Civic Intelligence

Middletown Rotary Charitable Fund Inc

990EZ • Fiscal year 2016 • EIN 11-3669356

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 01, 2017

Organization ProfileN/A
PO Box 1107Middletown, CT 06457

(860) 424-1028

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$18,430

No earlier filing loaded for comparison.

Net Assets

$18,430

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin59th percentile

Revenue

$26,830

No earlier filing loaded for comparison.

Expenses

$24,854

No earlier filing loaded for comparison.

Net Income

$1,976

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Assets 2016: $18,430Liabilities 2016: $0Net Assets 2016: $18,4302016

Highlighted filing

2016

Assets$18,430
Liabilities$0
Net Assets$18,430
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0Revenue 2016: $26,830Expenses 2016: $24,854Net Income 2016: $1,9762016

Highlighted filing

2016

Revenue$26,830
Expenses$24,854
Net Income$1,976
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 1, 2017
Return Version
2015v3.0
Gross Receipts
$53,503
Mission and Program Overview

Mission

Raise funds for various middlesex county charitable organizations.

Program Services

DescriptionGrantsExpenses
CHARITABLE ASSISTANCE TO CONQUER CHALLENGES SUCH AS POVERTY, ILLITERACY, AND MALNUTRITION WITH SUSTAINABLE SOLUTIONS THAT LEAVE A LASTING IMPACT$17,381$24,804
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE DRISKAPresident-$0--
JOSEPH MARINOPresident-El-$0--
PAT TUCKERSecretary-$0--
PAT TULLYTreasurer-$0--
HOWARD SCHACHTERAssistant Tr-$0--
KEVIN WILHELMSergeant At-$0--
JADE STOLTZDirector-$0--
CATHY STEBBINSDirector-$0--
HELENE VARTELASDirector - 16-17-$0--
LISA SANTANGELODirector-$0--
STEVE LOVELACEDirector-$0--
HOWARD REIDDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Turkey Drive$16,060$15,956$15,956$0
Holiday October$13,858$5,404$5,404$0
Total Events$29,918$21,360$21,360-
Filing and Contact Details

Filer

Filer Name
Middletown Rotary Club
EIN
11-3669356
Phone
8604241028
Address
PO BOX 1107, MIDDLETOWN, CT 06457

Signing Officer

Name
Helene Vartelas
Title
Director - 16-17 Officer
Phone
8604241028
Signed
2017-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Guilmartin Dipiro & Sokolowski LLC
Address
505 MAIN ST, MIDDLETOWN, CT 06457-2809
Preparer
Christopher B Conley
Phone
8603475689
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Various community organizations po box 1107 middletown, ct 06457 17,381 0 0”

Form 990-ez, Part I, Line 16

“Expenses dues 200 miscellaneous 1,373 paul harris fellows 3,000 ryla 500 scholarships 1,350 state filing fee 50 service above self awards 1,000 total 7,473”

Raw XML Appendix179 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/PhoneNum08604241028
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1107
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIDDLETOWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRUCE DRISKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSEPH MARINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAT TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAT TULLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOWARD SCHACHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEVIN WILHELM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JADE STOLTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CATHY STEBBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HELENE VARTELAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LISA SANTANGELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10STEVE LOVELACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HOWARD REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SERGEANT AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIR - 16-17
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07473
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS FOR VARIOUS MIDDLESEX COUNTY CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE ASSISTANCE TO CONQUER CHALLENGES SUCH AS POVERTY, ILLITERACY, AND MALNUTRITION WITH SUSTAINABLE SOLUTIONS THAT LEAVE A LASTING IMPACT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017381
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024804
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026673
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt026830
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt059,152
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026830
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt047230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0151624
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt026673
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt015894
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09291
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt018528
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt08454
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021360
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURKEY DRIVE
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013858
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05404
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021360
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021360
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015956
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS COMMUNITY ORGANIZATIONS PO BOX 1107 MIDDLETOWN, CT 06457 17,381 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES DUES 200 MISCELLANEOUS 1,373 PAUL HARRIS FELLOWS 3,000 RYLA 500 SCHOLARSHIPS 1,350 STATE FILING FEE 50 SERVICE ABOVE SELF AWARDS 1,000 TOTAL 7,473
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HELENE VARTELAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIR - 16-17 OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08604241028
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDDLETOWN ROTARY CLUB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0113669356
ReturnHeader/Filer/PhoneNum08604241028
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1107
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006457
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060971998
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GUILMARTIN DIPIRO & SOKOLOWSKI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064572809
ReturnHeader/PreparerPersonGrp/PhoneNum08603475689
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER B CONLEY
ReturnHeader/ReturnTs02017-02-02T13:53:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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
$18,430
Liabilities
$0
Net assets
$18,430
Revenue
$26,830
Expenses
$24,854
Net income
$1,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$26.8$24.9$1.98