Civic Intelligence

Putnam Rotary Foundation Inc

990 • Fiscal year 2015 • EIN 56-2607569

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization ProfileN/A
PO Box 263Putnam, CT 06260

(860) 928-0384

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

26th percentile

-7.3%

Higher net margin than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

-4.6%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$475,191

Down $1,711 (-0.4%) from 2014

Net Assets

Down

$475,191

Down $1,711 (-0.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin26th percentile

Revenue

Down

$23,295

Down $1,127 (-4.6%) from 2014

Expenses

Up

$25,006

Up $10,894 (+77%) from 2014

Net Income

Down

-$1,711

Down $12,021 (-117%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$600K$400K$200K$0Assets 2011: $448,513Liabilities 2011: $0Net Assets 2011: $448,5132011Assets 2012: $454,330Liabilities 2012: $0Net Assets 2012: $454,3302012Assets 2013: $466,592Liabilities 2013: $0Net Assets 2013: $466,5922013Assets 2014: $476,902Liabilities 2014: $0Net Assets 2014: $476,9022014Assets 2015: $475,191Liabilities 2015: $0Net Assets 2015: $475,1912015Assets 2016: $483,476Liabilities 2016: $0Net Assets 2016: $483,4762016Assets 2017: $527,596Liabilities 2017: $0Net Assets 2017: $527,5962017Assets 2018: $497,844Liabilities 2018: $0Net Assets 2018: $497,8442018Assets 2019: $568,445Liabilities 2019: $0Net Assets 2019: $568,4452019

Highlighted filing

2015

Assets$475,191
Liabilities$0
Net Assets$475,191
Open 2015 Filing

Operations Trend

Revenue Growth41st percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $331,782Expenses 2011: $19,098Net Income 2011: $312,6842011Revenue 2012: $22,965Expenses 2012: $17,148Net Income 2012: $5,8172012Revenue 2013: $25,461Expenses 2013: $13,199Net Income 2013: $12,2622013Revenue 2014: $24,422Expenses 2014: $14,112Net Income 2014: $10,3102014Revenue 2015: $23,295Expenses 2015: $25,006Net Income 2015: -$1,7112015Revenue 2016: $25,730Expenses 2016: $17,445Net Income 2016: $8,2852016Revenue 2017: $62,196Expenses 2017: $18,076Net Income 2017: $44,1202017Revenue 2018: $40,312Expenses 2018: $23,311Net Income 2018: $17,0012018Revenue 2019: $29,620Expenses 2019: $27,225Net Income 2019: $2,3952019

Highlighted filing

2015

Revenue$23,295
Expenses$25,006
Net Income-$1,711
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$23,295
Mission and Program Overview

Mission

Support educational and charitable endeavors.

Support educational & charitable endeavors

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$313,034$314,031▲ $997
Savings and Temporary Cash Investments$163,868$161,060▼ $2,808
Cash and Non-Interest-Bearing Accounts-$100-
Total Assets$476,902$475,191▼ $1,711
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$311,258$311,258→ $0
Temporarily Rstr Net Assets$134,688$137,188▲ $2,500
Unrestricted Net Assets$30,956$26,745▼ $4,211
Total Net Assets Fund Balance$476,902$475,191▼ $1,711
Total Liabilities and Net Assets / Fund Balance$476,902$475,191▼ $1,711
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Joseph AdilettaPresident
Karen OsbreyVice President
Aileen WitkowskiDirector
Charles PufferDirector
Jitendra SinhaDirector
Richard LoomisDirector
Pamela BrownSecretary
Peter BenoitTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,719
Program Service Revenue
$0
Investment Income
$2,576
Other Revenue
$0
All Other Contributions
$20,719
Change in Net Assets
$-1,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,490
Other Expenses$516
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,990--$17,990
Grants to Domestic Orgs$6,500--$6,500
Other Expenses$27$0$0$27
Total Functional Expenses$25,006$0$0$25,006
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roots of DevelopmentWashington, DC-See Page 2$6,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 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
Filing and Contact Details

Filer

Filer Name
Putnam Rotary Foundation
EIN
56-2607569
Phone
8609280384
Address
PO BOX 263, PUTNAM, CT 06260

Signing Officer

Name
Peter Benoit
Title
Treasurer
Phone
8609280384
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Benoit
Formed
2007
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
King & Larkin CPA LLC
Address
PO Box 705, Putnam, CT 06260
Preparer
Brendan K Larkin
Phone
8609285445
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form is available at the meetings.”

Pt VI, Line 19

“UPON REQUEST.”

Form 990EZ, Part I, Line 16

“Postage insurance miscellaneous supplies”

Raw XML Appendix338 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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IRS990/USAddress/CityNm0PUTNAM
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006260
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER BENOIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08609280384
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUTNAM ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PUTN
ReturnHeader/Filer/EIN0562607569
ReturnHeader/Filer/PhoneNum08609280384
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 263
ReturnHeader/Filer/USAddress/CityNm0PUTNAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0King & Larkin CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 705
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Putnam
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006260
ReturnHeader/PreparerPersonGrp/PhoneNum08609285445
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDAN K LARKIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-16T10:58:01-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$475,191
Liabilities
$0
Net assets
$475,191
Revenue
$23,295
Expenses
$25,006
Net income
-$1,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.00$5.68$0.30$0.27$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.00$4.98$0.40$0.23$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.00$5.28$0.62$0.18$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.26$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.23$0.25$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.24$0.14$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.25$0.13$0.12
2012Summary only. Only limited summary data is available for this year.$4.54$0.00$4.54$0.23$0.17$0.06
2011Summary only. Only limited summary data is available for this year.$4.49$0.00$4.49$3.32$0.19$3.13