Civic Intelligence

Bristol Rotary Club Inc

EIN 06-6103805 • 501(c)4 • Bristol, CT

Profile

The primary exempt purpose is partnering with the community in the development of the city and its inhabitants.

PO Box 1674Bristol, CT 06011-1674

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

39th percentile

-3.2%

Higher net margin than 39% 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

49th percentile

-2.0%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

59th percentile

3.8%

Faster revenue growth than 59% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$27,460

Down $573 (-2.0%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$27,460

Down $573 (-2.0%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Up

$18,028

Up $666 (+3.8%) from 2024

Expenses

Down

$18,601

Down $310 (-1.6%) from 2024

Net Income

Up

-$573

Up $976 (+63%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$30K$20K$10K$0Assets 2012: $19,229Net Assets 2012: $19,2292012Assets 2013: $20,434Liabilities 2013: $0Net Assets 2013: $20,4342013Assets 2014: $23,115Liabilities 2014: $0Net Assets 2014: $23,1152014Assets 2015: $16,789Liabilities 2015: $0Net Assets 2015: $16,7892015Assets 2016: $20,629Liabilities 2016: $0Net Assets 2016: $20,6292016Assets 2018: $17,794Liabilities 2018: $0Net Assets 2018: $17,7942018Assets 2019: $12,893Liabilities 2019: $0Net Assets 2019: $12,8932019Assets 2020: $12,483Net Assets 2020: $12,4832020Assets 2021: $14,227Liabilities 2021: $02021Assets 2022: $11,968Liabilities 2022: $0Net Assets 2022: $11,9682022Assets 2023: $29,582Liabilities 2023: $0Net Assets 2023: $29,5822023Assets 2024: $28,033Liabilities 2024: $0Net Assets 2024: $28,0332024Assets 2025: $27,460Net Assets 2025: $27,4602025

Highlighted filing

2025

Assets$27,460
Liabilities-
Net Assets$27,460
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $27,928Expenses 2012: $21,679Net Income 2012: $6,2492012Revenue 2013: $30,015Expenses 2013: $28,810Net Income 2013: $1,2052013Revenue 2014: $34,417Expenses 2014: $31,736Net Income 2014: $2,6812014Revenue 2015: $23,968Expenses 2015: $30,294Net Income 2015: -$6,3262015Revenue 2016: $33,204Expenses 2016: $29,364Net Income 2016: $3,8402016Revenue 2018: $42,856Expenses 2018: $42,179Net Income 2018: $6772018Revenue 2019: $33,408Expenses 2019: $38,309Net Income 2019: -$4,9012019Revenue 2020: $16,859Expenses 2020: $17,269Net Income 2020: -$4102020Revenue 2021: $15,565Expenses 2021: $13,821Net Income 2021: $1,7442021Revenue 2022: $12,443Expenses 2022: $14,702Net Income 2022: -$2,2592022Revenue 2023: $32,483Expenses 2023: $14,869Net Income 2023: $17,6142023Revenue 2024: $17,362Expenses 2024: $18,911Net Income 2024: -$1,5492024Revenue 2025: $18,028Expenses 2025: $18,601Net Income 2025: -$5732025

Highlighted filing

2025

Revenue$18,028
Expenses$18,601
Net Income-$573
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$27,460
Liabilities
-
Net assets
$27,460
Revenue
$18,028
Expenses
$18,601
Net income
-$573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$27.5$18.0$18.6$0.57
2024Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$17.4$18.9$1.55
2023Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$32.5$14.9$17.6
2022Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$12.4$14.7$2.26
2021Summary only. Only limited summary data is available for this year.$14.2$0.00$15.6$13.8$1.74
2020Detailed filing. Detailed filing data is available for this year.$12.5$12.5$16.9$17.3$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.00$12.9$33.4$38.3$4.90
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$42.9$42.2$0.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$0.00$20.6$33.2$29.4$3.84
2015Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$24.0$30.3$6.33
2014Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$34.4$31.7$2.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$0.00$20.4$30.0$28.8$1.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$19.2$27.9$21.7$6.25
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 14, 2024
Return Version
2023v5.1
Gross Receipts
$21,281
Mission and Program Overview

Mission

The primary exempt purpose is partnering with the community in the development of the city and its inhabitants.

Program Services

DescriptionGrantsExpenses
.$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John CassidyPresidentPT$0--
Mary EtterTreasurerPT$0--
Theresa PelletierSecretaryPT$0--
Judi Ann LausierPast PresidentPT$0--
Laura WatsonDirectorPT$0--
Kenneth AgnelloDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Farmers Market$10,804$10,804$4,484$6,320
All other----
Total Events$10,804$10,804$4,484$6,320
Filing and Contact Details

Filer

Filer Name
Bristol Rotary Club Inc
EIN
06-6103805
Phone
8605829102
Address
PO Box 1674, Bristol, CT 06011-1674

Signing Officer

Name
Mary Etter
Title
Treasurer
Phone
8605829102
Signed
2024-10-14

Preparer

Firm
Pytlik & Albino CPAs
Address
28 Deer Path, Rocky Hill, CT 06067
Preparer
Bryan J Ricci CPA CFP
Phone
8605823300
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Dues 4536.”

Form 990EZ, Part I, Line 16

“Grants 8635.”

Form 990EZ, Part I, Line 16

“Meetings 323.”

Form 990EZ, Part I, Line 16

“Office 1927.”

Form 990EZ, Part I, Line 16

“Scholarships 3000.”

Form 990EZ, Part II, Line 24

“Inventory-ornaments purchased for 2024-2025 fundraiser 0. 1987.”

Raw XML Appendix152 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/PersonNm0Mary Etter
IRS990EZ/BooksInCareOfDetail/PhoneNum08605829102
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0621 Jerome Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bristol
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0060110726
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029582
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026046
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1549
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0490
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029582
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028033
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt013221
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt021281
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08060
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029582
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028033
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029582
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028033
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Cassidy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Etter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Theresa Pelletier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Judi Ann Lausier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Laura Watson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kenneth Agnello
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01987
IRS990EZ/OtherExpensesTotalAmt018421
IRS990EZ/PrimaryExemptPurposeTxt0The primary exempt purpose is partnering with the community in the development of the city and its inhabitants.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03919
IRS990EZ/SpecialEventsNetIncomeLossAmt09302
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018911
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt017362
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04484
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Farmers Market
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0All other
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt010804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010804
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06320
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04484
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Dues 4536.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grants 8635.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meetings 323.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office 1927.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Scholarships 3000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Inventory-ornaments purchased for 2024-2025 fundraiser 0. 1987.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Etter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08605829102
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bristol Rotary Club Inc
ReturnHeader/Filer/BusinessNameControlTxt0BRIS
ReturnHeader/Filer/EIN0066103805
ReturnHeader/Filer/PhoneNum08605829102
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1674
ReturnHeader/Filer/USAddress/CityNm0Bristol
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0060111674
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030378063
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pytlik & Albino CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028 Deer Path
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rocky Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006067
ReturnHeader/PreparerPersonGrp/PhoneNum08605823300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bryan J Ricci CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-14T13:44:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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)4 • <$500k nonprofits