Civic Intelligence

Rotary Foundation of the Stoningtons Inc.

990 • Fiscal year 2024 • EIN 31-1660984

Jul 01, 2023 to Jun 30, 2024 • Filed on May 13, 2025

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

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

83rd percentile

31%

Higher net margin than 83% of similar nonprofits.

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

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.

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

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

82nd percentile

47%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$207,348

Up $39,470 (+24%) from 2023

Net Assets

Up

$207,348

Up $49,170 (+31%) from 2023

Liabilities

Down

$0

Down $9,700 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin83rd percentile

Revenue

Up

$135,692

Up $43,201 (+47%) from 2023

Expenses

Up

$93,239

Up $49,958 (+115%) from 2023

Net Income

Down

$42,453

Down $6,757 (-14%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2024

Assets$207,348
Liabilities$0
Net Assets$207,348
Open 2024 Filing

Operations Trend

Revenue Growth82nd 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

2024

Revenue$135,692
Expenses$93,239
Net Income$42,453
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$221,305
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$148,040$173,215▲ $25,175
Investments in Publicly Traded Securities$19,838$26,633▲ $6,795
Pledges and Grants Receivable-$7,500-
Total Assets$167,878$207,348▲ $39,470
Liabilities
Other Liabilities$9,700--
Total Liabilities$9,700$0▼ $9,700
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$158,178$207,348▲ $49,170
Total Net Assets Fund Balance$158,178$207,348▲ $49,170
Total Liabilities and Net Assets / Fund Balance$167,878$207,348▲ $39,470
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Richard WillnerPresident
Donna SchererPresident El
Liz TattersallClub Adminis
Donna SchererFoundation C
Marti BradshawImmediate Pa
Marc TattersallMembership C
Gina KingPublic Image
Kat EdwardsSecretary
Richard WillnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$152,587
Program Service Revenue
$0
Investment Income
$78
Other Revenue
$-16,973
All Other Contributions
$17,353
Change in Net Assets
$42,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$74,435
Other Expenses$18,804
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,100--$50,100
Grants to Domestic Individuals$19,000--$19,000
Foreign Grants$5,335--$5,335
All Other Expenses$720$1,137-$1,857
Other Expenses$1,125$949-$949
Office Expenses-$222-$222
Total Functional Expenses$90,931$2,308$0$93,239
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wheeler LibraryNorth Stonington, CT501c3Renovations$16,000
Town of North StoningtonNorth Stonington, CTGovPickle Ball Courts$15,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$85,613
Fundraising Gross Income$68,640
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$203,874$68,640$4,974$63,666
Total Events$203,874$68,640$85,613$-16,973
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The treasurer and any other interested rotarians review the 990 before submission. If necessary, the treasurer will confer with the accountantant before 990 submission.”

Form 990, Page 6, Part VI, Line 15B

“No compensatin is provided to any board members.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

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
Phone
8605994047
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Tattersall
Formed
1999
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
15

Preparer

Firm
Hoyt Filippetti & Malaghan LLC
Address
107 AIRPORT RD, WESTERLY, RI 02891-3420
Preparer
Terence J Malaghan CPA
Phone
4015962000
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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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PICKLE BALL COURTS
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TOWN OF NORTH STONINGTON
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS THAT INVOLVE COLLABORATION WITH OTHER ROTARY CLUBS HAVE A FOLLOW UP REPORTING DONE TO INDICATE COMPLIANCE. WITH LOCAL GIVING THERE IS AN APPLICATION PROCESS WEHRE THE GRANTEE INDICATES THE PLANS FOR THE MONEY. THEY THEN REPORT BACK WITH TEH SUCCESS OF THE PROJECT. SOME ORGANIZATIONS HAVE A LONG HISTORY OF HELPING THE COMMUNITY AND THESE GROUPS RECEIVE MONEY ANNUALLY TO ASSIST WITH THEIR ONGOING PROGRAMS.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS ARE AWARDED BASED ON REVIEW BY A COMMITTEE THAT REVIEW ALL APPLICATIONS. AWARDS ARE CONSIDERED FOR STUDENTS IN THE JUNIOR YEAR OF HIGH SCHOOL WHO PLAN ON SOME TYPE OF SECONDARY EDUCATION, INCLUDING TRADE SCHOOLS. SELECTION IS BASED ON AN ESSAY RE; HOW THEIR ENDEAVORS MEET THE ROTARY 4 WAY TEST. COMMUITY SERVICE IS THE PRIMARY CRITERIA.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER AND ANY OTHER INTERESTED ROTARIANS REVIEW THE 990 BEFORE SUBMISSION. IF NECESSARY, THE TREASURER WILL CONFER WITH THE ACCOUNTANTANT BEFORE 990 SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMPENSATIN IS PROVIDED TO ANY BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD WILLNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08605994047
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF THE STONINGTONS INC
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ReturnHeader/Filer/EIN0311660984
ReturnHeader/Filer/PhoneNum08605995048
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ReturnHeader/Filer/USAddress/CityNm0STONINGTON
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201696994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOYT FILIPPETTI & MALAGHAN LLC

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$207,348
Liabilities
$0
Net assets
$207,348
Revenue
$135,692
Expenses
$93,239
Net income
$42,453
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