Civic Intelligence

Middletown Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2022 • EIN 86-1339211

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 19, 2022

Organization ProfileN/A
PO Box 4258Middletown, RI 02842

(401) 847-4750

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets68th percentile

Assets

$60,710

No earlier filing loaded for comparison.

Net Assets

$59,710

No earlier filing loaded for comparison.

Liabilities

$1,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin99th percentile

Revenue

$72,187

No earlier filing loaded for comparison.

Expenses

$20

No earlier filing loaded for comparison.

Net Income

$72,167

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2022: $60,710Liabilities 2022: $1,000Net Assets 2022: $59,7102022

Highlighted filing

2022

Assets$60,710
Liabilities$1,000
Net Assets$59,710
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2022: $72,187Expenses 2022: $20Net Income 2022: $72,1672022

Highlighted filing

2022

Revenue$72,187
Expenses$20
Net Income$72,167
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 19, 2022
Return Version
2021v4.0
Gross Receipts
$72,187
Mission and Program Overview

Mission

A civic organization made up of volunteers dedicated to providing funds for the betterment of the middletown, ri community as well as for communities throughout the world during times of need.

Program Services

DescriptionGrantsExpenses
COMMUNITY SUPPORT--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOIS MURRAYPresident-$0--
PHILIP DRISCOLLVice Preside-$0--
DEBORAH BRYANSecretary-$0--
JOHN HAGGISTreasurer-$0--
BETHANY RICHARDSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Middletown Rotary Charitable
EIN
86-1339211
Phone
4018474750
Address
PO BOX 4258, MIDDLETOWN, RI 02842

Signing Officer

Name
John Haggis
Title
Treasurer
Phone
4018474750
Signed
2022-08-19
Discuss with paid preparer
Yes

Preparer

Firm
FARMER & FIRST PC CPA'S
Address
6 STATE ST, WARREN, RI 02885-3120
Preparer
Joseph Farmer CPA
Phone
4012471040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses annual report 20 total 20”

Form 990-ez, Part I, Line 20

“Unrealized loss on investments -11,837”

Form 990-ez, Part II, Line 26

“Unsecured notes and loans payable 1,000 1,000”

Form 990-ez, Part III

“A civic organization made up of volunteers dedicated to providing funds for the betterment of the middletown, ri community as well as for communities throughout the world during times of need.”

Raw XML Appendix139 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN HAGGIS
IRS990EZ/BooksInCareOfDetail/PhoneNum04018474750
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4258
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIDDLETOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002842
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0380
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060710
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt071940
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt072167
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IRS990EZ/GrossReceiptsAmt072187
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0247
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-620
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059710
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-620
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059710
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOIS MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHILIP DRISCOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBORAH BRYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN HAGGIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETHANY RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-11837
IRS990EZ/OtherExpensesTotalAmt020
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A CIVIC ORGANIZATION MADE UP OF VOLUNTEERS DEDICATED TO PROVIDING FUNDS FOR THE BETTERMENT OF THE MIDDLETOWN, RI COMMUNITY AS WELL AS FOR COMMUNITIES THROUGHOUT THE WORLD DURING TIMES OF NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SUPPORT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020
IRS990EZ/TotalRevenueAmt072187
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt071940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt071940
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0247
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0247
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0247
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0247
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99660
IRS990ScheduleA/PublicSupportTotal509Amt071940
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071940
IRS990ScheduleA/Total509Grp/TotalAmt071940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072187
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt072187
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ANNUAL REPORT 20 TOTAL 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSS ON INVESTMENTS -11,837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNSECURED NOTES AND LOANS PAYABLE 1,000 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A CIVIC ORGANIZATION MADE UP OF VOLUNTEERS DEDICATED TO PROVIDING FUNDS FOR THE BETTERMENT OF THE MIDDLETOWN, RI COMMUNITY AS WELL AS FOR COMMUNITIES THROUGHOUT THE WORLD DURING TIMES OF NEED.
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HAGGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04018474750
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDDLETOWN ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0861339211
ReturnHeader/Filer/PhoneNum04018474750
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4258
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002842
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050519103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FARMER & FIRST PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 STATE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARREN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0028853120
ReturnHeader/PreparerPersonGrp/PhoneNum04012471040
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH FARMER CPA
ReturnHeader/ReturnTs02022-08-29T15:39:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAGGIS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,710
Liabilities
$1,000
Net assets
$59,710
Revenue
$72,187
Expenses
$20
Net income
$72,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$60.7$1.00$59.7$72.2$0.02$72.2
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits