Civic Intelligence

Suffield Rotary Foundation Inc

990EZ • Fiscal year 2023 • EIN 20-1728227

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 03, 2023

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

70th percentile

0.02x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.14x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

7.0%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-70%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$337,336

Up $22,185 (+7.0%) from 2022

Net Assets

Up

$330,498

Up $42,362 (+15%) from 2022

Liabilities

Down

$6,838

Down $20,177 (-75%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin91st percentile

Revenue

Down

$47,938

Down $114,149 (-70%) from 2022

Expenses

Up

$22,919

Up $13,998 (+157%) from 2022

Net Income

Down

$25,019

Down $128,147 (-84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2023

Assets$337,336
Liabilities$6,838
Net Assets$330,498
Open 2023 Filing

Operations Trend

Revenue Growth6th 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

2023

Revenue$47,938
Expenses$22,919
Net Income$25,019
Open 2023 Filing
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 Pay78th 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$337,336
Liabilities
$6,838
Net assets
$330,498
Revenue
$47,938
Expenses
$22,919
Net income
$25,019
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