Civic Intelligence

New Milford Rotary Foundation Inc

EIN 81-2999883 • 501(c)3 • New Milford, CT

Profile

The organization provides funding for social issues expenditures for charitable and educational purposes on a local, national and international level.

PO Box 161New Milford, CT 06776

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

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 2021

Asset Growth

76th percentile

22%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-71%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$17,930

Up $3,182 (+22%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$17,930

Up $3,182 (+22%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin82nd percentile

Revenue

Down

$10,212

Down $25,607 (-71%) from 2020

Expenses

Down

$7,030

Down $35,833 (-84%) from 2020

Net Income

Up

$3,182

Up $10,226 (+145%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$30K$20K$10K$0Assets 2015: $1Liabilities 2015: $02015Assets 2017: $17,798Liabilities 2017: $0Net Assets 2017: $17,7982017Assets 2018: $19,796Liabilities 2018: $0Net Assets 2018: $19,7962018Assets 2019: $21,792Liabilities 2019: $0Net Assets 2019: $21,7922019Assets 2020: $14,748Liabilities 2020: $0Net Assets 2020: $14,7482020Assets 2021: $17,930Liabilities 2021: $0Net Assets 2021: $17,9302021

Highlighted filing

2021

Assets$17,930
Liabilities$0
Net Assets$17,930
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $50Expenses 2015: $50Net Income 2015: $02015Revenue 2017: $22,185Expenses 2017: $4,387Net Income 2017: $17,7982017Revenue 2018: $41,555Expenses 2018: $39,557Net Income 2018: $1,9982018Revenue 2019: $31,506Expenses 2019: $29,510Net Income 2019: $1,9962019Revenue 2020: $35,819Expenses 2020: $42,863Net Income 2020: -$7,0442020Revenue 2021: $10,212Expenses 2021: $7,030Net Income 2021: $3,1822021

Highlighted filing

2021

Revenue$10,212
Expenses$7,030
Net Income$3,182
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,930
Liabilities
$0
Net assets
$17,930
Revenue
$10,212
Expenses
$7,030
Net income
$3,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$10.2$7.03$3.18
2020Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$35.8$42.9$7.04
2019Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$31.5$29.5$2.00
2018Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$41.6$39.6$2.00
2017Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$22.2$4.39$17.8
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.05$0.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$13,160
Mission and Program Overview

Mission

The organization provides funding for social issues expenditures for charitable and educational purposes on a local, national and international level.

Program Services

DescriptionGrantsExpenses
AWARDING FINANCIAL GRANTS-IN-AID TO LOCAL AND INTERNATIONAL CHARITABLE OPPORTUNITIES AND SCHOLARSHIPS TO DESERVING SENIORS FROM LOCAL HIGH SCHOOLS.$6,870-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH E WILLIAMS IIITreasurer-$0--
BARBARA ABBOTTDirector-$0--
THOMAS MOTTDirector-$0--
DAVID ELMOREDirector-$0--
KATHERINE WEBSTER O'KEEFEPresident Elect-$0--
CHEYRISSE BOONEDirector-$0--
BRADLEY KAMPPresident-$0--
Filing and Contact Details

Filer

Filer Name
New Milford Rotary Foundation Inc
EIN
81-2999883
Address
PO BOX 161, NEW MILFORD, CT 06776

Signing Officer

Name
Ralph E Williams Iii
Title
Director
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Ct Business Services LLC
Address
17 SOUTH MAIN STREET, NEW MILFORD, CT 06776
Preparer
Ralph E Williams Iii CPA
Phone
8603542661
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: VARIOUS DONATIONS AND SCHOLARSHIPS | Cash Amount Given: $6870”

Other Expenses.1

“Meals for donation receipients $144”

Other Expenses.2

“BANK FEES $16”

Raw XML Appendix163 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/BooksInCareOfDetail/PersonNm0RALPH E WILLIAMS III
IRS990EZ/BooksInCareOfDetail/PhoneNum08603542661
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017 SOUTH MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW MILFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006776
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014748
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017930
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0770
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03182
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014748
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017930
IRS990EZ/FundraisingGrossIncomeAmt012390
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06870
IRS990EZ/GrossReceiptsAmt013160
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014748
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017930
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014748
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017930
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RALPH E WILLIAMS III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA ABBOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS MOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID ELMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHERINE WEBSTER O'KEEFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHEYRISSE BOONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRADLEY KAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0160
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION PROVIDES FUNDING FOR SOCIAL ISSUES EXPENDITURES FOR CHARITABLE AND EDUCATIONAL PURPOSES ON A LOCAL, NATIONAL AND INTERNATIONAL LEVEL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARDING FINANCIAL GRANTS-IN-AID TO LOCAL AND INTERNATIONAL CHARITABLE OPPORTUNITIES AND SCHOLARSHIPS TO DESERVING SENIORS FROM LOCAL HIGH SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06870
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02948
IRS990EZ/SpecialEventsNetIncomeLossAmt09442
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07030
IRS990EZ/TotalProgramServiceExpensesAmt06870
IRS990EZ/TotalRevenueAmt010212
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04587
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043324
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt043324
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04587
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017700
IRS990ScheduleA/Total509Grp/TotalAmt043324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt017700
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt043324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS DONATIONS AND SCHOLARSHIPS | Cash Amount Given: $6870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEALS FOR DONATION RECEIPIENTS $144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES $16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH E WILLIAMS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW MILFORD ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWM
ReturnHeader/Filer/EIN0812999883
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 161
ReturnHeader/Filer/USAddress/CityNm0NEW MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006776
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201779096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CT BUSINESS SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017 SOUTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006776
ReturnHeader/PreparerPersonGrp/PhoneNum08603542661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RALPH E WILLIAMS III CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-11T07:07:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ralph
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0williams
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.