Civic Intelligence

Rotary Foundation of the Stoningtons Inc.

990EZ • Fiscal year 2023 • EIN 31-1660984

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 27, 2023

Organization ProfileWWW.STONINGTONSROTARY.ORG
PO Box 304Stonington, CT 06378-0304

(860) 599-5048

Siviq Scores

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

Liabilities / Assets

76th percentile

0.06x

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

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

Liabilities / Revenue

83rd percentile

0.10x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

86th percentile

54%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

48th percentile

3.0%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$167,878

Up $58,611 (+54%) from 2022

Net Assets

Up

$158,178

Up $52,117 (+49%) from 2022

Liabilities

Up

$9,700

Up $6,494 (+203%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin91st percentile

Revenue

Up

$92,491

Up $2,669 (+3.0%) from 2022

Expenses

Down

$43,281

Down $9,993 (-19%) from 2022

Net Income

Up

$49,210

Up $12,662 (+35%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$300K$200K$100K$0Assets 2011: $83,485Liabilities 2011: $750Net Assets 2011: $82,7352011Assets 2012: $115,408Liabilities 2012: $43,024Net Assets 2012: $72,3842012Assets 2013: $105,513Liabilities 2013: $39,229Net Assets 2013: $66,2842013Assets 2014: $82,939Liabilities 2014: $6,815Net Assets 2014: $76,1242014Assets 2015: $103,509Liabilities 2015: $39,282Net Assets 2015: $64,2272015Assets 2016: $71,530Liabilities 2016: $2,837Net Assets 2016: $68,6932016Assets 2017: $75,530Liabilities 2017: $150Net Assets 2017: $75,3802017Assets 2018: $94,928Net Assets 2018: $94,9282018Assets 2019: $110,723Net Assets 2019: $110,7232019Assets 2020: $176,373Liabilities 2020: $102,236Net Assets 2020: $74,1372020Assets 2021: $77,848Net Assets 2021: $77,8482021Assets 2022: $109,267Liabilities 2022: $3,206Net Assets 2022: $106,0612022Assets 2023: $167,878Liabilities 2023: $9,700Net Assets 2023: $158,1782023Assets 2024: $207,348Liabilities 2024: $0Net Assets 2024: $207,3482024Assets 2025: $220,494Liabilities 2025: $5,025Net Assets 2025: $215,4692025

Highlighted filing

2023

Assets$167,878
Liabilities$9,700
Net Assets$158,178
Open 2023 Filing

Operations Trend

Revenue Growth48th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $32,976Expenses 2011: $31,144Net Income 2011: $1,8322011Revenue 2012: $18,653Expenses 2012: $29,004Net Income 2012: -$10,3512012Revenue 2013: $20,283Expenses 2013: $26,383Net Income 2013: -$6,1002013Revenue 2014: $23,837Expenses 2014: $13,997Net Income 2014: $9,8402014Revenue 2015: $41,389Expenses 2015: $53,286Net Income 2015: -$11,8972015Revenue 2016: $36,938Expenses 2016: $32,472Net Income 2016: $4,4662016Revenue 2017: $41,439Expenses 2017: $34,752Net Income 2017: $6,6872017Revenue 2018: $51,346Expenses 2018: $31,781Net Income 2018: $19,5652018Revenue 2019: $61,223Expenses 2019: $44,416Net Income 2019: $16,8072019Revenue 2020: $19,771Expenses 2020: $59,801Net Income 2020: -$40,0302020Revenue 2021: $44,812Expenses 2021: $46,383Net Income 2021: -$1,5712021Revenue 2022: $89,822Expenses 2022: $53,274Net Income 2022: $36,5482022Revenue 2023: $92,491Expenses 2023: $43,281Net Income 2023: $49,2102023Revenue 2024: $135,692Expenses 2024: $93,239Net Income 2024: $42,4532024Revenue 2025: $126,815Expenses 2025: $122,755Net Income 2025: $4,0602025

Highlighted filing

2023

Revenue$92,491
Expenses$43,281
Net Income$49,210
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 27, 2023
Return Version
2022v5.0
Gross Receipts
$167,435
Mission and Program Overview

Mission

To provide funds for other charitable organizations and causes throughout the community and world.

