Civic Intelligence

Rotary District 6930 Charitable Foundation Inc.

990EZ • Fiscal year 2014 • EIN 26-3347403

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 06, 2014

Organization ProfileWWW.ROTARY6930.ORG
PO Box 56266532956-2665

(561) 537-4504

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

40th percentile

-0.1%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

41st percentile

-1.6%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

549%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,241

Down $69 (-1.6%) from 2013

Net Assets

Down

$4,241

Down $69 (-1.6%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Up

$50,717

Up $42,899 (+549%) from 2013

Expenses

Up

$50,786

Up $42,907 (+545%) from 2013

Net Income

Down

-$69

Down $8 (-13%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2013: $4,310Net Assets 2013: $4,3102013Assets 2014: $4,241Net Assets 2014: $4,2412014Assets 2015: $16,863Net Assets 2015: $16,8632015Assets 2016: $36,149Liabilities 2016: $0Net Assets 2016: $36,1492016Assets 2019: $9,329Liabilities 2019: $0Net Assets 2019: $9,3292019Assets 2020: $32,291Net Assets 2020: $32,2912020Assets 2021: $6,680Net Assets 2021: $6,6802021

Highlighted filing

2014

Assets$4,241
Liabilities-
Net Assets$4,241
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2013: $7,818Expenses 2013: $7,879Net Income 2013: -$612013Revenue 2014: $50,717Expenses 2014: $50,786Net Income 2014: -$692014Revenue 2015: $121,548Expenses 2015: $108,925Net Income 2015: $12,6232015Revenue 2016: $218,851Expenses 2016: $199,443Net Income 2016: $19,4082016Revenue 2019: $74,555Expenses 2019: $69,469Net Income 2019: $5,0862019Revenue 2020: $99,412Expenses 2020: $76,450Net Income 2020: $22,9622020Revenue 2021: $5Expenses 2021: $25,616Net Income 2021: -$25,6112021

Highlighted filing

2014

Revenue$50,717
Expenses$50,786
Net Income-$69
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 6, 2014
Return Version
2013v3.1
Gross Receipts
$50,717
Mission and Program Overview

Mission

The mission of our foundation is to enable rotarians to advance world understanding, goodwill, and peace through the improvement of health, support of education, and the alleviation of poverty

The mission of the rotary foundation is to enable rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

Program Services

DescriptionGrantsExpenses
PROVIDE FOR SUPPORT FOR INCIDENCES OF NATIONAL AND NATURAL DISASTERS.$50,697$50,786
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUAN F ORTEGADistrict Gov-$0--
B EUGENE BURKETTDistrict Gov-$0--
PETER BOZETARNIKTreasurer-$0--
DOUGLAS HEIZERSecretary-$0--
ARTHUR HODGEPast Distric-$0--
Filing and Contact Details

Filer

EIN
26-3347403
Phone
5615374504

Signing Officer

Name
Peter Bozetarnik
Title
District Treasurer
Phone
5615374504
Signed
2014-11-06
Discuss with paid preparer
Yes

Preparer

Preparer
B Eugene Burkett CPA
Phone
3216310383
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Shelter box usa disaster relief 01/17/2014 8374 market st. 203 lakewood ranch, fl 34240 5,020 0 0”

Form 990-ez, Part I, Line 16

“Expenses business registration fee 71 supplies 18 total 89”

Form 990-ez, Part III

“The mission of the rotary foundation is to enable rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.”

Raw XML Appendix139 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JUAN F ORTEGA
CompensationExplanation/CompensationExplanationGrp/PersonNm1B EUGENE BURKETT
CompensationExplanation/CompensationExplanationGrp/PersonNm2PETER BOZETARNIK
CompensationExplanation/CompensationExplanationGrp/PersonNm3DOUGLAS HEIZER
CompensationExplanation/CompensationExplanationGrp/PersonNm4ARTHUR HODGE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum05612537885
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine20SUITE 400
IRS990EZ/BooksInCareOfDetail/USAddress/City0WEST PALM BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode033409
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04310
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IRS990EZ/ContributionsGiftsGrantsEtcAmt050717
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-69
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt050697
IRS990EZ/GrossReceiptsAmt050717
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUAN F ORTEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1B EUGENE BURKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER BOZETARNIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOUGLAS HEIZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ARTHUR HODGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT GOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISTRICT GOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST DISTRIC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt089
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE ROTARY FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FOR SUPPORT FOR INCIDENCES OF NATIONAL AND NATURAL DISASTERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050697
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050786
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050786
IRS990EZ/TotalProgramServiceExpensesAmt050786
IRS990EZ/TotalRevenueAmt050717
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARY6930.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07818
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07327
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0323878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0389740
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0389740
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050717
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0323878
IRS990ScheduleA/Total509Grp/TotalAmt0389740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0323878
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0389740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHELTER BOX USA DISASTER RELIEF 01/17/2014 8374 MARKET ST. 203 LAKEWOOD RANCH, FL 34240 5,020 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BUSINESS REGISTRATION FEE 71 SUPPLIES 18 TOTAL 89
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MISSION OF THE ROTARY FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER BOZETARNIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05615374504
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY DISTRICT 6930 CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0263347403
ReturnHeader/Filer/PhoneNum05615374504
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 562665
ReturnHeader/Filer/USAddress/City0ROCKLEDGE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0329562665
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204070478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FPT SERVICES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 562665
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ROCKLEDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0329562665
ReturnHeader/PreparerPersonGrp/PhoneNum03216310383
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0B EUGENE BURKETT CPA
ReturnHeader/ReturnTs02014-11-12T13:21:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,241
Liabilities
-
Net assets
$4,241
Revenue
$50,717
Expenses
$50,786
Net income
-$69
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.00$0.26$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.99$0.76$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.75$0.69$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$2.19$1.99$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.17$1.22$1.09$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.51$0.51$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.08$0.08$0.00