Civic Intelligence

Rotary International Bloomfield

990EZ • Fiscal year 2017 • EIN 23-7182509

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

Organization ProfileBLOOMFIELDROTARY.ORG
PO Box 442Bloomfield, CT 06002

(860) 243-1373

Siviq Scores

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

Liabilities / Assets

76th percentile

0.08x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.12x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

86th percentile

28%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

87th percentile

33%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-13%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$28,792

Up $7,178 (+33%) from 2016

Net Assets

Up

$26,372

Up $5,458 (+26%) from 2016

Liabilities

Up

$2,420

Up $1,720 (+246%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin86th percentile

Revenue

Down

$19,494

Down $2,807 (-13%) from 2016

Expenses

Down

$14,036

Down $5,735 (-29%) from 2016

Net Income

Up

$5,458

Up $2,928 (+116%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$40K$30K$20K$10K$0Assets 2011: $5,331Liabilities 2011: $200Net Assets 2011: $5,1312011Assets 2012: $8,932Liabilities 2012: $722Net Assets 2012: $8,2102012Assets 2014: $17,651Liabilities 2014: $654Net Assets 2014: $16,9972014Assets 2016: $21,614Liabilities 2016: $700Net Assets 2016: $20,9142016Assets 2017: $28,792Liabilities 2017: $2,420Net Assets 2017: $26,3722017Assets 2018: $29,322Liabilities 2018: $2,970Net Assets 2018: $26,3522018Assets 2019: $32,314Liabilities 2019: $2,720Net Assets 2019: $29,5942019Assets 2020: $26,124Liabilities 2020: $945Net Assets 2020: $25,1792020Assets 2021: $24,619Liabilities 2021: $1,595Net Assets 2021: $23,0242021Assets 2022: $21,054Liabilities 2022: $1,270Net Assets 2022: $19,7842022Assets 2023: $15,270Liabilities 2023: $0Net Assets 2023: $15,2702023Assets 2025: $10,306Liabilities 2025: $0Net Assets 2025: $10,3062025

Highlighted filing

2017

Assets$28,792
Liabilities$2,420
Net Assets$26,372
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $20,639Expenses 2011: $23,329Net Income 2011: -$2,6902011Revenue 2012: $21,765Expenses 2012: $18,686Net Income 2012: $3,0792012Revenue 2014: $23,003Expenses 2014: $17,338Net Income 2014: $5,6652014Revenue 2016: $22,301Expenses 2016: $19,771Net Income 2016: $2,5302016Revenue 2017: $19,494Expenses 2017: $14,036Net Income 2017: $5,4582017Revenue 2018: $14,452Expenses 2018: $14,472Net Income 2018: -$202018Revenue 2019: $15,591Expenses 2019: $12,349Net Income 2019: $3,2422019Revenue 2020: $43,529Expenses 2020: $47,944Net Income 2020: -$4,4152020Revenue 2021: $1,918Expenses 2021: $4,073Net Income 2021: -$2,1552021Expenses 2022: $3,2402022Expenses 2023: $4,5142023Expenses 2025: $1,7092025

Highlighted filing

2017

Revenue$19,494
Expenses$14,036
Net Income$5,458
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$19,494
Mission and Program Overview

Mission

CIVIC ORGANIZATION

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP AWARDS TO HIGH ACHIEVING STUDENTS IN BLOOMFIELD SCHOOLS$250-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN HOCHMANDirector-$0--
NORMAN FAMELYTreasurer-$0--
DONALD HARRIS JRDirector-$0--
MARK WEISMANDirector-$0--
ALEX MESSESPresident & CEO-$0--
CURT SMITHDirector-$0--
JENNIFER BLANCHARDSecretary-$0--
DONNA BANKSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Bloomfield
EIN
23-7182509
Phone
8602431373
Address
PO BOX 442, BLOOMFIELD, CT 06002

Signing Officer

Name
Norman Famely
Title
Co-treasurer
Signed
2017-11-10
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Other Expenses.1

“DISTRICT MEETINGS $490”

Other Expenses.2

“WEBSITE EXPENSE $347”

Other Expenses.3

“Student of the month plaques $133”

Other Expenses.5

“Chamber of commerce dues $100”

Other Expenses.6

“MISCELLANEOUS $90”

Other Expenses.7

“ROTARY SUPPLIES $46”

Other Assets.1005

“Accounts Receivable - Beginning $2409 Accounts Receivable - Ending $1600”

Total Liabilities.1002

“Grants Payable - Beginning $0 Grants Payable - Ending $1750”

Total Liabilities.1

“EXCHANGES PAYABLE - Beginning $700 EXCHANGES PAYABLE - Ending $670”

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt08817
IRS990EZ/BooksInCareOfDetail/PersonNm0NORMAN FAMELY
IRS990EZ/BooksInCareOfDetail/PhoneNum08602431373
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE REGENCY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLOOMFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0060022310
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019205
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027192
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04689
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05458
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021614
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028792
IRS990EZ/FundraisingGrossIncomeAmt0456
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03869
IRS990EZ/GrossReceiptsAmt019494
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014349
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020914
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026372
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020914
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026372
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JONATHAN HOCHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NORMAN FAMELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD HARRIS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK WEISMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALEX MESSES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CURT SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER BLANCHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DONNA BANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02409
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01600
IRS990EZ/OtherExpensesTotalAmt01206
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0124
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP AWARDS TO HIGH ACHIEVING STUDENTS IN BLOOMFIELD SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0456
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0700
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02420
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014036
IRS990EZ/TotalProgramServiceExpensesAmt0250
IRS990EZ/TotalRevenueAmt019494
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BLOOMFIELDROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRICT MEETINGS $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE EXPENSE $347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT OF THE MONTH PLAQUES $133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHAMBER OF COMMERCE DUES $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY SUPPLIES $46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $2409 Accounts Receivable - Ending $1600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Grants Payable - Beginning $0 Grants Payable - Ending $1750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EXCHANGES PAYABLE - Beginning $700 EXCHANGES PAYABLE - Ending $670
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN FAMELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL BLOOMFIELD
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237182509
ReturnHeader/Filer/PhoneNum08602431373
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 442
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006002
ReturnHeader/ReturnTs02017-11-10T09:16:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,792
Liabilities
$2,420
Net assets
$26,372
Revenue
$19,494
Expenses
$14,036
Net income
$5,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.71
2023Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$4.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$1.27$19.8$3.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$1.60$23.0$1.92$4.07$2.16
2020Detailed filing. Detailed filing data is available for this year.$26.1$0.95$25.2$43.5$47.9$4.42
2019Detailed filing. Detailed filing data is available for this year.$32.3$2.72$29.6$15.6$12.3$3.24
2018Detailed filing. Detailed filing data is available for this year.$29.3$2.97$26.4$14.5$14.5$0.02
2017Detailed filing. Detailed filing data is available for this year.$28.8$2.42$26.4$19.5$14.0$5.46
2016Detailed filing. Detailed filing data is available for this year.$21.6$0.70$20.9$22.3$19.8$2.53
2014Detailed filing. Detailed filing data is available for this year.$17.7$0.65$17.0$23.0$17.3$5.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.93$0.72$8.21$21.8$18.7$3.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.20$5.13$20.6$23.3$2.69