Civic Intelligence

Rotary Club of Southold

EIN 11-6037970 • 501(c)4 • Southold, NY

Profile

Rotary international club

PO Box 420Southold, NY 11971

www.clubrunner.ca/SOUTHOLD

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

12th percentile

-52%

Higher net margin than 12% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

20th percentile

-37%

Faster asset growth than 20% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-44%

Faster revenue growth than 18% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$5,246

Down $3,087 (-37%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$5,246

Down $3,087 (-37%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin12th percentile

Revenue

Down

$5,938

Down $4,573 (-44%) from 2024

Expenses

Down

$9,025

Down $3,472 (-28%) from 2024

Net Income

Down

-$3,087

Down $1,101 (-55%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$80K$60K$40K$20K$0Assets 2011: $17,304Liabilities 2011: $02011Assets 2013: $52,358Liabilities 2013: $02013Assets 2014: $56,445Liabilities 2014: $02014Assets 2015: $75,288Liabilities 2015: $0Net Assets 2015: $75,2882015Assets 2016: $74,126Liabilities 2016: $0Net Assets 2016: $74,1262016Assets 2017: $71,705Liabilities 2017: $0Net Assets 2017: $71,7052017Assets 2018: $59,173Liabilities 2018: $0Net Assets 2018: $59,1732018Assets 2019: $4,550Liabilities 2019: $0Net Assets 2019: $4,5502019Assets 2020: $6,193Liabilities 2020: $0Net Assets 2020: $6,1932020Assets 2021: $6,492Liabilities 2021: $0Net Assets 2021: $6,4922021Assets 2022: $8,396Liabilities 2022: $0Net Assets 2022: $8,3962022Assets 2023: $10,319Liabilities 2023: $0Net Assets 2023: $10,3192023Assets 2024: $8,333Liabilities 2024: $0Net Assets 2024: $8,3332024Assets 2025: $5,246Liabilities 2025: $0Net Assets 2025: $5,2462025

Highlighted filing

2025

Assets$5,246
Liabilities$0
Net Assets$5,246
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $57,132Expenses 2011: $52,926Net Income 2011: $4,2062011Revenue 2013: $57,972Expenses 2013: $54,138Net Income 2013: $3,8342013Revenue 2014: $109,306Expenses 2014: $59,685Net Income 2014: $49,6212014Revenue 2015: $75,250Expenses 2015: $56,407Net Income 2015: $18,8432015Revenue 2016: $73,193Expenses 2016: $74,355Net Income 2016: -$1,1622016Revenue 2017: $61,891Expenses 2017: $64,312Net Income 2017: -$2,4212017Revenue 2018: $71,826Expenses 2018: $84,358Net Income 2018: -$12,5322018Revenue 2019: $11,969Expenses 2019: $66,592Net Income 2019: -$54,6232019Revenue 2020: $10,443Expenses 2020: $8,800Net Income 2020: $1,6432020Revenue 2021: $6,833Expenses 2021: $6,534Net Income 2021: $2992021Revenue 2022: $10,995Expenses 2022: $9,091Net Income 2022: $1,9042022Revenue 2023: $12,223Expenses 2023: $10,300Net Income 2023: $1,9232023Revenue 2024: $10,511Expenses 2024: $12,497Net Income 2024: -$1,9862024Revenue 2025: $5,938Expenses 2025: $9,025Net Income 2025: -$3,0872025

Highlighted filing

2025

Revenue$5,938
Expenses$9,025
Net Income-$3,087
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,246
Liabilities
$0
Net assets
$5,246
Revenue
$5,938
Expenses
$9,025
Net income
-$3,087
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.06$0.09$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.11$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.12$0.10$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.11$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.07$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.10$0.09$0.02
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.05$0.00$0.05$0.12$0.67$0.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.72$0.84$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.62$0.64$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.73$0.74$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.75$0.56$0.19
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$1.09$0.60$0.50
2013Summary only. Only limited summary data is available for this year.$0.52$0.00$0.58$0.54$0.04
2011Summary only. Only limited summary data is available for this year.$0.17$0.00$0.57$0.53$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$5,938
Mission and Program Overview

Mission

Rotary international club

Program Services

DescriptionGrantsExpenses
ROTARY INTERNATIONAL, A GLOBAL NETWORK OF COMMUNITY VOLUNTEER, SEEKS TO PROMOTE WORLD PEACE AND UNDERSTANDING THROUGH LOCAL AND INTERNATIONAL PROJECTS-$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELAINE WHITESecretary-$0--
MARLA KOSTERTreasurer-$0--
LISA JACOBSCo-President-$0--
NANCY CERVELLICo-President-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Rotary Club of Southold
EIN
11-6037970
In Care Of
% MARLA KOSTER
Phone
6312985868
Address
PO BOX 420, SOUTHOLD, NY 11971

Signing Officer

Name
Marla Koster
Title
Treasurer
Phone
6312985868
Signed
2025-11-15
Discuss with paid preparer
No

Preparer

Firm
Friedman & Friedman Cpas Pc
Address
PO BOX 1147, Southold, NY 11971
Preparer
Wendy Friedman Kolsin
Phone
6313854300
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountADVERTISING 1,591OFFICE EXPENSE 203WEBSITE 540DUES 5,398SUPPLIES & POSTAGE 802PRINTING 221PROFESSIONAL 270”

Raw XML Appendix113 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LISA JACOBS
IRS990EZ/BooksInCareOfDetail/PhoneNum06312985868
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 420
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTHOLD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011971
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08333
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05246
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3087
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08333
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05246
IRS990EZ/GrossReceiptsAmt05938
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04614
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08333
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05246
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08333
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05246
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm0ELAINE WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARLA KOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY CERVELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09025
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY INTERNATIONAL CLUB
IRS990EZ/ProgramServiceRevenueAmt01324
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY INTERNATIONAL, A GLOBAL NETWORK OF COMMUNITY VOLUNTEER, SEEKS TO PROMOTE WORLD PEACE AND UNDERSTANDING THROUGH LOCAL AND INTERNATIONAL PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09025
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05938
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CLUBRUNNER.CA/SOUTHOLD/
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADVERTISING 1,591OFFICE EXPENSE 203WEBSITE 540DUES 5,398SUPPLIES & POSTAGE 802PRINTING 221PROFESSIONAL 270
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARLA KOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06312985868
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF SOUTHOLD
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0116037970
ReturnHeader/Filer/InCareOfNm0% MARLA KOSTER
ReturnHeader/Filer/PhoneNum06312985868
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 420
ReturnHeader/Filer/USAddress/CityNm0SOUTHOLD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011971
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300074865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & FRIEDMAN CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1147
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Southold
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011971
ReturnHeader/PreparerPersonGrp/PhoneNum06313854300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY FRIEDMAN KOLSIN
ReturnHeader/ReturnTs02025-11-10T11:06:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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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