Civic Intelligence

The Fort Myers Rotary Trust Fund

EIN 30-6254864 • 501(c)3 • Fort Myers, FL

Profile

To promote charitable giving for qualified organizations.

2500 First StreetFort Myers, FL 33901

n/A

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

53rd percentile

0.02x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

56th percentile

7.1%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

60th percentile

$24,480

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

63%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$655,330

Up $36,064 (+5.8%) from 2023

Liabilities

Up

$7,306

Up $5,713 (+359%) from 2023

Net Assets

Up

$648,024

Up $30,351 (+4.9%) from 2023

Operations
Liabilities / Revenue53rd percentileNet Margin56th percentile

Revenue

Down

$74,938

Down $126,767 (-63%) from 2023

Expenses

Down

$85,714

Down $180,987 (-68%) from 2023

Net Income

Up

-$10,776

Up $54,220 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$800K$600K$400K$200K$0Assets 2013: $459,088Liabilities 2013: $33,355Net Assets 2013: $425,7332013Assets 2014: $524,541Liabilities 2014: $35,235Net Assets 2014: $489,3062014Assets 2015: $495,547Liabilities 2015: $25,116Net Assets 2015: $470,4312015Assets 2016: $458,223Liabilities 2016: $6,893Net Assets 2016: $451,3302016Assets 2017: $510,867Liabilities 2017: $7,023Net Assets 2017: $503,8442017Assets 2018: $552,170Liabilities 2018: $10,662Net Assets 2018: $541,5082018Assets 2019: $564,626Liabilities 2019: $5,939Net Assets 2019: $558,6872019Assets 2020: $562,689Liabilities 2020: $17,754Net Assets 2020: $544,9352020Assets 2021: $716,173Liabilities 2021: $3,137Net Assets 2021: $713,0362021Assets 2022: $659,000Liabilities 2022: $19,383Net Assets 2022: $639,6172022Assets 2023: $619,266Liabilities 2023: $1,593Net Assets 2023: $617,6732023Assets 2024: $655,330Liabilities 2024: $7,306Net Assets 2024: $648,0242024

Highlighted filing

2024

Assets$655,330
Liabilities$7,306
Net Assets$648,024
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$300K$200K$100K$0-$100KRevenue 2013: $127,945Expenses 2013: $116,572Net Income 2013: $11,3732013Revenue 2014: $165,507Expenses 2014: $104,110Net Income 2014: $61,3972014Revenue 2015: $80,148Expenses 2015: $97,489Net Income 2015: -$17,3412015Revenue 2016: $67,171Expenses 2016: $74,229Net Income 2016: -$7,0582016Revenue 2017: $144,427Expenses 2017: $102,816Net Income 2017: $41,6112017Revenue 2018: $95,253Expenses 2018: $86,541Net Income 2018: $8,7122018Revenue 2019: $75,871Expenses 2019: $76,661Net Income 2019: -$7902019Revenue 2020: $120,114Expenses 2020: $136,985Net Income 2020: -$16,8712020Revenue 2021: $107,970Expenses 2021: $65,904Net Income 2021: $42,0662021Revenue 2022: $156,029Expenses 2022: $134,748Net Income 2022: $21,2812022Revenue 2023: $201,705Expenses 2023: $266,701Net Income 2023: -$64,9962023Revenue 2024: $74,938Expenses 2024: $85,714Net Income 2024: -$10,7762024

Highlighted filing

2024

Revenue$74,938
Expenses$85,714
Net Income-$10,776
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$655,330
Liabilities
$7,306
Net assets
$648,024
Revenue
$74,938
Expenses
$85,714
Net income
-$10,776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.55$0.07$6.48$0.75$0.86$0.11
2023Detailed filing. Detailed filing data is available for this year.$6.19$0.02$6.18$2.02$2.67$0.65
2022Detailed filing. Detailed filing data is available for this year.$6.59$0.19$6.40$1.56$1.35$0.21
2021Detailed filing. Detailed filing data is available for this year.$7.16$0.03$7.13$1.08$0.66$0.42
2020Detailed filing. Detailed filing data is available for this year.$5.63$0.18$5.45$1.20$1.37$0.17
2019Detailed filing. Detailed filing data is available for this year.$5.65$0.06$5.59$0.76$0.77$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.52$0.11$5.42$0.95$0.87$0.09
2017Detailed filing. Detailed filing data is available for this year.$5.11$0.07$5.04$1.44$1.03$0.42
2016Detailed filing. Detailed filing data is available for this year.$4.58$0.07$4.51$0.67$0.74$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.96$0.25$4.70$0.80$0.97$0.17
2014Detailed filing. Detailed filing data is available for this year.$5.25$0.35$4.89$1.66$1.04$0.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$0.33$4.26$1.28$1.17$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 19, 2025
Return Version
2023v6.0
Gross Receipts
$112,834
Mission and Program Overview

