National Exchange Club Rockville Chapter

990EZ • Fiscal year 2016 • EIN 06-6108607

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 11, 2017

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

13%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

17%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

8.1%

Faster revenue growth than 67% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets57th percentile

Assets

$61,452

Up $8,876 (+17%) from 2015

Net Assets

$61,452

Up $8,876 (+17%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin71st percentile

Revenue

$66,814

Up $5,032 (+8.1%) from 2015

Expenses

$57,938

Up $1,343 (+2.4%) from 2015

Net Income

$8,876

Up $3,689 (+71%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

Highlighted filing

2016

Assets$61,452

Liabilities$0

Net Assets$61,452

Open 2016 Filing

Operations Trend

Revenue Growth67th percentile

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

Highlighted filing

2016

Revenue$66,814

Expenses$57,938

Net Income$8,876

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2015 to Sep 30, 2016
Signed: Jan 11, 2017
Return Version: 2015v3.0
Gross Receipts: $86,837

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
william johnston	President	-	$0	-	-
Mark Fox	Vice President	-	$0	-	-
todd hany	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
Charity Golf Tournament	$26,760	$26,760	$14,202	$12,558
Wine Tasting / Carnival	$20,375	$20,375	$2,147	$18,228
Total Events	$57,324	$57,324	$20,023	$37,301

Filing and Contact Details

Filer

Filer Name: National Exchange Club Rockville Chapter
EIN: 06-6108607
Phone: 8608708995
Address: C/O SUSAN SPELLACY PO BOX 272, ELLINGTON, CT 06029

Signing Officer

Name: Todd Gottier
Title: President
Phone: 8608708995
Signed: 2017-01-11
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: 23.”

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

“Activity Classification: . Grantee Name: DONATIONS, FOOD FOR THE NEEDY. Amount Given: 4,083.”

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

“Activity Classification: . Grantee Name: KID-SAFE DONATIONS. Amount Given: 14,494.”

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: 200.”

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

“Activity Classification: . Grantee Name: SENIOR CITIZENS PICNIC. Amount Given: 1,786.”

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

“Activity Classification: . Grantee Name: Vernon Flag Fund. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 26,063.”

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

“Description: NATIONAL AND STATE DUES. Amount: 6,186. Description: BANK CHARGES. Amount: 517. Description: FILING FEES. Amount: 50. Description: STATIONARY/SUPPLIES. Amount: 533. Description: MEETINGS. Amount: 22,954. Description: Trailer Maintenance. Amount: 808. Total to Form 990-EZ, line 16: 31,048.”

Raw XML Appendix153 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/BusinessNameLine1Txt	0	SUSAN SPELLACY
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8608708995
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	1 MAPLE STREET UNIT 25
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	ELLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	06029
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	52576
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	61452
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	2299
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	8876
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	52576
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	61452
IRS990EZ/FundraisingGrossIncomeAmt	0	57324
IRS990EZ/GamingGrossIncomeAmt	0	11091
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	26063
IRS990EZ/GrossReceiptsAmt	0	86837
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	23
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	16100
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	52576
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	61452
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	52576
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	61452
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	william johnston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Mark Fox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	todd hany
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	31048
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	COMMUNITY BENEFIT PROJECTS
IRS990EZ/PrintingPublicationsPostageAmt	0	827
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	20023
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	48392
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	57938
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	66814
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	www.rockvilleexchangeclub.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	20023
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	Wine Tasting / Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	CHARITY GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	20375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	26760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	10189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	57324
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	20375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	26760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	10189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	57324
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	37301
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	3674
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	20023
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	2147
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	14202
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description: INTEREST INCOME. Amount: 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Activity Classification: . Grantee Name: DONATIONS, FOOD FOR THE NEEDY. Amount Given: 4,083.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Activity Classification: . Grantee Name: KID-SAFE DONATIONS. Amount Given: 14,494.
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: 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Activity Classification: . Grantee Name: SENIOR CITIZENS PICNIC. Amount Given: 1,786.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	Activity Classification: . Grantee Name: Vernon Flag Fund. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 26,063.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	Description: NATIONAL AND STATE DUES. Amount: 6,186. Description: BANK CHARGES. Amount: 517. Description: FILING FEES. Amount: 50. Description: STATIONARY/SUPPLIES. Amount: 533. Description: MEETINGS. Amount: 22,954. Description: Trailer Maintenance. Amount: 808. Total to Form 990-EZ, line 16: 31,048.
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 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	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	2017-02-10 21:41:12Z
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	2017-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	NATIONAL EXCHANGE CLUB ROCKVILLE CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt	0	NATI
ReturnHeader/Filer/EIN	0	066108607
ReturnHeader/Filer/PhoneNum	0	8608708995
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O SUSAN SPELLACY PO BOX 272
ReturnHeader/Filer/USAddress/CityNm	0	ELLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CT
ReturnHeader/Filer/USAddress/ZIPCd	0	06029
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	061442902
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PUE CHICK LEIBOWITZ & BLEZARD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	76 South Frontage Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Vernon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	06066
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8608711722
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Steven R Leibowitz CPA
ReturnHeader/ReturnTs	0	2017-01-11T13:31:45-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-10-01
ReturnHeader/TaxPeriodEndDt	0	2016-09-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $61,452
Liabilities: $0
Net assets: $61,452
Revenue: $66,814
Expenses: $57,938
Net income: $8,876

	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
2016Detailed filing. Detailed filing data is available for this year.	$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