Civic Intelligence

Rotary International Rockville Rotary Club

990EZ • Fiscal year 2017 • EIN 06-6103665

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 19, 2018

PO Box 3155Vernon, CT 06066

(860) 560-3985

Siviq Scores

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

Liabilities / Assets

85th percentile

0.26x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.23x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-38%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$15,507

Up $2,737 (+21%) from 2016

Net Assets

Up

$11,458

Up $2,737 (+31%) from 2016

Liabilities

Flat

$4,049

Flat from 2016

Revenue

Down

$17,295

Down $10,417 (-38%) from 2016

Expenses

Down

$14,558

Down $15,546 (-52%) from 2016

Net Income

Up

$2,737

Up $5,129 (+214%) from 2016

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $18,572Liabilities 2011: $4,049Net Assets 2011: $14,5232011Assets 2012: $16,563Liabilities 2012: $4,049Net Assets 2012: $12,5142012Assets 2013: $20,852Liabilities 2013: $4,049Net Assets 2013: $16,8032013Assets 2014: $22,894Liabilities 2014: $4,049Net Assets 2014: $18,8452014Assets 2015: $15,162Liabilities 2015: $4,049Net Assets 2015: $11,1132015Assets 2016: $12,770Liabilities 2016: $4,049Net Assets 2016: $8,7212016Assets 2017: $15,507Liabilities 2017: $4,049Net Assets 2017: $11,4582017Assets 2018: $10,222Liabilities 2018: $4,049Net Assets 2018: $6,1732018Assets 2019: $7,018Liabilities 2019: $0Net Assets 2019: $7,0182019Assets 2020: $10,208Liabilities 2020: $0Net Assets 2020: $10,2082020Assets 2021: $8,300Liabilities 2021: $0Net Assets 2021: $8,3002021Assets 2022: $11,900Liabilities 2022: $0Net Assets 2022: $11,9002022Assets 2023: $5,688Liabilities 2023: $0Net Assets 2023: $5,6882023Assets 2024: $7,286Liabilities 2024: $0Net Assets 2024: $7,2862024Assets 2025: $10,403Liabilities 2025: $0Net Assets 2025: $10,4032025

Highlighted filing

2017

Assets$15,507
Liabilities$4,049
Net Assets$11,458

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $54,544Expenses 2011: $58,067Net Income 2011: -$3,5232011Revenue 2012: $44,718Expenses 2012: $46,727Net Income 2012: -$2,0092012Revenue 2013: $34,921Expenses 2013: $30,632Net Income 2013: $4,2892013Revenue 2014: $33,615Expenses 2014: $31,573Net Income 2014: $2,0422014Revenue 2015: $20,280Expenses 2015: $28,012Net Income 2015: -$7,7322015Revenue 2016: $27,712Expenses 2016: $30,104Net Income 2016: -$2,3922016Revenue 2017: $17,295Expenses 2017: $14,558Net Income 2017: $2,7372017Revenue 2018: $13,471Expenses 2018: $18,756Net Income 2018: -$5,2852018Revenue 2019: $11,957Expenses 2019: $11,112Net Income 2019: $8452019Revenue 2020: $12,661Expenses 2020: $9,471Net Income 2020: $3,1902020Revenue 2021: $10,975Expenses 2021: $12,883Net Income 2021: -$1,9082021Revenue 2022: $61,479Expenses 2022: $57,879Net Income 2022: $3,6002022Revenue 2023: $7,473Expenses 2023: $13,685Net Income 2023: -$6,2122023Revenue 2024: $13,573Expenses 2024: $11,975Net Income 2024: $1,5982024Revenue 2025: $13,848Expenses 2025: $10,731Net Income 2025: $3,1172025

Highlighted filing

2017

Revenue$17,295
Expenses$14,558
Net Income$2,737
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 19, 2018
Return Version
2016v3.0
Gross Receipts
$38,682
Mission and Program Overview

Mission

Local and worldwide humanitarian service organization.

