Civic Intelligence

Suffield Rotary Foundation Inc

990EZ • Fiscal year 2016 • EIN 20-1728227

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

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

81st percentile

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

0.71x

Higher debt load relative to revenue than 94% of similar nonprofits.

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

Net Margin

65th percentile

10%

Higher net margin than 65% 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

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$150,246

Up $14,920 (+11%) from 2015

Net Assets

Down

$125,296

Down $2,256 (-1.8%) from 2015

Liabilities

Up

$24,950

Up $17,176 (+221%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin65th percentile

Revenue

Down

$35,331

Down $11,498 (-25%) from 2015

Expenses

Up

$31,639

Up $8,083 (+34%) from 2015

Net Income

Down

$3,692

Down $19,581 (-84%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2016

Assets$150,246
Liabilities$24,950
Net Assets$125,296
Open 2016 Filing

Operations Trend

Revenue Growth21st 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

2016

Revenue$35,331
Expenses$31,639
Net Income$3,692
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$69,811
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--
Jackie GuzziPresidentPT$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
2016-11-14
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 16,800Activity 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 1,089”

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

“Description AmountUnrealized Loss on investments (5,948)”

Description of other assets Part II line 24

“Category Beginning of Year End of YearInvestments 94,677 90,825”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearDeferred Revenue 7,500 24,950Due to Rotary Club 274 0”

Raw XML Appendix157 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/BOYAmt040649
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059421
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01899
IRS990EZ/CostOrOtherBasisExpenseSaleAmt010796
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03692
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-492
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030550
IRS990EZ/GrossReceiptsAmt069811
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03678
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127552
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125296
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127552
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125296
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jack Muska
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jackie Guzzi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt094677
IRS990EZ/OtherAssetsTotalDetail/EOYAmt090825
IRS990EZ/OtherChangesInNetAssetsAmt0-5948
IRS990EZ/OtherExpensesTotalAmt01089
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/SaleOfAssetsGrossAmt010304
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023684
IRS990EZ/SpecialEventsNetIncomeLossAmt030246
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07774
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt024950
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031639
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt035331
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0158886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0168266
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03679
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04009
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02165
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01760
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01868
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013481
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029296
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064861
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0260874
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03679
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04009
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02165
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01760
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01868
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013481
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96950
IRS990ScheduleA/PublicSupportPY509Pct00.98000
IRS990ScheduleA/PublicSupportTotal509Amt0429140
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030921
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072030
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0223747
IRS990ScheduleA/Total509Grp/TotalAmt0429140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0225615
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0442621
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 16,800Activity 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 1,089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUnrealized Loss on investments (5,948)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearInvestments 94,677 90,825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearDeferred Revenue 7,500 24,950Due to Rotary Club 274 0
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK MUSKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08606683950
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
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/PreparationDt02016-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth P Pascoe
ReturnHeader/ReturnTs02016-12-01T16:05:30-05:00
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
$150,246
Liabilities
$24,950
Net assets
$125,296
Revenue
$35,331
Expenses
$31,639
Net income
$3,692
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