Civic Intelligence

The Killingly-Brooklyn Rotary Trust

990EZ • Fiscal year 2014 • EIN 06-6494109

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 02, 2014

Organization Profile
PO Box 394Danielson, CT 06239-0394

(860) 742-0531

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$65,007

Up $13,158 (+25%) from 2013

Net Assets

$65,007

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin92nd percentile

Revenue

Up

$23,125

Up $3,445 (+18%) from 2013

Expenses

Up

$10,990

Up $10,915 (+14553%) from 2013

Net Income

Down

$12,135

Down $7,470 (-38%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$150K$100K$50K$0Assets 2012: $32,206Liabilities 2012: $0Net Assets 2012: $32,2062012Assets 2013: $51,849Liabilities 2013: $02013Assets 2014: $65,007Liabilities 2014: $0Net Assets 2014: $65,0072014Assets 2015: $74,177Liabilities 2015: $0Net Assets 2015: $74,1772015Assets 2016: $76,770Liabilities 2016: $02016Assets 2022: $15,530Liabilities 2022: $0Net Assets 2022: $15,5302022Assets 2023: $18,599Liabilities 2023: $0Net Assets 2023: $18,5992023Assets 2024: $20,478Liabilities 2024: $0Net Assets 2024: $20,4782024Assets 2025: $125,830Net Assets 2025: $125,8302025

Highlighted filing

2014

Assets$65,007
Liabilities$0
Net Assets$65,007
Open 2014 Filing

Operations Trend

Revenue Growth70th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $196Expenses 2012: $400Net Income 2012: -$2042012Revenue 2013: $19,680Expenses 2013: $75Net Income 2013: $19,6052013Revenue 2014: $23,125Expenses 2014: $10,990Net Income 2014: $12,1352014Revenue 2015: $22,025Expenses 2015: $12,540Net Income 2015: $9,4852015Revenue 2016: $16,490Expenses 2016: $14,659Net Income 2016: $1,8312016Revenue 2022: $7,648Expenses 2022: $8,426Net Income 2022: -$7782022Revenue 2023: $25,724Expenses 2023: $22,655Net Income 2023: $3,0692023Revenue 2024: $23,168Expenses 2024: $21,289Net Income 2024: $1,8792024Revenue 2025: $11,070Expenses 2025: $13,043Net Income 2025: -$1,9732025

Highlighted filing

2014

Revenue$23,125
Expenses$10,990
Net Income$12,135
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 2, 2014
Return Version
2013v3.1
Gross Receipts
$54,235
Mission and Program Overview

Mission

Raise Money for Charity and Scholarships

Program Services

DescriptionGrantsExpenses
Raise Money for Charities and Scholarships--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher BurkeDirector-$0--
Roger MercierDirector-$0--
Richard MooreDirector-$0--
Jo-Ann ChenailDirector-$0--
Donna MercierDirector-$0--
Filing and Contact Details

Filer

EIN
06-6494109

Signing Officer

Name
Christopher Burke
Title
Director
Phone
8607420531
Signed
2014-10-02
Discuss with paid preparer
No

Preparer

Preparer
Jane Davis
Phone
8607743277
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 1,340Charitable Contributions 6,650Scholarships 3,000”

Other changes in net assets or fund balances Part I line 20

“Description AmountUnrealized Gains In Marketable Secu 1,023”

Description of other assets Part II line 24

“Category Beginning of Year End of YearEquipment 0 5,359”

Raw XML Appendix145 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/PersonNm0Jo-Ann Chenail
IRS990EZ/BooksInCareOfDetail/PhoneNum08607420531
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10266 Thompson Hill Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Thompson
IRS990EZ/BooksInCareOfDetail/USAddress/State0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode006277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051849
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059648
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012135
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051849
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065007
IRS990EZ/FundraisingGrossIncomeAmt054026
IRS990EZ/GrossReceiptsAmt054235
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0209
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051849
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065007
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051849
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065007
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christopher Burke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Roger Mercier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Richard Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jo-Ann Chenail
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Donna Mercier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05359
IRS990EZ/OtherChangesInNetAssetsAmt01023
IRS990EZ/OtherExpensesTotalAmt010990
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Raise Money for Charity and Scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raise Money for Charities and Scholarships
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031110
IRS990EZ/SpecialEventsNetIncomeLossAmt022916
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010990
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt023125
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0209
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0196
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0413
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0209
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0413
IRS990ScheduleA/InvestmentIncomeCYPct01.00000
IRS990ScheduleA/InvestmentIncomePYPct01.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0209
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0413
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Golf Tournam
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Dictionary D
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 1,340Charitable Contributions 6,650Scholarships 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountUnrealized Gains In Marketable Secu 1,023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearEquipment 0 5,359
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Burke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08607420531
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Danielson Rotary Trust
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0066494109
ReturnHeader/Filer/USAddress/AddressLine10PO Box 394
ReturnHeader/Filer/USAddress/City0Danielson
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode0062390394
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208126374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jane Davis and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1072 Tatnic Hill Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006234
ReturnHeader/PreparerPersonGrp/PhoneNum08607743277
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jane Davis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-01T13:52:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,007
Liabilities
$0
Net assets
$65,007
Revenue
$23,125
Expenses
$10,990
Net income
$12,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.26$1.26$0.11$0.13$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.23$0.21$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.26$0.23$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.08$0.08$0.01
2016Summary only. Only limited summary data is available for this year.$0.77$0.00$0.16$0.15$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.22$0.13$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.23$0.11$0.12
2013Summary only. Only limited summary data is available for this year.$0.52$0.00$0.20$0.00$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.00$0.00$0.00