Civic Intelligence

Southampton Rotary Club Scholarship &

EIN 11-3303467 • 501(c)3 • Southampton, NY

Profile

The purpose of the organization is to award scholarships to graduating seniors from southampton high school who plan to continue their education. In addition, the organization will distribute money to local and international needy organizataions.

C/O Beachfront - 1351 North Sea RdSouthampton, NY 11968-2047

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.00x

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

NTEE B82 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.00x

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

NTEE B82 • $500k-$1M nonprofits • Source year 2024

Net Margin

57th percentile

26%

Higher net margin than 57% of similar nonprofits.

NTEE B82 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

NTEE B82 • $500k-$1M nonprofits • Source year 2024

Asset Growth

61st percentile

9.2%

Faster asset growth than 61% of similar nonprofits.

NTEE B82 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-35%

Faster revenue growth than 12% of similar nonprofits.

NTEE B82 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$565,612

Up $47,570 (+9.2%) from 2023

Liabilities

Down

$0

Down $3,022 (-100%) from 2023

Net Assets

Up

$565,612

Up $50,592 (+9.8%) from 2023

Revenue

Down

$64,751

Down $35,521 (-35%) from 2023

Expenses

Down

$47,859

Down $7,979 (-14%) from 2023

Net Income

Down

$16,892

Down $27,542 (-62%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $76,187Liabilities 2010: $0Net Assets 2010: $76,1872010Assets 2011: $79,049Liabilities 2011: $0Net Assets 2011: $79,0492011Assets 2012: $96,867Liabilities 2012: $0Net Assets 2012: $96,8672012Assets 2013: $144,963Liabilities 2013: $0Net Assets 2013: $144,9632013Assets 2014: $171,617Liabilities 2014: $0Net Assets 2014: $171,6172014Assets 2015: $170,968Liabilities 2015: $0Net Assets 2015: $170,9682015Assets 2016: $216,362Liabilities 2016: $500Net Assets 2016: $215,8622016Assets 2017: $249,209Liabilities 2017: $500Net Assets 2017: $248,7092017Assets 2018: $271,663Liabilities 2018: $2,935Net Assets 2018: $268,7282018Assets 2019: $295,931Liabilities 2019: $0Net Assets 2019: $295,9312019Assets 2020: $367,517Liabilities 2020: $0Net Assets 2020: $367,5172020Assets 2021: $411,032Liabilities 2021: $167Net Assets 2021: $410,8652021Assets 2022: $416,046Liabilities 2022: $2,266Net Assets 2022: $413,7802022Assets 2023: $518,042Liabilities 2023: $3,022Net Assets 2023: $515,0202023Assets 2024: $565,612Liabilities 2024: $0Net Assets 2024: $565,6122024

Highlighted filing

2024

Assets$565,612
Liabilities$0
Net Assets$565,612

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $34,5632010Expenses 2011: $12,7202011Expenses 2012: $36,5502012Revenue 2013: $62,354Expenses 2013: $16,909Net Income 2013: $45,4452013Revenue 2014: $85,796Expenses 2014: $56,747Net Income 2014: $29,0492014Revenue 2015: $45,311Expenses 2015: $34,837Net Income 2015: $10,4742015Revenue 2016: $80,046Expenses 2016: $53,688Net Income 2016: $26,3582016Revenue 2017: $54,575Expenses 2017: $32,750Net Income 2017: $21,8252017Revenue 2018: $77,498Expenses 2018: $25,920Net Income 2018: $51,5782018Revenue 2019: $51,151Expenses 2019: $56,692Net Income 2019: -$5,5412019Revenue 2020: $89,888Expenses 2020: $44,485Net Income 2020: $45,4032020Revenue 2021: $74,983Expenses 2021: $33,555Net Income 2021: $41,4282021Revenue 2022: $114,868Expenses 2022: $40,950Net Income 2022: $73,9182022Revenue 2023: $100,272Expenses 2023: $55,838Net Income 2023: $44,4342023Revenue 2024: $64,751Expenses 2024: $47,859Net Income 2024: $16,8922024

Highlighted filing

2024

Revenue$64,751
Expenses$47,859
Net Income$16,892

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.65$0.48$0.17
2023Detailed filing. Detailed filing data is available for this year.$5.18$0.03$5.15$1.00$0.56$0.44
2022Detailed filing. Detailed filing data is available for this year.$4.16$0.02$4.14$1.15$0.41$0.74
2021Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.75$0.34$0.41
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.90$0.44$0.45
2019Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.51$0.57$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.72$0.03$2.69$0.77$0.26$0.52
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.01$2.49$0.55$0.33$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.16$0.01$2.16$0.80$0.54$0.26
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.45$0.35$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.86$0.57$0.29
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.62$0.17$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Gross Receipts
$144,737
Mission and Program Overview

Mission

The purpose of the organization is to award scholarships to graduating seniors from southampton high school who plan to continue their education. In addition,the organization will distribute money to local and international needy organizataions.

The purpose of the organization is to award scholarships to graduating seniors from southampton high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$515,020$565,612▲ $50,592
Investments Other Securities$452,864$510,313▲ $57,449
Cash and Non-Interest-Bearing Accounts$34,799$28,083▼ $6,716
Accounts Receivable$30,254$27,091▼ $3,163
Savings and Temporary Cash Investments$125$125→ $0
Total Assets$518,042$565,612▲ $47,570
Liabilities
Accounts Payable and Accrued Expenses$3,022--
Total Liabilities$3,022$0▼ $3,022
Net Assets / Fund Balance
Total Net Assets Fund Balance$515,020$565,612▲ $50,592
Total Liabilities and Net Assets / Fund Balance$518,042$565,612▲ $47,570

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$510,313--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laurie WiltshirePresident
James GrossiSecretary
John LarkinTreasurer
Rosane CasellaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,340
Program Service Revenue
$0
Investment Income
$18,921
Other Revenue
$42,490
All Other Contributions
$1,000
Change in Net Assets
$16,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,675
Other Expenses$15,184
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,675--$18,675
Grants to Domestic Individuals$14,000--$14,000
Advertising$3,923--$3,923
Office Expenses-$2,682-$2,682
Fees for Services Accounting-$2,000-$2,000
Insurance-$248-$248
Other Expenses$172$25-$25
Total Functional Expenses$42,685$5,174$0$47,859
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various Under 5000 Ea---$18,675
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$122,476
Fundraising Direct Expenses$79,986
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$81,439$81,439$60,564$20,875
8k Run$23,018$23,018$9,832$13,186
Total Events$120,467$120,467$78,358$42,109
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The treasurer reviews form 990 before it is filed.

Form 990, Page 6, Part VI, Line 12C

Conflicts, if any, are discussed with the board annually.

Form 990, Page 6, Part VI, Line 19

The organization's form 990 is avaliable upon request.

Filing and Contact Details

Filer

Filer Name
Southampton Rotary Club Scholarship
EIN
11-3303467
Phone
6312592700
Address
C/O BEACHFRONT - 1351 NORTH SEA RD, SOUTHAMPTON, NY 11968-2047

Signing Officer

Name
John Larkin
Title
Treasurer
Phone
5168186692
Signed
2025-05-14

Organization Details

Principal Officer
Laurie Wiltshire
Formed
1995
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
JONES LITTLE & CO CPA'S LLP
Address
186 WEST MONTAUK HIGHWAY SUITE D3, HAMPTON BAYS, NY 11946-2347
Preparer
Roy Little CPA
Phone
6317284020
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The purpose of the organization is to award scholarships to graduating seniors from southampotn high school who plan to continue their education. In addition, the organization will distribute money to local and international needy organizations.

Raw XML Appendix345 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.

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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt081439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023018
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0120467
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042109
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07962
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt078358
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt060564
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09832
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt018675
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS UNDER 5000 EA
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTEES ARE REQUIRED TO FORWARD GRANT REPORTS DETAILING FUNDS SPENT IN ACCORDANCE WITH THE GRANT PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE ORGANIZATION IS TO AWARD SCHOLARSHIPS TO GRADUATING SENIORS FROM SOUTHAMPOTN HIGH SCHOOL WHO PLAN TO CONTINUE THEIR EDUCATION. IN ADDITION, THE ORGANIZATION WILL DISTRIBUTE MONEY TO LOCAL AND INTERNATIONAL NEEDY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER REVIEWS FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICTS, IF ANY, ARE DISCUSSED WITH THE BOARD ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FORM 990 IS AVALIABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0518042
IRS990/TotalAssetsEOYAmt0565612
IRS990/TotalAssetsGrp/BOYAmt0518042
IRS990/TotalAssetsGrp/EOYAmt0565612
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03340
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05174
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042685
IRS990/TotalFunctionalExpensesGrp/TotalAmt047859
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03022
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt03022
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0515020
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0565612
IRS990/TotalProgramServiceExpensesAmt042685
IRS990/TotalRevenueGrp/ExclusionAmt042490
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018921
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064751
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0518042
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0565612
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01351 NORTH SEA ROAD
IRS990/USAddress/CityNm0SOUTHAMPTON
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011968
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0SOUTHAMPTONROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LARKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05168186692
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHAMPTON ROTARY CLUB SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0113303467
ReturnHeader/Filer/PhoneNum06312592700
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BEACHFRONT - 1351 NORTH SEA RD
ReturnHeader/Filer/USAddress/CityNm0SOUTHAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0119682047
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203223210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES LITTLE & CO CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0186 WEST MONTAUK HIGHWAY SUITE D3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMPTON BAYS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0119462347
ReturnHeader/PreparerPersonGrp/PhoneNum06317284020
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY LITTLE CPA
ReturnHeader/ReturnTs02025-05-13T16:08:52-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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