Civic Intelligence

Labelle Rotary Foundation Inc.

990EZ • Fiscal year 2018 • EIN 20-5996276

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 24, 2018

PO Box 1466Labelle, FL 33975

(863) 675-3903

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

82nd percentile

41%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$37,057

Up $10,741 (+41%) from 2017

Net Assets

Up

$36,937

Up $10,812 (+41%) from 2017

Liabilities

Down

$120

Down $71 (-37%) from 2017

Revenue

Up

$30,558

Up $3,588 (+13%) from 2017

Expenses

Down

$19,746

Down $9,595 (-33%) from 2017

Net Income

Up

$10,812

Up $13,183 (+556%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $29,033Liabilities 2012: $1,800Net Assets 2012: $27,2332012Assets 2013: $31,848Liabilities 2013: $02013Assets 2014: $33,699Liabilities 2014: $50Net Assets 2014: $33,6492014Assets 2015: $18,645Liabilities 2015: $25Net Assets 2015: $18,6202015Assets 2016: $28,611Liabilities 2016: $115Net Assets 2016: $28,4962016Assets 2017: $26,316Liabilities 2017: $191Net Assets 2017: $26,1252017Assets 2018: $37,057Liabilities 2018: $120Net Assets 2018: $36,9372018Assets 2019: $46,967Liabilities 2019: $50Net Assets 2019: $46,9172019Assets 2020: $58,786Liabilities 2020: $50Net Assets 2020: $58,7362020Assets 2021: $66,742Net Assets 2021: $66,7422021Assets 2022: $87,784Liabilities 2022: $02022Assets 2023: $71,488Liabilities 2023: $02023Assets 2024: $65,482Liabilities 2024: $02024Assets 2025: $63,289Net Assets 2025: $63,2892025

Highlighted filing

2018

Assets$37,057
Liabilities$120
Net Assets$36,937

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $18,074Expenses 2012: $16,733Net Income 2012: $1,3412012Revenue 2013: $23,934Expenses 2013: $19,319Net Income 2013: $4,6152013Revenue 2014: $17,839Expenses 2014: $16,038Net Income 2014: $1,8012014Revenue 2015: $29,320Expenses 2015: $44,349Net Income 2015: -$15,0292015Revenue 2016: $52,922Expenses 2016: $43,046Net Income 2016: $9,8762016Revenue 2017: $26,970Expenses 2017: $29,341Net Income 2017: -$2,3712017Revenue 2018: $30,558Expenses 2018: $19,746Net Income 2018: $10,8122018Revenue 2019: $34,857Expenses 2019: $24,877Net Income 2019: $9,9802019Revenue 2020: $31,963Expenses 2020: $20,144Net Income 2020: $11,8192020Revenue 2021: $28,237Expenses 2021: $20,231Net Income 2021: $8,0062021Revenue 2022: $46,328Expenses 2022: $25,286Net Income 2022: $21,0422022Revenue 2023: $30,198Expenses 2023: $46,494Net Income 2023: -$16,2962023Revenue 2024: $29,487Expenses 2024: $35,493Net Income 2024: -$6,0062024Revenue 2025: $48,385Expenses 2025: $50,578Net Income 2025: -$2,1932025

Highlighted filing

2018

Revenue$30,558
Expenses$19,746
Net Income$10,812
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 24, 2018
Return Version
2017v2.2
Gross Receipts
$43,123
Mission and Program Overview

Mission

Provide services & activities using rotary international's four avenues of service: club service, community service, vocational service, international service.

Program Services

DescriptionGrantsExpenses
HELD SPECIAL EVENTS INCLUDING GOLF TOURNAMENT & ARMADILLO RACES.PROVIDED YOUTH AND COMMUNITY SERVICES. SUPPORTED NATIONAL ORGANIZATION. AWARDED SCHOLARSHIPS.$19,745$4,748
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON ZIMMERLYDirectorPT$0--
BRENDA HOOTSTreasurerPT$0--
FRED KOBIEDirector-$0--
MIKE JORDANDirector-$0--
JUDI KENNINGTON-KORFPresident-$0--
RICK SCHOLLDirectorPT$0--
HOLLY KOBIEDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
3 Other Events$15,958$15,958$4,302$11,656
Golf Tournament$13,185$13,185$4,457$8,728
Total Events$38,776$38,776$12,565$26,211
Filing and Contact Details

