Civic Intelligence

Lake Wales Rotary Foundation Inc

EIN 20-5884268 • 501(c)3 • Lake Wales, FL

Profile

Support of various charities and granting of scholarships to needy students

PO Box 406Lake Wales, FL 33859-0406

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

21st percentile

-45%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

38th percentile

-14%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,850

Down $8,164 (-45%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$9,850

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Down

$15,162

Down $2,527 (-14%) from 2018

Expenses

Down

$7,650

Down $12,750 (-63%) from 2018

Net Income

Up

$7,512

Up $10,223 (+377%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$20K$15K$10K$5.0K$0Assets 2018: $18,014Liabilities 2018: $02018Assets 2019: $9,850Net Assets 2019: $9,8502019

Highlighted filing

2019

Assets$9,850
Liabilities-
Net Assets$9,850
Open 2019 Filing

Operations Trend

Revenue Growth38th percentile

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

$30K$20K$10K$0-$10KRevenue 2018: $17,689Expenses 2018: $20,400Net Income 2018: -$2,7112018Revenue 2019: $15,162Expenses 2019: $7,650Net Income 2019: $7,5122019

Highlighted filing

2019

Revenue$15,162
Expenses$7,650
Net Income$7,512
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,850
Liabilities
-
Net assets
$9,850
Revenue
$15,162
Expenses
$7,650
Net income
$7,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$9.85$9.85$15.2$7.65$7.51
2018Summary only. Only limited summary data is available for this year.$18.0$0.00$17.7$20.4$2.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$118,375
Mission and Program Overview

Mission

Support of various charities and granting of scholarships to needy students

Program Services

DescriptionGrantsExpenses
SUPPORTED LOCAL CHARITIES$7,500$7,500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RA INGLEY JRTreasurerPT$0--
JOY M MCCARTNEYDirector-$0--
JENNIFER NANEKSecretary-$0--
JOE MATTOXDirector-$0--
REBECCA KLEPACKIDirector-$0--
EUGENE SAKSFoundation C-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Orange Blossom$74,931$41,590$103,213$-61,623
Total Events$74,931$41,590$103,213$-61,623
Filing and Contact Details

Filer

Filer Name
Lake Wales Rotary Foundation Inc
EIN
20-5884268
Phone
8632214911
Address
PO BOX 406, LAKE WALES, FL 33859-0406

Signing Officer

Name
Ra Ingley Jr
Title
Treasurer
Phone
8632214911
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Bunting Tripp & Ingley Llp
Address
230 EAST TILLMAN AVENUE, LAKE WALES, FL 33853-3714
Preparer
Roger a Ingley
Phone
8636767981
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: local charities address: po box 406 lake wales, fl 33859 cash contribution: 7,500”

Form 990-ez, Part I, Line 16

“Expenses annual corp fee 150 total 150”

Form 990-ez, Part I, Line 20

“Prior period adjustment -15,676”

Form 990-ez, Part III

“Support of various charities and granting of scholarships to needy students”

Raw XML Appendix158 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/PersonNm0RA INGLEY JR
IRS990EZ/BooksInCareOfDetail/PhoneNum08632214911
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01419 S HIGHLAND PARK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE WALES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033898
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018014
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IRS990EZ/ContributionsGiftsGrantsEtcAmt076785
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07512
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt041590
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07500
IRS990EZ/GrossReceiptsAmt0118375
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018014
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09850
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018014
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RA INGLEY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOY M MCCARTNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER NANEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE MATTOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REBECCA KLEPACKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EUGENE SAKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FOUNDATION C
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-15676
IRS990EZ/OtherExpensesTotalAmt0150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF VARIOUS CHARITIES AND GRANTING OF SCHOLARSHIPS TO NEEDY STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTED LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0103213
IRS990EZ/SpecialEventsNetIncomeLossAmt0-61623
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07650
IRS990EZ/TotalProgramServiceExpensesAmt07500
IRS990EZ/TotalRevenueAmt015162
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt076785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt085000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0161785
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt095086
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0161785
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt085000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0161785
IRS990ScheduleA/TotalSupportAmt0161785
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt033341
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt033341
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0103213
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ORANGE BLOSSOM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041590
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-61623
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0103213
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0103213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: LOCAL CHARITIES ADDRESS: PO BOX 406 LAKE WALES, FL 33859 CASH CONTRIBUTION: 7,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ANNUAL CORP FEE 150 TOTAL 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT -15,676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPORT OF VARIOUS CHARITIES AND GRANTING OF SCHOLARSHIPS TO NEEDY STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RA INGLEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08632214911
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE WALES ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0205884268
ReturnHeader/Filer/PhoneNum08632214911
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 406
ReturnHeader/Filer/USAddress/CityNm0LAKE WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:11:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0590673514
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 EAST TILLMAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE WALES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338533714
ReturnHeader/PreparerPersonGrp/PhoneNum08636767981
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER A INGLEY
ReturnHeader/ReturnTs02020-11-16T08:11:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits