Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 06-6087070

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

Organization Profilewww.nmrotary.org
PO Box 161New Milford, CT 06776

(860) 355-4760

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

58th percentile

6.4%

Higher net margin than 58% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

59th percentile

5.2%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

27th percentile

-10%

Faster revenue growth than 27% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$102,641

Up $5,109 (+5.2%) from 2013

Net Assets

Up

$102,641

Up $5,119 (+5.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin58th percentile

Revenue

Down

$79,893

Down $9,270 (-10%) from 2013

Expenses

Down

$74,774

Down $7,984 (-9.6%) from 2013

Net Income

Down

$5,119

Down $1,286 (-20%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$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

2014

Assets$102,641
Liabilities$0
Net Assets$102,641
Open 2014 Filing

Operations Trend

Revenue Growth27th percentile

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

2014

Revenue$79,893
Expenses$74,774
Net Income$5,119
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$98,494
Mission and Program Overview

Mission

Promotion of social services

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES FUNDING FOR SOCIAL ISSUES EXPENDITURES FOR CHARITABLE AND EDUCATIONAL PURPOSES ON A LOCAL, NATIONAL AND INTERNATIONAL LEVEL.$45,976-
BENEFITS FOR MEMBERS INCLUDE EXPENDITURES OF DUES AND ASSESSMENTS COLLECTED FOR MEETING, LUNCHEON AND RECREATIONAL ACTIVITIES.$28,798-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH E WILLIAMS IIISecretary-$0--
CHARLES JUNZTreasurerPT$0--
DARREN PIPERDirector-$0--
THOMAS MCSHERRYPresident-$0--
IVAN SHIFFMANVice President-$0--
GEORGE PETERMANNDirector-$0--
TINKER HICKEYDirector-$0--
THOMAS LARKINDirector-$0--
KATY FRANCISDirector-$0--
ANN FISHERPresident Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$26,379$26,379$12,161$14,218
Event 2$11,646$11,646$3,821$7,825
Total Events$46,534$46,534$18,601$27,933
Filing and Contact Details

Filer

EIN
06-6087070
Phone
8603554760

Signing Officer

Name
Charles Junz
Title
Treasurer
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
Ralph E Williams Iii CPA
Phone
8603542661
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: SEE ATTACHED LISTING | Cash Amount Given: $38361”

Other Expenses.1002

“Office Expenses $711”

Other Expenses.1

“DUES - ROTARY INTL $3755”

Other Expenses.2

“DUES - DISTRICT $2792”

Raw XML Appendix154 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/BenefitsPaidToOrForMembersAmt028798
IRS990EZ/BooksInCareOfDetail/PersonNm0CHARLES J JUNZ
IRS990EZ/BooksInCareOfDetail/PhoneNum08603554760
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1010 COOPERS LANE
IRS990EZ/BooksInCareOfDetail/USAddress/City0NEW MILFORD
IRS990EZ/BooksInCareOfDetail/USAddress/State0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode006776
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097522
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0102641
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044495
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05119
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097522
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0102641
IRS990EZ/FundraisingGrossIncomeAmt050264
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038361
IRS990EZ/GrossReceiptsAmt098494
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03735
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097522
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102641
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097522
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102641
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RALPH E WILLIAMS III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES JUNZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DARREN PIPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS MCSHERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4IVAN SHIFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GEORGE PETERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TINKER HICKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7THOMAS LARKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATY FRANCIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANN FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07258
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SOCIAL SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0357
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/GrantsAndAllocationsAmt045976
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt128798
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt018601
IRS990EZ/SpecialEventsNetIncomeLossAmt031663
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074774
IRS990EZ/TotalProgramServiceExpensesAmt074774
IRS990EZ/TotalRevenueAmt079893
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0http://www.nmrotary.org/
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026379
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08509
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046534
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026379
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08509
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046534
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Duck Race
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027933
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02619
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018601
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012161
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03821
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SEE ATTACHED LISTING | Cash Amount Given: $38361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES - ROTARY INTL $3755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES - DISTRICT $2792
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES JUNZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF NEW MILFORD CT
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0066087070
ReturnHeader/Filer/PhoneNum08603554760
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 161
ReturnHeader/Filer/USAddress/City0NEW MILFORD
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CT BUSINESS SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1017 SOUTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006776
ReturnHeader/PreparerPersonGrp/PhoneNum08603542661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RALPH E WILLIAMS III CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-13T08:57:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,641
Liabilities
$0
Net assets
$102,641
Revenue
$79,893
Expenses
$74,774
Net income
$5,119
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits