Civic Intelligence

Wilton Rotary Charitable Foundation Inc

EIN 88-2524948 • 501(c)3 • Wilton, CT

Pub. 78 Eligible

Profile

Taxpayer, in conjunction with the wilton ct rotary club, raises funds for wilton community tax-exempt organizations, the wilton municipal social services department, and other worthy charitable causes

190 Old Ridgefield RoadWilton, CT 06897

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 2022

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

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

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 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 / Assets60th percentile

Assets

$129,927

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$129,927

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

$131,257

No earlier filing loaded for comparison.

Expenses

$1,330

No earlier filing loaded for comparison.

Net Income

$129,927

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2022: $129,927Liabilities 2022: $0Net Assets 2022: $129,9272022

Highlighted filing

2022

Assets$129,927
Liabilities$0
Net Assets$129,927
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2022: $131,257Expenses 2022: $1,330Net Income 2022: $129,9272022

Highlighted filing

2022

Revenue$131,257
Expenses$1,330
Net Income$129,927
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$129,927
Liabilities
$0
Net assets
$129,927
Revenue
$131,257
Expenses
$1,330
Net income
$129,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.31$0.01$1.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 19, 2022 to Dec 31, 2022
Signed
Apr 18, 2023
Return Version
2022v5.0
Gross Receipts
$141,898
Mission and Program Overview

Mission

Taxpayer, in conjunction with the wilton ct rotary club, raises funds for wilton community tax-exempt organizations, the wilton municipal social services department, and other worthy charitable causes

Program Services

DescriptionGrantsExpenses
SUPPORT OF TOWN OF WILTON, DEPARTMENT OF SOCIAL SERVICES, FOR TOWNSPEOPLE WITH FINANCIAL AND OTHER NEEDS$500$0
SUPPORT OF VARIOUS COMMUNITY 501(C)(3) ORGANIZATIONS$500$0
SUPPORT OF INTERNATIONAL 501(C)(3) ORGANIZATIONS, (NONE IN 2022, EXPECTED IN 2023)$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN GOLDMANPresident/Director-$0--
PAUL BURNHAMVice President-$0--
CAROL JOHNSONSecretary/Director-$0--
ANDREW MAISTreasurer-$0--
PHILLIP LAURIADirector-$0--
Filing and Contact Details

Filer

Filer Name
Wilton Rotary Charitable Foundation Inc
EIN
88-2524948
Phone
2037629000
Address
190 OLD RIDGEFIELD ROAD, WILTON, CT 06897

Signing Officer

Name
Susan Goldman
Title
President
Phone
2037629000
Signed
2023-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Gregory and Adams Pc
Address
190 OLD RIDGEFIELD ROAD, WILTON, CT 06897
Preparer
Paul H Burnham
Phone
2037629000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: . Amount: 3.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: town of wilton. Grantee address: school road wilton, ct 06897. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: town of wilton. Grantee address: school road wilton, ct 06897. Amount given: 500. Total included on form 990-ez, line 10: 1,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 30. Description: promotional expense. Amount: 300. Total to form 990-ez, line 16: 330.”

Raw XML Appendix166 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0PAUL BURNHAM
IRS990EZ/BooksInCareOfDetail/PhoneNum02037629000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0190 OLD RIDGEFIELD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006897
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129927
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0110200
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0129927
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129927
IRS990EZ/FundraisingGrossIncomeAmt031695
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt0141898
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129927
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129927
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN GOLDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL BURNHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW MAIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PHILLIP LAURIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0330
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TAXPAYER, IN CONJUNCTION WITH THE WILTON CT ROTARY CLUB, RAISES FUNDS FOR WILTON COMMUNITY TAX-EXEMPT ORGANIZATIONS, THE WILTON MUNICIPAL SOCIAL SERVICES DEPARTMENT, AND OTHER WORTHY CHARITABLE CAUSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF TOWN OF WILTON, DEPARTMENT OF SOCIAL SERVICES, FOR TOWNSPEOPLE WITH FINANCIAL AND OTHER NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT OF VARIOUS COMMUNITY 501(C)(3) ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT OF INTERNATIONAL 501(C)(3) ORGANIZATIONS, (NONE IN 2022, EXPECTED IN 2023)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt010641
IRS990EZ/SpecialEventsNetIncomeLossAmt021054
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01330
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0131257
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION RECEIVED TWO LARGE CONTRIBUTIONS FROM INDIVIDUALS IN THE WILTON COMMUNITY IN 2022, IN ITS FIRST YEAR OF OPERATION.
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02022 WAS THE FIRST YEAR OF THE ENTITY'S EXISTENCE. THE ENTITY WAS INCORPORATED ON 4/19/22
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0110200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0110200
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt04608
IRS990ScheduleA/SubstantialContributorsTotAmt0105592
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0110200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0110200
IRS990ScheduleA/TotalSupportAmt0110200
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/ExplanationTxt0DESCRIPTION: . AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: TOWN OF WILTON. GRANTEE ADDRESS: SCHOOL ROAD WILTON, CT 06897. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: TOWN OF WILTON. GRANTEE ADDRESS: SCHOOL ROAD WILTON, CT 06897. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: BANK FEES. AMOUNT: 30. DESCRIPTION: PROMOTIONAL EXPENSE. AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 330.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN GOLDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02037629000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILTON ROTARY CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILT
ReturnHeader/Filer/EIN0882524948
ReturnHeader/Filer/PhoneNum02037629000
ReturnHeader/Filer/USAddress/AddressLine1Txt0190 OLD RIDGEFIELD ROAD
ReturnHeader/Filer/USAddress/CityNm0WILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006897
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061355927
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGORY AND ADAMS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0190 OLD RIDGEFIELD ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006897
ReturnHeader/PreparerPersonGrp/PhoneNum02037629000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL H BURNHAM
ReturnHeader/ReturnTs02023-04-18T10:12:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOLDMAN
ReturnHeader/TaxPeriodBeginDt02022-04-19
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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