Civic Intelligence

Naples Pelican Bay Rotary Endow Fund Inc

EIN 26-2776296 • 501(c)3 • Naples, FL

Profile

The mission of naples pelican bay rotary endowment fund inc. Is to provide scholarship opportunities to collier county students to further their education.

PO Box 110777Naples, FL 34108-0113

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

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 2021

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-28%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$172,935

Up $24,758 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$172,935

Up $24,758 (+17%) from 2020

Revenue

Down

$26,103

Down $10,120 (-28%) from 2020

Expenses

Down

$1,345

Down $73,770 (-98%) from 2020

Net Income

Up

$24,758

Up $63,650 (+164%) from 2020

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $150,199Liabilities 2012: $0Net Assets 2012: $150,1992012Assets 2013: $159,955Liabilities 2013: $0Net Assets 2013: $159,9552013Assets 2014: $181,313Liabilities 2014: $0Net Assets 2014: $181,3132014Assets 2015: $182,808Liabilities 2015: $0Net Assets 2015: $182,8082015Assets 2016: $187,587Liabilities 2016: $0Net Assets 2016: $187,5872016Assets 2017: $194,467Liabilities 2017: $0Net Assets 2017: $194,4672017Assets 2018: $176,457Liabilities 2018: $0Net Assets 2018: $176,4572018Assets 2019: $187,069Liabilities 2019: $0Net Assets 2019: $187,0692019Assets 2020: $148,177Liabilities 2020: $0Net Assets 2020: $148,1772020Assets 2021: $172,935Liabilities 2021: $0Net Assets 2021: $172,9352021

Highlighted filing

2021

Assets$172,935
Liabilities$0
Net Assets$172,935

Operations Trend

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

$100K$50K$0-$50KExpenses 2012: $34,6502012Expenses 2013: $35,6102013Revenue 2014: $55,458Expenses 2014: $34,100Net Income 2014: $21,3582014Revenue 2015: $59,795Expenses 2015: $58,300Net Income 2015: $1,4952015Revenue 2016: $39,854Expenses 2016: $35,075Net Income 2016: $4,7792016Revenue 2017: $64,455Expenses 2017: $57,575Net Income 2017: $6,8802017Revenue 2018: $39,086Expenses 2018: $57,096Net Income 2018: -$18,0102018Revenue 2019: $63,058Expenses 2019: $52,446Net Income 2019: $10,6122019Revenue 2020: $36,223Expenses 2020: $75,115Net Income 2020: -$38,8922020Revenue 2021: $26,103Expenses 2021: $1,345Net Income 2021: $24,7582021

Highlighted filing

2021

Revenue$26,103
Expenses$1,345
Net Income$24,758

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.2
Gross Receipts
$26,103
Mission and Program Overview

Mission

The mission of naples pelican bay rotary endowment fund inc. Is to provide scholarship opportunities to collier county students to further their education.

Program Services

DescriptionGrantsExpenses
THE PELICAN BAY ROTARY CLUB INC PROVIDES FUNDING FROM ITS FUNDRAISING ACTIVITIES TO THE FOUNDATION FOR SCHOLARSHIP AWARDS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW SANDHERRDirector-$0--
MICHAEL HORN JRDirector-$0--
GREGORY BELLDirector-$0--
EDWARD LIVINGSTONDirector-$0--
GARY DAVISChairman-$0--
Filing and Contact Details

Filer

Filer Name
Naples Pelican Bay Rotary Endow Fund Inc
EIN
26-2776296
Phone
2392617200
Address
PO BOX 110777, NAPLES, FL 34108-0113

Signing Officer

Name
Gary Davis
Title
Treasurer
Phone
2392617200
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
4501 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL 34103-3548
Preparer
Amelia Cooper
Phone
2392628686
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: ubs financial services inc.. Amount: 7,403.

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

Description: investments- publicly traded securities. Beg. Of year amount: 144,385. End of year amount: 150,772. Description: account receivable. Beg. Of year amount: 0. End of year amount: 18,700.

Raw XML Appendix183 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF NAPLES PELICAN BAY ROTARY ENDOWMENT FUND INC. IS TO PROVIDE SCHOLARSHIP OPPORTUNITIES TO COLLIER COUNTY STUDENTS TO FURTHER THEIR EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PELICAN BAY ROTARY CLUB INC PROVIDES FUNDING FROM ITS FUNDRAISING ACTIVITIES TO THE FOUNDATION FOR SCHOLARSHIP AWARDS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: UBS FINANCIAL SERVICES INC.. AMOUNT: 7,403.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVESTMENTS- PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 144,385. END OF YEAR AMOUNT: 150,772. DESCRIPTION: ACCOUNT RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 18,700.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02392617200
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMELIA COOPER
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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