Civic Intelligence

Venice-Nokomis Rotary Club

EIN 23-7410010 • 501(c)4 • Venice, FL

PO Box 8Venice, FL 34284

venicenokomisrotary.org

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.19x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.05x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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.

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

60th percentile

2.8%

Faster asset growth than 60% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

7.5%

Faster revenue growth than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$31,495

Up $2,014 (+6.8%) from 2019

Liabilities

Down

$6,127

Down $5,471 (-47%) from 2019

Net Assets

Up

$25,368

Up $7,485 (+42%) from 2019

Operations
Liabilities / Revenue75th percentileNet Margin73rd percentile

Revenue

Up

$150,423

Up $26,688 (+22%) from 2019

Expenses

Down

$142,938

Down $16,368 (-10%) from 2019

Net Income

Up

$7,485

Up $43,056 (+121%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$80K$60K$40K$20K$0Assets 2012: $69,172Liabilities 2012: $8,323Net Assets 2012: $60,8492012Assets 2013: $63,393Liabilities 2013: $8,347Net Assets 2013: $55,0462013Assets 2014: $55,225Net Assets 2014: $55,2252014Assets 2015: $53,470Liabilities 2015: $657Net Assets 2015: $52,8132015Assets 2016: $50,739Liabilities 2016: $1,812Net Assets 2016: $48,9272016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $58,090Liabilities 2018: $4,636Net Assets 2018: $53,4542018Assets 2019: $29,481Liabilities 2019: $11,598Net Assets 2019: $17,8832019Assets 2020: $31,495Liabilities 2020: $6,127Net Assets 2020: $25,3682020

Highlighted filing

2020

Assets$31,495
Liabilities$6,127
Net Assets$25,368
Open 2020 Filing

Operations Trend

Revenue Growth64th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $136,326Expenses 2012: $132,066Net Income 2012: $4,2602012Revenue 2013: $134,500Expenses 2013: $140,303Net Income 2013: -$5,8032013Revenue 2014: $132,832Expenses 2014: $132,653Net Income 2014: $1792014Revenue 2015: $140,979Expenses 2015: $143,391Net Income 2015: -$2,4122015Revenue 2016: $140,937Expenses 2016: $144,823Net Income 2016: -$3,8862016Revenue 2017: $279,159Expenses 2017: $215,294Net Income 2017: $63,8652017Revenue 2018: $224,366Expenses 2018: $220,090Net Income 2018: $4,2762018Revenue 2019: $123,735Expenses 2019: $159,306Net Income 2019: -$35,5712019Revenue 2020: $150,423Expenses 2020: $142,938Net Income 2020: $7,4852020

Highlighted filing

2020

Revenue$150,423
Expenses$142,938
Net Income$7,485
Open 2020 Filing

Filings

Most recent year

2020 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$31,495
Liabilities
$6,127
Net assets
$25,368
Revenue
$150,423
Expenses
$142,938
Net income
$7,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.06$0.25$1.50$1.43$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.12$0.18$1.24$1.59$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.05$0.53$2.24$2.20$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$2.79$2.15$0.64
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.49$1.41$1.45$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.53$1.41$1.43$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.33$1.33$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.08$0.55$1.35$1.40$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.08$0.61$1.36$1.32$0.04
Latest Detailed Filing

The latest 2020 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
Jan 16, 2017
Return Version
2015v3.0
Gross Receipts
$186,005
Mission and Program Overview

Mission

Provide funds to various charities

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O-$142,878
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PENNY CORRELLPresident-$0--
GRADY HOUGHAsst. Treasurer-$0--
SUSAN HANKSAsst. Treasurer-$0--
MARK SMITHTreasurer-$0--
JENNIFER BALSINGERSecretary-$0--
BLAIR POSTPast President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art Fesitval----
Toast to Venice----
Filing and Contact Details

Filer

Filer Name
Venice-nokomis Rotary Club
EIN
23-7410010
Phone
9413754118
Address
PO BOX 8, VENICE, FL 34284

Signing Officer

Name
Mark R Smith
Title
Treasurer
Phone
9413754118
Signed
2017-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Waggoner CPAs PA
Address
115 TAMIAMI TRL N, NOKOMIS, FL 34275
Preparer
Mark R Smith
Phone
9413754118
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Rotary futures; investment in youth; rotary futures: venice high school, venice, fl, 34285; charity,”

Form 990EZ, Part I, Line 10

“Investment in youth; investment in youth; investment in youth: venice, venice, fl, 34285; charity, 2”

Form 990EZ, Part I, Line 16

“Conferences, conventions, and meetings 6051.”