Mission

To promote charitable giving for qualified organizations.

To promote charitable giving for qualified organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$492,770$543,398▲ $50,628
Savings and Temporary Cash Investments$116,098$104,241▼ $11,857
Accounts Receivable$2,756$3,275▲ $519
Prepaid Expenses and Deferred Charges$2,500$2,500→ $0
Cash and Non-Interest-Bearing Accounts$5,142$1,916▼ $3,226
Total Assets$619,266$655,330▲ $36,064
Liabilities
Other Liabilities$330$4,806▲ $4,476
Accounts Payable and Accrued Expenses$1,263$2,500▲ $1,237
Total Liabilities$1,593$7,306▲ $5,713
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$617,673$648,024▲ $30,351
Total Net Assets Fund Balance$617,673$648,024▲ $30,351
Total Liabilities and Net Assets / Fund Balance$619,266$655,330▲ $36,064
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleOtherTotal
Patricia BellExecutive Secretary$24,480$24,480

Board Members and Trustees

NameTitle
Dan DetrickPresident
Steve BelcherPresident Elect
Carolann SwansonVice President
Bob SheehanDirector
Cynthia DuffDirector
Dylan GeraciDirector
Gary HowingtonDirector
Sarah MackDirector
Skip CampDirector
Cary KleinfieldSecretary
Angel BraceroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$86,994
Program Service Revenue
$0
Investment Income
$9,722
Other Revenue
$-21,778
All Other Contributions
$15,037
Change in Net Assets
$-10,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$79,033
Other Expenses$6,681
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,533--$60,533
Grants to Domestic Individuals$18,500--$18,500
Fees for Services Accounting-$4,659-$4,659
Office Expenses-$1,344-$1,344
Information Technology-$308-$308
Other Expenses$220$150-$150
Total Functional Expenses$79,253$6,461$0$85,714
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,896
Fundraising Gross Income$16,118
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$68,674$11,060$8,145$2,915
Concert$14,343$2,520$1,768$752
Total Events$88,075$16,118$37,896$-21,778
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Other Organizations$4,806
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of the form 990 is provided via email to all directors prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors, and employees are required to disclose any real or perceived conflicts of interest, in writing, to the president of the club or to the board of directors. These written disclosures are required as potential conflicts arise. All potential conflicts are reviewed by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Fort Myers Rotary Trust Fund
EIN
30-6254864
Phone
2393328158
Address
2500 FIRST STREET, FORT MYERS, FL 33901

Signing Officer

Name
Dan Detrick
Title
President
Phone
2393328158
Signed
2025-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Detrick
Formed
1995
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
101

