Civic Intelligence

Suffield Rotary Foundation Inc

990EZ • Fiscal year 2024 • EIN 20-1728227

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 18, 2024

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

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2024 filings • 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.

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

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

25th percentile

-21%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$372,094

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

Net Assets

Up

$365,003

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

Liabilities

Up

$7,091

Up $253 (+3.7%) from 2023

Revenue And Expenses
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

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

2024

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

Operations Trend

Revenue Growth25th 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

2024

Revenue$38,087
Expenses$28,899
Net Income$9,188
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 18, 2024
Return Version
2023v5.1
Gross Receipts
$104,851
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 Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rob KlesczewskiTreasurerPT$0--
Jonathan KozloskiPresidentPT$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
8607296163
Signed
2024-09-18
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 17,650Activity Contributions out of Town Grantee Various Amount 1,660”

Description of other expenses Part I line 16

“Description AmountOffice Expense 120Bank Fees 25Investment Management Fees 3,444”

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

“Description AmountUnrealized Gain on investments 25,317”

Description of other assets Part II line 24

“Category Beginning of Year End of YearInvestments - Cash 31,798 34,928Investment at Cost 271,097 276,590Allowance for Change in Value 3,758 28,955Due From Club 6,375 7,391”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPrepaid Golf Revenue 6,838 7,091”

Raw XML Appendix148 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/PersonNm0Rob Klesczewski
IRS990EZ/BooksInCareOfDetail/PhoneNum08606683950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 283
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Suffield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024308
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024230
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt039224
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09188
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0337336
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0372094
IRS990EZ/FundraisingGrossIncomeAmt053667
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-1194
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025310
IRS990EZ/GrossReceiptsAmt0104851
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013154
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0330498
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0365003
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0330498
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0365003
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/PersonNm0Rob Klesczewski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jonathan Kozloski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0313028
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0347864
IRS990EZ/OtherChangesInNetAssetsAmt025317
IRS990EZ/OtherExpensesTotalAmt03589
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/SaleOfAssetsGrossAmt038030
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027540
IRS990EZ/SpecialEventsNetIncomeLossAmt026127
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06838
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07091
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028899
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt038087
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0127355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0129720
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013154
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011688
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018608
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043450
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt053667
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt059774
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt047309
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0160750
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013154
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011688
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018608
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043450
IRS990ScheduleA/InvestmentIncomeCYPct00.13000
IRS990ScheduleA/InvestmentIncomePYPct00.11000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86990
IRS990ScheduleA/PublicSupportPY509Pct00.88660
IRS990ScheduleA/PublicSupportTotal509Amt0290470
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053667
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0174664
IRS990ScheduleA/Total509Grp/TotalAmt0290470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0193272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0333920
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Packard Golf
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Chicken BBQ
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarships Grantee Various Amount 6,000Activity Contributions in Town Grantee Various Amount 17,650Activity Contributions out of Town Grantee Various Amount 1,660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOffice Expense 120Bank Fees 25Investment Management Fees 3,444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUnrealized Gain on investments 25,317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearInvestments - Cash 31,798 34,928Investment at Cost 271,097 276,590Allowance for Change in Value 3,758 28,955Due From Club 6,375 7,391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearPrepaid Golf Revenue 6,838 7,091
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth Pascoe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08607296163
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-18
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth Pascoe
ReturnHeader/ReturnTs02024-09-17T13:48:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

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
2024Detailed filing. Detailed filing data is available for this year.$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