National Exchange Club Rockville Chapter

990EZ • Fiscal year 2014 • EIN 06-6108607

Oct 01, 2013 to Sep 30, 2014 • Filed on Jan 26, 2015

Organization Profile WWW.ROCKVILLEEXCHANGECLUB.ORG

C/O Susan Spellacy PO Box 272Ellington, CT 06029

(860) 870-8995

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

25%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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

54%

Faster asset growth than 92% of similar nonprofits.

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

22%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets57th percentile

Assets

$47,389

Up $16,632 (+54%) from 2013

Net Assets

$47,389

Up $16,632 (+54%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin84th percentile

Revenue

$66,828

Up $12,115 (+22%) from 2013

Expenses

$50,196

Up $119 (+0.2%) from 2013

Net Income

$16,632

Up $11,996 (+259%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

Highlighted filing

2014

Assets$47,389

Liabilities$0

Net Assets$47,389

Open 2014 Filing

Operations Trend

Revenue Growth81st percentile

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

Highlighted filing

2014

Revenue$66,828

Expenses$50,196

Net Income$16,632

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2013 to Sep 30, 2014
Signed: Jan 26, 2015
Return Version: 2013v4.0
Gross Receipts: $101,939

Mission and Program Overview

Mission

Community benefit projects

Program Services

Description	Grants	Expenses
COMMUNITY BENEFIT PROJECTS	$0	$0

Compensation and Service Providers

Top Officer Pay85th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TODD GOTTIER	President	-	$0	-	-
TODD HANY	Vice President	-	$0	-	-
MATTHEW RILEY	1st Vice President	-	$0	-	-
KATHLEEN LUGINBUHL	Secretary	-	$0	-	-
SUSAN SPELLACY	Treasurer	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$28,651	$28,651	$15,784	$12,867
Event 2	$25,299	$25,299	$16,042	$9,257
Total Events	$62,799	$62,799	$35,111	$27,688

Filing and Contact Details

Filer

EIN: 06-6108607
Phone: 8608708995

Signing Officer

Name: Todd Gottier
Title: President
Phone: 8608708995
Signed: 2015-01-26
Discuss with paid preparer: Yes

Preparer

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: 14.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: donations, food for the needy. Amount given: 6,278.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: kid-safe donations. Amount given: 11,441.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: scholarships. Amount given: 4,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: safe graduation. Amount given: 300.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: senior citizens picnic. Amount given: 2,123. Total included on form 990-ez, line 10: 24,642.”

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

“Description: national and state dues. Amount: 5,669. Description: insurance. Amount: 675. Description: bank charges. Amount: 245. Description: filing fees. Amount: 50. Description: stationary/supplies. Amount: 695. Description: storage unit. Amount: 900. Description: meetings. Amount: 15,523. Description: miscellaneous. Amount: 523. Total to form 990-ez, line 16: 24,280.”

