Civic Intelligence

Rotary Club of Danbury Charitable Trust

EIN 06-6098669 • 501(c)3 • Litchfield, CT

Profile

Provide scholarships and civic improvements

PO Box 578Litchfield, CT 06759

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

22nd percentile

-23%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

49th percentile

-2.2%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

106%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$257,682

Down $5,779 (-2.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$257,682

Down $5,779 (-2.2%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin22nd percentile

Revenue

Up

$25,144

Up $12,920 (+106%) from 2024

Expenses

Up

$30,923

Up $2,595 (+9.2%) from 2024

Net Income

Up

-$5,779

Up $10,325 (+64%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$300K$200K$100K$0Assets 2012: $208,211Liabilities 2012: $02012Assets 2013: $215,831Liabilities 2013: $02013Assets 2014: $226,419Liabilities 2014: $02014Assets 2015: $238,009Liabilities 2015: $0Net Assets 2015: $238,0092015Assets 2016: $267,577Liabilities 2016: $0Net Assets 2016: $267,5772016Assets 2017: $264,319Liabilities 2017: $0Net Assets 2017: $264,3192017Assets 2018: $270,561Liabilities 2018: $0Net Assets 2018: $270,5612018Assets 2019: $267,235Liabilities 2019: $0Net Assets 2019: $267,2352019Assets 2020: $277,456Liabilities 2020: $0Net Assets 2020: $277,4562020Assets 2021: $269,040Liabilities 2021: $0Net Assets 2021: $269,0402021Assets 2022: $292,589Liabilities 2022: $0Net Assets 2022: $292,5892022Assets 2023: $279,565Liabilities 2023: $0Net Assets 2023: $279,5652023Assets 2024: $263,461Liabilities 2024: $0Net Assets 2024: $263,4612024Assets 2025: $257,682Liabilities 2025: $0Net Assets 2025: $257,6822025

Highlighted filing

2025

Assets$257,682
Liabilities$0
Net Assets$257,682
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

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

$100K$50K$0-$50KRevenue 2012: $27,091Expenses 2012: $58,956Net Income 2012: -$31,8652012Revenue 2013: $37,266Expenses 2013: $29,646Net Income 2013: $7,6202013Revenue 2014: $72,534Expenses 2014: $61,946Net Income 2014: $10,5882014Revenue 2015: $37,070Expenses 2015: $25,480Net Income 2015: $11,5902015Revenue 2016: $51,322Expenses 2016: $21,754Net Income 2016: $29,5682016Revenue 2017: $6,241Expenses 2017: $9,499Net Income 2017: -$3,2582017Revenue 2018: $33,939Expenses 2018: $27,698Net Income 2018: $6,2412018Revenue 2019: $24,487Expenses 2019: $27,813Net Income 2019: -$3,3262019Revenue 2020: $24,086Expenses 2020: $13,865Net Income 2020: $10,2212020Revenue 2021: $20,751Expenses 2021: $29,167Net Income 2021: -$8,4162021Revenue 2022: $45,051Expenses 2022: $21,502Net Income 2022: $23,5492022Revenue 2023: $8,144Expenses 2023: $21,168Net Income 2023: -$13,0242023Revenue 2024: $12,224Expenses 2024: $28,328Net Income 2024: -$16,1042024Revenue 2025: $25,144Expenses 2025: $30,923Net Income 2025: -$5,7792025

Highlighted filing

2025

Revenue$25,144
Expenses$30,923
Net Income-$5,779
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$257,682
Liabilities
$0
Net assets
$257,682
Revenue
$25,144
Expenses
$30,923
Net income
-$5,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.25$0.31$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.12$0.28$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.08$0.21$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.45$0.22$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.21$0.29$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.24$0.14$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.24$0.28$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.34$0.28$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.06$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.51$0.22$0.30
2015Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.37$0.25$0.12
2014Summary only. Only limited summary data is available for this year.$2.26$0.00$0.73$0.62$0.11
2013Summary only. Only limited summary data is available for this year.$2.16$0.00$0.37$0.30$0.08
2012Summary only. Only limited summary data is available for this year.$2.08$0.00$0.27$0.59$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 11, 2025
Return Version
2024v5.2
Gross Receipts
$60,613
Mission and Program Overview

Mission

Provide scholarships and civic improvements

Program Services

DescriptionGrantsExpenses
PAYMENTS FOR COLLEGE SCHOLARSHIPS$0$25,900
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK SCAHILLTrustee-$0--
ROBERT MARK HAVIRATrustee-$0--
ELLIS TARLTONTrustee-$0--
ROBERT VETTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Danbury Charitable Trust
EIN
06-6098669
Phone
8605676415
Address
PO BOX 578, LITCHFIELD, CT 06759

Signing Officer

Name
Kathleen Vanormer
Title
Trustee
Phone
8605676415
Signed
2025-07-11
Discuss with paid preparer
Yes

Preparer

Firm
Kevin L Dumas CPA LLC
Address
28 OLD PARK LANE ROAD, NEW MILFORD, CT 06776-2508
Preparer
Kevin L Dumascpa
Phone
8603552223
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends. Amount: 7,634. Description: interest. Amount: 1,467. Description: lt capital gain distributions. Amount: 100. Total included on form 990-ez, line 4: 9,201.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: trust department fees. Amount: 4,073. Description: scholarships. Amount: 25,900. Total to form 990-ez, line 16: 29,973.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: publicly-traded securities at cost. Beg. Of year amount: 254,592. End of year amount: 250,122.”

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UNION SAVINGS BANK
IRS990EZ/BooksInCareOfDetail/PhoneNum08605678752
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013 NORTH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LITCHFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006759
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08869
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07560
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt035469
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5779
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0950
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0263461
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0257682
IRS990EZ/GainOrLossFromSaleOfAssetsAmt015943
IRS990EZ/GrossReceiptsAmt060613
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt09201
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0263461
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0257682
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0263461
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0257682
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANK SCAHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT MARK HAVIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLIS TARLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT VETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0254592
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0250122
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt029973
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS AND CIVIC IMPROVEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAYMENTS FOR COLLEGE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025900
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt051412
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030923
IRS990EZ/TotalProgramServiceExpensesAmt025900
IRS990EZ/TotalRevenueAmt025144
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09202
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09326
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08568
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012725
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08516
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt048337
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.29320
IRS990ScheduleA/PublicSupportPY170Pct00.39750
IRS990ScheduleA/PublicSupportTotal170Amt020050
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020050
IRS990ScheduleA/TotalSupportAmt068387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 7,634. DESCRIPTION: INTEREST. AMOUNT: 1,467. DESCRIPTION: LT CAPITAL GAIN DISTRIBUTIONS. AMOUNT: 100. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 9,201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TRUST DEPARTMENT FEES. AMOUNT: 4,073. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 25,900. TOTAL TO FORM 990-EZ, LINE 16: 29,973.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PUBLICLY-TRADED SECURITIES AT COST. BEG. OF YEAR AMOUNT: 254,592. END OF YEAR AMOUNT: 250,122.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN VANORMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08605676415
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF DANBURY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0066098669
ReturnHeader/Filer/PhoneNum08605676415
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 578
ReturnHeader/Filer/USAddress/CityNm0LITCHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006759
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205815581
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEVIN L DUMAS CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028 OLD PARK LANE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0067762508
ReturnHeader/PreparerPersonGrp/PhoneNum08603552223
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN L DUMASCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-21T11:53:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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)3 • <$500k nonprofits