Civic Intelligence

Suffield Rotary Foundation Inc

EIN 20-1728227 • 501(c)3 • Suffield, CT

Profile

Community Service Organization

PO Box 283Suffield, CT 06078
Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-21%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$372,094

Up $34,758 (+10%) from 2023

Liabilities

Up

$7,091

Up $253 (+3.7%) from 2023

Net Assets

Up

$365,003

Up $34,505 (+10%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin78th percentile

Revenue

Down

$38,087

Down $9,851 (-21%) from 2023

Expenses

Up

$28,899

Up $5,980 (+26%) from 2023

Net Income

Down

$9,188

Down $15,831 (-63%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$400K$300K$200K$100K$0Assets 2010: $152,274Liabilities 2010: $33,903Net Assets 2010: $118,3712010Assets 2011: $208,422Liabilities 2011: $13,582Net Assets 2011: $194,8402011Assets 2012: $98,643Liabilities 2012: $10,893Net Assets 2012: $87,7502012Assets 2013: $100,749Liabilities 2013: $9,750Net Assets 2013: $90,9992013Assets 2014: $116,752Liabilities 2014: $9,474Net Assets 2014: $107,2782014Assets 2015: $135,326Liabilities 2015: $7,774Net Assets 2015: $127,5522015Assets 2016: $150,246Liabilities 2016: $24,950Net Assets 2016: $125,2962016Assets 2017: $160,457Liabilities 2017: $7,156Net Assets 2017: $153,3012017Assets 2018: $169,966Liabilities 2018: $12,050Net Assets 2018: $157,9162018Assets 2022: $315,151Liabilities 2022: $27,015Net Assets 2022: $288,1362022Assets 2023: $337,336Liabilities 2023: $6,838Net Assets 2023: $330,4982023Assets 2024: $372,094Liabilities 2024: $7,091Net Assets 2024: $365,0032024

Highlighted filing

2024

Assets$372,094
Liabilities$7,091
Net Assets$365,003
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $56,451Expenses 2010: $31,273Net Income 2010: $25,1782010Revenue 2011: $90,768Expenses 2011: $15,778Net Income 2011: $74,9902011Expenses 2012: $292,7602012Revenue 2013: $36,712Expenses 2013: $43,119Net Income 2013: -$6,4072013Revenue 2014: $30,590Expenses 2014: $26,581Net Income 2014: $4,0092014Revenue 2015: $46,829Expenses 2015: $23,556Net Income 2015: $23,2732015Revenue 2016: $35,331Expenses 2016: $31,639Net Income 2016: $3,6922016Revenue 2017: $48,542Expenses 2017: $26,958Net Income 2017: $21,5842017Revenue 2018: $30,605Expenses 2018: $29,541Net Income 2018: $1,0642018Revenue 2022: $162,087Expenses 2022: $8,921Net Income 2022: $153,1662022Revenue 2023: $47,938Expenses 2023: $22,919Net Income 2023: $25,0192023Revenue 2024: $38,087Expenses 2024: $28,899Net Income 2024: $9,1882024

Highlighted filing

2024

Revenue$38,087
Expenses$28,899
Net Income$9,188
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$372,094
Liabilities
$7,091
Net assets
$365,003
Revenue
$38,087
Expenses
$28,899
Net income
$9,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.07$3.65$0.38$0.29$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.37$0.07$3.30$0.48$0.23$0.25
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.27$2.88$1.62$0.09$1.53
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.12$1.58$0.31$0.30$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.60$0.07$1.53$0.49$0.27$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.25$1.25$0.35$0.32$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.08$1.28$0.47$0.24$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.09$1.07$0.31$0.27$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.10$0.91$0.37$0.43$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.11$0.88$2.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.14$1.95$0.91$0.16$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.34$1.18$0.56$0.31$0.25
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 3, 2023
Return Version
2022v5.0
Gross Receipts
$73,827
Mission and Program Overview

Mission

Community Service Organization

Program Services

DescriptionGrantsExpenses
Community Service educational scholarships awarded along with financial support with various local charities and organizations--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth PascoeTreasurerPT$0--
Heidi PartainPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chicken BBQ----
Packard Golf----
Filing and Contact Details

Filer

Filer Name
Suffield Rotary Foundation Inc
EIN
20-1728227
Address
PO Box 283, Suffield, CT 06078

Signing Officer

Name
Kenneth Pascoe
Title
Treasurer
Phone
8606683950
Signed
2023-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth P Pascoe CPA LLC
Address
66 Maple Avenue, Windsor, CT 06095
Preparer
Kenneth Pascoe
Phone
8602989815
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Scholarships Grantee Various Amount 6,000Activity Contributions in Town Grantee Various Amount 10,866Activity Contributions out of Town Grantee Various Amount 2,025”

Description of other expenses Part I line 16

“Description AmountOffice Expense 405Advertising 169Investment Management Fees 3,454”

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

“Description AmountUnrealized Gain on investments 17,390Unlocated Change (47)”

Description of other assets Part II line 24

“Category Beginning of Year End of YearInvestments - Cash 32,568 31,798Investment at Cost 262,093 271,097Allowance for Change in Value (16,883) 3,758Due From Club 7,632 6,375”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPrepaid Golf Revenue 27,015 6,838”

Raw XML Appendix147 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/PersonNm0Kenneth Pascoe
IRS990EZ/BooksInCareOfDetail/PhoneNum08606683950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 283
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Suffield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029741
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024308
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02365
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025019
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0315151
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0337336
IRS990EZ/FundraisingGrossIncomeAmt059774
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018891
IRS990EZ/GrossReceiptsAmt073827
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011688
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0288136
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0330498
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0288136
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0330498
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kenneth Pascoe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heidi Partain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0285410
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0313028
IRS990EZ/OtherChangesInNetAssetsAmt017343
IRS990EZ/OtherExpensesTotalAmt04028
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community Service Organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Service educational scholarships awarded along with financial support with various local charities and organizations
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025889
IRS990EZ/SpecialEventsNetIncomeLossAmt033885
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt027015
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06838
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022919
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt047938
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0127355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0129720
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011688
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018608
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt030296
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt059774
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt047309
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0107083
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011688
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018608
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030296
IRS990ScheduleA/InvestmentIncomeCYPct00.11000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88660
IRS990ScheduleA/PublicSupportPY509Pct00.90710
IRS990ScheduleA/PublicSupportTotal509Amt0236803
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0174664
IRS990ScheduleA/Total509Grp/TotalAmt0236803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0193272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0267099
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Packard Golf
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Chicken BBQ
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarships Grantee Various Amount 6,000Activity Contributions in Town Grantee Various Amount 10,866Activity Contributions out of Town Grantee Various Amount 2,025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOffice Expense 405Advertising 169Investment Management Fees 3,454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUnrealized Gain on investments 17,390Unlocated Change (47)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearInvestments - Cash 32,568 31,798Investment at Cost 262,093 271,097Allowance for Change in Value (16,883) 3,758Due From Club 7,632 6,375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearPrepaid Golf Revenue 27,015 6,838
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth Pascoe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08606683950
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Suffield Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SUFF
ReturnHeader/Filer/EIN0201728227
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 283
ReturnHeader/Filer/USAddress/CityNm0Suffield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874074991
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kenneth P Pascoe CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt066 Maple Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Windsor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006095
ReturnHeader/PreparerPersonGrp/PhoneNum08602989815
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth Pascoe
ReturnHeader/ReturnTs02023-09-12T11:02:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kenneth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Pascoe
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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