Civic Intelligence

Suffield Rotary Foundation Inc

990EZ • Fiscal year 2015 • EIN 20-1728227

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 21, 2015

Organization Profile
PO Box 283Suffield, CT 06078

(860) 668-3950

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

0.17x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

92nd percentile

50%

Higher net margin than 92% 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

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

87th percentile

53%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$135,326

Up $18,574 (+16%) from 2014

Net Assets

Up

$127,552

Up $20,274 (+19%) from 2014

Liabilities

Down

$7,774

Down $1,700 (-18%) from 2014

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin92nd percentile

Revenue

Up

$46,829

Up $16,239 (+53%) from 2014

Expenses

Down

$23,556

Down $3,025 (-11%) from 2014

Net Income

Up

$23,273

Up $19,264 (+481%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$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

2015

Assets$135,326
Liabilities$7,774
Net Assets$127,552
Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$46,829
Expenses$23,556
Net Income$23,273
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 21, 2015
Return Version
2014v5.0
Gross Receipts
$78,946
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 Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jack MuskaTreasurerPT$0--
Jat PressorPresidentPT$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
Jack Muska
Title
Treasurer
Phone
8606683950
Signed
2015-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Bagge Cennamo and Pascoe LLP
Address
66 Maple Ave, Windsor, CT 06095
Preparer
Kenneth P Pascoe
Phone
8602989815
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Contribution Grantee Various - In Town Street Main street City, State, Zip Suffield, CT 06078Amount 8,670Activity Contribution Grantee Rotary International Street 1560 Sherman Avenue City, State, Zip Evanston, IL 60201Amount 3,750Activity Contribution - Scholarships Grantee Suffield High School Amount 10,000”

Description of other expenses Part I line 16

“Description AmountInvestment Management Fees 1,136”

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

“Description AmountUnrealized Loss on investments (2,999)”

Description of other assets Part II line 24

“Category Beginning of Year End of YearInvestments 94,802 94,677Plants sale receivable 3,339 0”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearDeferred Revenue 9,200 7,500Due to Rotary Club 274 274”

Raw XML Appendix156 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/PersonNm0Jack Muska
IRS990EZ/BooksInCareOfDetail/PhoneNum08606683950
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Suffield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018611
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040649
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04735
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023273
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt022420
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107278
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0127552
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0107278
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0127552
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/PersonNm0Jack Muska
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jat Pressor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt098141
IRS990EZ/OtherAssetsTotalDetail/EOYAmt094677
IRS990EZ/OtherChangesInNetAssetsAmt0-2999
IRS990EZ/OtherExpensesTotalAmt01136
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/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032117
IRS990EZ/SpecialEventsNetIncomeLossAmt038085
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09474
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07774
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023556
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt046829
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0158886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt067260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0233901
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04009
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02165
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01760
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01868
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0488
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064861
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052598
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0284176
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04009
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02165
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01760
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01868
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0488
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010290
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98050
IRS990ScheduleA/PublicSupportPY509Pct00.99000
IRS990ScheduleA/PublicSupportTotal509Amt0518077
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072030
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0223747
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119858
IRS990ScheduleA/Total509Grp/TotalAmt0518077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0225615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0120346
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0528367
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Packard Golf
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Chicken BBQ
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Contribution Grantee Various - In Town Street Main street City, State, Zip Suffield, CT 06078Amount 8,670Activity Contribution Grantee Rotary International Street 1560 Sherman Avenue City, State, Zip Evanston, IL 60201Amount 3,750Activity Contribution - Scholarships Grantee Suffield High School Amount 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInvestment Management Fees 1,136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUnrealized Loss on investments (2,999)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearInvestments 94,802 94,677Plants sale receivable 3,339 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearDeferred Revenue 9,200 7,500Due to Rotary Club 274 274
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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK MUSKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08606683950
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-21
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/PreparerFirmEIN0061498917
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bagge Cennamo and Pascoe LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt066 Maple Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Windsor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006095
ReturnHeader/PreparerPersonGrp/PhoneNum08602989815
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth P Pascoe
ReturnHeader/ReturnTs02015-09-21T12:01:41-04:00
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
$135,326
Liabilities
$7,774
Net assets
$127,552
Revenue
$46,829
Expenses
$23,556
Net income
$23,273
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits