Civic Intelligence

Rotary District 6950 Charitable Foundation Inc

990EZ • Fiscal year 2023 • EIN 20-3136919

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 04, 2023

Organization ProfileN/A
9030 W Ft Island Trail Unit 11CCrystal River, FL 34429

(352) 795-3212

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

29th percentile

-1.3%

Higher net margin than 29% of similar nonprofits.

2023 filings • NTEE P60 • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

2023 filings • NTEE P60 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$18,402

No earlier filing loaded for comparison.

Net Assets

$18,402

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

$142,312

No earlier filing loaded for comparison.

Expenses

$144,182

No earlier filing loaded for comparison.

Net Income

-$1,870

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2023: $18,402Net Assets 2023: $18,4022023Assets 2024: $58,921Net Assets 2024: $58,9212024

Highlighted filing

2023

Assets$18,402
Liabilities-
Net Assets$18,402
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2023: $142,312Expenses 2023: $144,182Net Income 2023: -$1,8702023Revenue 2024: $77,510Expenses 2024: $36,991Net Income 2024: $40,5192024

Highlighted filing

2023

Revenue$142,312
Expenses$144,182
Net Income-$1,870
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 4, 2023
Return Version
2022v5.0
Gross Receipts
$147,512
Mission and Program Overview

Mission

To serve as the charitable arm of the rotary district 6950. The organization was formed primarily to organize and raise funds for the district's annual foundation dinner, celebrating the incredible work of rotarians throughout the district. However, the organization also carries on other charitable endeavors as requested by district leadership.

Program Services

DescriptionGrantsExpenses
PROVIDE HURRICANE DISASTER RELIEF TO AREAS AFFECTED BY HURRICANE IAN.-$95,559
ASSIST IN FUNDING A MICROLOAN PILOT PROGRAM IN HERMOSILLO, SONORA, MEXICO.-$40,000
HELPED FUND THE ANNUAL FOUNDATION DINNER FOR ROTARY DISTRICT 6950.-$8,544
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOCELYN CHAPMANPresident-$0--
TIMOTHY SCHULERExecutive Se-$0--
JONATHAN CASHTreasurer-$0--
ELOY NUNEZDirector-$0--
RACHEL MARKLEYDirector-$0--
PERRY BEANDirector-$0--
RONALD ROODHOUSEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 6950 Charitable
EIN
20-3136919
Phone
3527953212
Address
9030 W FT ISLAND TRAIL UNIT 11C, CRYSTAL RIVER, FL 34429

Signing Officer

Name
Jonathan Cash
Title
Treasurer
Phone
3527953212
Signed
2023-12-04

Preparer

Firm
Wardlow & Cash Pa
Address
9030 W FORT ISLAND TRL STE 11C, CRYSTAL RIVER, FL 34429
Preparer
Jonathan Paul Cash
Phone
3527953212
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses microloan program 40,000 hurricane disaster relief 95,559 foundation dinner expense 8,544 bank charges 18 licenses & taxes 61 total 144,182”

Form 990-ez, Part III

“To serve as the charitable arm of the rotary district 6950. The organization was formed primarily to organize and raise funds for the district's annual foundation dinner, celebrating the incredible work of rotarians throughout the district. However, the organization also carries on other charitable endeavors as requested by district leadership.”

Raw XML Appendix151 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OtherExpensesTotalAmt0144182
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSIST IN FUNDING A MICROLOAN PILOT PROGRAM IN HERMOSILLO, SONORA, MEXICO.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HELPED FUND THE ANNUAL FOUNDATION DINNER FOR ROTARY DISTRICT 6950.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt195559
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-1886
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0144198
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021907
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MICROLOAN PROGRAM 40,000 HURRICANE DISASTER RELIEF 95,559 FOUNDATION DINNER EXPENSE 8,544 BANK CHARGES 18 LICENSES & TAXES 61 TOTAL 144,182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SERVE AS THE CHARITABLE ARM OF THE ROTARY DISTRICT 6950. THE ORGANIZATION WAS FORMED PRIMARILY TO ORGANIZE AND RAISE FUNDS FOR THE DISTRICT'S ANNUAL FOUNDATION DINNER, CELEBRATING THE INCREDIBLE WORK OF ROTARIANS THROUGHOUT THE DISTRICT. HOWEVER, THE ORGANIZATION ALSO CARRIES ON OTHER CHARITABLE ENDEAVORS AS REQUESTED BY DISTRICT LEADERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03527953212
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 6950 CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
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ReturnHeader/Filer/EIN0203136919
ReturnHeader/Filer/PhoneNum03527953212
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN PAUL CASH
ReturnHeader/ReturnTs02024-01-10T14:53:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JONATHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CASH
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,402
Liabilities
-
Net assets
$18,402
Revenue
$142,312
Expenses
$144,182
Net income
-$1,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.78$0.37$0.41
2023Detailed filing. Detailed filing data is available for this year.$0.18$0.18$1.42$1.44$0.02