To provide funds for other charitable organizations and causes throughout the community and the world.

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS FOR OTHER CHARITABLE ORGANIZATIONS AND CAUSES THROUGHOUT THE COMMUNITY AND THE WORLD-$34,524
PROVIDE SCHOLARSHIPS TO NINE OUTSTANDING STONINGTON AND NORTH STONINGTON HIGH SCHOOL STUDENTS.-$7,500
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SABRINA BUEHLERImmediate Pa-$0--
MARTI BRADSHAWCo-President-$0--
DONNA SCHERERCo-President-$0--
MARGARET VICTORIASecretary-$0--
RICHARD WILLNERPresident El-$0--
CAROL UMPHLETTMembership C-$0--
LIZ TATTERSALLClub Adminis-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$167,110$118,750$7,420$111,330
Total Events$167,110$118,750$74,944$43,806
Filing and Contact Details

Filer

Filer Name
Rotary Foundation
EIN
31-1660984
Phone
8605995048
Address
PO BOX 304, STONINGTON, CT 06378-0304

Signing Officer

Name
Richard Willner
Title
President Elect
Phone
8605994047
Signed
2023-12-27

Preparer

Firm
Hoyt Filippetti & Malaghan LLC
Address
1041 POQUONNOCK RD, GROTON, CT 06340-4211
Preparer
Terence J Malaghan CPA
Phone
8605369685
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 216 annual giving & other 23,060 annual report fee 100 scholarships 7,500 community service project 4,589 international 2,000 vocational 275 storage 840 awards 4,600 total 43,180”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 2,907”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 70 0 golf fundraiser refunds payable 3,136 0 refund due for overpayment 0 9,700”

Form 990-ez, Part III

“To provide funds for other charitable organizations and causes throughout the community and the world.”

Raw XML Appendix191 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034524
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17500
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018409
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt06104
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061223
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04215
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07420
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt063309
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt063309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 216 ANNUAL GIVING & OTHER 23,060 ANNUAL REPORT FEE 100 SCHOLARSHIPS 7,500 COMMUNITY SERVICE PROJECT 4,589 INTERNATIONAL 2,000 VOCATIONAL 275 STORAGE 840 AWARDS 4,600 TOTAL 43,180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 2,907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 70 0 GOLF FUNDRAISER REFUNDS PAYABLE 3,136 0 REFUND DUE FOR OVERPAYMENT 0 9,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE FUNDS FOR OTHER CHARITABLE ORGANIZATIONS AND CAUSES THROUGHOUT THE COMMUNITY AND THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD WILLNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum08605994047
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF THE STONINGTONS INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0311660984
ReturnHeader/Filer/PhoneNum08605995048
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 304
ReturnHeader/Filer/USAddress/CityNm0STONINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0063780304
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201696994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOYT FILIPPETTI & MALAGHAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01041 POQUONNOCK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GROTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0063404211
ReturnHeader/PreparerPersonGrp/PhoneNum08605369685
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERENCE J MALAGHAN CPA
ReturnHeader/ReturnTs02024-01-09T16:13:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLNER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$167,878
Liabilities
$9,700
Net assets
$158,178
Revenue
$92,491
Expenses
$43,281
Net income
$49,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.05$2.15$1.27$1.23$0.04
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.36$0.93$0.42
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.10$1.58$0.92$0.43$0.49
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$0.90$0.53$0.37
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.45$0.46$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.76$1.02$0.74$0.20$0.60$0.40
2019Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.61$0.44$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.51$0.32$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.75$0.41$0.35$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.03$0.69$0.37$0.32$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.39$0.64$0.41$0.53$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.07$0.76$0.24$0.14$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.39$0.66$0.20$0.26$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.43$0.72$0.19$0.29$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.01$0.83$0.33$0.31$0.02