Civic Intelligence

Devon Rotary Club

990EZ • Fiscal year 2020 • EIN 06-6103822

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 21, 2020

Organization ProfileN/A
PO Box 421Milford, CT 06460

(203) 410-4983

Siviq Scores

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

Liabilities / Assets

88th percentile

0.36x

Higher debt load relative to assets than 88% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.08x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

43rd percentile

0.0%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

48th percentile

0.0%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-17%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets88th percentile

Assets

Flat

$13,981

Flat from 2019

Net Assets

Flat

$8,981

Flat from 2019

Liabilities

Flat

$5,000

Flat from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin43rd percentile

Revenue

Down

$63,722

Down $12,617 (-17%) from 2019

Expenses

Down

$63,722

Down $7,617 (-11%) from 2019

Net Income

Down

$0

Down $5,000 (-100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$15K$10K$5.0K$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $840Liabilities 2016: $0Net Assets 2016: $8402016Assets 2017: $13,982Liabilities 2017: $10,000Net Assets 2017: $3,9822017Assets 2018: $13,981Liabilities 2018: $10,000Net Assets 2018: $3,9812018Assets 2019: $13,981Liabilities 2019: $5,000Net Assets 2019: $8,9812019Assets 2020: $13,981Liabilities 2020: $5,000Net Assets 2020: $8,9812020Assets 2021: $13,981Liabilities 2021: $5,000Net Assets 2021: $8,9812021Assets 2022: $13,731Liabilities 2022: $5,000Net Assets 2022: $8,7312022Assets 2023: $13,731Liabilities 2023: $0Net Assets 2023: $13,7312023Assets 2024: $13,731Liabilities 2024: $0Net Assets 2024: $13,7312024Assets 2025: $13,731Net Assets 2025: $13,7312025

Highlighted filing

2020

Assets$13,981
Liabilities$5,000
Net Assets$8,981
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $47,991Expenses 2011: $47,991Net Income 2011: $02011Revenue 2012: $39,680Expenses 2012: $39,680Net Income 2012: $02012Revenue 2013: $44,020Expenses 2013: $44,020Net Income 2013: $02013Revenue 2014: $38,905Expenses 2014: $38,905Net Income 2014: $02014Revenue 2015: $50,939Expenses 2015: $50,939Net Income 2015: $02015Revenue 2016: $44,415Expenses 2016: $44,810Net Income 2016: -$3952016Revenue 2017: $43,031Expenses 2017: $39,888Net Income 2017: $3,1432017Revenue 2018: $47,905Expenses 2018: $47,905Net Income 2018: $02018Revenue 2019: $76,339Expenses 2019: $71,339Net Income 2019: $5,0002019Revenue 2020: $63,722Expenses 2020: $63,722Net Income 2020: $02020Revenue 2021: $67,804Expenses 2021: $67,804Net Income 2021: $02021Revenue 2022: $72,577Expenses 2022: $72,827Net Income 2022: -$2502022Revenue 2023: $66,166Expenses 2023: $61,166Net Income 2023: $5,0002023Revenue 2024: $57,363Expenses 2024: $57,363Net Income 2024: $02024Revenue 2025: $67,719Expenses 2025: $67,719Net Income 2025: $02025

Highlighted filing

2020

Revenue$63,722
Expenses$63,722
Net Income$0
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 21, 2020
Return Version
2019v5.0
Gross Receipts
$112,486
Mission and Program Overview

Mission

Encourage and foster the ideal of service as a basis of worthy enterprise

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AND COMMUNITY DIRECTED CONTRIBUTIONS$53,764$61,380
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VINCENT J LAMBIASE JRTreasurer-$0--
PAUL L OTZELExecutive Se-$0--
ERIKA SHEAPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Octoberfest$76,181$76,181$42,187$33,994
Various Other$8,381$8,381$3,414$4,967
Total Events$90,708$90,708$48,764$41,944
Filing and Contact Details

Filer

Filer Name
Devon Rotary Club
EIN
06-6103822
Address
PO BOX 421, MILFORD, CT 06460

Signing Officer

Name
Vincent J Lambiase Jr
Title
Treasurer
Signed
2020-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Discenza Beck & Lee LLC
Address
138 BROAD ST, MILFORD, CT 06460-3283
Preparer
Glenn D Beck CPA
Phone
2038785234
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses dues 6,951 other expenses 2,342 conferences 665 total 9,958”

Form 990-ez, Part II, Line 26

“Due to foundation 5,000 5,000”

Raw XML Appendix122 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/PersonNm0VINCENT J LAMBIASE JR
IRS990EZ/BooksInCareOfDetail/PhoneNum02034104983
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 421
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006460
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013981
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013981
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06023
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013981
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013981
IRS990EZ/FundraisingGrossIncomeAmt090708
IRS990EZ/GrantsAndSimilarAmountsPaidAmt053764
IRS990EZ/GrossReceiptsAmt0112486
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015746
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08981
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08981
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08981
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08981
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VINCENT J LAMBIASE JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL L OTZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIKA SHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09958
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND COMMUNITY DIRECTED CONTRIBUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt053764
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061380
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt048764
IRS990EZ/SpecialEventsNetIncomeLossAmt041944
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063722
IRS990EZ/TotalProgramServiceExpensesAmt061380
IRS990EZ/TotalRevenueAmt063722
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt048764
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OCTOBERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0VARIOUS OTHER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt076181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08381
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt090708
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt076181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08381
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt090708
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041944
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03163
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt048764
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt042187
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03414
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DUES 6,951 OTHER EXPENSES 2,342 CONFERENCES 665 TOTAL 9,958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO FOUNDATION 5,000 5,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCENT J LAMBIASE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEVON ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0DEVO
ReturnHeader/Filer/EIN0066103822
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 421
ReturnHeader/Filer/USAddress/CityNm0MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006460
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08455BC73EC6CB02C8B994D0F9F90BA10D26BD4DC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId041D15CFE6BCE7F806E0BB367A408F5D85ACE5A2B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.199.100.57
ReturnHeader/FilingSecurityInformation/IPDt02020-09-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:13:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464016944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DISCENZA BECK & LEE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0138 BROAD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064603283
ReturnHeader/PreparerPersonGrp/PhoneNum02038785234
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN D BECK CPA
ReturnHeader/ReturnTs02020-09-30T08:13:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,981
Liabilities
$5,000
Net assets
$8,981
Revenue
$63,722
Expenses
$63,722
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.7$13.7$67.7$67.7$0.00
2024Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$57.4$57.4$0.00
2023Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$66.2$61.2$5.00
2022Detailed filing. Detailed filing data is available for this year.$13.7$5.00$8.73$72.6$72.8$0.25
2021Detailed filing. Detailed filing data is available for this year.$14.0$5.00$8.98$67.8$67.8$0.00
2020Detailed filing. Detailed filing data is available for this year.$14.0$5.00$8.98$63.7$63.7$0.00
2019Detailed filing. Detailed filing data is available for this year.$14.0$5.00$8.98$76.3$71.3$5.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$10.0$3.98$47.9$47.9$0.00
2017Detailed filing. Detailed filing data is available for this year.$14.0$10.0$3.98$43.0$39.9$3.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$44.4$44.8$0.40
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$50.9$50.9$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$38.9$38.9$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$44.0$44.0$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$39.7$39.7$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$48.0$48.0$0.00