Civic Intelligence

Rotary Club of Mandarin Charities

EIN 27-4656840 • 501(c)3 • Jacksonville, FL

Profile

The mission of the rotary club of mandarin charities is to raise money through fundraising activities. Proceeds are used to identify outstanding public servants, serve the community and support needy organizations within the community.

PO Box 23376Jacksonville, FL 32241

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

52nd percentile

2.6%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

61st percentile

3.8%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

-4.0%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$42,550

Up $1,563 (+3.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$42,550

Up $1,563 (+3.8%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Down

$60,297

Down $2,496 (-4.0%) from 2023

Expenses

Down

$58,734

Down $1,425 (-2.4%) from 2023

Net Income

Down

$1,563

Down $1,071 (-41%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$60K$40K$20K$0Assets 2013: $21,570Liabilities 2013: $0Net Assets 2013: $21,5702013Assets 2014: $30,787Net Assets 2014: $30,7872014Assets 2015: $30,039Net Assets 2015: $30,0392015Assets 2016: $30,066Net Assets 2016: $30,0662016Assets 2017: $31,072Net Assets 2017: $31,0722017Assets 2018: $30,387Net Assets 2018: $30,3872018Assets 2019: $44,249Net Assets 2019: $44,2492019Assets 2020: $56,435Net Assets 2020: $56,4352020Assets 2021: $39,933Net Assets 2021: $39,9332021Assets 2022: $38,353Net Assets 2022: $38,3532022Assets 2023: $40,987Net Assets 2023: $40,9872023Assets 2024: $42,550Net Assets 2024: $42,5502024

Highlighted filing

2024

Assets$42,550
Liabilities-
Net Assets$42,550
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

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

$100K$50K$0-$50KRevenue 2013: $71,426Expenses 2013: $49,856Net Income 2013: $21,5702013Revenue 2014: $43,914Expenses 2014: $34,697Net Income 2014: $9,2172014Revenue 2015: $54,264Expenses 2015: $55,012Net Income 2015: -$7482015Revenue 2016: $56,490Expenses 2016: $56,463Net Income 2016: $272016Revenue 2017: $48,494Expenses 2017: $47,489Net Income 2017: $1,0052017Revenue 2018: $53,451Expenses 2018: $54,136Net Income 2018: -$6852018Revenue 2019: $58,248Expenses 2019: $44,386Net Income 2019: $13,8622019Revenue 2020: $34,512Expenses 2020: $22,325Net Income 2020: $12,1872020Revenue 2021: $61,825Expenses 2021: $78,327Net Income 2021: -$16,5022021Revenue 2022: $51,367Expenses 2022: $52,946Net Income 2022: -$1,5792022Revenue 2023: $62,793Expenses 2023: $60,159Net Income 2023: $2,6342023Revenue 2024: $60,297Expenses 2024: $58,734Net Income 2024: $1,5632024

Highlighted filing

2024

Revenue$60,297
Expenses$58,734
Net Income$1,563
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,550
Liabilities
-
Net assets
$42,550
Revenue
$60,297
Expenses
$58,734
Net income
$1,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.6$42.6$60.3$58.7$1.56
2023Detailed filing. Detailed filing data is available for this year.$41.0$41.0$62.8$60.2$2.63
2022Detailed filing. Detailed filing data is available for this year.$38.4$38.4$51.4$52.9$1.58
2021Detailed filing. Detailed filing data is available for this year.$39.9$39.9$61.8$78.3$16.5
2020Detailed filing. Detailed filing data is available for this year.$56.4$56.4$34.5$22.3$12.2
2019Detailed filing. Detailed filing data is available for this year.$44.2$44.2$58.2$44.4$13.9
2018Detailed filing. Detailed filing data is available for this year.$30.4$30.4$53.5$54.1$0.69
2017Detailed filing. Detailed filing data is available for this year.$31.1$31.1$48.5$47.5$1.01
2016Detailed filing. Detailed filing data is available for this year.$30.1$30.1$56.5$56.5$0.03
2015Detailed filing. Detailed filing data is available for this year.$30.0$30.0$54.3$55.0$0.75
2014Detailed filing. Detailed filing data is available for this year.$30.8$30.8$43.9$34.7$9.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.6$0.00$21.6$71.4$49.9$21.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 26, 2025
Return Version
2023v6.0
Gross Receipts
$60,297
Mission and Program Overview

Mission

The mission of the rotary club of mandarin charities is to raise money through fundraising activities. Proceeds are used to identify outstanding public servants, serve the community and support needy organizations within the community.

Program Services

DescriptionGrantsExpenses
FUNDRAISING$54,675$57,636
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WES CALDWELLPresident-$0--
BRIAN HALLTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser Raff$13,785$13,785-$13,785
Total Events$13,785$13,785-$13,785
Filing and Contact Details

Filer

Filer Name
Rotary Club of Mandarin Charities
EIN
27-4656840
Address
PO BOX 23376, JACKSONVILLE, FL 32241

Signing Officer

Name
Wes Caldwell
Title
President
Signed
2025-01-26

Preparer

Firm
Fionnuala R Geoghegan CPA Pllc
Address
ONE SAN JOSE PLACE SUITE 21, JACKSONVILLE, FL 32257-6049
Preparer
Fionnuala R Geoghegan
Phone
9042687808
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: various cash contribution: 54,675”

Form 990-ez, Part I, Line 16

“Expenses awards 2,047 bank fees 172 fl dept of consumer aff 75 annual corp filing fee 298 fundraiser - supplies 1,098 dacdb software 119 total 3,809”

Form 990-ez, Part II, Line 24

“Accounts receivable 200 200 total 200 200”

Form 990-ez, Part III

“The mission of the rotary club of mandarin charities is to raise money through fundraising activities. Proceeds are used to identify outstanding public servants, serve the community and support needy organizations within the community.”

Raw XML Appendix133 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN HALL
IRS990EZ/BooksInCareOfDetail/PhoneNum09043885700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 23376
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032241
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040787
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042350
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09656
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01563
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040987
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042550
IRS990EZ/FundraisingGrossIncomeAmt016695
IRS990EZ/GrantsAndSimilarAmountsPaidAmt054675
IRS990EZ/GrossReceiptsAmt060297
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0446
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040987
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042550
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040987
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042550
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WES CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0200
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0200
IRS990EZ/OtherExpensesTotalAmt03809
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE ROTARY CLUB OF MANDARIN CHARITIES IS TO RAISE MONEY THROUGH FUNDRAISING ACTIVITIES. PROCEEDS ARE USED TO IDENTIFY OUTSTANDING PUBLIC SERVANTS, SERVE THE COMMUNITY AND SUPPORT NEEDY ORGANIZATIONS WITHIN THE COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt033500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt054675
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057636
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt016695
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058734
IRS990EZ/TotalProgramServiceExpensesAmt057636
IRS990EZ/TotalRevenueAmt060297
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt054926
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0234409
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt054926
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013075
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09455
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014690
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt054926
IRS990ScheduleA/TotalSupportAmt054926
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER RAFF
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013785
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: VARIOUS CASH CONTRIBUTION: 54,675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES AWARDS 2,047 BANK FEES 172 FL DEPT OF CONSUMER AFF 75 ANNUAL CORP FILING FEE 298 FUNDRAISER - SUPPLIES 1,098 DACDB SOFTWARE 119 TOTAL 3,809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 200 200 TOTAL 200 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MISSION OF THE ROTARY CLUB OF MANDARIN CHARITIES IS TO RAISE MONEY THROUGH FUNDRAISING ACTIVITIES. PROCEEDS ARE USED TO IDENTIFY OUTSTANDING PUBLIC SERVANTS, SERVE THE COMMUNITY AND SUPPORT NEEDY ORGANIZATIONS WITHIN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WES CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF MANDARIN CHARITIES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0274656840
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 23376
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032241
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273921115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIONNUALA R GEOGHEGAN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE SAN JOSE PLACE SUITE 21
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0322576049
ReturnHeader/PreparerPersonGrp/PhoneNum09042687808
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FIONNUALA R GEOGHEGAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-26T07:20:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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