Civic Intelligence

Rotary Club of Southold

990EZ • Fiscal year 2017 • EIN 11-6037970

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization ProfileWWW.CLUBRUNNER.CA/SOUTHOLD
PO Box 420Southold, NY 11971

(631) 298-5868

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

33rd percentile

-3.9%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

37th percentile

-3.3%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-15%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$71,705

Down $2,421 (-3.3%) from 2016

Net Assets

Down

$71,705

Down $2,421 (-3.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin33rd percentile

Revenue

Down

$61,891

Down $11,302 (-15%) from 2016

Expenses

Down

$64,312

Down $10,043 (-14%) from 2016

Net Income

Down

-$2,421

Down $1,259 (-108%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$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

2017

Assets$71,705
Liabilities$0
Net Assets$71,705
Open 2017 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$61,891
Expenses$64,312
Net Income-$2,421
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$61,891
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--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIANNE FONTANASecretaryPT$0--
JERE JACOBTreasurerPT$0--
JOSEPHINE PETTITPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$21,255$21,255-$21,255
Lobster Fest$12,500$12,500-$12,500
Total Events$52,106$52,106$26,630$25,476
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Rotary Club of Southold
EIN
11-6037970
Address
PO BOX 420, SOUTHOLD, NY 11971

Signing Officer

Name
Josephine Pettit
Title
Treasurer
Phone
6312985868
Signed
2017-11-08
Discuss with paid preparer
No

Preparer

Firm
Friedman & Friedman Cpas Pc
Address
3950 RILEYS RUN, Canandaigua, NY 14424
Preparer
Wendy Friedman Kolsin
Phone
6313854300
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity DONATIONS TO CHARITABLE ORGANIZATIO Relationship NONE Amount 19,924Activity SCHOLARSHIPS PAID AND AID Relationship NONE Amount 6,161”

Description of other expenses Part I line 16

“Description AmountFUNDRAISING EXPENSES 26,630OFFICE EXPENSE 1,713WEBSITE 347DUES 3,901SUPPLIES & POSTAGE 2,988CONFERENCE 2,648”

Raw XML Appendix137 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/PersonNm0JERE JACOB
IRS990EZ/BooksInCareOfDetail/PhoneNum06312985868
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0975 INLET LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011944
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074126
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071705
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0340
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2421
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074126
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071705
IRS990EZ/FundraisingGrossIncomeAmt052066
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026085
IRS990EZ/GrossReceiptsAmt061891
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09485
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074126
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071705
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074126
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071705
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIANNE FONTANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JERE JACOB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPHINE PETTIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt038227
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY INTERNATIONAL CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY INTERNATIONAL A GLOBAL NETWORK OF COMMUNITY VOLUNTEER SEEKS TO PROMOTE WORLD PEACE AND UNDERSTANDING THROUGH LOCAL AND INTERNATIONAL PROJECTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt052066
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064312
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt061891
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CLUBRUNNER.CA/SOUTHOLD/
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026630
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LOBSTER FEST
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt08565
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052106
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025476
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt015961
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt02104
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt018065
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity DONATIONS TO CHARITABLE ORGANIZATIO Relationship NONE Amount 19,924Activity SCHOLARSHIPS PAID AND AID Relationship NONE Amount 6,161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFUNDRAISING EXPENSES 26,630OFFICE EXPENSE 1,713WEBSITE 347DUES 3,901SUPPLIES & POSTAGE 2,988CONFERENCE 2,648
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPHINE PETTIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06312985868
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF SOUTHOLD
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0116037970
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 420
ReturnHeader/Filer/USAddress/CityNm0SOUTHOLD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011971
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F66BEAB56335577C747BCEA34D0A25AF3659C9FF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F66BEAB56335577C747BCEA34D0A25AF3659C9FF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId011727020173132asdvgc
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.230.252.233
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTm010:23:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300074865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & FRIEDMAN CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03950 RILEYS RUN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Canandaigua
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014424
ReturnHeader/PreparerPersonGrp/PhoneNum06313854300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY FRIEDMAN KOLSIN
ReturnHeader/ReturnTs02017-11-09T10:22:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,705
Liabilities
$0
Net assets
$71,705
Revenue
$61,891
Expenses
$64,312
Net income
-$2,421
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
2017Detailed filing. Detailed filing data is available for this year.$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