Civic Intelligence

Farmington Rotary Club Foundation

EIN 22-2839561 • 501(c)3 • Farmington, CT

Profile

To encourage the ideal of service as a basis of worth.

222 Main Street Suite 258Farmington, CT 06032

portal.clubrunner.ca/3646

Siviq Scores

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

Liabilities / Assets

96th percentile

2.35x

Higher debt load relative to assets than 96% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

0.91x

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

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

Net Margin

63rd percentile

9.5%

Higher net margin than 63% of similar nonprofits.

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

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 2023

Asset Growth

60th percentile

3.3%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

84th percentile

50%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$7,575

Up $245 (+3.3%) from 2022

Liabilities

Down

$17,839

Down $1,606 (-8.3%) from 2022

Net Assets

Up

-$10,264

Up $1,851 (+15%) from 2022

Operations
Liabilities / Revenue94th percentileNet Margin63rd percentile

Revenue

Up

$19,565

Up $6,513 (+50%) from 2022

Expenses

Up

$17,713

Up $4,633 (+35%) from 2022

Net Income

Up

$1,852

Up $1,880 (+6714%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$40K$20K$0-$20KAssets 2011: $2,500Liabilities 2011: $17,007Net Assets 2011: -$14,5072011Assets 2012: $20,026Liabilities 2012: $19,445Net Assets 2012: $5812012Assets 2013: $1,213Liabilities 2013: $19,445Net Assets 2013: -$18,2322013Assets 2014: $25,494Liabilities 2014: $19,445Net Assets 2014: $6,0492014Assets 2015: $968Liabilities 2015: $19,445Net Assets 2015: -$18,4772015Assets 2016: $255Liabilities 2016: $19,445Net Assets 2016: -$19,1902016Assets 2017: $6,183Liabilities 2017: $19,445Net Assets 2017: -$13,2622017Assets 2018: $2,960Liabilities 2018: $19,445Net Assets 2018: -$16,4852018Assets 2019: $4,354Liabilities 2019: $19,445Net Assets 2019: -$15,0912019Assets 2020: $15,251Liabilities 2020: $19,445Net Assets 2020: -$4,1942020Assets 2021: $7,358Liabilities 2021: $19,445Net Assets 2021: -$12,0872021Assets 2022: $7,330Liabilities 2022: $19,445Net Assets 2022: -$12,1152022Assets 2023: $7,575Liabilities 2023: $17,839Net Assets 2023: -$10,2642023

Highlighted filing

2023

Assets$7,575
Liabilities$17,839
Net Assets-$10,264
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $21,521Expenses 2011: $47,071Net Income 2011: -$25,5502011Revenue 2012: $31,474Expenses 2012: $16,386Net Income 2012: $15,0882012Revenue 2013: $32,209Expenses 2013: $51,022Net Income 2013: -$18,8132013Revenue 2014: $32,181Expenses 2014: $7,900Net Income 2014: $24,2812014Revenue 2015: $26,493Expenses 2015: $51,019Net Income 2015: -$24,5262015Revenue 2016: $33,485Expenses 2016: $34,198Net Income 2016: -$7132016Revenue 2017: $27,869Expenses 2017: $21,941Net Income 2017: $5,9282017Revenue 2018: $17,920Expenses 2018: $21,143Net Income 2018: -$3,2232018Revenue 2019: $21,350Expenses 2019: $19,956Net Income 2019: $1,3942019Revenue 2020: $21,712Expenses 2020: $10,815Net Income 2020: $10,8972020Revenue 2021: $4,460Expenses 2021: $12,353Net Income 2021: -$7,8932021Revenue 2022: $13,052Expenses 2022: $13,080Net Income 2022: -$282022Revenue 2023: $19,565Expenses 2023: $17,713Net Income 2023: $1,8522023

