Civic Intelligence

Rotary Club of Westerly Foundation

EIN 37-1959642 • 501(c)3 • Westerly, RI

Profile

Charitable fundraising to grant funds to organizations that support the rotary foundation goals and to create lasting change across the world and in our community.

PO Box 407Westerly, RI 02891
Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

37%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$263,492

Up $31,559 (+14%) from 2024

Liabilities

Down

$1,000

Down $4,495 (-82%) from 2024

Net Assets

Up

$262,492

Up $36,054 (+16%) from 2024

Operations
Liabilities / Revenue70th percentileNet Margin81st percentile

Revenue

Up

$88,367

Up $24,000 (+37%) from 2024

Expenses

Up

$62,596

Up $8,964 (+17%) from 2024

Net Income

Up

$25,771

Up $15,036 (+140%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$300K$200K$100K$0Assets 2020: $209,382Liabilities 2020: $25,850Net Assets 2020: $183,5322020Assets 2022: $200,502Liabilities 2022: $37,137Net Assets 2022: $163,3652022Assets 2023: $248,461Liabilities 2023: $48,285Net Assets 2023: $200,1762023Assets 2024: $231,933Liabilities 2024: $5,495Net Assets 2024: $226,4382024Assets 2025: $263,492Liabilities 2025: $1,000Net Assets 2025: $262,4922025

Highlighted filing

2025

Assets$263,492
Liabilities$1,000
Net Assets$262,492
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

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

$200K$150K$100K$50K$0Revenue 2020: $170,496Expenses 2020: $16,162Net Income 2020: $154,3342020Revenue 2022: $40,661Expenses 2022: $38,341Net Income 2022: $2,3202022Revenue 2023: $64,163Expenses 2023: $40,362Net Income 2023: $23,8012023Revenue 2024: $64,367Expenses 2024: $53,632Net Income 2024: $10,7352024Revenue 2025: $88,367Expenses 2025: $62,596Net Income 2025: $25,7712025

Highlighted filing

2025

Revenue$88,367
Expenses$62,596
Net Income$25,771
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$263,492
Liabilities
$1,000
Net assets
$262,492
Revenue
$88,367
Expenses
$62,596
Net income
$25,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.01$2.62$0.88$0.63$0.26
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.05$2.26$0.64$0.54$0.11
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.48$2.00$0.64$0.40$0.24
2022Summary only. Only limited summary data is available for this year.$2.01$0.37$1.63$0.41$0.38$0.02
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.09$0.26$1.84$1.70$0.16$1.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 25, 2025
Return Version
2024v5.0
Gross Receipts
$111,881
Mission and Program Overview

Mission

Charitable fundraising to grant funds to organizations that support the rotary foundation goals and to create lasting change across the world and in our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$230,409$258,425▲ $28,016
Cash and Non-Interest-Bearing Accounts$226$1,939▲ $1,713
Land, Buildings, and Equipment, Net-$707-
Total Assets$231,933$263,492▲ $31,559
Other Assets Total$1,298$2,421▲ $1,123
Liabilities
Deferred Revenue$5,495$1,000▼ $4,495
Total Liabilities$5,495$1,000▼ $4,495
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$226,438$262,492▲ $36,054
Total Net Assets Fund Balance$226,438$262,492▲ $36,054
Total Liabilities and Net Assets / Fund Balance$231,933$263,492▲ $31,559

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$707$118$825
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Alan BrintonPresident
Suzanne LanePresident E
Bob LaneMember at La
Derin TemelPast Preside
Kathryn TaylorSecretary
Rosemarie RussoTreasurer
Jeff WendthVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$63,316
Program Service Revenue
$0
Investment Income
$14,842
Other Revenue
$10,209
All Other Contributions
$3,696
Change in Net Assets
$25,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,596
Grants and Similar Amounts Paid$15,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$15,000--$15,000
Advertising$5,605--$5,605
Fees for Services Other-$1,805-$1,805
Fees for Services Accounting-$1,450-$1,450
Office Expenses$1,154--$1,154
Fees for Service Investment Mgmnt Fees-$1,109-$1,109
Depreciation Depletion$118--$118
Other Expenses$1,900$45-$45
Total Functional Expenses$57,291$5,305$0$62,596
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,723
Fundraising Direct Expenses$23,514
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charitable/scho$34,003-$2,012-
Golf Tournament$35,585$13,958$2,691$11,267
Total Events$89,353$33,723$23,243$10,480
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
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
No
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

“Copy of 990 is presented at board meeting for review and approval prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made avialable to the public on request.”

Filing and Contact Details

Filer

Filer Name
Rotary Club of Westerly Foundation
EIN
37-1959642
Phone
4013155868
Address
PO BOX 407, WESTERLY, RI 02891

Signing Officer

Name
Rosemarie Russo
Title
Treasurer
Phone
4013155868
Signed
2025-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Derin Temel
Formed
2020
Legal Domicile
Ri
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Hoyt Filippetti & Malaghan LLC
Address
107 AIRPORT RD, WESTERLY, RI 02891-3420
Preparer
K Elise Vonhousen 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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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0118
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt0707
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034003
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033723
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010480
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04703
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02691
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02012
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02240
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ARE PROVIDED TO GRADUATING HIGH SCHOOL SENIORS IN WESTERLY, RI, WHO ARE PURSUING COLLEGE, CAREER, OR TECHNICAL EDUCATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF 990 IS PRESENTED AT BOARD MEETING FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVIALABLE TO THE PUBLIC ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalAssetsEOYAmt0263492
IRS990/TotalAssetsGrp/BOYAmt0231933
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IRS990/TotalContributionsAmt063316
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05305
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057291
IRS990/TotalFunctionalExpensesGrp/TotalAmt062596
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05495
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IRS990/TotalLiabilitiesGrp/BOYAmt05495
IRS990/TotalLiabilitiesGrp/EOYAmt01000
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IRS990/TotalProgramServiceExpensesAmt057291
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014842
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088367
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSEMARIE RUSSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04013155868
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF WESTERLY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0371959642
ReturnHeader/Filer/PhoneNum04013155868
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 407
ReturnHeader/Filer/USAddress/CityNm0WESTERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002891
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201696994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOYT FILIPPETTI & MALAGHAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0107 AIRPORT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTERLY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0028913420
ReturnHeader/PreparerPersonGrp/PhoneNum04015962000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0K ELISE VONHOUSEN CPA
ReturnHeader/ReturnTs02025-08-27T15:39:15-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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