Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 06-6087070

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

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

(860) 354-5394

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

55th percentile

5.2%

Higher net margin than 55% of similar nonprofits.

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

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.

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

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

21st percentile

-19%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$153,824

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

Net Assets

Up

$153,334

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

Liabilities

Up

$490

Up $490 from 2018

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin55th 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

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2019

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

Operations Trend

Revenue Growth21st 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

2019

Revenue$33,975
Expenses$32,204
Net Income$1,771
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.1
Gross Receipts
$33,975
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.$24,114-
THE ORGANIZATION PROVIDES FUNDING FOR SOCIAL ISSUES EXPENDITURES FOR CHARITABLE AND EDUCATIONAL PURPOSES ON A LOCAL, NATIONAL AND INTERNATIONAL LEVEL.$1,268-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH E WILLIAMS IIITreasurer-$0--
DAVID ELMOREDirector-$0--
DARREN PIPERDirector-$0--
THOMAS MOTTDirector-$0--
KATHERINE WEBSTER O'KEEFEDirector-$0--
CHEYRISSE BOONEPresident-$0--
BRADLEY KAMPPresident Elect-$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
2020-07-15
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.1002

“Office Expenses $94”

Other Expenses.1

“DUES - ROTARY INTL $3825”

Other Expenses.2

“DUES - DISTRICT $2030”

Other Expenses.3

“SUPPLIES $374”

Other Expenses.4

“Dues and subscriptions $170”

Other Expenses.6

“PROPERTY TAXES $13”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $490”

Raw XML Appendix137 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/BenefitsPaidToOrForMembersAmt024114
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/BOYAmt0131027
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153824
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01771
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0131027
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0153824
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01268
IRS990EZ/GrossReceiptsAmt033975
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03443
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030532
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0131027
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0153334
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0131027
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0153334
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RALPH E WILLIAMS III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID ELMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DARREN PIPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS MOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHERINE WEBSTER O'KEEFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHEYRISSE BOONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRADLEY KAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6president elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt020536
IRS990EZ/OtherExpensesTotalAmt06706
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SOCIAL SERVICES
IRS990EZ/PrintingPublicationsPostageAmt096
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/GrantsAndAllocationsAmt01268
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt124114
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0490
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032204
IRS990EZ/TotalProgramServiceExpensesAmt025382
IRS990EZ/TotalRevenueAmt033975
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0http://www.nmrotary.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES - ROTARY INTL $3825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES - DISTRICT $2030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES AND SUBSCRIPTIONS $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROPERTY TAXES $13
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $490
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH E WILLIAMS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
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/ReturnTs02020-07-15T20:34:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

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
2019Detailed filing. Detailed filing data is available for this year.$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