Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 11-6036962

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 02, 2014

Organization ProfileSOUTHAMPTONROTARY.ORG
78 White StreetSouthampton, NY 11968

(631) 283-4955

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

21st percentile

-13%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

46th percentile

-0.9%

Faster revenue growth than 46% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$28,961

Down $4,282 (-13%) from 2013

Net Assets

Down

$28,961

Down $4,282 (-13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin22nd percentile

Revenue

Down

$41,005

Down $382 (-0.9%) from 2013

Expenses

Down

$45,287

Down $8,200 (-15%) from 2013

Net Income

Up

-$4,282

Up $7,818 (+65%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$60K$40K$20K$0-$20KAssets 2012: $45,343Liabilities 2012: $0Net Assets 2012: $45,3432012Assets 2013: $33,243Liabilities 2013: $0Net Assets 2013: $33,2432013Assets 2014: $28,961Liabilities 2014: $0Net Assets 2014: $28,9612014Assets 2015: $24,657Liabilities 2015: $0Net Assets 2015: $24,6572015Assets 2016: $24,571Liabilities 2016: $0Net Assets 2016: $24,5712016Assets 2017: $36,745Liabilities 2017: $862Net Assets 2017: $35,8832017Assets 2018: $42,193Liabilities 2018: $0Net Assets 2018: $42,1932018Assets 2019: $26,761Liabilities 2019: $3,081Net Assets 2019: $23,6802019Assets 2020: $11,647Liabilities 2020: $886Net Assets 2020: $10,7612020Assets 2021: $5,170Liabilities 2021: $2,274Net Assets 2021: $2,8962021Assets 2022: $14,100Liabilities 2022: $6,699Net Assets 2022: $7,4012022Assets 2023: $16,036Liabilities 2023: $20,769Net Assets 2023: -$4,7332023Assets 2024: $26,713Liabilities 2024: $26,469Net Assets 2024: $2442024

Highlighted filing

2014

Assets$28,961
Liabilities$0
Net Assets$28,961
Open 2014 Filing

Operations Trend

Revenue Growth46th percentile

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

$100K$50K$0-$50KRevenue 2012: $65,221Expenses 2012: $64,792Net Income 2012: $4292012Revenue 2013: $41,387Expenses 2013: $53,487Net Income 2013: -$12,1002013Revenue 2014: $41,005Expenses 2014: $45,287Net Income 2014: -$4,2822014Revenue 2015: $36,472Expenses 2015: $40,776Net Income 2015: -$4,3042015Revenue 2016: $48,887Expenses 2016: $48,973Net Income 2016: -$862016Revenue 2017: $63,117Expenses 2017: $51,805Net Income 2017: $11,3122017Revenue 2018: $66,791Expenses 2018: $60,481Net Income 2018: $6,3102018Revenue 2019: $20,298Expenses 2019: $38,811Net Income 2019: -$18,5132019Revenue 2020: $25,590Expenses 2020: $38,509Net Income 2020: -$12,9192020Revenue 2021: $20,700Expenses 2021: $28,565Net Income 2021: -$7,8652021Revenue 2022: $37,026Expenses 2022: $32,521Net Income 2022: $4,5052022Revenue 2023: $17,760Expenses 2023: $29,894Net Income 2023: -$12,1342023Revenue 2024: $28,283Expenses 2024: $23,306Net Income 2024: $4,9772024

Highlighted filing

2014

Revenue$41,005
Expenses$45,287
Net Income-$4,282
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 2, 2014
Return Version
2013v3.0
Gross Receipts
$41,299
Mission and Program Overview

Mission

To distribute money to needy local organizations

Program Services

DescriptionGrantsExpenses
RAISED MONEY LOCALLY THROUGH FUND-RAISING EVENTS AND DISTRIBUTED TO DESIGNATED ENTITIES SUCH AS THE LOCAL HOSPITAL, LIBRARY AND SCOUT TROOPS$0$20,570
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART SCHOENERPresident-$0--
PAUL CONROYPresident Elect-$0--
WILLIAM PELLSecretary-$0--
JOHN LARKINTreasurer-$0--
Filing and Contact Details

Filer

EIN
11-6036962
Phone
6312834955

Signing Officer

Name
Stuart Schoener
Title
President
Phone
6312834955
Signed
2014-09-02
Discuss with paid preparer
Yes

Preparer

Phone
6312834955
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: weekly meetings. Amount: 31,165.”

