Civic Intelligence

Westport Rotary Club

EIN 06-6103650 • 501(c)4 • Westport, CT

Profile

Coordination of fundraising activities of westport rotary foundation inc.

P O Box 743Westport, CT 06880

westportrotary.org

Siviq Scores

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

Liabilities / Assets

96th percentile

1.00x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

85th percentile

0.22x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

52nd percentile

2.4%

Higher net margin than 52% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

91st percentile

48%

Faster asset growth than 91% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-20%

Faster revenue growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$16,360

Up $5,337 (+48%) from 2024

Liabilities

Up

$16,397

Up $3,595 (+28%) from 2024

Net Assets

Up

-$37

Up $1,742 (+98%) from 2024

Operations
Liabilities / Revenue85th percentileNet Margin52nd percentile

Revenue

Down

$73,328

Down $18,568 (-20%) from 2024

Expenses

Down

$71,543

Down $29,680 (-29%) from 2024

Net Income

Up

$1,785

Up $11,112 (+119%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$40K$30K$20K$10K$0-$10KAssets 2011: $28,753Liabilities 2011: $15,7472011Assets 2012: $26,023Liabilities 2012: $14,7692012Assets 2013: $23,258Liabilities 2013: $15,166Net Assets 2013: $8,0922013Assets 2014: $30,942Liabilities 2014: $18,646Net Assets 2014: $12,2962014Assets 2015: $22,256Liabilities 2015: $13,858Net Assets 2015: $8,3982015Assets 2016: $15,848Liabilities 2016: $14,447Net Assets 2016: $1,4012016Assets 2017: $18,689Liabilities 2017: $17,217Net Assets 2017: $1,4722017Assets 2018: $18,562Liabilities 2018: $22,7682018Assets 2019: $15,964Liabilities 2019: $12,2172019Assets 2020: $20,081Liabilities 2020: $17,7682020Assets 2023: $22,898Liabilities 2023: $17,769Net Assets 2023: $5,1292023Assets 2024: $11,023Liabilities 2024: $12,802Net Assets 2024: -$1,7792024Assets 2025: $16,360Liabilities 2025: $16,397Net Assets 2025: -$372025

Highlighted filing

2025

Assets$16,360
Liabilities$16,397
Net Assets-$37
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $15,003Expenses 2011: $12,390Net Income 2011: $2,6132011Revenue 2012: $11,206Expenses 2012: $12,958Net Income 2012: -$1,7522012Revenue 2013: $13,726Expenses 2013: $16,888Net Income 2013: -$3,1622013Revenue 2014: $14,456Expenses 2014: $10,252Net Income 2014: $4,2042014Revenue 2015: $12,114Expenses 2015: $16,012Net Income 2015: -$3,8982015Revenue 2016: $10,207Expenses 2016: $17,204Net Income 2016: -$6,9972016Revenue 2017: $18,696Expenses 2017: $18,625Net Income 2017: $712017Revenue 2018: $55,292Expenses 2018: $59,136Net Income 2018: -$3,8442018Revenue 2019: $50,270Expenses 2019: $47,866Net Income 2019: $2,4042019Revenue 2020: $43,498Expenses 2020: $39,381Net Income 2020: $4,1172020Revenue 2023: $64,494Expenses 2023: $58,262Net Income 2023: $6,2322023Revenue 2024: $91,896Expenses 2024: $101,223Net Income 2024: -$9,3272024Revenue 2025: $73,328Expenses 2025: $71,543Net Income 2025: $1,7852025

Highlighted filing

2025

Revenue$73,328
Expenses$71,543
Net Income$1,785
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$16,360
Liabilities
$16,397
Net assets
-$37
Revenue
$73,328
Expenses
$71,543
Net income
$1,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.00$0.73$0.72$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.13$0.02$0.92$1.01$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.18$0.05$0.64$0.58$0.06
2020Summary only. Only limited summary data is available for this year.$0.20$0.18$0.43$0.39$0.04
2019Summary only. Only limited summary data is available for this year.$0.16$0.12$0.50$0.48$0.02
2018Summary only. Only limited summary data is available for this year.$0.19$0.23$0.55$0.59$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.17$0.01$0.19$0.19$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.14$0.01$0.10$0.17$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.14$0.08$0.12$0.16$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.19$0.12$0.14$0.10$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.15$0.08$0.14$0.17$0.03
2012Summary only. Only limited summary data is available for this year.$0.26$0.15$0.11$0.13$0.02
2011Summary only. Only limited summary data is available for this year.$0.29$0.16$0.15$0.12$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 23, 2025
Return Version
2024v5.0
Gross Receipts
$73,328
Mission and Program Overview

