Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 06-6103651

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 23, 2014

Organization ProfileWWW.PLAINVILLECTROTARY.ORG
PO Box 484Plainville, CT 06062

(860) 747-4559

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

39th percentile

-1.1%

Higher net margin than 39% 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

40th percentile

-1.9%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

27th percentile

-11%

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

Down

$29,979

Down $585 (-1.9%) from 2013

Net Assets

$29,979

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin39th percentile

Revenue

Down

$54,354

Down $6,640 (-11%) from 2013

Expenses

Down

$54,939

Down $6,385 (-10%) from 2013

Net Income

Down

-$585

Down $255 (-77%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$60K$40K$20K$0Assets 2012: $30,893Liabilities 2012: $02012Assets 2013: $30,564Liabilities 2013: $02013Assets 2014: $29,979Liabilities 2014: $0Net Assets 2014: $29,9792014Assets 2015: $35,581Liabilities 2015: $0Net Assets 2015: $35,5812015Assets 2016: $37,280Liabilities 2016: $0Net Assets 2016: $37,2802016Assets 2017: $46,126Liabilities 2017: $0Net Assets 2017: $46,1262017Assets 2018: $5,226Liabilities 2018: $0Net Assets 2018: $5,2262018Assets 2019: $8,839Liabilities 2019: $0Net Assets 2019: $8,8392019Assets 2020: $9,808Liabilities 2020: $0Net Assets 2020: $9,8082020

Highlighted filing

2014

Assets$29,979
Liabilities$0
Net Assets$29,979
Open 2014 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $65,015Expenses 2012: $61,448Net Income 2012: $3,5672012Revenue 2013: $60,994Expenses 2013: $61,324Net Income 2013: -$3302013Revenue 2014: $54,354Expenses 2014: $54,939Net Income 2014: -$5852014Revenue 2015: $57,488Expenses 2015: $51,886Net Income 2015: $5,6022015Revenue 2016: $61,412Expenses 2016: $59,713Net Income 2016: $1,6992016Revenue 2017: $73,229Expenses 2017: $64,383Net Income 2017: $8,8462017Revenue 2018: $64,664Expenses 2018: $105,564Net Income 2018: -$40,9002018Revenue 2019: $57,654Expenses 2019: $54,041Net Income 2019: $3,6132019Revenue 2020: $25,718Expenses 2020: $24,749Net Income 2020: $9692020

Highlighted filing

2014

Revenue$54,354
Expenses$54,939
Net Income-$585
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 23, 2014
Return Version
2013v3.1
Gross Receipts
$92,477
Mission and Program Overview

Mission

COMMUNITY DONATIONS

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS - HIGH SCHOOL STUDENTS AWARDS AND HIGH SCHOOL ALCOHOL FREE GRADUATION PARTY-$28,374
DONATIONS TO COMMUNITY GROUPS - GIRL SCOUTS, YMCA, STUDENT LOAN FOUNDATION, FOOD & FUEL PANTRY, COMMUNITY PROJECTS THAT BENEFIT THE TOWN-$15,637
CHRISTMAS PARTY FOR UNDERPRIVILEGED CHILDREN IN THE LOCAL COMMUNITY-$958
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ART HOERLEPres-Elect-$0--
SUE ABRAMV.P.-$0--
KATHY BERGONZIV.P.-$0--
GUY DOYONSecretary-$0--
MICHELE CASWELLTreasurer-$0--
SALLY MILLERPast Pres-$0--
ANTONELLA CALABRESEDirector-$0--
STACY GRAYDirector-$0--
ROBERT YUDKINPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$32,855$32,855$16,599$16,256
Event 2$21,547$21,547$12,004$9,543
Total Events$73,106$73,106$34,610$38,496
Filing and Contact Details

Filer

EIN
06-6103651

Signing Officer

Name
Michele Caswell
Title
Treasurer
Signed
2014-09-23
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative expenses 1,176 christmas party 958 donations 15,637 dues 3,868 fellowship expenses 3,006 meeting expenses 1,920 scholarships 28,374 total 54,939”

Raw XML Appendix136 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ART HOERLE
CompensationExplanation/CompensationExplanationGrp/PersonNm1SUE ABRAM
CompensationExplanation/CompensationExplanationGrp/PersonNm2KATHY BERGONZI
CompensationExplanation/CompensationExplanationGrp/PersonNm3GUY DOYON
CompensationExplanation/CompensationExplanationGrp/PersonNm4MICHELE CASWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm5SALLY MILLER
CompensationExplanation/CompensationExplanationGrp/PersonNm6ANTONELLA CALABRESE
CompensationExplanation/CompensationExplanationGrp/PersonNm7STACY GRAY
CompensationExplanation/CompensationExplanationGrp/PersonNm8ROBERT YUDKIN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHELE CASWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum08607474559
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 484
IRS990EZ/BooksInCareOfDetail/USAddress/City0PLAINVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode006062
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030564
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029979
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011501
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-585
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030564
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029979
IRS990EZ/FundraisingGrossIncomeAmt074631
IRS990EZ/GrossReceiptsAmt092477
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06345
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030564
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029979
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030564
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029979
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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/PersonNm0ART HOERLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE ABRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY BERGONZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GUY DOYON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELE CASWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SALLY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANTONELLA CALABRESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STACY GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROBERT YUDKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V.P.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2V.P.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054939
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS - HIGH SCHOOL STUDENTS AWARDS AND HIGH SCHOOL ALCOHOL FREE GRADUATION PARTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO COMMUNITY GROUPS - GIRL SCOUTS, YMCA, STUDENT LOAN FOUNDATION, FOOD & FUEL PANTRY, COMMUNITY PROJECTS THAT BENEFIT THE TOWN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CHRISTMAS PARTY FOR UNDERPRIVILEGED CHILDREN IN THE LOCAL COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028374
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115637
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2958
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt038123
IRS990EZ/SpecialEventsNetIncomeLossAmt036508
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054939
IRS990EZ/TotalProgramServiceExpensesAmt044969
IRS990EZ/TotalRevenueAmt054354
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PLAINVILLECTROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032855
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt073106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032855
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073106
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0CITRUS SALE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038496
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06007
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034610
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016599
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012004
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE EXPENSES 1,176 CHRISTMAS PARTY 958 DONATIONS 15,637 DUES 3,868 FELLOWSHIP EXPENSES 3,006 MEETING EXPENSES 1,920 SCHOLARSHIPS 28,374 TOTAL 54,939
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE CASWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL - PLAINVILLE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0066103651
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 484
ReturnHeader/Filer/USAddress/City0PLAINVILLE
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006062
ReturnHeader/ReturnTs02014-09-29T12:19:53-05:00
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
$29,979
Liabilities
$0
Net assets
$29,979
Revenue
$54,354
Expenses
$54,939
Net income
-$585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.26$0.25$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.58$0.54$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.65$1.06$0.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.73$0.64$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.61$0.60$0.02
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.36$0.00$0.36$0.57$0.52$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.54$0.55$0.01
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.61$0.61$0.00
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.65$0.61$0.04
Peer Organizations

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