Civic Intelligence

Indialantic Rotary Club Foundation Inc

990EZ • Fiscal year 2021 • EIN 20-0712215

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 01, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

77th percentile

33%

Higher net margin than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

48th percentile

4.1%

Faster asset growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-40%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$31,917

Up $1,260 (+4.1%) from 2020

Net Assets

Up

$31,917

Up $1,260 (+4.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$48,435

Down $32,254 (-40%) from 2020

Expenses

Down

$32,221

Down $45,508 (-59%) from 2020

Net Income

Up

$16,214

Up $13,254 (+448%) from 2020

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

2021

Assets$31,917
Liabilities$0
Net Assets$31,917

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

2021

Revenue$48,435
Expenses$32,221
Net Income$16,214
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 1, 2021
Return Version
2020v4.1
Gross Receipts
$48,435
Mission and Program Overview

Mission

Fundraising to support community charity

Program Services

DescriptionGrantsExpenses
Fundraising to support community charity--
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf & Gala$32,061$8,735$8,253$482
Total Events$32,061$8,735$8,253$482
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
Phone
3216983739
Signed
2021-12-01
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

List of grants and similar amounts paid Part I line 10

Activity Support of community charitable organization Grantee Back Pack Program Amount 500Activity Support of community charitable organization Grantee Hurrican Reliev Amount 2,500Activity Support of community charitable organization Grantee Dictionary Project Amount 264Activity Support of community charitable organization Grantee FIT Scott Center Amount 1,000Activity Support of community charitable organization Grantee No Limits Academy Amount 2,001Activity Support of community charitable organizationN Grantee Food Banks Amount 3,717Activity Support of community charitable organization Grantee Orphaned Starfish Foundation Amount 1,500Activity Support of community charitable organization Grantee St Stephens Way Amount 2,500Activity Support of community charitable organization Grantee Brain Game Books to Prenatal Ctr Amount 1,394Activity Support of community charitable organization Grantee Food for Family at Satellite High SAmount 526Activity Support of community charitable organization Grantee Covid 19 Grant for Boys and Girls CAmount 2,490Activity Support of community charitable organization Grantee Veterans Donations Amount 1,300Activity Support of community charitable organization Grantee Brevard Sharing Center Amount 1,000Activity Support of community charitable organization Grantee St Vincent DePaul Society Amount 1,000Activity Support of community charitable organization Grantee Crosswinds Youth Services Amount 500Activity Support of community charitable organization Grantee Second Harvest Food Bank Amount 136Activity Support of community charitable organization Grantee EREY - Rotary Foundation Amount 420Activity Support of community charitable organization Grantee Neighbor Up Brevard Amount 1,000

Description of other expenses Part I line 16

Description AmountBank Fees 42Other 178Fund Raising Party 8,253

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

Description AmountCorrect beginning cash from 2019 (14,954)

Raw XML Appendix141 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/BOYAmt030657
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031917
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016214
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt048435
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023748
IRS990EZ/GrossReceiptsAmt048435
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030657
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031917
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030657
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031917
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dan Frey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-14954
IRS990EZ/OtherExpensesTotalAmt08473
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0Fundraising to support community charity
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fundraising to support community charity
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt048435
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032221
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt048435
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt048435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt038059
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023399
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023089
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0163430
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt048435
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038059
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023399
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt030448
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023089
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0163430
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50000
IRS990ScheduleA/PublicSupportPY170Pct00.50000
IRS990ScheduleA/PublicSupportTotal170Amt0163430
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt038059
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023399
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023089
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0163430
IRS990ScheduleA/TotalSupportAmt0326860
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023326
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023326
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08253
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf & Gala
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08735
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08735
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0482
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08253
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08253
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Support of community charitable organization Grantee Back Pack Program Amount 500Activity Support of community charitable organization Grantee Hurrican Reliev Amount 2,500Activity Support of community charitable organization Grantee Dictionary Project Amount 264Activity Support of community charitable organization Grantee FIT Scott Center Amount 1,000Activity Support of community charitable organization Grantee No Limits Academy Amount 2,001Activity Support of community charitable organizationN Grantee Food Banks Amount 3,717Activity Support of community charitable organization Grantee Orphaned Starfish Foundation Amount 1,500Activity Support of community charitable organization Grantee St Stephens Way Amount 2,500Activity Support of community charitable organization Grantee Brain Game Books to Prenatal Ctr Amount 1,394Activity Support of community charitable organization Grantee Food for Family at Satellite High SAmount 526Activity Support of community charitable organization Grantee Covid 19 Grant for Boys and Girls CAmount 2,490Activity Support of community charitable organization Grantee Veterans Donations Amount 1,300Activity Support of community charitable organization Grantee Brevard Sharing Center Amount 1,000Activity Support of community charitable organization Grantee St Vincent DePaul Society Amount 1,000Activity Support of community charitable organization Grantee Crosswinds Youth Services Amount 500Activity Support of community charitable organization Grantee Second Harvest Food Bank Amount 136Activity Support of community charitable organization Grantee EREY - Rotary Foundation Amount 420Activity Support of community charitable organization Grantee Neighbor Up Brevard Amount 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Fees 42Other 178Fund Raising Party 8,253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountCorrect beginning cash from 2019 (14,954)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Frey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03216983739
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-01
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/PreparerFirmGrp/PreparerFirmEIN0320190385
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trina W Downey CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 S Patrick Drive Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indian Harbour Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032937
ReturnHeader/PreparerPersonGrp/PhoneNum03217737747
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Trina W Downey
ReturnHeader/ReturnTs02021-12-02T15:54:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Daniel
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Frey
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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