Civic Intelligence

Rotary International Ocala-Silver Springs Chapter

EIN 23-7049829 • 501(c)4 • Ocala, FL

Profile

COMMUNITY SERVICE

PO Box 67Ocala, FL 34478

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

61st percentile

7.8%

Higher net margin than 61% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

90th percentile

$1,400

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

87th percentile

32%

Faster asset growth than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-2.0%

Faster revenue growth than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$17,248

Up $1,704 (+11%) from 2018

Liabilities

Down

$0

Down $100 (-100%) from 2018

Net Assets

Up

$17,248

Up $1,804 (+12%) from 2018

Revenue

Up

$53,498

Up $6,953 (+15%) from 2018

Expenses

Up

$49,323

Up $601 (+1.2%) from 2018

Net Income

Up

$4,175

Up $6,352 (+292%) from 2018

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $21,065Liabilities 2011: $1,325Net Assets 2011: $19,7402011Assets 2012: $31,326Liabilities 2012: $1,580Net Assets 2012: $29,7462012Assets 2013: $14,071Liabilities 2013: $1,585Net Assets 2013: $12,4862013Assets 2014: $5,637Liabilities 2014: $1,060Net Assets 2014: $4,5772014Assets 2015: $22,840Liabilities 2015: $6,060Net Assets 2015: $16,7802015Assets 2016: $14,116Liabilities 2016: $0Net Assets 2016: $14,1162016Assets 2017: $17,621Liabilities 2017: $0Net Assets 2017: $17,6212017Assets 2018: $15,544Liabilities 2018: $100Net Assets 2018: $15,4442018Assets 2025: $17,248Liabilities 2025: $0Net Assets 2025: $17,2482025

Highlighted filing

2025

Assets$17,248
Liabilities$0
Net Assets$17,248

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $40,458Expenses 2011: $45,055Net Income 2011: -$4,5972011Revenue 2012: $51,526Expenses 2012: $41,520Net Income 2012: $10,0062012Revenue 2013: $41,790Expenses 2013: $59,050Net Income 2013: -$17,2602013Revenue 2014: $55,031Expenses 2014: $62,940Net Income 2014: -$7,9092014Revenue 2015: $61,675Expenses 2015: $49,472Net Income 2015: $12,2032015Revenue 2016: $60,721Expenses 2016: $63,385Net Income 2016: -$2,6642016Revenue 2017: $52,794Expenses 2017: $49,289Net Income 2017: $3,5052017Revenue 2018: $46,545Expenses 2018: $48,722Net Income 2018: -$2,1772018Revenue 2025: $53,498Expenses 2025: $49,323Net Income 2025: $4,1752025

Highlighted filing

2025

Revenue$53,498
Expenses$49,323
Net Income$4,175

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 23, 2016
Return Version
2015v2.1
Gross Receipts
$84,599
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
DONATIONS TO VARIOUS CHARITIES AND YOUTH ACTIVITIES$0$26,698
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TARN THOMPSONPast President-$0--
JEREMY APPLEGATEPresident-$0--
JOE VORWERKPresident-Elect-$0--
DAN GEERSecretary-$0--
DAVID TILLMANTreasurer-$0--
FRANK GREENSergeant-At-Arms-$0--
DON CURRANChaplain-$0--
ALLEN CRABTREEDirector-$0--
BILL MCCALLDirector-$0--
FRANK GREENDirector-$0--
BILL GILCHRISTDirector-$0--
TREY JOHNSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$36,922$36,922$20,677$16,245
Beerfest$7,960$7,960$1,421$6,539
Total Events$44,882$44,882$23,878$21,004
Filing and Contact Details

Filer

Filer Name
Rotary International Ocala-silver
EIN
23-7049829
Phone
3527326616
Address
PO BOX 67, OCALA, FL 34478

Signing Officer

Name
Jeremy Applegate
Title
President
Phone
3527326616
Signed
2016-08-23
Discuss with paid preparer
Yes

Preparer

Firm
DUGGAN JOINER & COMPANY CPA'S
Address
334 NW 3RD AVENUE, OCALA, FL 34475
Preparer
Jeremy Applegate CPA
Phone
3527320171
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: meals & facility rent . Amount: 24,789. Description: miscellaneous . Amount: 3,041. Description: dues . Amount: 6,957. Total to form 990-ez, line 16: 34,787.

Form 990-ez, Part II, Line 24 - Other Assets

Description: admin printer/cable . Beg. Of year amount: 424. End of year amount: 424. Description: clubmate software . Beg. Of year amount: 652. End of year amount: 652. Description: flags . Beg. Of year amount: 201. End of year amount: 201. Description: lecturn . Beg. Of year amount: 429. End of year amount: 429.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to rotary foundation . Beg. Of year amount: 6,060. End of year amount: 0.

Raw XML Appendix186 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/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TARN THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEREMY APPLEGATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE VORWERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN GEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID TILLMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DON CURRAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SERGEANT-AT-ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramServiceRevenueAmt0775
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO VARIOUS CHARITIES AND YOUTH ACTIVITIES
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt060721
IRS990EZ/TypeOfOrganizationOtherDesc0CIVIC ORGANIZATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEALS & FACILITY RENT . AMOUNT: 24,789. DESCRIPTION: MISCELLANEOUS . AMOUNT: 3,041. DESCRIPTION: DUES . AMOUNT: 6,957. TOTAL TO FORM 990-EZ, LINE 16: 34,787.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMIN PRINTER/CABLE . BEG. OF YEAR AMOUNT: 424. END OF YEAR AMOUNT: 424. DESCRIPTION: CLUBMATE SOFTWARE . BEG. OF YEAR AMOUNT: 652. END OF YEAR AMOUNT: 652. DESCRIPTION: FLAGS . BEG. OF YEAR AMOUNT: 201. END OF YEAR AMOUNT: 201. DESCRIPTION: LECTURN . BEG. OF YEAR AMOUNT: 429. END OF YEAR AMOUNT: 429.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO ROTARY FOUNDATION . BEG. OF YEAR AMOUNT: 6,060. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY APPLEGATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03527326616
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL OCALA-SILVER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SPRINGS CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237049829
ReturnHeader/Filer/PhoneNum03527326616
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 67
ReturnHeader/Filer/USAddress/CityNm0OCALA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034478
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591349759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUGGAN JOINER & COMPANY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0334 NW 3RD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCALA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034475
ReturnHeader/PreparerPersonGrp/PhoneNum03527320171
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY APPLEGATE CPA
ReturnHeader/ReturnTs02016-08-23T09:09:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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)4 • <$500k nonprofits