Civic Intelligence

Newtown Rotary Club Foundation Inc

EIN 22-3508044 • 501(c)3 • Newtown, CT

Profile

To provide funds and volunteer services for social welfare, health, humanitarian and and community needs both locally and internationally.

Pobox 263Newtown, CT 06470

none

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

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

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 2024

Asset Growth

60th percentile

3.0%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

24th percentile

-35%

Faster revenue growth than 24% of similar nonprofits.

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

Assets

Up

$165,759

Up $4,786 (+3.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$165,759

Up $4,786 (+3.0%) from 2023

Revenue

Down

$21,700

Down $11,937 (-35%) from 2023

Expenses

Down

$16,914

Down $17,495 (-51%) from 2023

Net Income

Up

$4,786

Up $5,558 (+720%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $150,190Liabilities 2010: $0Net Assets 2010: $150,1902010Assets 2011: $168,007Liabilities 2011: $9,425Net Assets 2011: $158,5822011Assets 2012: $170,481Liabilities 2012: $7,240Net Assets 2012: $163,2412012Assets 2013: $719,645Liabilities 2013: $0Net Assets 2013: $719,6452013Assets 2014: $382,403Liabilities 2014: $0Net Assets 2014: $382,4032014Assets 2015: $304,250Liabilities 2015: $2,646Net Assets 2015: $301,6042015Assets 2016: $273,557Liabilities 2016: $4,163Net Assets 2016: $269,3942016Assets 2017: $285,690Liabilities 2017: $5,003Net Assets 2017: $280,6872017Assets 2018: $241,039Liabilities 2018: $5,549Net Assets 2018: $235,4902018Assets 2019: $156,594Liabilities 2019: $3,291Net Assets 2019: $153,3032019Assets 2020: $153,610Liabilities 2020: $731Net Assets 2020: $152,8792020Assets 2021: $159,831Liabilities 2021: $731Net Assets 2021: $159,1002021Assets 2022: $162,400Liabilities 2022: $655Net Assets 2022: $161,7452022Assets 2023: $160,973Liabilities 2023: $0Net Assets 2023: $160,9732023Assets 2024: $165,759Net Assets 2024: $165,7592024

Highlighted filing

2024

Assets$165,759
Liabilities-
Net Assets$165,759

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $61,487Expenses 2010: $65,650Net Income 2010: -$4,1632010Revenue 2011: $65,246Expenses 2011: $56,854Net Income 2011: $8,3922011Revenue 2012: $54,746Expenses 2012: $50,087Net Income 2012: $4,6592012Revenue 2013: $605,151Expenses 2013: $48,747Net Income 2013: $556,4042013Revenue 2014: $177,078Expenses 2014: $514,320Net Income 2014: -$337,2422014Revenue 2015: $39,670Expenses 2015: $120,104Net Income 2015: -$80,4342015Revenue 2016: $125,929Expenses 2016: $160,289Net Income 2016: -$34,3602016Revenue 2017: $60,785Expenses 2017: $49,492Net Income 2017: $11,2932017Revenue 2018: $71,263Expenses 2018: $116,053Net Income 2018: -$44,7902018Revenue 2019: $88,164Expenses 2019: $170,351Net Income 2019: -$82,1872019Revenue 2020: $24,306Expenses 2020: $24,730Net Income 2020: -$4242020Revenue 2021: $36,680Expenses 2021: $30,459Net Income 2021: $6,2212021Revenue 2022: $21,449Expenses 2022: $18,804Net Income 2022: $2,6452022Revenue 2023: $33,637Expenses 2023: $34,409Net Income 2023: -$7722023Revenue 2024: $21,700Expenses 2024: $16,914Net Income 2024: $4,7862024

Highlighted filing

2024

Revenue$21,700
Expenses$16,914
Net Income$4,786

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.22$0.17$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.34$0.34$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.01$1.62$0.21$0.19$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.01$1.59$0.37$0.30$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.01$1.53$0.24$0.25$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.03$1.53$0.88$1.70$0.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.06$2.35$0.71$1.16$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.05$2.81$0.61$0.49$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.74$0.04$2.69$1.26$1.60$0.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.03$3.02$0.40$1.20$0.80
2014Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$1.77$5.14$3.37
2013Summary only. Only limited summary data is available for this year.$7.20$0.00$7.20$6.05$0.49$5.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.07$1.63$0.55$0.50$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.09$1.59$0.65$0.57$0.08
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.61$0.66$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$30,771
Mission and Program Overview

Mission

To provide funds and volunteer services for social welfare, health, humanitarian and and community needs both locally and internationally.

To provide funds and volunteer services for social services, humanitarian aide, healthcare and education/youth programs.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FUNDS AND VOLUNTEER SERVICES FOR SOCIAL SERVICES, HUMANITARIAN AIDE, HEALTHCARE AND EDUCATION/YOUTH PROGRAMS.$16,154$16,154
TO PROVIDE FUNDS AND VOLUNTEER SERVICES FOR SOCIAL SERVICES, HUMANITARIAN AIDE, HEALTHCARE AND EDUCATION/YOUTH PROGRAMS.-$760
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN ROSENTHALPresident-$0--
KEN HARPERTreasurer-$0--
ALEX VILLAMILDirector-$0--
ALAN CLAVETTEVice Preside-$0--
LAWRENCE NKABINDEDirector-$0--
ROBERT HALLSecretary-$0--
CHRISTOPHER HOEFFELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Newtown Rotary Club Foundation Inc
EIN
22-3508044
Phone
2034262080
Address
POBOX 263, NEWTOWN, CT 06470

Signing Officer

Name
Alan Clavette
Title
Vice President
Phone
2034262080
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Clavette & Company LLC CPA
Address
30 CHURCH HILL RD, NEWTOWN, CT 06470
Preparer
Alan J Clavette CPA
Phone
2034262080
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank fees 370 legal & accounting 390 total 760

Form 990-ez, Part II, Line 24

Accounts receivable 478 1,428 total 478 1,428

Form 990-ez, Part III

To provide funds and volunteer services for social services, humanitarian aide, healthcare and education/youth programs.

Form 990-ez, Part III, Line 31

To provide funds and volunteer services for social services, humanitarian aide, healthcare and education/youth programs.

Raw XML Appendix175 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/CityNm0NEWTOWN
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0160973
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAN ROSENTHAL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTOPHER HOEFFEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0478
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01428
IRS990EZ/OtherExpensesTotalAmt0760
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1760
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt09071
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IRS990EZ/TotalExpensesAmt016914
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 370 LEGAL & ACCOUNTING 390 TOTAL 760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 478 1,428 TOTAL 478 1,428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE FUNDS AND VOLUNTEER SERVICES FOR SOCIAL SERVICES, HUMANITARIAN AIDE, HEALTHCARE AND EDUCATION/YOUTH PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE FUNDS AND VOLUNTEER SERVICES FOR SOCIAL SERVICES, HUMANITARIAN AIDE, HEALTHCARE AND EDUCATION/YOUTH PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
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ReturnHeader/Filer/PhoneNum02034262080
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ReturnHeader/ReturnTs02025-05-15T22:35:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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