Civic Intelligence

Devon Rotary Foundation Trust Fund

EIN 22-2959085 • Milford, CT

250 Broad StreetMilford, CT 06460
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Net Margin

46th percentile

-0.2%

Higher net margin than 46% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$260,266

Up $29,566 (+13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$260,266

Up $29,566 (+13%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin46th percentile

Revenue

Up

$36,881

Up $6,144 (+20%) from 2024

Expenses

Down

$36,959

Down $2,271 (-5.8%) from 2024

Net Income

Up

-$78

Up $8,415 (+99%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$300K$200K$100K$0Assets 2012: $150,711Liabilities 2012: $02012Assets 2013: $185,230Liabilities 2013: $02013Assets 2014: $174,744Liabilities 2014: $0Net Assets 2014: $174,7442014Assets 2015: $183,989Liabilities 2015: $0Net Assets 2015: $183,9892015Assets 2016: $189,506Liabilities 2016: $0Net Assets 2016: $189,5062016Assets 2017: $212,037Liabilities 2017: $0Net Assets 2017: $212,0372017Assets 2018: $189,988Liabilities 2018: $0Net Assets 2018: $189,9882018Assets 2019: $209,697Liabilities 2019: $0Net Assets 2019: $209,6972019Assets 2020: $206,294Liabilities 2020: $0Net Assets 2020: $206,2942020Assets 2021: $247,928Liabilities 2021: $0Net Assets 2021: $247,9282021Assets 2022: $248,163Liabilities 2022: $0Net Assets 2022: $248,1632022Assets 2023: $212,064Liabilities 2023: $0Net Assets 2023: $212,0642023Assets 2024: $230,700Liabilities 2024: $0Net Assets 2024: $230,7002024Assets 2025: $260,266Liabilities 2025: $0Net Assets 2025: $260,2662025

Highlighted filing

2025

Assets$260,266
Liabilities$0
Net Assets$260,266
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

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

$100K$50K$0-$50KRevenue 2012: $45,019Expenses 2012: $28,425Net Income 2012: $16,5942012Revenue 2013: $43,797Expenses 2013: $22,371Net Income 2013: $21,4262013Revenue 2014: $55,972Expenses 2014: $87,855Net Income 2014: -$31,8832014Revenue 2015: $50,043Expenses 2015: $28,649Net Income 2015: $21,3942015Revenue 2016: $70,109Expenses 2016: $52,527Net Income 2016: $17,5822016Revenue 2017: $46,185Expenses 2017: $48,543Net Income 2017: -$2,3582017Revenue 2018: $74,627Expenses 2018: $89,297Net Income 2018: -$14,6702018Revenue 2019: $51,397Expenses 2019: $48,892Net Income 2019: $2,5052019Revenue 2020: $56,056Expenses 2020: $45,600Net Income 2020: $10,4562020Revenue 2021: $35,416Expenses 2021: $23,842Net Income 2021: $11,5742021Revenue 2022: $60,170Expenses 2022: $47,384Net Income 2022: $12,7862022Revenue 2023: $27,929Expenses 2023: $64,050Net Income 2023: -$36,1212023Revenue 2024: $30,737Expenses 2024: $39,230Net Income 2024: -$8,4932024Revenue 2025: $36,881Expenses 2025: $36,959Net Income 2025: -$782025

Highlighted filing

2025

Revenue$36,881
Expenses$36,959
Net Income-$78
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260,266
Liabilities
$0
Net assets
$260,266
Revenue
$36,881
Expenses
$36,959
Net income
-$78
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.37$0.37$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.31$0.39$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.28$0.64$0.36
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.60$0.47$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.35$0.24$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.56$0.46$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.51$0.49$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.75$0.89$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.46$0.49$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.70$0.53$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.50$0.29$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.56$0.88$0.32
2013Summary only. Only limited summary data is available for this year.$1.85$0.00$0.44$0.22$0.21
2012Summary only. Only limited summary data is available for this year.$1.51$0.00$0.45$0.28$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 22, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL LEWIS OTZELSecretary/Tr-$0--
JAMES SECONDIDirector-$0--
DAVID SLOSSBERGDirector-$0--
MICHAEL ZANARINIDirector-$0--
JEFF SOLOMANDirector-$0--
SCOTT MOULTONDirector-$0--
JASON JENKINSDirector-$0--
PAULA KRANYAKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Devon Rotary Foundation Trust Fund
EIN
22-2959085
Phone
2038746773
Address
250 BROAD STREET, MILFORD, CT 06460

Signing Officer

Name
Paul Lewis Otzel
Title
Secretary/treas
Phone
2038746773
Signed
2025-08-22

Preparer

Firm
Discenza Beck & Lee LLC
Address
138 BROAD ST, MILFORD, CT 06460
Preparer
Glenn D Beck CPA
Phone
2038785234
Raw XML Appendix313 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.

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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAUL LEWIS OTZEL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt023 FLAX MILL TERRACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006460
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02038746773
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.DEVONROTARY.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION IS ATTACHED AND AVAILABLE ONLINE AT WWW.DEVONROTARY.ORG AND AT KAPUSTA, OTZEL & AVERAIMO - 250 BROAD STREET, MILFORD, CT 06460
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DEVON ROTARY CLUB
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02038746773
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 421
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILFORD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006460
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE APPLICATION REGARDING VARIOUS SCHOLARSHIP LIMITATIONS AND VALUES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt228877
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROMOTE COMMUNITY SPIRIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BOYS GIRLS VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1DEMIANA BOUTROS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CITY OF MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206460
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036877
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt039208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt063958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt047242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045554
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045554
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0210764
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt063958
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt047242
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023479
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036877
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036877
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0256318
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0219441
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt019
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt019
OtherIncreasesSchedule/OtherIncreasesDetail/Amt029644
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED INVESTMENT GAIN
TaxesSchedule/TaxesDetail/Amt063
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt063
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL LEWIS OTZEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum02038746773
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEVON ROTARY FOUNDATION TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0DEVO
ReturnHeader/Filer/EIN0222959085
ReturnHeader/Filer/PhoneNum02038746773
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 BROAD STREET
ReturnHeader/Filer/USAddress/CityNm0MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006460
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464016944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DISCENZA BECK & LEE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0138 BROAD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006460
ReturnHeader/PreparerPersonGrp/PhoneNum02038785234
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN D BECK CPA
ReturnHeader/ReturnTs02025-08-28T08:48:13-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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