Civic Intelligence

The Killingly-Brooklyn Rotary Trust

990EZ • Fiscal year 2015 • EIN 06-6494109

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

-4.8%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$74,177

Up $9,170 (+14%) from 2014

Net Assets

Up

$74,177

Up $9,170 (+14%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin90th percentile

Revenue

Down

$22,025

Down $1,100 (-4.8%) from 2014

Expenses

Up

$12,540

Up $1,550 (+14%) from 2014

Net Income

Down

$9,485

Down $2,650 (-22%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2015

Assets$74,177
Liabilities$0
Net Assets$74,177
Open 2015 Filing

Operations Trend

Revenue Growth41st 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

2015

Revenue$22,025
Expenses$12,540
Net Income$9,485
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$44,136
Mission and Program Overview

Mission

Raise Money for Charity and Scholarships

Program Services

DescriptionGrantsExpenses
Raise Money for Charities and Scholarships-$12,540
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher BurkeDirector-$0--
Roger MercierDirector-$0--
Mary Jane BurkeDirector-$0--
Jo-Ann ChenailDirector-$0--
Bob ChenailDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournam$32,018$32,018$1,376$30,642
Amber Alert$8,382$8,382$2,367$6,015
Total Events$40,400$40,400$14,655$25,745
Filing and Contact Details

Filer

Filer Name
The Danielson Rotary Trust
EIN
06-6494109
Address
PO Box 394, Danielson, CT 06239-0394

Signing Officer

Name
Christopher Burke
Title
Director
Phone
8607420531
Signed
2015-11-05
Discuss with paid preparer
No

Preparer

Firm
Jane Davis and Associates LLC
Address
72 Tatnic Hill Road, Brooklyn, CT 06234
Preparer
Jane Davis
Phone
8607743277
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 2,615Charitable Contributions 6,925Scholarships 3,000”

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

“Description AmountUnrealized Loss In Marketable Secu (315)”

Description of other assets Part II line 24

“Category Beginning of Year End of YearEquipment 5,359 5,097”

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Jo-Ann Chenail
IRS990EZ/BooksInCareOfDetail/PhoneNum08607420531
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0266 Thompson Hill Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Thompson
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059648
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069080
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09485
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt043680
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0456
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065007
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074177
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065007
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074177
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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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/PersonNm2Mary Jane Burke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jo-Ann Chenail
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bob Chenail
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/BOYAmt05359
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05097
IRS990EZ/OtherChangesInNetAssetsAmt0-315
IRS990EZ/OtherExpensesTotalAmt012540
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Raise Money for Charity and Scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raise Money for Charities and Scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012540
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022111
IRS990EZ/SpecialEventsNetIncomeLossAmt021569
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012540
IRS990EZ/TotalProgramServiceExpensesAmt012540
IRS990EZ/TotalRevenueAmt022025
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0457
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0209
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0196
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0870
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt043130
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt054026
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt023685
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0120841
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0457
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0209
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0870
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct01.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99290
IRS990ScheduleA/PublicSupportTotal509Amt0120841
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043130
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023685
IRS990ScheduleA/Total509Grp/TotalAmt0120841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt023693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0121711
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01800
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01800
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014655
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournam
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Amber Alert
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032018
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032018
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040400
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025745
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03743
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01376
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02367
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09112
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09112
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 2,615Charitable Contributions 6,925Scholarships 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountUnrealized Loss In Marketable Secu (315)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearEquipment 5,359 5,097
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Burke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08607420531
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Danielson Rotary Trust
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0066494109
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 394
ReturnHeader/Filer/USAddress/CityNm0Danielson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0062390394
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208126374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jane Davis and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt072 Tatnic Hill Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006234
ReturnHeader/PreparerPersonGrp/PhoneNum08607743277
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jane Davis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-05T05:34:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,177
Liabilities
$0
Net assets
$74,177
Revenue
$22,025
Expenses
$12,540
Net income
$9,485
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
2015Detailed filing. Detailed filing data is available for this year.$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