Civic Intelligence

Rotary Club of Estero

EIN 01-0579327 • 501(c)4 • Estero, FL

Profile

Service to the international national and local communities.

PO Box 743Estero, FL 33929

www.esterorotary.org

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

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

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-22%

Higher net margin than 21% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

24th percentile

-27%

Faster asset growth than 24% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-13%

Faster revenue growth than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$21,798

Down $8,004 (-27%) from 2023

Liabilities

Down

$409

Down $135 (-25%) from 2023

Net Assets

Down

$21,389

Down $7,869 (-27%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin21st percentile

Revenue

Down

$36,373

Down $5,583 (-13%) from 2023

Expenses

Down

$44,232

Down $478 (-1.1%) from 2023

Net Income

Down

-$7,859

Down $5,105 (-185%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$40K$30K$20K$10K$0Assets 2012: $9,570Liabilities 2012: $1,9572012Assets 2013: $18,650Liabilities 2013: $3,1292013Assets 2014: $18,006Liabilities 2014: $8172014Assets 2015: $21,866Liabilities 2015: $2,3722015Assets 2016: $14,732Liabilities 2016: $1,3602016Assets 2017: $20,872Liabilities 2017: $4,0092017Assets 2018: $19,566Liabilities 2018: $3032018Assets 2019: $32,490Liabilities 2019: $1542019Assets 2020: $32,532Liabilities 2020: $2,0322020Assets 2021: $26,085Liabilities 2021: $3192021Assets 2022: $32,759Liabilities 2022: $746Net Assets 2022: $32,0132022Assets 2023: $29,802Liabilities 2023: $544Net Assets 2023: $29,2582023Assets 2024: $21,798Liabilities 2024: $409Net Assets 2024: $21,3892024

Highlighted filing

2024

Assets$21,798
Liabilities$409
Net Assets$21,389
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $16,020Expenses 2012: $15,725Net Income 2012: $2952012Revenue 2013: $18,744Expenses 2013: $10,835Net Income 2013: $7,9092013Revenue 2014: $18,001Expenses 2014: $16,182Net Income 2014: $1,8192014Revenue 2015: $20,800Expenses 2015: $18,495Net Income 2015: $2,3052015Revenue 2016: $56,901Expenses 2016: $63,694Net Income 2016: -$6,7932016Revenue 2017: $68,283Expenses 2017: $64,387Net Income 2017: $3,8962017Revenue 2018: $58,011Expenses 2018: $57,806Net Income 2018: $2052018Revenue 2019: $66,571Expenses 2019: $55,310Net Income 2019: $11,2612019Revenue 2020: $50,795Expenses 2020: $51,187Net Income 2020: -$3922020Revenue 2021: $28,724Expenses 2021: $33,458Net Income 2021: -$4,7342021Revenue 2022: $56,441Expenses 2022: $50,194Net Income 2022: $6,2472022Revenue 2023: $41,956Expenses 2023: $44,710Net Income 2023: -$2,7542023Revenue 2024: $36,373Expenses 2024: $44,232Net Income 2024: -$7,8592024

Highlighted filing

2024

Revenue$36,373
Expenses$44,232
Net Income-$7,859
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,798
Liabilities
$409
Net assets
$21,389
Revenue
$36,373
Expenses
$44,232
Net income
-$7,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.8$0.41$21.4$36.4$44.2$7.86
2023Detailed filing. Detailed filing data is available for this year.$29.8$0.54$29.3$42.0$44.7$2.75
2022Detailed filing. Detailed filing data is available for this year.$32.8$0.75$32.0$56.4$50.2$6.25
2021Summary only. Only limited summary data is available for this year.$26.1$0.32$28.7$33.5$4.73
2020Summary only. Only limited summary data is available for this year.$32.5$2.03$50.8$51.2$0.39
2019Summary only. Only limited summary data is available for this year.$32.5$0.15$66.6$55.3$11.3
2018Summary only. Only limited summary data is available for this year.$19.6$0.30$58.0$57.8$0.21
2017Summary only. Only limited summary data is available for this year.$20.9$4.01$68.3$64.4$3.90
2016Summary only. Only limited summary data is available for this year.$14.7$1.36$56.9$63.7$6.79
2015Summary only. Only limited summary data is available for this year.$21.9$2.37$20.8$18.5$2.31
2014Summary only. Only limited summary data is available for this year.$18.0$0.82$18.0$16.2$1.82
2013Summary only. Only limited summary data is available for this year.$18.7$3.13$18.7$10.8$7.91
2012Summary only. Only limited summary data is available for this year.$9.57$1.96$16.0$15.7$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 23, 2024
Return Version
2023v5.0
Gross Receipts
$36,373
Mission and Program Overview

Mission

Service to the international national and local communities.

Program Services

DescriptionGrantsExpenses
The club provides most grants through the Rotary Club of Estero Foundation, a separate corporation. The allocations listed here are to our affiliated Interact and Rotaract school clubs.$0$2,524
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin MorrisPast President-$0--
Robert BoudreauTreasurer-$0--
Carmelita Singh-MayerPresidentPT$0--
Henry BirdSecretary-$0--
Gordon DrawerDirector-$0--
Richard HartDirector-$0--
Ann Marie IsraelDirector-$0--
Gary IsraelDirector-$0--
Bruce OsborneDirector-$0--
Katy ErringtonDirector-$0--
Steven MayerPresident-Elect-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Estero
EIN
01-0579327
Phone
2393228415
Address
PO Box 743, Estero, FL 33929

Signing Officer

Name
Robert Boudreau
Title
Treasurer
Phone
2393228415
Signed
2024-10-23
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Part 1 line 10 transfer to Rotary Club of Estero Foundation $2000”

Form 990-EZ, Part I, Line 16

“Dues paid to Rotary International and District 6960 $5,948 Rotary events, awards, and materials $1,569 Club meetings and events $28,878 Interact and Rotaract activities $2,524 Administration and office expenses $3,269 Writeoffs $44”

Form 990-EZ, Part II, Line 24

“Receivables $1,229”

Form 990-EZ, Part II, Line 26

“50/50 winner reserve $409”

Raw XML Appendix174 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Robert Boudreau
IRS990EZ/BooksInCareOfDetail/PhoneNum02393228415
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 743
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Estero
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033929
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028800
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020569
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01854
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7859
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029792
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021798
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt036373
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt0196
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt016362
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029248
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021389
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029248
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021389
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kevin Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Boudreau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carmelita Singh-Mayer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Henry Bird
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gordon Drawer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Richard Hart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ann Marie Israel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Gary Israel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Bruce Osborne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Katy Errington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Steven Mayer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10President-Elect
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0992
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01229
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042232
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Service to the international national and local communities.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt017961
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The club provides most grants through the Rotary Club of Estero Foundation, a separate corporation. The allocations listed here are to our affiliated Interact and Rotaract school clubs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02524
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0544
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0409
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044232
IRS990EZ/TotalProgramServiceExpensesAmt02524
IRS990EZ/TotalRevenueAmt036373
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0esterorotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1 line 10 transfer to Rotary Club of Estero Foundation $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues paid to Rotary International and District 6960 $5,948 Rotary events, awards, and materials $1,569 Club meetings and events $28,878 Interact and Rotaract activities $2,524 Administration and office expenses $3,269 Writeoffs $44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Receivables $1,229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt350/50 winner reserve $409
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Boudreau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02393228415
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF ESTERO
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0010579327
ReturnHeader/Filer/PhoneNum02393228415
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 743
ReturnHeader/Filer/USAddress/CityNm0Estero
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033929
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-10-23T13:45:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits