Civic Intelligence

Devon Rotary Foundation Trust Fund

990PF • Fiscal year 2023 • EIN 22-2959085

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 28, 2023

Organization Profile
250 Broad StreetMilford, CT 06460

(203) 874-6773

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-129%

Higher net margin than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

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.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

26th percentile

-15%

Faster asset growth than 26% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-54%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$212,064

Down $36,099 (-15%) from 2022

Net Assets

Down

$212,064

Down $36,099 (-15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin7th percentile

Revenue

Down

$27,929

Down $32,241 (-54%) from 2022

Expenses

Up

$64,050

Up $16,666 (+35%) from 2022

Net Income

Down

-$36,121

Down $48,907 (-383%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$212,064
Liabilities$0
Net Assets$212,064
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$27,929
Expenses$64,050
Net Income-$36,121
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 28, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2023-08-28

Preparer

Firm
Discenza Beck & Lee LLC
Address
138 BROAD ST, MILFORD, CT 06460
Preparer
Glenn D Beck CPA
Phone
2038785234
Raw XML Appendix331 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/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt022
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DEVON ROTARY CLUB
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006460
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE APPLICATION REGARDING VARIOUS SCHOLARSHIP LIMITATIONS AND VALUES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt361708
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PASHAAN CHERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2JASON JONES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CITY OF MILFORD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt045554
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt047561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt089025
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt089025
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0227794
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt063958
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047242
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023479
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt045554
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt047561
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063958
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt063958
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0316819
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0252861
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM RELATED ENTITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherIncreasesSchedule/OtherIncreasesDetail/Amt022
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED INVESTMENT GAIN
TaxesSchedule/TaxesDetail/Amt089
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL LEWIS OTZEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum02038746773
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-28
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/PreparationDt02023-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN D BECK CPA
ReturnHeader/ReturnTs02023-09-25T10:05:52-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OTZEL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$212,064
Liabilities
$0
Net assets
$212,064
Revenue
$27,929
Expenses
$64,050
Net income
-$36,121
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