Raw XML Appendix151 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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	SUSAN SPELLACY
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8608708995
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	1 MAPLE STREET UNIT 25
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	ELLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	06029
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	30757
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	47389
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	2540
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	16632
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	595
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	30757
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	47389
IRS990EZ/FundraisingGrossIncomeAmt	0	62799
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	24642
IRS990EZ/GrossReceiptsAmt	0	101939
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	14
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	36586
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	30757
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	47389
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	30757
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	47389
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	TODD GOTTIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	TODD HANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	MATTHEW RILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	KATHLEEN LUGINBUHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	SUSAN SPELLACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	1ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	TREASURER
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	24280
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	COMMUNITY BENEFIT PROJECTS
IRS990EZ/PrintingPublicationsPostageAmt	0	679
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	COMMUNITY BENEFIT PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	35111
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	27688
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	50196
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	66828
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.ROCKVILLEEXCHANGECLUB.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	35111
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	28651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	25299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	8849
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	62799
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	28651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	25299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	8849
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	62799
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	CHARITY GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	27688
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	3285
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	35111
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	15784
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	16042
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INTEREST INCOME. AMOUNT: 14.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: . GRANTEE NAME: DONATIONS, FOOD FOR THE NEEDY. AMOUNT GIVEN: 6,278.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACTIVITY CLASSIFICATION: . GRANTEE NAME: KID-SAFE DONATIONS. AMOUNT GIVEN: 11,441.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACTIVITY CLASSIFICATION: . GRANTEE NAME: SCHOLARSHIPS. AMOUNT GIVEN: 4,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	ACTIVITY CLASSIFICATION: . GRANTEE NAME: SAFE GRADUATION. AMOUNT GIVEN: 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	ACTIVITY CLASSIFICATION: . GRANTEE NAME: SENIOR CITIZENS PICNIC. AMOUNT GIVEN: 2,123. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 24,642.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	DESCRIPTION: NATIONAL AND STATE DUES. AMOUNT: 5,669. DESCRIPTION: INSURANCE. AMOUNT: 675. DESCRIPTION: BANK CHARGES. AMOUNT: 245. DESCRIPTION: FILING FEES. AMOUNT: 50. DESCRIPTION: STATIONARY/SUPPLIES. AMOUNT: 695. DESCRIPTION: STORAGE UNIT. AMOUNT: 900. DESCRIPTION: MEETINGS. AMOUNT: 15,523. DESCRIPTION: MISCELLANEOUS. AMOUNT: 523. TOTAL TO FORM 990-EZ, LINE 16: 24,280.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE 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/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TODD GOTTIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8608708995
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	NATIONAL EXCHANGE CLUB ROCKVILLE CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt	0	NATI
ReturnHeader/Filer/EIN	0	066108607
ReturnHeader/Filer/PhoneNum	0	8608708995
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O SUSAN SPELLACY PO BOX 272
ReturnHeader/Filer/USAddress/City	0	ELLINGTON
ReturnHeader/Filer/USAddress/State	0	CT
ReturnHeader/Filer/USAddress/ZIPCode	0	06029
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	061442902
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	PUE CHICK LEIBOWITZ & BLEZARD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	76 SOUTH FRONTAGE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	VERNON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	06066
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8608711722
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	STEVEN R LEIBOWITZ CPA
ReturnHeader/ReturnTs	0	2015-01-26T12:36:31-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-10-01
ReturnHeader/TaxPeriodEndDt	0	2014-09-30
ReturnHeader/TaxYr	0	2013

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: $47,389
Liabilities: $0
Net assets: $47,389
Revenue: $66,828
Expenses: $50,196
Net income: $16,632

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.97	$0.00	$0.97	$0.38	$0.41	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$1.00	$0.00	$1.00	$0.39	$0.45	$0.06
2022Detailed filing. Detailed filing data is available for this year.	$1.06	$0.00	$1.06	$0.84	$0.53	$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.75	$0.00	$0.75	$0.53	$0.29	$0.24
2020Detailed filing. Detailed filing data is available for this year.	$0.51	$0.00	$0.51	$0.08	$0.45	$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.88	$0.00	$0.88	$0.80	$0.56	$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.63	$0.00	$0.63	$0.45	$0.49	$0.04
2017Detailed filing. Detailed filing data is available for this year.	$0.67	$0.00	$0.67	$0.72	$0.66	$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.61	$0.00	$0.61	$0.67	$0.58	$0.09
2015Detailed filing. Detailed filing data is available for this year.	$0.53	$0.00	$0.53	$0.62	$0.57	$0.05
2014Detailed filing. Detailed filing data is available for this year.	$0.47	$0.00	$0.47	$0.67	$0.50	$0.17
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$0.31	$0.00	$0.31	$0.55	$0.50	$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.26		$0.26	$0.45	$0.61	$0.16
2011Summary only. Only limited summary data is available for this year.	$0.42	$0.00		$0.63	$0.57	$0.07