Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 11-6036962

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 20, 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

41st percentile

-0.2%

Higher net margin than 41% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

34%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$24,571

Down $86 (-0.3%) from 2015

Net Assets

Down

$24,571

Down $86 (-0.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin41st percentile

Revenue

Up

$48,887

Up $12,415 (+34%) from 2015

Expenses

Up

$48,973

Up $8,197 (+20%) from 2015

Net Income

Up

-$86

Up $4,218 (+98%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2016

Assets$24,571
Liabilities$0
Net Assets$24,571
Open 2016 Filing

Operations Trend

Revenue Growth87th 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

2016

Revenue$48,887
Expenses$48,973
Net Income-$86
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 20, 2016
Return Version
2015v2.1
Gross Receipts
$48,887
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.$0$19,050
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM GUILDISecretary-$0--
MARTIN GILMARTINPresident-$0--
BEAU HULSEVice President-$0--
JOHN LARKINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Southampton
EIN
11-6036962
Phone
6312834955
Address
78 WHITE STREET, SOUTHAMPTON, NY 11968

Signing Officer

Name
Martin Gilmartin
Title
President
Phone
6312834955
Signed
2016-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Markowitz Fenelon & Bank Llp
Address
78 WHITE STREET, SOUTHAMPTON, NY 11968
Phone
6312834955
Supplemental Narrative

Additional Explanations

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

“Description: weekly meetings. Amount: 37,622.”

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: 19,050.”

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

“Description: nys char. Amount: 50. Description: office. Amount: 1,547. Description: advertising. Amount: 1,894. Description: ri dues. Amount: 5,911. Description: insurance. Amount: 248. Description: weekly meeting costs. Amount: 19,773. Total to form 990-ez, line 16: 29,423.”

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

“Description: accounts receivable. Beg. Of year amount: 1,276. End of year amount: 1,433. Description: shrs&ef exchange. Beg. Of year amount: 150. End of year amount: 210.”

Raw XML Appendix122 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/BusinessNameLine1Txt0JOHN E LARKIN
IRS990EZ/BooksInCareOfDetail/PhoneNum06312834955
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt078 WHITE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTHAMPTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011968
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023231
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022928
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-86
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024657
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024571
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019050
IRS990EZ/GrossReceiptsAmt048887
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt011265
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024657
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024571
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024657
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024571
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/PersonNm0TOM GUILDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARTIN GILMARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BEAU HULSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN LARKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01426
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01643
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt029423
IRS990EZ/OtherRevenueTotalAmt037622
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO DISTRIBUTE MONEY TO NEEDY LOCAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISED MONEY LOCALLY THROUGH FUND-RAISING EVENTS AND DISTRIBUTED TO DESIGNATED ENTITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019050
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048973
IRS990EZ/TotalProgramServiceExpensesAmt019050
IRS990EZ/TotalRevenueAmt048887
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://SOUTHAMPTONROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: WEEKLY MEETINGS. AMOUNT: 37,622.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DONATIONS. GRANTEE NAME: CHARITABLE AND OTHER ORGANIZATIONS. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 19,050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: NYS CHAR. AMOUNT: 50. DESCRIPTION: OFFICE. AMOUNT: 1,547. DESCRIPTION: ADVERTISING. AMOUNT: 1,894. DESCRIPTION: RI DUES. AMOUNT: 5,911. DESCRIPTION: INSURANCE. AMOUNT: 248. DESCRIPTION: WEEKLY MEETING COSTS. AMOUNT: 19,773. TOTAL TO FORM 990-EZ, LINE 16: 29,423.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,276. END OF YEAR AMOUNT: 1,433. DESCRIPTION: SHRS&EF EXCHANGE. BEG. OF YEAR AMOUNT: 150. END OF YEAR AMOUNT: 210.
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN GILMARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06312834955
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL SOUTHAMPTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARKOWITZ FENELON & BANK LLP
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0116036962
ReturnHeader/Filer/PhoneNum06312834955
ReturnHeader/Filer/USAddress/AddressLine1Txt078 WHITE STREET
ReturnHeader/Filer/USAddress/CityNm0SOUTHAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011968
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113452093
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARKOWITZ FENELON & BANK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt078 WHITE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011968
ReturnHeader/PreparerPersonGrp/PhoneNum06312834955
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-20
ReturnHeader/ReturnTs02016-08-12T12:44:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,571
Liabilities
$0
Net assets
$24,571
Revenue
$48,887
Expenses
$48,973
Net income
-$86
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
2016Detailed filing. Detailed filing data is available for this year.$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