Civic Intelligence

Pelican Bay Rotary Club Inc

EIN 26-2616354 • 501(c)4 • Naples, FL

Profile

The Club is a local chapter of Rotary International, a worldwide civic organization.The mission of Rotary is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

3838 Tamiami Trail NorthNaples, FL 34103

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

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

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

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 2025

Asset Growth

85th percentile

25%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

43rd percentile

-6.4%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$150,513

Up $30,365 (+25%) from 2024

Liabilities

Down

$0

Down $2,640 (-100%) from 2024

Net Assets

Up

$150,513

Up $33,005 (+28%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin80th percentile

Revenue

Down

$142,776

Down $9,723 (-6.4%) from 2024

Expenses

Down

$109,749

Down $10,136 (-8.5%) from 2024

Net Income

Up

$33,027

Up $413 (+1.3%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$200K$150K$100K$50K$0Assets 2015: $102,656Liabilities 2015: $1,249Net Assets 2015: $101,4072015Assets 2016: $136,488Liabilities 2016: $570Net Assets 2016: $135,9182016Assets 2017: $63,863Liabilities 2017: $570Net Assets 2017: $63,2932017Assets 2018: $112,376Liabilities 2018: $2,745Net Assets 2018: $109,6312018Assets 2019: $47,177Liabilities 2019: $0Net Assets 2019: $47,1772019Assets 2020: $39,227Liabilities 2020: $0Net Assets 2020: $39,2272020Assets 2021: $61,835Liabilities 2021: $15,440Net Assets 2021: $46,3952021Assets 2022: $86,716Liabilities 2022: $29,323Net Assets 2022: $57,3932022Assets 2023: $84,894Liabilities 2023: $0Net Assets 2023: $84,8942023Assets 2024: $120,148Liabilities 2024: $2,640Net Assets 2024: $117,5082024Assets 2025: $150,513Liabilities 2025: $0Net Assets 2025: $150,5132025

Highlighted filing

2025

Assets$150,513
Liabilities$0
Net Assets$150,513
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $229,541Expenses 2015: $196,742Net Income 2015: $32,7992015Revenue 2016: $173,754Expenses 2016: $139,243Net Income 2016: $34,5112016Revenue 2017: $185,609Expenses 2017: $258,234Net Income 2017: -$72,6252017Revenue 2018: $215,136Expenses 2018: $168,798Net Income 2018: $46,3382018Revenue 2019: $124,916Expenses 2019: $187,370Net Income 2019: -$62,4542019Revenue 2020: $92,761Expenses 2020: $100,711Net Income 2020: -$7,9502020Revenue 2021: $99,243Expenses 2021: $92,075Net Income 2021: $7,1682021Revenue 2022: $162,056Expenses 2022: $134,899Net Income 2022: $27,1572022Revenue 2023: $137,552Expenses 2023: $110,051Net Income 2023: $27,5012023Revenue 2024: $152,499Expenses 2024: $119,885Net Income 2024: $32,6142024Revenue 2025: $142,776Expenses 2025: $109,749Net Income 2025: $33,0272025

Highlighted filing

2025

Revenue$142,776
Expenses$109,749
Net Income$33,027
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,513
Liabilities
$0
Net assets
$150,513
Revenue
$142,776
Expenses
$109,749
Net income
$33,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.43$1.10$0.33
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.03$1.18$1.52$1.20$0.33
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.38$1.10$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.29$0.57$1.62$1.35$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.15$0.46$0.99$0.92$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.93$1.01$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.25$1.87$0.62
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.03$1.10$2.15$1.69$0.46
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.63$1.86$2.58$0.73
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.36$1.74$1.39$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.01$2.30$1.97$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 1, 2025
Return Version
2024v5.2
Gross Receipts
$167,675
Mission and Program Overview

Mission

The club is a local chapter of rotary international, a worldwide civic organization. The mission of rotary is to provide services to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

The Club is a local chapter of Rotary International, a worldwide civic organization. The mission of Rotary is to provide service to others

