Civic Intelligence

Indialantic Rotary Foundation Inc

EIN 20-0712215 • 501(c)3 • Indialantic, FL

Profile

Fundraising to support community charity

PO Box 033134Indialantic, FL 32903
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)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

97th percentile

318%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-17%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$28,153

Up $21,418 (+318%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$28,153

Up $21,418 (+318%) from 2022

Revenue

Down

$55,095

Down $11,080 (-17%) from 2022

Expenses

Down

$48,517

Down $42,793 (-47%) from 2022

Net Income

Up

$6,578

Up $31,713 (+126%) from 2022

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2010: $33,683Liabilities 2010: $6002010Assets 2011: $26,457Liabilities 2011: $599Net Assets 2011: $25,8582011Assets 2012: $2,957Liabilities 2012: $02012Assets 2013: $4,017Liabilities 2013: $02013Assets 2014: $5,969Liabilities 2014: $02014Assets 2015: $11,892Liabilities 2015: $02015Assets 2016: $12,886Liabilities 2016: $02016Assets 2017: $13,350Liabilities 2017: $0Net Assets 2017: $13,3502017Assets 2018: $22,288Liabilities 2018: $0Net Assets 2018: $22,2882018Assets 2019: $38,091Liabilities 2019: $0Net Assets 2019: $38,0912019Assets 2020: $30,657Liabilities 2020: $0Net Assets 2020: $30,6572020Assets 2021: $31,917Liabilities 2021: $0Net Assets 2021: $31,9172021Assets 2022: $6,735Liabilities 2022: $0Net Assets 2022: $6,7352022Assets 2023: $28,153Liabilities 2023: $0Net Assets 2023: $28,1532023

Highlighted filing

2023

Assets$28,153
Liabilities$0
Net Assets$28,153

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $39,785Expenses 2010: $9,815Net Income 2010: $29,9702010Revenue 2011: $54,610Expenses 2011: $61,835Net Income 2011: -$7,2252011Revenue 2012: $19,846Expenses 2012: $42,717Net Income 2012: -$22,8712012Revenue 2013: $30,687Expenses 2013: $29,627Net Income 2013: $1,0602013Revenue 2014: $10,013Expenses 2014: $8,061Net Income 2014: $1,9522014Revenue 2015: $24,987Expenses 2015: $19,064Net Income 2015: $5,9232015Revenue 2016: $16,132Expenses 2016: $15,138Net Income 2016: $9942016Revenue 2017: $23,089Expenses 2017: $22,625Net Income 2017: $4642017Revenue 2018: $44,842Expenses 2018: $35,904Net Income 2018: $8,9382018Revenue 2019: $40,750Expenses 2019: $24,947Net Income 2019: $15,8032019Revenue 2020: $80,689Expenses 2020: $77,729Net Income 2020: $2,9602020Revenue 2021: $48,435Expenses 2021: $32,221Net Income 2021: $16,2142021Revenue 2022: $66,175Expenses 2022: $91,310Net Income 2022: -$25,1352022Revenue 2023: $55,095Expenses 2023: $48,517Net Income 2023: $6,5782023

Highlighted filing

2023

Revenue$55,095
Expenses$48,517
Net Income$6,578

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$55.1$48.5$6.58
2022Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$66.2$91.3$25.1
2021Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$48.4$32.2$16.2
2020Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$80.7$77.7$2.96
2019Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$40.8$24.9$15.8
2018Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$44.8$35.9$8.94
2017Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$23.1$22.6$0.46
2016Summary only. Only limited summary data is available for this year.$12.9$0.00$16.1$15.1$0.99
2015Summary only. Only limited summary data is available for this year.$11.9$0.00$25.0$19.1$5.92
2014Summary only. Only limited summary data is available for this year.$5.97$0.00$10.0$8.06$1.95
2013Summary only. Only limited summary data is available for this year.$4.02$0.00$30.7$29.6$1.06
2012Summary only. Only limited summary data is available for this year.$2.96$0.00$19.8$42.7$22.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$0.60$25.9$54.6$61.8$7.23
2010Summary only. Only limited summary data is available for this year.$33.7$0.60$39.8$9.82$30.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 11, 2023
Return Version
2022v5.0
Gross Receipts
$55,095
Mission and Program Overview

