Civic Intelligence

Rotary Club of Southold

990EZ • Fiscal year 2019 • EIN 11-6037970

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 07, 2019

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

1st percentile

-456%

Higher net margin than 1% 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

2nd percentile

-92%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

3rd percentile

-83%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$4,550

Down $54,623 (-92%) from 2018

Net Assets

Down

$4,550

Down $54,623 (-92%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

Down

$11,969

Down $59,857 (-83%) from 2018

Expenses

Down

$66,592

Down $17,766 (-21%) from 2018

Net Income

Down

-$54,623

Down $42,091 (-336%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2019

Assets$4,550
Liabilities$0
Net Assets$4,550
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$11,969
Expenses$66,592
Net Income-$54,623
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 7, 2019
Return Version
2018v3.1
Gross Receipts
$11,969
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
MARLA KOSTERSecretaryPT$0--
JERE JACOBTreasurerPT$0--
JEAN MAHONEYPresidentPT$0--
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
Jere Jacob
Title
Treasurer
Phone
6312985868
Signed
2019-01-07
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 56,838”

Description of other expenses Part I line 16

“Description AmountOFFICE EXPENSE 1,990WEBSITE 419DUES 5,830SUPPLIES & POSTAGE 1,015CONFERENCE 500”

Raw XML Appendix112 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/BOYAmt059173
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04550
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-54623
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059173
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04550
IRS990EZ/GrantsAndSimilarAmountsPaidAmt056838
IRS990EZ/GrossReceiptsAmt011969
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011969
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059173
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04550
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059173
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04550
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
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/PersonNm0MARLA KOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JERE JACOB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEAN MAHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09754
IRS990EZ/PoliticalCampaignActyInd0false
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/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066592
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt011969
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CLUBRUNNER.CA/SOUTHOLD/
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity DONATIONS TO CHARITABLE ORGANIZATIO Relationship NONE Amount 56,838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOFFICE EXPENSE 1,990WEBSITE 419DUES 5,830SUPPLIES & POSTAGE 1,015CONFERENCE 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JERE JACOB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06312985868
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-07
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/AtSubmissionCreationDeviceId06801BFCC45E852C1AA4E02C3C818D8D4A6A4E864
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06801BFCC45E852C1AA4E02C3C818D8D4A6A4E864
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId01172702019311kghqasw
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.230.252.233
ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTm013:51:46
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/PreparationDt02019-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY FRIEDMAN-KOLSIN
ReturnHeader/ReturnTs02019-11-07T13:51:05-05:00
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
$4,550
Liabilities
$0
Net assets
$4,550
Revenue
$11,969
Expenses
$66,592
Net income
-$54,623
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
2019Detailed filing. Detailed filing data is available for this year.$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