Form 990EZ, Part I, Line 16

“Information technology 1160.”

Form 990EZ, Part I, Line 16

“MEALS 49838.”

Form 990EZ, Part I, Line 16

“MEMBER DUES 12420.”

Form 990EZ, Part I, Line 16

“SPECIAL EVENTS 6536.”

Form 990EZ, Part I, Line 16

“SUPPLIES 4660.”

Form 990EZ, Part I, Line 16

“PAUL HARRIS 4000.”

Form 990EZ, Part I, Line 16

“COMMUNITY YOUTH 450.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 1763.”

Form 990EZ, Part I, Line 16

“Teacher of the year 1000.”

Form 990EZ, Part I, Line 16

“DICTIONARIES 679.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 327.”

Form 990EZ, Part II, Line 24

“Accounts receivable 4401. 7142.”

Form 990EZ, Part II, Line 24

“Prepaid expenses and deferred charges 1089. 1810.”

Form 990EZ, Part II, Line 26

“ACCOUNTS PAYABLE”

Form 990EZ, Part II, Line 26

“Other payables 657. 1812.”

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARK R SMITH CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum09413754118
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0115 TAMIAMI TRAIL N STE 7
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NOKOMIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034275
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047980
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041787
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024909
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3886
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053470
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050739
IRS990EZ/FundraisingGrossIncomeAmt094936
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt049500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0186005
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt066137
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052813
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048927
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052813
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048927
IRS990EZ/OccupancyRentUtltsAndMaintAmt03139
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PENNY CORRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRADY HOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN HANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER BALSINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BLAIR POST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ASST. TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ASST. TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05490
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08952
IRS990EZ/OtherExpensesTotalAmt088884
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0142878
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045068
IRS990EZ/SpecialEventsNetIncomeLossAmt049868
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0657
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01812
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0144823
IRS990EZ/TotalProgramServiceExpensesAmt0142878
IRS990EZ/TotalRevenueAmt0140937
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0VENICENOKOMISROTARY.ORG
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/Event1Nm0ART FESITVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TOAST TO VENICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY FUTURES; INVESTMENT IN YOUTH; ROTARY FUTURES: VENICE HIGH SCHOOL, VENICE, FL, 34285; CHARITY,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVESTMENT IN YOUTH; INVESTMENT IN YOUTH; INVESTMENT IN YOUTH: VENICE, VENICE, FL, 34285; CHARITY, 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFERENCES, CONVENTIONS, AND MEETINGS 6051.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION TECHNOLOGY 1160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEALS 49838.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBER DUES 12420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SPECIAL EVENTS 6536.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES 4660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAUL HARRIS 4000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COMMUNITY YOUTH 450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS 1763.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TEACHER OF THE YEAR 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DICTIONARIES 679.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BANK CHARGES 327.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACCOUNTS RECEIVABLE 4401. 7142.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PREPAID EXPENSES AND DEFERRED CHARGES 1089. 1810.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACCOUNTS PAYABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17OTHER PAYABLES 657. 1812.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK R SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413754118
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VENICE-NOKOMIS ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0VENI
ReturnHeader/Filer/EIN0237410010
ReturnHeader/Filer/PhoneNum09413754118
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8
ReturnHeader/Filer/USAddress/CityNm0VENICE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034284
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith & Waggoner CPAs PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 TAMIAMI TRL N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOKOMIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034275
ReturnHeader/PreparerPersonGrp/PhoneNum09413754118
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK R SMITH
ReturnHeader/ReturnTs02017-01-25T07:56:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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