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

“Activity classification: donations. Grantee name: charitable and other organizations. Date of gift: various. Amount given: 20,570.”

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

“Description: bank/cc fees. Amount: 10. Description: website. Amount: 460. Description: office. Amount: 1,186. Description: advertising. Amount: 1,207. Description: ri dues. Amount: 7,791. Description: insurance. Amount: 248. Description: weekly meeting costs. Amount: 13,315. Total to form 990-ez, line 16: 24,217.”

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

“Description: accounts receivable. Beg. Of year amount: 2,326. End of year amount: 2,160.”

Raw XML Appendix125 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/BusinessName/BusinessNameLine10JOHN E LARKIN
IRS990EZ/BooksInCareOfDetail/PhoneNum06312834955
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1078 WHITE ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0SOUTHAMPTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode011968
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030917
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026801
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4282
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033243
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028961
IRS990EZ/FundraisingGrossIncomeAmt0250
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020570
IRS990EZ/GrossReceiptsAmt041299
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt09884
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033243
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033243
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028961
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STUART SCHOENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL CONROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM PELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN LARKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02326
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02160
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024217
IRS990EZ/OtherRevenueTotalAmt031165
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO DISTRIBUTE MONEY TO NEEDY LOCAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISED MONEY LOCALLY THROUGH FUND-RAISING EVENTS AND DISTRIBUTED TO DESIGNATED ENTITIES SUCH AS THE LOCAL HOSPITAL, LIBRARY AND SCOUT TROOPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020570
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0294
IRS990EZ/SpecialEventsNetIncomeLossAmt0-44
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045287
IRS990EZ/TotalProgramServiceExpensesAmt020570
IRS990EZ/TotalRevenueAmt041005
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://SOUTHAMPTONROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: WEEKLY MEETINGS. AMOUNT: 31,165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DONATIONS. GRANTEE NAME: CHARITABLE AND OTHER ORGANIZATIONS. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 20,570.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK/CC FEES. AMOUNT: 10. DESCRIPTION: WEBSITE. AMOUNT: 460. DESCRIPTION: OFFICE. AMOUNT: 1,186. DESCRIPTION: ADVERTISING. AMOUNT: 1,207. DESCRIPTION: RI DUES. AMOUNT: 7,791. DESCRIPTION: INSURANCE. AMOUNT: 248. DESCRIPTION: WEEKLY MEETING COSTS. AMOUNT: 13,315. TOTAL TO FORM 990-EZ, LINE 16: 24,217.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,326. END OF YEAR AMOUNT: 2,160.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART SCHOENER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06312834955
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL SOUTHAMPTON
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O MARKOWITZ FENELON & BANK LLP
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0116036962
ReturnHeader/Filer/PhoneNum06312834955
ReturnHeader/Filer/USAddress/AddressLine1078 WHITE STREET
ReturnHeader/Filer/USAddress/City0SOUTHAMPTON
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011968
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113452093
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MARKOWITZ FENELON & BANK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1078 WHITE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SOUTHAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011968
ReturnHeader/PreparerPersonGrp/PhoneNum06312834955
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-02
ReturnHeader/ReturnTs02014-09-05T11:58:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,961
Liabilities
$0
Net assets
$28,961
Revenue
$41,005
Expenses
$45,287
Net income
-$4,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.7$26.5$0.24$28.3$23.3$4.98
2023Detailed filing. Detailed filing data is available for this year.$16.0$20.8$4.73$17.8$29.9$12.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$6.70$7.40$37.0$32.5$4.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$2.27$2.90$20.7$28.6$7.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.89$10.8$25.6$38.5$12.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$3.08$23.7$20.3$38.8$18.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.2$0.00$42.2$66.8$60.5$6.31
2017Detailed filing. Detailed filing data is available for this year.$36.7$0.86$35.9$63.1$51.8$11.3
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.00$24.6$48.9$49.0$0.09
2015Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$36.5$40.8$4.30
2014Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$41.0$45.3$4.28
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$33.2$0.00$33.2$41.4$53.5$12.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.3$0.00$45.3$65.2$64.8$0.43
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits