Civic Intelligence

Rotary International New London

990EZ • Fiscal year 2014 • EIN 06-6103797

Jul 01, 2013 to Jun 30, 2014 • Filed on May 13, 2015

P O Box 654New London, CT 06320

(860) 442-1999

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

24th percentile

-8.9%

Higher net margin than 24% 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

16th percentile

-18%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

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

Assets

Down

$7,606

Down $1,697 (-18%) from 2013

Net Assets

Down

$7,606

Down $1,697 (-18%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$19,088

Down $3,096 (-14%) from 2013

Expenses

Down

$20,785

Down $3,053 (-13%) from 2013

Net Income

Down

-$1,697

Down $43 (-2.6%) from 2013

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2012: $10,957Liabilities 2012: $02012Assets 2013: $9,303Liabilities 2013: $0Net Assets 2013: $9,3032013Assets 2014: $7,606Liabilities 2014: $0Net Assets 2014: $7,6062014Assets 2015: $11,417Liabilities 2015: $0Net Assets 2015: $11,4172015Assets 2016: $6,457Liabilities 2016: $0Net Assets 2016: $6,4572016Assets 2017: $8,058Liabilities 2017: $0Net Assets 2017: $8,0582017Assets 2018: $6,077Net Assets 2018: $6,0772018Assets 2019: $8,084Liabilities 2019: $645Net Assets 2019: $7,4392019Assets 2020: $9,224Liabilities 2020: $1,453Net Assets 2020: $7,7712020Assets 2021: $9,387Liabilities 2021: $1,453Net Assets 2021: $7,9342021Assets 2022: $11,196Liabilities 2022: $113Net Assets 2022: $11,0832022Assets 2023: $18,793Liabilities 2023: $6,757Net Assets 2023: $12,0362023Assets 2024: $8,767Liabilities 2024: $0Net Assets 2024: $8,7672024Assets 2025: $6,564Liabilities 2025: $1,672Net Assets 2025: $4,8922025

Highlighted filing

2014

Assets$7,606
Liabilities$0
Net Assets$7,606

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $25,969Expenses 2012: $25,593Net Income 2012: $3762012Revenue 2013: $22,184Expenses 2013: $23,838Net Income 2013: -$1,6542013Revenue 2014: $19,088Expenses 2014: $20,785Net Income 2014: -$1,6972014Revenue 2015: $21,272Expenses 2015: $17,461Net Income 2015: $3,8112015Revenue 2016: $18,141Expenses 2016: $23,101Net Income 2016: -$4,9602016Revenue 2017: $17,935Expenses 2017: $16,334Net Income 2017: $1,6012017Revenue 2018: $16,451Expenses 2018: $18,432Net Income 2018: -$1,9812018Revenue 2019: $18,394Expenses 2019: $17,032Net Income 2019: $1,3622019Revenue 2020: $15,254Expenses 2020: $14,921Net Income 2020: $3332020Revenue 2021: $13,773Expenses 2021: $13,610Net Income 2021: $1632021Revenue 2022: $14,608Expenses 2022: $11,459Net Income 2022: $3,1492022Revenue 2023: $16,605Expenses 2023: $15,653Net Income 2023: $9522023Revenue 2024: $22,811Expenses 2024: $26,080Net Income 2024: -$3,2692024Revenue 2025: $47,365Expenses 2025: $51,239Net Income 2025: -$3,8742025

Highlighted filing

2014

Revenue$19,088
Expenses$20,785
Net Income-$1,697
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$49,318
Mission and Program Overview

Mission

Civic organization affiliated with rotary international

Program Services

DescriptionGrantsExpenses
THE ROTARY CLUB PARTICIPATES IN NUMEROUS CHARITABLE AND CIVIC PROJECTS THAT BENEFIT THE COMMUNITY$2,000$7,870
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM SCHMIDTPresident-$0--
NICK FISCHERVice-Preside-$0--
ALAN R LYONTreasurer-$0--
GERALDINE TOMSecretary-$0--
JULIA SECORDirector-$0--
MEREDITH DIETTEDirector-$0--
KATE SCHARGUSDirector-$0--
IVAN SADLERDirector-$0--
LEON LEHRERDirector-$0--
HELEN SANDALLSDirector-$0--
ART COSTADirector-$0--
JILL ANDERSONDirector-$0--
MARK PATNODEDirector-$0--
VICTORIA MUELLERDirector-$0--
MARK SPINNATODirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$26,356$26,356$27,372$-1,016
Total Events$26,356$26,356$27,372$-1,016
Filing and Contact Details

Filer

EIN
06-6103797
Phone
8604421999

Signing Officer

Name
Alan R Lyon
Title
Treasurer
Phone
8604421999
Signed
2015-05-13

Preparer

Preparer
Alan R Lyon
Phone
8604421999
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Raffle 1,177 anchor advertising 600 total 1,777

Form 990-ez, Part I, Line 16

Expenses dues - rotary internation 6,752 dues - district 7980 3,313 piano expense 2,250 pins & plaques 684 office & misc 2,130 travel & conferences 723 postage 141 student of the year exp 231 nl high school awards 1,000 website host 579 dictionary project 947 books for chilsren 35 total 18,785

Raw XML Appendix168 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/PersonNm0WILLIAM SCHMIDT
CompensationExplanation/CompensationExplanationGrp/PersonNm1NICK FISCHER
CompensationExplanation/CompensationExplanationGrp/PersonNm2ALAN R LYON
CompensationExplanation/CompensationExplanationGrp/PersonNm3GERALDINE TOM
CompensationExplanation/CompensationExplanationGrp/PersonNm4JULIA SECOR
CompensationExplanation/CompensationExplanationGrp/PersonNm5MEREDITH DIETTE
CompensationExplanation/CompensationExplanationGrp/PersonNm6KATE SCHARGUS
CompensationExplanation/CompensationExplanationGrp/PersonNm7IVAN SADLER
CompensationExplanation/CompensationExplanationGrp/PersonNm8LEON LEHRER
CompensationExplanation/CompensationExplanationGrp/PersonNm9HELEN SANDALLS
CompensationExplanation/CompensationExplanationGrp/PersonNm10ART COSTA
CompensationExplanation/CompensationExplanationGrp/PersonNm11JILL ANDERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm12MARK PATNODE
CompensationExplanation/CompensationExplanationGrp/PersonNm13VICTORIA MUELLER
CompensationExplanation/CompensationExplanationGrp/PersonNm14MARK SPINNATO
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALAN R LYON
IRS990EZ/BooksInCareOfDetail/PhoneNum08604421999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105 SHAWS COVE STE 203
IRS990EZ/BooksInCareOfDetail/USAddress/City0NEW LONDON
IRS990EZ/BooksInCareOfDetail/USAddress/State0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode006320
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09303
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07606
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1697
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09303
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07606
IRS990EZ/FundraisingGrossIncomeAmt029207
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt049318
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018334
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09303
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07606
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09303
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07606
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt131.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt141.00
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICK FISCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALAN R LYON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GERALDINE TOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIA SECOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEREDITH DIETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATE SCHARGUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7IVAN SADLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LEON LEHRER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9HELEN SANDALLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ART COSTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JILL ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12MARK PATNODE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13VICTORIA MUELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14MARK SPINNATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018785
IRS990EZ/OtherRevenueTotalAmt01777
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC ORGANIZATION AFFILIATED WITH ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ROTARY CLUB PARTICIPATES IN NUMEROUS CHARITABLE AND CIVIC PROJECTS THAT BENEFIT THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07870
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt030230
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1023
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020785
IRS990EZ/TotalProgramServiceExpensesAmt07870
IRS990EZ/TotalRevenueAmt019088
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NEWLONDONROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026356
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0WEEKLY MEALS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1016
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027372
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RAFFLE 1,177 ANCHOR ADVERTISING 600 TOTAL 1,777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES DUES - ROTARY INTERNATION 6,752 DUES - DISTRICT 7980 3,313 PIANO EXPENSE 2,250 PINS & PLAQUES 684 OFFICE & MISC 2,130 TRAVEL & CONFERENCES 723 POSTAGE 141 STUDENT OF THE YEAR EXP 231 NL HIGH SCHOOL AWARDS 1,000 WEBSITE HOST 579 DICTIONARY PROJECT 947 BOOKS FOR CHILSREN 35 TOTAL 18,785
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN R LYON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08604421999
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL NEW LONDON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0066103797
ReturnHeader/Filer/PhoneNum08604421999
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 654
ReturnHeader/Filer/USAddress/City0NEW LONDON
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006320
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205196007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ED LORAH & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105 SHAWS CV STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW LONDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0063204974
ReturnHeader/PreparerPersonGrp/PhoneNum08604421999
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN R LYON
ReturnHeader/ReturnTs02015-05-14T06:14:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.56$1.67$4.89$47.4$51.2$3.87
2024Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$22.8$26.1$3.27
2023Detailed filing. Detailed filing data is available for this year.$18.8$6.76$12.0$16.6$15.7$0.95
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.11$11.1$14.6$11.5$3.15
2021Detailed filing. Detailed filing data is available for this year.$9.39$1.45$7.93$13.8$13.6$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.22$1.45$7.77$15.3$14.9$0.33
2019Detailed filing. Detailed filing data is available for this year.$8.08$0.65$7.44$18.4$17.0$1.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$6.08$16.5$18.4$1.98
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.06$0.00$8.06$17.9$16.3$1.60
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$18.1$23.1$4.96
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$21.3$17.5$3.81
2014Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$19.1$20.8$1.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.30$0.00$9.30$22.2$23.8$1.65
2012Summary only. Only limited summary data is available for this year.$11.0$0.00$26.0$25.6$0.38