Program Services

DescriptionGrantsExpenses
Gifts to other 501(c)(3) local charities$16,785$16,785
Funding raising activities for donations to subsidiary501(c)(3) organization created for educational funding$10,000$10,000
S4TL/RYLA - Training seminars for high school studentsto be prepared to be future leaders$3,260$3,260
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert CarneyPresident-$0--
James KoserPres- Elect-$0--
Robert JohnsonTreasurer-$0--
Dennis BowersSecretary-$0--
Kenneth GoodmanDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Corn Hole Tourney----
Golf Outing----
Filing and Contact Details

Filer

Filer Name
Pelican Bay Rotary Club Inc
EIN
26-2616354
Phone
2394033000
Address
3838 Tamiami Trail North, Naples, FL 34103

Signing Officer

Name
Kenneth D Goodman
Title
Director
Phone
2394033000
Signed
2025-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Goodman Breen
Address
3838 TAMIAMI TRL N STE 300, Naples, FL 34103
Preparer
Kenneth D Goodman
Phone
2394033000
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Precinct Workers 3960.”

Form 990EZ, Part I, Line 8

“Contributions 790.”

Form 990EZ, Part I, Line 10

“Scholarships; Subsidiary 501(c)(3); Naples Pelican Bay Rotary Endowment Fund Inc: 3838 Tamiami Trail No, Ste 300, Naples, FL, 34103; Subsidiary, 10000.”

Form 990EZ, Part I, Line 16

“Operational Expenses 5730.”

Form 990EZ, Part I, Line 16

“Donations to Local Charities 16785.”

Form 990EZ, Part I, Line 16

“RYLA/S4TL 3260.”

Form 990EZ, Part I, Line 20

“Prior Period Adjustment -22.”

Form 990EZ, Part II, Line 24

“Accounts Receivables from Club Members 871. 1291.”

Form 990EZ, Part II, Line 24

“Undeposited Funds 0. 327.”

Form 990EZ, Part II, Line 26

“Accounts Payables 2640. 0.”

Raw XML Appendix155 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/BenefitsPaidToOrForMembersAmt073974
IRS990EZ/BooksInCareOfDetail/PersonNm0Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum02397770836
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03838 Tamiami Trail No 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Naples
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0119277
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148895
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033027
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120148
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150513
IRS990EZ/FundraisingGrossIncomeAmt082149
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0167675
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt080776
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0117508
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0150513
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0117508
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0150513
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Carney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Koser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dennis Bowers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kenneth Goodman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Pres- Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0871
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01618
IRS990EZ/OtherChangesInNetAssetsAmt0-22
IRS990EZ/OtherExpensesTotalAmt025775
IRS990EZ/OtherRevenueTotalAmt04750
IRS990EZ/PrimaryExemptPurposeTxt0The Club is a local chapter of Rotary International, a worldwide civic organization. The mission of Rotary is to provide service to others
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Gifts to other 501(c)(3) local charities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1S4TL/RYLA - Training seminars for high school studentsto be prepared to be future leaders
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Funding raising activities for donations to subsidiary501(c)(3) organization created for educational funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016785
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13260
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt210000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016785
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13260
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt024899
IRS990EZ/SpecialEventsNetIncomeLossAmt057250
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02640
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0109749
IRS990EZ/TotalProgramServiceExpensesAmt030045
IRS990EZ/TotalRevenueAmt0142776
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Corn Hole Tourney
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Outing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Precinct Workers 3960.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Contributions 790.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scholarships; Subsidiary 501(c)(3); Naples Pelican Bay Rotary Endowment Fund Inc: 3838 Tamiami Trail No, Ste 300, Naples, FL, 34103; Subsidiary, 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Operational Expenses 5730.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Donations to Local Charities 16785.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RYLA/S4TL 3260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prior Period Adjustment -22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivables from Club Members 871. 1291.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Undeposited Funds 0. 327.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payables 2640. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
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 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth D Goodman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02394033000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pelican Bay Rotary Club Inc
ReturnHeader/Filer/BusinessNameControlTxt0PELI
ReturnHeader/Filer/EIN0262616354
ReturnHeader/Filer/PhoneNum02394033000
ReturnHeader/Filer/USAddress/AddressLine1Txt03838 Tamiami Trail North
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650657905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goodman Breen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03838 TAMIAMI TRL N STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034103
ReturnHeader/PreparerPersonGrp/PhoneNum02394033000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth D Goodman
ReturnHeader/ReturnTs02025-07-01T05:37:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.