Civic Intelligence

Rotary Club of Inverness Charitable Foundation Inc

EIN 26-0315734 • 501(c)3 • Inverness, FL

Profile

To raise funds for college scholarships

PO Box 1317Inverness, FL 34451

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

82nd percentile

33%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-30%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$70,610

Up $5,455 (+8.4%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$70,610

Up $5,455 (+8.4%) from 2020

Operations
Liabilities / Revenue69th percentileNet Margin88th percentile

Revenue

Down

$65,953

Down $6,832 (-9.4%) from 2020

Expenses

Down

$60,498

Down $11,179 (-16%) from 2020

Net Income

Up

$5,455

Up $4,347 (+392%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$80K$60K$40K$20K$0Assets 2013: $47,928Net Assets 2013: $47,9282013Assets 2014: $46,454Net Assets 2014: $46,4542014Assets 2015: $53,649Net Assets 2015: $53,6492015Assets 2016: $66,866Net Assets 2016: $66,8662016Assets 2017: $69,471Net Assets 2017: $69,4712017Assets 2018: $65,672Net Assets 2018: $65,6722018Assets 2019: $64,047Net Assets 2019: $64,0472019Assets 2020: $65,155Net Assets 2020: $65,1552020Assets 2023: $70,610Net Assets 2023: $70,6102023

Highlighted filing

2023

Assets$70,610
Liabilities-
Net Assets$70,610
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

$100K$50K$0-$50KRevenue 2013: $45,119Expenses 2013: $40,964Net Income 2013: $4,1552013Revenue 2014: $74,687Expenses 2014: $76,161Net Income 2014: -$1,4742014Revenue 2015: $83,446Expenses 2015: $76,251Net Income 2015: $7,1952015Revenue 2016: $80,779Expenses 2016: $67,562Net Income 2016: $13,2172016Revenue 2017: $62,403Expenses 2017: $59,798Net Income 2017: $2,6052017Revenue 2018: $53,009Expenses 2018: $56,808Net Income 2018: -$3,7992018Revenue 2019: $85,458Expenses 2019: $87,083Net Income 2019: -$1,6252019Revenue 2020: $72,785Expenses 2020: $71,677Net Income 2020: $1,1082020Revenue 2023: $65,953Expenses 2023: $60,498Net Income 2023: $5,4552023

Highlighted filing

2023

Revenue$65,953
Expenses$60,498
Net Income$5,455
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$70,610
Liabilities
-
Net assets
$70,610
Revenue
$65,953
Expenses
$60,498
Net income
$5,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$70.6$70.6$66.0$60.5$5.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.2$65.2$72.8$71.7$1.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.0$64.0$85.5$87.1$1.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.7$65.7$53.0$56.8$3.80
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.5$69.5$62.4$59.8$2.61
2016Detailed filing. Detailed filing data is available for this year.$66.9$66.9$80.8$67.6$13.2
2015Detailed filing. Detailed filing data is available for this year.$53.6$53.6$83.4$76.3$7.20
2014Detailed filing. Detailed filing data is available for this year.$46.5$46.5$74.7$76.2$1.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.9$47.9$45.1$41.0$4.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$65,953
Mission and Program Overview

Mission

To raise funds for college scholarships

Program Services

DescriptionGrantsExpenses
TO RAISE FUNDS FOR COLLEGE SCHOLARSHIPS TO BE GIVEN TO SENIORS GRADUATING FROM A LOCAL PUBLIC HIGH SCHOOL(CITRUS HIGH SCHOOL) LOCATED IN CITRUS COUNTY FL$0$44,905
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA LONGSecretaryPT$0--
ROB TESSMER JRPresident-$0--
ANNGEOLACE BLUE-MCLEANTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Inverness Charitable Foundation Inc
EIN
26-0315734
Phone
3523413449
Address
PO BOX 1317, INVERNESS, FL 34451

Signing Officer

Name
Anngeolace Blue-mclean
Title
Treasurer
Phone
3523413449
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Humphrey & Saltmarsh PL
Address
3600 E Gulf to Lake Hwy, Inverness, FL 34453
Preparer
Vickie Humphrey
Phone
3523413449
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Fundraising expenses 6595.”

Form 990EZ, Part I, Line 16

“Grants & scholarships 44905.”

Form 990EZ, Part I, Line 16

“OFFICE 8998.”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANNGEOLACE BLUE-MCLEAN
IRS990EZ/BooksInCareOfDetail/PhoneNum03523413449
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02700 HAVEN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INVERNESS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034452
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065155
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070610
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065953
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05455
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065155
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070610
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt065953
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065155
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070610
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065155
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070610
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARA LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROB TESSMER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNGEOLACE BLUE-MCLEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060498
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR COLLEGE SCHOLARSHIPS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE FUNDS FOR COLLEGE SCHOLARSHIPS TO BE GIVEN TO SENIORS GRADUATING FROM A LOCAL PUBLIC HIGH SCHOOL(CITRUS HIGH SCHOOL) LOCATED IN CITRUS COUNTY FL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044905
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060498
IRS990EZ/TotalProgramServiceExpensesAmt044905
IRS990EZ/TotalRevenueAmt065953
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt065953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt072785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt085458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0224196
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0224196
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072785
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085458
IRS990ScheduleA/Total509Grp/TotalAmt0224196
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0224196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 6595.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS & SCHOLARSHIPS 44905.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE 8998.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNGEOLACE BLUE-MCLEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03523413449
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF INVERNESS CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0260315734
ReturnHeader/Filer/PhoneNum03523413449
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1317
ReturnHeader/Filer/USAddress/CityNm0INVERNESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034451
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273264875
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Humphrey & Saltmarsh PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03600 E Gulf to Lake Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Inverness
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034453
ReturnHeader/PreparerPersonGrp/PhoneNum03523413449
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vickie Humphrey
ReturnHeader/ReturnTs02023-11-15T10:46:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNGEOLACE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLUE-MCLEAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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