Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 11-6036962

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

Organization ProfileSOUTHAMPTONROTARY.ORG
PO Box 853Bridgehampton, NY 11932

(631) 283-4955

Siviq Scores

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

Liabilities / Assets

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.15x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-91%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

10th percentile

-37%

Faster asset growth than 10% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$26,761

Down $15,432 (-37%) from 2018

Net Assets

Down

$23,680

Down $18,513 (-44%) from 2018

Liabilities

Up

$3,081

Up $3,081 from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin4th percentile

Revenue

Down

$20,298

Down $46,493 (-70%) from 2018

Expenses

Down

$38,811

Down $21,670 (-36%) from 2018

Net Income

Down

-$18,513

Down $24,823 (-393%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2019

Assets$26,761
Liabilities$3,081
Net Assets$23,680
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$20,298
Expenses$38,811
Net Income-$18,513
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$20,298
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$5,000
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEKSANDRA KARDWELLVice President-$0--
JOHN LARKINTreasurer-$0--
ROBERT GILLPresident-$0--
ROSANE CASSELLASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Southampton
EIN
11-6036962
Phone
6312834955
Address
PO BOX 853, BRIDGEHAMPTON, NY 11932

Signing Officer

Name
Aleksandra Kardwell
Title
President
Phone
6312834955
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Friedman Llp
Address
PO BOX 853, BRIDGEHAMPTON, NY 11932-0853
Phone
6315372300
Supplemental Narrative

Additional Explanations

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

“Description: weekly meetings. Amount: 15,728.”

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: 5,000.”

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

“Description: nys char. Amount: 50. Description: office. Amount: 916. Description: advertising. Amount: 2,470. Description: ri dues. Amount: 14,123. Description: insurance. Amount: 248. Description: weekly meeting costs. Amount: 15,204. Total to form 990-ez, line 16: 33,011.”

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

“Description: accounts receivable. Beg. Of year amount: 12,751. End of year amount: 2,833. Description: shrs&ef exchange. Beg. Of year amount: 4,960. End of year amount: 11,250.”

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

“Description: accounts payable. Beg. Of year amount: 0. End of year amount: 3,081.”

Raw XML Appendix131 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/AddressLine1Txt0269 BUTTER LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRIDGEHAMPTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011932
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024482
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012678
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-18513
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042193
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026761
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt020298
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04570
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023680
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042193
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023680
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/PersonNm0ALEKSANDRA KARDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN LARKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT GILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROSANE CASSELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017711
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014083
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt033011
IRS990EZ/OtherRevenueTotalAmt015728
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/ProgramServiceExpensesAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03081
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038811
IRS990EZ/TotalProgramServiceExpensesAmt05000
IRS990EZ/TotalRevenueAmt020298
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://SOUTHAMPTONROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: WEEKLY MEETINGS. AMOUNT: 15,728.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DONATIONS. GRANTEE NAME: CHARITABLE AND OTHER ORGANIZATIONS. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: NYS CHAR. AMOUNT: 50. DESCRIPTION: OFFICE. AMOUNT: 916. DESCRIPTION: ADVERTISING. AMOUNT: 2,470. DESCRIPTION: RI DUES. AMOUNT: 14,123. DESCRIPTION: INSURANCE. AMOUNT: 248. DESCRIPTION: WEEKLY MEETING COSTS. AMOUNT: 15,204. TOTAL TO FORM 990-EZ, LINE 16: 33,011.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 12,751. END OF YEAR AMOUNT: 2,833. DESCRIPTION: SHRS&EF EXCHANGE. BEG. OF YEAR AMOUNT: 4,960. END OF YEAR AMOUNT: 11,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,081.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEKSANDRA KARDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06312834955
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL SOUTHAMPTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FRIEDMAN LLP
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0116036962
ReturnHeader/Filer/PhoneNum06312834955
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 853
ReturnHeader/Filer/USAddress/CityNm0BRIDGEHAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011932
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0321648EB58D36AC8D552D5F73AAF5B4E5A91426B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0720FAF7E367610B97F2519721C4019982FB0396B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.195.235.9
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:40:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131610809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 853
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIDGEHAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0119320853
ReturnHeader/PreparerPersonGrp/PhoneNum06315372300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-11
ReturnHeader/ReturnTs02020-07-15T09:44:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,761
Liabilities
$3,081
Net assets
$23,680
Revenue
$20,298
Expenses
$38,811
Net income
-$18,513
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
2019Detailed filing. Detailed filing data is available for this year.$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. 2019 filings • 501(c)4 • <$500k nonprofits