURPOSES ON A LOCAL, NATIONAL AND INTERNATIONAL LEVEL.$4,038-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH E WILLIAMS IIIDirector-$0--
KATY FRANCISTreasurer-$0--
DARREN PIPERPresident-$0--
THOMAS MOTTDirector-$0--
KATHERINE WEBSTER O'KEEFESecretary-$0--
CHEYRISSE BOONEPresident Elect-$0--
JOSEPHINE DILLDirector-$0--
BRADLEY KAMPVice President-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of New Milford Inc
EIN
06-6087070
Phone
8603545394
Address
PO BOX 161, NEW MILFORD, CT 06776

Signing Officer

Name
Ralph E Williams Iii
Title
Director
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Ct Business Services LLC
Address
17 SOUTH MAIN STREET, NEW MILFORD, CT 06776
Preparer
Ralph E Williams Iii CPA
Phone
8603542661
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $200”

Other Expenses.1

“DUES - ROTARY INTL $3553”

Other Expenses.2

“DUES - DISTRICT $1177”

Other Expenses.3

“SUPPLIES $639”

Other Expenses.4

“Rotary park maintenance $422”

Other Expenses.5

“Dues and subscriptions $100”

Other Expenses.7

“PROPERTY TAXES $13”

Raw XML Appendix136 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/BenefitsPaidToOrForMembersAmt024774
IRS990EZ/BooksInCareOfDetail/PersonNm0RALPH E WILLIAMS III
IRS990EZ/BooksInCareOfDetail/PhoneNum08603542661
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017 SOUTH MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW MILFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006776
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0124040
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0131027
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06987
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt088
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0124040
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0131027
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04038
IRS990EZ/GrossReceiptsAmt042091
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05813
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt036278
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0124040
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131027
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0124040
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0131027
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RALPH E WILLIAMS III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATY FRANCIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DARREN PIPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS MOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHERINE WEBSTER O'KEEFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHEYRISSE BOONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSEPHINE DILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRADLEY KAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06104
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SOCIAL SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES FUNDING FOR SOCIAL ISSUES EXPENDITURES FOR CHARITABLE AND EDUCATIONAL PURPOSES ON A LOCAL, NATIONAL AND INTERNATIONAL LEVEL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BENEFITS FOR MEMBERS INCLUDE EXPENDITURES OF DUES AND ASSESSMENTS COLLECTED FOR MEETING, LUNCHEON AND RECREATIONAL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04038
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt124774
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035104
IRS990EZ/TotalProgramServiceExpensesAmt028812
IRS990EZ/TotalRevenueAmt042091
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0http://www.nmrotary.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES - ROTARY INTL $3553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES - DISTRICT $1177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROTARY PARK MAINTENANCE $422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES AND SUBSCRIPTIONS $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROPERTY TAXES $13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH E WILLIAMS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF NEW MILFORD INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0066087070
ReturnHeader/Filer/PhoneNum08603545394
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 161
ReturnHeader/Filer/USAddress/CityNm0NEW MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006776
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201779096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CT BUSINESS SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017 SOUTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006776
ReturnHeader/PreparerPersonGrp/PhoneNum08603542661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RALPH E WILLIAMS III CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-15T19:10:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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