Civic Intelligence

Stowe Rotary Fund

990EZ • Fiscal year 2023 • EIN 87-3928007

Jan 01, 2023 to Dec 31, 2023 • Filed on May 02, 2024

Organization ProfileSTOWEROTARY.ORG
PO Box 684Stowe, VT 05672-0684

(914) 217-6858

Siviq Scores

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

Liabilities / Assets

86th percentile

0.28x

Higher debt load relative to assets than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

0.30x

Higher debt load relative to revenue than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

19th percentile

-21%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.3%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-43%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$46,563

Down $1,079 (-2.3%) from 2022

Net Assets

Down

$33,532

Down $9,360 (-22%) from 2022

Liabilities

Up

$13,031

Up $8,281 (+174%) from 2022

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin19th percentile

Revenue

Down

$43,764

Down $33,613 (-43%) from 2022

Expenses

Up

$53,124

Up $18,639 (+54%) from 2022

Net Income

Down

-$9,360

Down $52,252 (-122%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$60K$40K$20K$0Assets 2021: $1Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $47,642Liabilities 2022: $4,750Net Assets 2022: $42,8922022Assets 2023: $46,563Liabilities 2023: $13,031Net Assets 2023: $33,5322023Assets 2024: $43,806Liabilities 2024: $9,604Net Assets 2024: $34,2022024

Highlighted filing

2023

Assets$46,563
Liabilities$13,031
Net Assets$33,532
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

$100K$50K$0-$50KRevenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $77,377Expenses 2022: $34,485Net Income 2022: $42,8922022Revenue 2023: $43,764Expenses 2023: $53,124Net Income 2023: -$9,3602023Revenue 2024: $38,260Expenses 2024: $37,590Net Income 2024: $6702024

Highlighted filing

2023

Revenue$43,764
Expenses$53,124
Net Income-$9,360
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 2, 2024
Return Version
2023v5.0
Gross Receipts
$55,504
Mission and Program Overview

Mission

To raise funds for scholarships and local charities.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS FOR LOCAL STUDENTS.$33,030$0
CONTRIBUTIONS TO LOCAL CHARITIES.$12,753$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD LITCHFIELDPresident-$0--
PHILIP BONGIORNOTreasurer-$0--
MEGHAN SMITH HURLEYSecretary-$0--
JAMES HODGEDirector-$0--
ROBERT ROPERDirector-$0--
LARRY HEATHDirector-$0--
THOMAS HUBBSDirector-$0--
HAROLD STEVENSDirector-$0--
TAD DAVISDirector-$0--
GLENN MINKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Stowe Rotary Fund Inc
EIN
87-3928007
Phone
9142176858
Address
PO BOX 684, STOWE, VT 05672-0684

Signing Officer

Name
Richard Litchfield
Title
President
Phone
9142176858
Signed
2024-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Glenna L Pound CPA
Address
PO BOX 1281 3458 WEST HILL ROAD, STOWE, VT 05672-1281
Preparer
Glenna L Pound CPA
Phone
8022539451
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 250. End of Year Amount: 0. Description: FUNDRAISING EQUIPMENT. Beg. of Year Amount: 1000. End of Year Amount: 0.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 4750. End of Year Amount: 13031.”

Raw XML Appendix192 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD LITCHFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHILIP BONGIORNO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGHAN SMITH HURLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES HODGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT ROPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LARRY HEATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6THOMAS HUBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HAROLD STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TAD DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GLENN MINK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR SCHOLARSHIPS AND LOCAL CHARITIES.
IRS990EZ/PrintingPublicationsPostageAmt01436
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS FOR LOCAL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONTRIBUTIONS TO LOCAL CHARITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033030
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112753
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt011740
IRS990EZ/SpecialEventsNetIncomeLossAmt04964
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04750
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IRS990EZ/TotalExpensesAmt053124
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IRS990EZ/WebsiteAddressTxt0STOWEROTARY.ORG
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055603
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt094403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016704
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075633
IRS990ScheduleA/Total509Grp/TotalAmt0131137
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075633
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0131137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 250. End of Year Amount: 0. Description: FUNDRAISING EQUIPMENT. Beg. of Year Amount: 1000. End of Year Amount: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 4750. End of Year Amount: 13031.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD LITCHFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09142176858
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STOWE ROTARY FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0STOW
ReturnHeader/Filer/EIN0873928007
ReturnHeader/Filer/PhoneNum09142176858
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 684
ReturnHeader/Filer/USAddress/CityNm0STOWE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd0056720684
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030387368
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLENNA L POUND CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1281 3458 WEST HILL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOWE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0056721281
ReturnHeader/PreparerPersonGrp/PhoneNum08022539451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENNA L POUND CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-02T10:31:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LITCHFIELD
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,563
Liabilities
$13,031
Net assets
$33,532
Revenue
$43,764
Expenses
$53,124
Net income
-$9,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.8$9.60$34.2$38.3$37.6$0.67
2023Detailed filing. Detailed filing data is available for this year.$46.6$13.0$33.5$43.8$53.1$9.36
2022Detailed filing. Detailed filing data is available for this year.$47.6$4.75$42.9$77.4$34.5$42.9
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00