Mission

Fundraising to support community charity

Program Services

DescriptionGrantsExpenses
Fundraising to support community charity$26,862$21,655
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan FreyTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf & Gala----
Filing and Contact Details

Filer

Filer Name
Indialantic Rotary Foundation Inc
EIN
20-0712215
Address
PO Box 033134, Indialantic, FL 32903

Signing Officer

Name
Hugh Nelson
Title
Treasurer
Phone
3216983739
Signed
2023-10-11
Discuss with paid preparer
No

Preparer

Firm
Trina W Downey CPA PA
Address
2000 S Patrick Drive Suite 2, Indian Harbour Beach, FL 32937
Preparer
Trina W Downey
Phone
3217737747
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountOther 1,478

List of grants and similar amounts paid Part I line 10

Activity Support of community charitable organization Grantee Neighbor Up Brevard Amount 500Activity Support of community charitable organizationN Grantee Rett Syndrome Org Amount 408Activity Support of community charitable organization Grantee Ways for Life Brevard Amount 2,500Activity Support of community charitable organization Grantee St Stephens Way Amount 19,014Activity Support of community charitable organization Grantee Brain Game Books to Prenatal Ctr Amount 1,639Activity Support of community charitable organization Grantee Josh the Otter Amount 570Activity Support of community charitable organization Grantee Daily Bread Amount 426Activity Support of community charitable organization Grantee Veterans Donations Amount 1,072Activity Support of community charitable organization Grantee Dictionary Project Amount 400Activity Support of community charitable organization Grantee Schoarships Amount 333

Description of other expenses Part I line 16

Description AmountMiscellaneous 510Fund Raising Parties 21,145

Other changes in net assets or fund balances Part I line 20

Description AmountFidelity acct not incl in 2021 13,979Savings acct not incl in 2021 861

Raw XML Appendix138 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Dan Frey
IRS990EZ/BooksInCareOfDetail/PhoneNum03216983739
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0350 El Rancho Terrace NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palm Bay
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032907
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06735
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06578
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06735
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028153
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06735
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028153
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt014840
IRS990EZ/OtherExpensesTotalAmt021655
IRS990EZ/OtherRevenueTotalAmt01478
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026862
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048517
IRS990EZ/TotalProgramServiceExpensesAmt021655
IRS990EZ/TotalRevenueAmt055095
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt066535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038059
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0230045
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt053617
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50000
IRS990ScheduleA/PublicSupportPY170Pct00.50000
IRS990ScheduleA/PublicSupportTotal170Amt0230045
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023399
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IRS990ScheduleA/TotalSupportAmt0460090
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf & Gala
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOther 1,478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Support of community charitable organization Grantee Neighbor Up Brevard Amount 500Activity Support of community charitable organizationN Grantee Rett Syndrome Org Amount 408Activity Support of community charitable organization Grantee Ways for Life Brevard Amount 2,500Activity Support of community charitable organization Grantee St Stephens Way Amount 19,014Activity Support of community charitable organization Grantee Brain Game Books to Prenatal Ctr Amount 1,639Activity Support of community charitable organization Grantee Josh the Otter Amount 570Activity Support of community charitable organization Grantee Daily Bread Amount 426Activity Support of community charitable organization Grantee Veterans Donations Amount 1,072Activity Support of community charitable organization Grantee Dictionary Project Amount 400Activity Support of community charitable organization Grantee Schoarships Amount 333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountMiscellaneous 510Fund Raising Parties 21,145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountFidelity acct not incl in 2021 13,979Savings acct not incl in 2021 861
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
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ReturnHeader/BusinessOfficerGrp/PhoneNum03216983739
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ReturnHeader/Filer/USAddress/CityNm0Indialantic
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320190385
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 S Patrick Drive Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indian Harbour Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PhoneNum03217737747
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-11
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ReturnHeader/ReturnTs02023-10-11T17:37:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Hugh
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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