Civic Intelligence

Rotary Club of St Augustine Endowment

EIN 46-3760354 • 501(c)3 • St Augustine, FL

Profile

To create a continuing legacy that generates financial resources to fund worthy projects to meet the mission and goals of the rotary club of st. Augustine within the immediate geographic area of st. Augustine, fl.

PO Box 1583St Augustine, FL 32084

www.clubrunner.ca/STAUGUSTINE

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

95th percentile

75%

Higher net margin than 95% 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

68th percentile

9.8%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

8th percentile

-85%

Faster revenue growth than 8% of similar nonprofits.

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

Assets

Up

$251,547

Up $22,469 (+9.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$251,547

Up $22,469 (+9.8%) from 2020

Revenue

Down

$7,881

Down $45,371 (-85%) from 2020

Expenses

Down

$2,004

Down $57,571 (-97%) from 2020

Net Income

Up

$5,877

Up $12,200 (+193%) from 2020

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $162,696Liabilities 2014: $0Net Assets 2014: $162,6962014Assets 2015: $157,565Liabilities 2015: $0Net Assets 2015: $157,5652015Assets 2016: $169,339Liabilities 2016: $0Net Assets 2016: $169,3392016Assets 2019: $222,908Liabilities 2019: $0Net Assets 2019: $222,9082019Assets 2020: $229,078Liabilities 2020: $0Net Assets 2020: $229,0782020Assets 2021: $251,547Liabilities 2021: $0Net Assets 2021: $251,5472021

Highlighted filing

2021

Assets$251,547
Liabilities$0
Net Assets$251,547

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $160,275Expenses 2014: $612Net Income 2014: $159,6632014Revenue 2015: $12,667Expenses 2015: $8,034Net Income 2015: $4,6332015Revenue 2016: $9,627Expenses 2016: $7,100Net Income 2016: $2,5272016Revenue 2019: $14,365Expenses 2019: $18,762Net Income 2019: -$4,3972019Revenue 2020: $53,252Expenses 2020: $59,575Net Income 2020: -$6,3232020Revenue 2021: $7,881Expenses 2021: $2,004Net Income 2021: $5,8772021

Highlighted filing

2021

Revenue$7,881
Expenses$2,004
Net Income$5,877

Filings

Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$12,667
Mission and Program Overview

Mission

To create a continuing legacy that generates financial resources to fund worthy projects to meet the mission and goals of the rotary club of st. Augustine within the immediate geographic area of st. Augustine, fl.

Program Services

DescriptionGrantsExpenses
PROVIDED GRANTS TO OTHER NOT-FOR-PROFIT ORGANIZATIONS THAT MEET THE MISSION & GOALS OF THE ROTARY CLUB OF ST. AUGUSTINE.$0$6,470
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD NEVILLETreasurer-$0--
DAVID UPCHURCHSecretary-$0--
EARL WARDVice Chairman-$0--
CHRIS CALLEGARIBoard Member-$0--
GUY TOMASINOBoard Member-$0--
JAMES CREAMERChair-$0--
JOE BOLESBoard Member-$0--
JIM STEGEPast Chair-$0--
DAVID RICEPast Board Member-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of St Augustine Endowment
EIN
46-3760354
Phone
9043075070
Address
PO BOX 1583, ST AUGUSTINE, FL 32084

Signing Officer

Name
Chris Callegari
Title
Chairman
Phone
9043433087
Signed
2016-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
1301 PLANTATION ISLAND DR STE 205A, ST AUGUSTINE, FL 32080
Preparer
Louise H Anderson CPA
Phone
9044713445
Supplemental Narrative

Additional Explanations

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

Description: dividends. Amount: 1,734. Description: capital gains distributions. Amount: 2,611. Total included on form 990-ez, line 4: 4,345.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: united way of st johns county. Grantee address: 116 bridge st st augustine, fl 32085. Property description: cash. Date of gift: 08/13/15. Amount given: 3,235.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: home again st johns. Grantee address: 1850 sr 207 st augustine, fl 32086. Property description: cash. Date of gift: 08/13/15. Amount given: 3,235. Total included on form 990-ez, line 10: 6,470.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: investment advisory fees. Amount: 803. Description: taxes/licenses. Amount: 61. Total to form 990-ez, line 16: 864.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized loss. Amount: -9,764.

Raw XML Appendix172 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/PersonNm0TODD NEVILLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EARL WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS CALLEGARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GUY TOMASINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES CREAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOE BOLES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAVID RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PAST CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST BOARD MEMBER
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IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherExpensesTotalAmt0864
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO CREATE A CONTINUING LEGACY THAT GENERATES FINANCIAL RESOURCES TO FUND WORTHY PROJECTS TO MEET THE MISSION AND GOALS OF THE ROTARY CLUB OF ST. AUGUSTINE WITHIN THE IMMEDIATE GEOGRAPHIC AREA OF ST. AUGUSTINE, FL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED GRANTS TO OTHER NOT-FOR-PROFIT ORGANIZATIONS THAT MEET THE MISSION & GOALS OF THE ROTARY CLUB OF ST. AUGUSTINE.
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CLUBRUNNER.CA/STAUGUSTINE
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05412
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013734
IRS990ScheduleA/TotalSupportAmt022442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 1,734. DESCRIPTION: CAPITAL GAINS DISTRIBUTIONS. AMOUNT: 2,611. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,345.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNITED WAY OF ST JOHNS COUNTY. GRANTEE ADDRESS: 116 BRIDGE ST ST AUGUSTINE, FL 32085. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/13/15. AMOUNT GIVEN: 3,235.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: HOME AGAIN ST JOHNS. GRANTEE ADDRESS: 1850 SR 207 ST AUGUSTINE, FL 32086. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/13/15. AMOUNT GIVEN: 3,235. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,470.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVESTMENT ADVISORY FEES. AMOUNT: 803. DESCRIPTION: TAXES/LICENSES. AMOUNT: 61. TOTAL TO FORM 990-EZ, LINE 16: 864.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED LOSS. AMOUNT: -9,764.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS CALLEGARI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09043433087
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF ST AUGUSTINE ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0463760354
ReturnHeader/Filer/PhoneNum09043075070
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ReturnHeader/Filer/USAddress/CityNm0ST AUGUSTINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032084
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 PLANTATION ISLAND DR STE 205A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST AUGUSTINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032080
ReturnHeader/PreparerPersonGrp/PhoneNum09044713445
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUISE H ANDERSON CPA
ReturnHeader/ReturnTs02016-11-03T07:20:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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