Civic Intelligence

Indialantic Rotary Club Foundation Inc

990EZ • Fiscal year 2019 • EIN 20-0712215

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 22, 2019

PO Box 033134Indialantic, FL 32903

(321) 698-3739

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)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

88th percentile

71%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-9.1%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$38,091

Up $15,803 (+71%) from 2018

Net Assets

Up

$38,091

Up $15,803 (+71%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$40,750

Down $4,092 (-9.1%) from 2018

Expenses

Down

$24,947

Down $10,957 (-31%) from 2018

Net Income

Up

$15,803

Up $6,865 (+77%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$38,091
Liabilities$0
Net Assets$38,091

Operations Trend

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

2019

Revenue$40,750
Expenses$24,947
Net Income$15,803
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 22, 2019
Return Version
2018v3.1
Gross Receipts
$40,750
Mission and Program Overview

Mission

Fundraising to support community charity

Program Services

DescriptionGrantsExpenses
Fundraising to support community charitable educational projects in and around South Brevard County Florida$23,333-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trina DowneyPresident-$0--
Ruth SandersonSecretary-$0--
Dan FreyTreasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Daniel Frey
Title
Treasurer
Signed
2019-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Trina W Downey CPA PA
Address
2000 S Patrick Drive Suite 5, Satellite Beach, FL 32937
Preparer
Trina W Downey
Phone
3217737747
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Support of community charitable organizations Grantee Back Pack Program Amount 1,671Activity Support of community charitable organizations Grantee Promise in Brevard Amount 7,500Activity Support of community charitable organizations Grantee Guatamala Project Amount 2,500Activity Support of community charitable organizations Grantee RYLA Amount 1,275Activity Support of community charitable organizations Grantee No Limits Academy Amount 1,000Activity Support of community charitable organizations Grantee Florida Institute of Technology Amount 1,000Activity Support of community charitable organizations Grantee Bluewater Foundaton Amount 500Activity Support of community charitable organizations Grantee Paradise Rotary Club - Hurricane Amount 400Activity Support of community charitable organizations Grantee Brookshire Assisted Living Amount 400Activity Support of community charitable organizations Grantee Brain Game Books to Prenatal Ctr Amount 849Activity Support of community charitable organizations Grantee Food For Family at Satellite High Amount 1,758Activity Support of community charitable organizations Grantee Polio Plus Amount 100Activity Support of community charitable organizations Grantee Creative Arts Foundation Amount 300Activity Support of community charitable organizations Grantee Space Coast Early Intervention Amount 1,500Activity Support of community charitable organizations Grantee Saint Stephens Way Amount 675Activity Support of community charitable organizations Grantee Ocean Breeze School - Dictionaries Amount 240Activity Support of community charitable organizations Grantee Hospice of St Francis Amount 1,000Activity Support of community charitable organizations Grantee Josh the Otter Amount 562Activity Support of community charitable organizations Grantee EREY - Rotary Foundation Amount 103

Description of other expenses Part I line 16

Description AmountBank Fee 91Permits 75Fund Raising Party 1,448

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Dan Frey
IRS990EZ/BooksInCareOfDetail/PhoneNum03216983739
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0785 Rosada Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Satellite Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032937
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022288
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038091
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040750
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015803
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022288
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038091
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023333
IRS990EZ/GrossReceiptsAmt040750
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022288
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038091
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022288
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038091
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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/PersonNm0Trina Downey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ruth Sanderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dan Frey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01614
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Fundraising to support community charity
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fundraising to support community charitable educational projects in and around South Brevard County Florida
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023333
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024947
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt040750
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023399
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt030448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023089
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028713
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0121781
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0121781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023399
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023089
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016132
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028713
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0121781
IRS990ScheduleA/TotalSupportAmt0121781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Support of community charitable organizations Grantee Back Pack Program Amount 1,671Activity Support of community charitable organizations Grantee Promise in Brevard Amount 7,500Activity Support of community charitable organizations Grantee Guatamala Project Amount 2,500Activity Support of community charitable organizations Grantee RYLA Amount 1,275Activity Support of community charitable organizations Grantee No Limits Academy Amount 1,000Activity Support of community charitable organizations Grantee Florida Institute of Technology Amount 1,000Activity Support of community charitable organizations Grantee Bluewater Foundaton Amount 500Activity Support of community charitable organizations Grantee Paradise Rotary Club - Hurricane Amount 400Activity Support of community charitable organizations Grantee Brookshire Assisted Living Amount 400Activity Support of community charitable organizations Grantee Brain Game Books to Prenatal Ctr Amount 849Activity Support of community charitable organizations Grantee Food For Family at Satellite High Amount 1,758Activity Support of community charitable organizations Grantee Polio Plus Amount 100Activity Support of community charitable organizations Grantee Creative Arts Foundation Amount 300Activity Support of community charitable organizations Grantee Space Coast Early Intervention Amount 1,500Activity Support of community charitable organizations Grantee Saint Stephens Way Amount 675Activity Support of community charitable organizations Grantee Ocean Breeze School - Dictionaries Amount 240Activity Support of community charitable organizations Grantee Hospice of St Francis Amount 1,000Activity Support of community charitable organizations Grantee Josh the Otter Amount 562Activity Support of community charitable organizations Grantee EREY - Rotary Foundation Amount 103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Fee 91Permits 75Fund Raising Party 1,448
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Frey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Indialantic Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0200712215
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 033134
ReturnHeader/Filer/USAddress/CityNm0Indialantic
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032903
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A83473F71563BAE6B3F1C01B70BE1511C9399BED
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A83473F71563BAE6B3F1C01B70BE1511C9399BED
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05009642019295wtuvdts
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-10-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.189.84.20
ReturnHeader/FilingSecurityInformation/IPDt02019-10-22
ReturnHeader/FilingSecurityInformation/IPTm017:50:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320190385
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trina W Downey CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 S Patrick Drive Suite 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Satellite Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032937
ReturnHeader/PreparerPersonGrp/PhoneNum03217737747
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Trina W Downey
ReturnHeader/ReturnTs02019-10-22T17:40:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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