Preparer

Firm
Cliftonlarsonallen Llp
Address
4501 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL 34103-3548
Preparer
Amelia Cooper
Phone
2392628686
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt041127
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0617673
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0648024
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01344
IRS990/OfficeExpensesGrp/TotalAmt01344
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIP ACTIVITIES
IRS990/OtherExpensesGrp/Desc1REGISTRATION FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0150
IRS990/OtherExpensesGrp/ProgramServicesAmt0220
IRS990/OtherExpensesGrp/TotalAmt0220
IRS990/OtherExpensesGrp/TotalAmt1150
IRS990/OtherLiabilitiesGrp/BOYAmt0330
IRS990/OtherLiabilitiesGrp/EOYAmt04806
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02500
IRS990/PrincipalOfficerNm0DAN DETRICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0196997
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0260020
IRS990/PYInvestmentIncomeAmt010173
IRS990/PYOtherExpensesAmt06681
IRS990/PYOtherRevenueAmt0-5465
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-64996
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0266701
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0201705
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-10776
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0116098
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0104241
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING REVENUE - 2019 AMOUNT: $ 24,227. 2020 AMOUNT: $ 9,076. 2021 AMOUNT: $ 66,402. 2022 AMOUNT: $ 25,976. 2023 AMOUNT: $ 12,617. GAMING REVENUE - 2022 AMOUNT: $ 8,300. MISC REVENUE - 2023 AMOUNT: $ 1.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt086994
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0196997
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0203433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt098686
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0119653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0705763
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010173
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09126
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09555
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt047904
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012618
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt034276
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt066402
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09076
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt024227
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0146599
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57740
IRS990ScheduleA/PublicSupportPY170Pct00.57210
IRS990ScheduleA/PublicSupportTotal170Amt0519849
IRS990ScheduleA/SubstantialContributorsTotAmt0185914
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt086994
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0196997
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0203433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt098686
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0119653
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0705763
IRS990ScheduleA/TotalSupportAmt0900266
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04806
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OTHER ORGANIZATIONS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt04806
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt071957
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt057614
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt011823
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt02520
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037896
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt03738
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04038
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CONCERT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0293
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02313
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt02510
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05116
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt068674
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05058
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt088075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02538
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016118
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-21778
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03500
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0471
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010384
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01768
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05035
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05823
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010858
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS THAT REQUEST FUNDS FROM THE TRUST ARE REQUIRED TO INDICATE THEIR INTENDED USE OF THE FUNDS, AND UPON REQUEST, PROVIDE A COPY OF THEIR FINANCIAL STATEMENTS FOR REVIEW TO ENSURE COMPLIANCE WITH THE REQUEST. FOR INDIVIDUAL SCHOLARSHIPS, THE ELIGIBILITY REQUIREMENTS INCLUDE: - TWO LETTERS OF RECOMMENDATION: ONE FROM AN ACADEMIC REFERENCE, SUCH AS A TEACHER OR GUIDANCE COUNSELOR, AND ONE FROM SOMEONE OUTSIDE THE STUDENT'S EDUCATIONAL INSTITUTION, SUCH AS A COMMUNITY LEADER, EMPLOYER, OR BUSINESS OWNER. - ESSAY (MINIMUM 500 WORDS, 12 PT. FONT, DOUBLE SPACED) EXPLAINING FUTURE GOALS, COMMUNITY INVOLVEMENT, AND A GENERAL KNOWLEDGE/UNDERSTANDING OF ROTARY. - RESUME WITH OUTLINE OF ACCOMPLISHMENTS. - COPY OF HIGH SCHOOL TRANSCRIPT OR COLLEGE TRANSCRIPT. BOTH HIGH SCHOOL AND COLLEGE TRANSCRIPTS ARE REQUIRED IF THE APPLICANT/STUDENT IS IN THEIR FIRST YEAR OF COLLEGE. MINIMUM 3.0 GPA (UNWEIGHTED). THE GRANT ALLOCATIONS COMMITTEE (GAC) IS RESPONSIBLE FOR REVIEWING REQUESTS FOR THE CLUB'S GRANTS. THE GAC REVIEWS GRANT APPLICATIONS AND MAKES THE APPROPRIATE RECOMMENDATIONS TO THE CLUB'S BOARD OF DIRECTORS ACTING AS TRUSTEES OF THE TRUST FUND. THE MAXIMUM GRANT REQUEST IS TYPICALLY $3,000.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE FORM 990 IS PROVIDED VIA EMAIL TO ALL DIRECTORS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS, DIRECTORS, AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY REAL OR PERCEIVED CONFLICTS OF INTEREST, IN WRITING, TO THE PRESIDENT OF THE CLUB OR TO THE BOARD OF DIRECTORS. THESE WRITTEN DISCLOSURES ARE REQUIRED AS POTENTIAL CONFLICTS ARISE. ALL POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL FT MYERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0596134931
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ROTARY CLUB
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02101 MCGREGOR BLVD STE 102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FORT MYERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033901
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

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