Mission

To provide a weekly meeting of rotarians where the fund raising activities of the westport rotary foundation inc and rotary international are coordinat

Weekly meetings of rotarians for social gathering and community services

Program Services

DescriptionGrantsExpenses
WEEKLY MEETINGS OF ROTARIANS FOR SOCIAL GATHERING AND COMMUNITY-$44,306
WEEKLY MEETINGS OF ROTARIANS-CONDUCTED IN PERSON--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNY EPSTEINPast PresidePT$0--
PATRICIA CAREYSecretaryPT$0--
GOLDIE JAMESPresidentPT$0--
WAFAA NAGGARTreasurerPT$0--
AUDREY DEMETRESMembership CPT$0--
ANTHONY MCDOWELLExecutive SePT$0--
JOSEPH NIXONSeargant-At-PT$0--
LESLIE ROBERTSClub FoundatPT$0--
Filing and Contact Details

Filer

Filer Name
Westport Rotary Club
EIN
06-6103650
Phone
2032221600
Address
P O BOX 743, WESTPORT, CT 06880

Signing Officer

Name
Wafaa Naggar
Title
Treasurer
Phone
2032221600
Signed
2025-11-23

Preparer

Firm
Johanna Straczek & Co
Address
48 RAILROAD PLACE, WESTPORT, CT 06880
Preparer
Judith Mcbride
Phone
2032275671
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 394 information technology 1,410 travel 676 conferences/meetings 690 total 3,170”

Form 990-ez, Part I, Line 20

“Change in retained earnings -43”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 402 308 deferred revenue 12,400 16,089”

Form 990-ez, Part III, Line 31

“Weekly meetings of rotarians for social gathering and community”

Raw XML Appendix126 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/BooksInCareOfDetail/PersonNm0WAFAA NAGGAR
IRS990EZ/BooksInCareOfDetail/PhoneNum02032221600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08 GILBERT LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006880
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011023
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016360
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt073326
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01785
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt058681
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011023
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016360
IRS990EZ/GrossReceiptsAmt073328
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-1779
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-37
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-1779
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-37
IRS990EZ/OccupancyRentUtltsAndMaintAmt08610
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt58.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt68.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt78.00
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/PersonNm0KENNY EPSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICIA CAREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GOLDIE JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WAFAA NAGGAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AUDREY DEMETRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANTHONY MCDOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSEPH NIXON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LESLIE ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SEARGANT-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CLUB FOUNDAT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-43
IRS990EZ/OtherExpensesTotalAmt03170
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WEEKLY MEETINGS OF ROTARIANS FOR SOCIAL GATHERING AND COMMUNITY SERVICES
IRS990EZ/PrintingPublicationsPostageAmt01082
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEEKLY MEETINGS OF ROTARIANS-CONDUCTED IN PERSON
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WEEKLY MEETINGS OF ROTARIANS FOR SOCIAL GATHERING AND COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044306
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012802
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt016397
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071543
IRS990EZ/TotalProgramServiceExpensesAmt044306
IRS990EZ/TotalRevenueAmt073328
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WESTPORTROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 394 INFORMATION TECHNOLOGY 1,410 TRAVEL 676 CONFERENCES/MEETINGS 690 TOTAL 3,170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE IN RETAINED EARNINGS -43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 402 308 DEFERRED REVENUE 12,400 16,089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEEKLY MEETINGS OF ROTARIANS FOR SOCIAL GATHERING AND COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WAFAA NAGGAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032221600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTPORT ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0066103650
ReturnHeader/Filer/PhoneNum02032221600
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 743
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006880
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061395831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHANNA STRACZEK & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt048 RAILROAD PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006880
ReturnHeader/PreparerPersonGrp/PhoneNum02032275671
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDITH MCBRIDE
ReturnHeader/ReturnTs02025-11-23T08:32:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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