Program Services

DescriptionGrantsExpenses
Local and worldwide humanitarian service organization.$0$35,945
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dave RichardsPresident-$0--
Sharon RedfernSecretary-$0--
Angela AtwaterFoundation Chair And Treas-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rockopoly$12,510$12,510$7,694$4,816
Golf Tournament$9,473$9,473$5,180$4,293
Total Events$33,561$33,561$21,387$12,174
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
06-6103665
Phone
8605603985
Address
PO BOX 3155, VERNON, CT 06066

Signing Officer

Name
Angela Atwater
Title
Treasurer
Phone
8605603985
Signed
2018-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Pue Chick Leibowitz & Blezard LLC
Address
76 South Frontage Road, Vernon, CT 06066
Preparer
Steven R Leibowitz CPA
Phone
8608711722
Supplemental Narrative

Additional Explanations

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

Description: Interest Income. Amount: 5.

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

Description: Bank Fees. Amount: 15. Description: Contributions. Amount: 5,600. Description: Dues and Subscriptions. Amount: 3,795. Description: Interact. Amount: 300. Description: Meals. Amount: 306. Description: Miscellaneous. Amount: 115. Description: Pets Conference. Amount: 170. Description: Postage. Amount: 86. Description: Program. Amount: 304. Description: Scholarships. Amount: 3,500. Description: Supplies. Amount: 20. Description: Website. Amount: 347. Total to Form 990-EZ, line 16: 14,558.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. Beg. of Year Amount: 4,049. End of Year Amount: 4,049.

Raw XML Appendix138 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/BusinessNameLine1Txt0ANGELA ATWATER
IRS990EZ/BooksInCareOfDetail/PhoneNum08608723349
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3155
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VERNON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006066
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012770
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015507
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0191
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02737
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012770
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015507
IRS990EZ/FundraisingGrossIncomeAmt033561
IRS990EZ/GrossReceiptsAmt038682
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04925
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08721
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011458
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08721
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011458
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dave Richards
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon Redfern
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Angela Atwater
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Foundation Chair and TREAS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt014558
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Local and worldwide humanitarian service organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Local and worldwide humanitarian service organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035945
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt021387
IRS990EZ/SpecialEventsNetIncomeLossAmt012174
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04049
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04049
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014558
IRS990EZ/TotalProgramServiceExpensesAmt035945
IRS990EZ/TotalRevenueAmt017295
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rotaryrockvillect.com
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021387
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Rockopoly
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09473
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011578
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033561
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09473
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011578
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033561
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012174
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08513
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021387
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05180
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07694
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Bank Fees. Amount: 15. Description: Contributions. Amount: 5,600. Description: Dues and Subscriptions. Amount: 3,795. Description: Interact. Amount: 300. Description: Meals. Amount: 306. Description: Miscellaneous. Amount: 115. Description: Pets Conference. Amount: 170. Description: Postage. Amount: 86. Description: Program. Amount: 304. Description: Scholarships. Amount: 3,500. Description: Supplies. Amount: 20. Description: Website. Amount: 347. Total to Form 990-EZ, line 16: 14,558.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. Beg. of Year Amount: 4,049. End of Year Amount: 4,049.
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 26 - Other Liabilities
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Angela Atwater
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08605603985
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROCKVILLE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0066103665
ReturnHeader/Filer/PhoneNum08605603985
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3155
ReturnHeader/Filer/USAddress/CityNm0VERNON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006066
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId020EF233937CCB25C8671C852C8303D05AF77E2AA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.30.133.161
ReturnHeader/FilingSecurityInformation/IPDt02018-01-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:27:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061442902
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PUE CHICK LEIBOWITZ & BLEZARD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt076 South Frontage Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vernon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006066
ReturnHeader/PreparerPersonGrp/PhoneNum08608711722
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven R Leibowitz CPA
ReturnHeader/ReturnTs02018-01-23T10:13:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$13.8$10.7$3.12
2024Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$13.6$12.0$1.60
2023Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$7.47$13.7$6.21
2022Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$61.5$57.9$3.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.30$0.00$8.30$11.0$12.9$1.91
2020Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$12.7$9.47$3.19
2019Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$12.0$11.1$0.85
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$4.05$6.17$13.5$18.8$5.29
2017Detailed filing. Detailed filing data is available for this year.$15.5$4.05$11.5$17.3$14.6$2.74
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$4.05$8.72$27.7$30.1$2.39
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$15.2$4.05$11.1$20.3$28.0$7.73
2014Detailed filing. Detailed filing data is available for this year.$22.9$4.05$18.8$33.6$31.6$2.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$4.05$16.8$34.9$30.6$4.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$4.05$12.5$44.7$46.7$2.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$4.05$14.5$54.5$58.1$3.52
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits