Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 06-6087070

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

67th percentile

11%

Higher net margin than 67% 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

66th percentile

8.6%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

52nd percentile

0.9%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$111,433

Up $8,792 (+8.6%) from 2014

Net Assets

Up

$111,433

Up $8,792 (+8.6%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$80,578

Up $685 (+0.9%) from 2014

Expenses

Down

$71,786

Down $2,988 (-4.0%) from 2014

Net Income

Up

$8,792

Up $3,673 (+72%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2015

Assets$111,433
Liabilities-
Net Assets$111,433
Open 2015 Filing

Operations Trend

Revenue Growth52nd 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

2015

Revenue$80,578
Expenses$71,786
Net Income$8,792
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$112,765
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.$37,879-
BENEFITS FOR MEMBERS INCLUDE EXPENDITURES OF DUES AND ASSESSMENTS COLLECTED FOR MEETING, LUNCHEON AND RECREATIONAL ACTIVITIES.$32,745-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH E WILLIAMS IIIVice President-$0--
CHARLES JUNZTreasurerPT$0--
DARREN PIPERSecretary-$0--
THOMAS MCSHERRYDirector-$0--
IVAN SHIFFMANPresident Elect-$0--
CHEYRISSE BOONEDirector-$0--
THOMAS LARKINDirector-$0--
BRADLEY KAMPDirector-$0--
ANN FISHERPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$24,085$24,085$10,607$13,478
Duck Race$10,737$10,737$1,981$8,756
Total Events$43,079$43,079$15,487$27,592
Filing and Contact Details

Filer

Filer Name
Rotary Club of New Milford Ct
EIN
06-6087070
Phone
8603554760
Address
PO BOX 161, NEW MILFORD, CT 06776

Signing Officer

Name
Charles Junz
Title
Treasurer
Signed
2015-11-10
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

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

“| Donee's Name: SEE ATTACHED LISTING | Cash Amount Given: $37879”

Other Expenses.1002

“Office Expenses $490”

Other Expenses.1

“DUES - ROTARY INTL $3572”

Other Expenses.2

“DUES - DISTRICT $2261”

Raw XML Appendix152 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/BenefitsPaidToOrForMembersAmt026912
IRS990EZ/BooksInCareOfDetail/PersonNm0CHARLES J JUNZ
IRS990EZ/BooksInCareOfDetail/PhoneNum08603554760
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010 COOPERS LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW MILFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006776
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0102641
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0111433
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042757
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt016700
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08792
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0102641
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0111433
IRS990EZ/FundraisingGrossIncomeAmt046945
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01300
IRS990EZ/GrantsAndSimilarAmountsPaidAmt037879
IRS990EZ/GrossReceiptsAmt0112765
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05063
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0102641
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0111433
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0102641
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0111433
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/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/PersonNm0RALPH E WILLIAMS III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES JUNZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DARREN PIPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS MCSHERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4IVAN SHIFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHEYRISSE BOONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6THOMAS LARKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRADLEY KAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANN FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4president elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06323
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SOCIAL SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0672
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/GrantsAndAllocationsAmt037879
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt132745
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt018000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015487
IRS990EZ/SpecialEventsNetIncomeLossAmt031458
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071786
IRS990EZ/TotalProgramServiceExpensesAmt070624
IRS990EZ/TotalRevenueAmt080578
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0http://www.nmrotary.org/
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015487
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Duck Race
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043079
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027592
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02899
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015487
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010607
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01981
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SEE ATTACHED LISTING | Cash Amount Given: $37879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES - ROTARY INTL $3572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES - DISTRICT $2261
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES JUNZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF NEW MILFORD CT
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0066087070
ReturnHeader/Filer/PhoneNum08603554760
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 161
ReturnHeader/Filer/USAddress/CityNm0NEW MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006776
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/ReturnTs02015-11-10T13:08:02-08:00
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
$111,433
Liabilities
-
Net assets
$111,433
Revenue
$80,578
Expenses
$71,786
Net income
$8,792
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
2015Detailed filing. Detailed filing data is available for this year.$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. 2015 filings • 501(c)4 • <$500k nonprofits