Filer

Filer Name
Labelle Rotary Foundation Inc
EIN
20-5996276
Phone
8636753903
Address
PO BOX 1466, LABELLE, FL 33975

Signing Officer

Name
Andrew J Higginbotham
Title
Vice President
Signed
2018-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Labelle CPA
Address
P O Box 1466, Labelle, FL 33975
Preparer
Andrew J Higginbotham
Phone
8636753903
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $933

Other Expenses.1

SERVICE PROJECTS $17065

Other Assets.1010

Inventories - Beginning $1000 Inventories - Ending $1000

Total Liabilities.1002

Grants Payable - Beginning $191 Grants Payable - Ending $120

Raw XML Appendix187 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/PhoneNum08636753903
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LABELLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033975
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025316
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036057
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026125
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RON ZIMMERLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRENDA HOOTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRED KOBIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUDI KENNINGTON-KORF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICK SCHOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HOLLY KOBIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherExpensesTotalAmt017998
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SERVICES & ACTIVITIES USING ROTARY INTERNATIONAL'S FOUR AVENUES OF SERVICE: CLUB SERVICE, COMMUNITY SERVICE, VOCATIONAL SERVICE, INTERNATIONAL SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELD SPECIAL EVENTS INCLUDING GOLF TOURNAMENT & ARMADILLO RACES.PROVIDED YOUTH AND COMMUNITY SERVICES. SUPPORTED NATIONAL ORGANIZATION. AWARDED SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019745
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04748
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012565
IRS990EZ/SpecialEventsNetIncomeLossAmt026211
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0191
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0120
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019746
IRS990EZ/TotalProgramServiceExpensesAmt019745
IRS990EZ/TotalRevenueAmt030558
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014969
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061499
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt061499
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031613
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03916
IRS990ScheduleA/Total509Grp/TotalAmt061499
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06654
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03919
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt061502
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012565
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm03 OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09633
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038776
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09633
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038776
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026211
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03806
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012565
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04302
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04457
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SERVICE PROJECTS $17065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Inventories - Beginning $1000 Inventories - Ending $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Grants Payable - Beginning $191 Grants Payable - Ending $120
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1002
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW J HIGGINBOTHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LABELLE ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LABE
ReturnHeader/Filer/EIN0205996276
ReturnHeader/Filer/PhoneNum08636753903
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1466
ReturnHeader/Filer/USAddress/CityNm0LABELLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033975
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201137831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Labelle CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 1466
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Labelle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033975
ReturnHeader/PreparerPersonGrp/PhoneNum08636753903
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew J Higginbotham
ReturnHeader/ReturnTs02018-08-24T07:09:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.3$63.3$48.4$50.6$2.19
2024Summary only. Only limited summary data is available for this year.$65.5$0.00$29.5$35.5$6.01
2023Summary only. Only limited summary data is available for this year.$71.5$0.00$30.2$46.5$16.3
2022Summary only. Only limited summary data is available for this year.$87.8$0.00$46.3$25.3$21.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.7$66.7$28.2$20.2$8.01
2020Detailed filing. Detailed filing data is available for this year.$58.8$0.05$58.7$32.0$20.1$11.8
2019Detailed filing. Detailed filing data is available for this year.$47.0$0.05$46.9$34.9$24.9$9.98
2018Detailed filing. Detailed filing data is available for this year.$37.1$0.12$36.9$30.6$19.7$10.8
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$0.19$26.1$27.0$29.3$2.37
2016Detailed filing. Detailed filing data is available for this year.$28.6$0.12$28.5$52.9$43.0$9.88
2015Detailed filing. Detailed filing data is available for this year.$18.6$0.03$18.6$29.3$44.3$15.0
2014Detailed filing. Detailed filing data is available for this year.$33.7$0.05$33.6$17.8$16.0$1.80
2013Summary only. Only limited summary data is available for this year.$31.8$0.00$23.9$19.3$4.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.0$1.80$27.2$18.1$16.7$1.34