Highlighted filing

2023

Revenue$19,565
Expenses$17,713
Net Income$1,852
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$7,575
Liabilities
$17,839
Net assets
-$10,264
Revenue
$19,565
Expenses
$17,713
Net income
$1,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.58$17.8$10.3$19.6$17.7$1.85
2022Detailed filing. Detailed filing data is available for this year.$7.33$19.4$12.1$13.1$13.1$0.03
2021Detailed filing. Detailed filing data is available for this year.$7.36$19.4$12.1$4.46$12.4$7.89
2020Detailed filing. Detailed filing data is available for this year.$15.3$19.4$4.19$21.7$10.8$10.9
2019Detailed filing. Detailed filing data is available for this year.$4.35$19.4$15.1$21.4$20.0$1.39
2018Detailed filing. Detailed filing data is available for this year.$2.96$19.4$16.5$17.9$21.1$3.22
2017Detailed filing. Detailed filing data is available for this year.$6.18$19.4$13.3$27.9$21.9$5.93
2016Detailed filing. Detailed filing data is available for this year.$0.26$19.4$19.2$33.5$34.2$0.71
2015Detailed filing. Detailed filing data is available for this year.$0.97$19.4$18.5$26.5$51.0$24.5
2014Detailed filing. Detailed filing data is available for this year.$25.5$19.4$6.05$32.2$7.90$24.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$19.4$18.2$32.2$51.0$18.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$19.4$0.58$31.5$16.4$15.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$17.0$14.5$21.5$47.1$25.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$26,170
Mission and Program Overview

Mission

To encourage the ideal of service as a basis of worth.

Program Services

DescriptionGrantsExpenses
EVENTS HELD TO SUPPORT LOCAL COMMUNITY MEMBERS.-$8,828
DONATIONS PROVIDED TO ORGANIZATIONS IN SUPPORT OF THEIR PRIMARY PURPOSE.$8,600$8,600
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE KENNEDYFoundation C-$0--
JEFFREY RIVARDPresident-$0--
ELIZABETH SHERIDANSecretary-$0--
CHERILYN SPATOLATreasurer-$0--
JOHN WINK THARPEPast Preside-$0--
MICHAEL CHESHIREMember At La-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Road Race$9,650---
Salvation Army-$6,605-$6,605-
Total Events$16,255-$6,605$-6,605
Filing and Contact Details

Filer

Filer Name
Farmington Rotary Club Foundation
EIN
22-2839561
Phone
8602693900
Address
222 MAIN STREET SUITE 258, FARMINGTON, CT 06032

Signing Officer

Name
Cherilyn Spatola
Title
Treasurer
Phone
8602693900
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Budwitz & Meyerjack Pc
Address
322 MAIN ST, FARMINGTON, CT 06032
Preparer
Jessica L Bragg CPA
Phone
8606774697
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Veteran's luncheon sponsors 1,700 refunded bank charges 16 total 1,716”

Form 990-ez, Part I, Line 16

“Expenses first responders breakfas 700 bee project expenses 3,301 literacy program 1,500 senior lunches 1,364 veteran's lunches 1,963 dues and fees 75 filing fees 210 total 9,113”

Form 990-ez, Part II, Line 26

“Due to rotary club 19,445 17,839”

Raw XML Appendix165 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/USAddress/CityNm0FARMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FOUNDATION C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09113
IRS990EZ/OtherRevenueTotalAmt01716
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE THE IDEAL OF SERVICE AS A BASIS OF WORTH.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08600
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18828
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-6605
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06605
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROAD RACE
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06605
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VETERAN'S LUNCHEON SPONSORS 1,700 REFUNDED BANK CHARGES 16 TOTAL 1,716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FIRST RESPONDERS BREAKFAS 700 BEE PROJECT EXPENSES 3,301 LITERACY PROGRAM 1,500 SENIOR LUNCHES 1,364 VETERAN'S LUNCHES 1,963 DUES AND FEES 75 FILING FEES 210 TOTAL 9,113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO ROTARY CLUB 19,445 17,839
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/ReturnTs02024-05-10T16:51:42-04:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SPATOLA
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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