Civic Intelligence

The Rotary Club of Clearwater Charities Inc

990 • Fiscal year 2014 • EIN 51-0188524

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 27, 2014

Organization ProfileWWW.CLEARWATERROTARY.ORG
PO Box 82233757

(727) 510-4812

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$788,852

Up $116,064 (+17%) from 2013

Net Assets

Up

$788,852

Up $116,294 (+17%) from 2013

Liabilities

Down

$0

Down $230 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin96th percentile

Revenue

$57,088

No earlier filing loaded for comparison.

Expenses

Up

$15,892

Up $4,227 (+36%) from 2013

Net Income

$41,196

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $550,601Liabilities 2011: $230Net Assets 2011: $550,3712011Assets 2012: $598,756Liabilities 2012: $230Net Assets 2012: $598,5262012Assets 2013: $672,788Liabilities 2013: $230Net Assets 2013: $672,5582013Assets 2014: $788,852Liabilities 2014: $0Net Assets 2014: $788,8522014Assets 2015: $831,219Liabilities 2015: $0Net Assets 2015: $831,2192015Assets 2016: $900,099Liabilities 2016: $0Net Assets 2016: $900,0992016Assets 2017: $1,016,612Liabilities 2017: $0Net Assets 2017: $1,016,6122017Assets 2018: $1,199,532Liabilities 2018: $0Net Assets 2018: $1,199,5322018Assets 2019: $1,229,558Liabilities 2019: $0Net Assets 2019: $1,229,5582019Assets 2020: $1,205,152Liabilities 2020: $0Net Assets 2020: $1,205,1522020Assets 2021: $1,512,907Liabilities 2021: $0Net Assets 2021: $1,512,9072021Assets 2022: $1,343,043Liabilities 2022: $0Net Assets 2022: $1,343,0432022Assets 2023: $1,475,183Liabilities 2023: $0Net Assets 2023: $1,475,1832023Assets 2024: $1,649,305Liabilities 2024: $0Net Assets 2024: $1,649,3052024

Highlighted filing

2014

Assets$788,852
Liabilities$0
Net Assets$788,852
Open 2014 Filing

Operations Trend

Revenue Growth80th percentile

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

$150K$100K$50K$0Revenue 2011: $24,927Expenses 2011: $8,170Net Income 2011: $16,7572011Expenses 2012: $11,2182012Expenses 2013: $11,6652013Revenue 2014: $57,088Expenses 2014: $15,892Net Income 2014: $41,1962014Revenue 2015: $59,843Expenses 2015: $17,744Net Income 2015: $42,0992015Revenue 2016: $72,839Expenses 2016: $13,146Net Income 2016: $59,6932016Revenue 2017: $86,524Expenses 2017: $23,233Net Income 2017: $63,2912017Revenue 2018: $146,100Expenses 2018: $17,945Net Income 2018: $128,1552018Revenue 2019: $81,247Expenses 2019: $55,998Net Income 2019: $25,2492019Revenue 2020: $16,560Expenses 2020: $16,032Net Income 2020: $5282020Revenue 2021: $118,254Expenses 2021: $61,238Net Income 2021: $57,0162021Revenue 2022: $82,599Expenses 2022: $46,463Net Income 2022: $36,1362022Revenue 2023: $83,521Expenses 2023: $19,878Net Income 2023: $63,6432023Revenue 2024: $56,281Expenses 2024: $20,905Net Income 2024: $35,3762024

Highlighted filing

2014

Revenue$57,088
Expenses$15,892
Net Income$41,196
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 27, 2014
Return Version
2013v3.0
Gross Receipts
$236,419
Mission and Program Overview

Mission

To provide a mechanism whereby rotarians and others can make gifts which will promote and support local humanitarian or charitable projects as recommended by the directors of the rotary club of clearwater and approved by the trustees of the endowment trust fund

To promote and support local humanitarian and charitable projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$567,744$694,679▲ $126,935
Savings and Temporary Cash Investments$99,627$81,676▼ $17,951
Cash and Non-Interest-Bearing Accounts$5,417$12,497▲ $7,080
Total Assets$672,788$788,852▲ $116,064
Liabilities
Other Liabilities$230$0▼ $230
Total Liabilities$230$0▼ $230
Net Assets / Fund Balance
Permanently Rstr Net Assets$633,125$694,678▲ $61,553
Unrestricted Net Assets$38,485$85,401▲ $46,916
Temporarily Rstr Net Assets$948$8,773▲ $7,825
Total Net Assets Fund Balance$672,558$788,852▲ $116,294
Total Liabilities and Net Assets / Fund Balance$672,788$788,852▲ $116,064

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$634,073$15,653▲ $66,133$7,829$703,451
2012$560,996$15,293▲ $68,112$6,374$634,073
2011$505,797$66,676▼ $5,216$2,983$560,996
2010$418,610$7,450▲ $83,199$251$505,797
2009$359,297$20,044▲ $50,534$8,482$418,610
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Neil BrickfieldChairman
Andy NallVice Chairman
Alice YoungDirector
Chip KuykendallDirector
Gary RegoliDirector
Richard NicholsDirector
Scott GoyerDirector
Terry SimmonsDirector
Amanda FisherSecretary
Bob a Burwell SrTreasurer, Exofficio
Revenue and Support

Revenue Composition

Contributions and Grants
$16,463
Program Service Revenue
$0
Investment Income
$38,465
Other Revenue
$2,160
All Other Contributions
$16,463
Change in Net Assets
$41,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,980
Other Expenses$6,912
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,980--$8,980
Fees for Service Investment Mgmnt Fees-$4,579-$4,579
Fees for Services Accounting-$1,913-$1,913
Office Expenses-$420-$420
Total Functional Expenses$8,980$6,912$0$15,892
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$2,160
Gaming Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 11

“Form 990 is reviewed by the board president and the treasurer prior to filing and an electronic copy is made available for other board members who are interested in reviewing the form.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
51-0188524
Phone
7275104812

Signing Officer

Name
Neil Brickfield
Title
Chairman
Phone
7275104812
Signed
2014-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Neil Brickfield
Formed
1974
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
105

Preparer

Preparer
Betty Isler CPA
Phone
7274463058
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are held to support local humanitarian or charitable projects as recommended by the directors of the rotary club of clearwater and approved by the trustees of the endowment trust fund.”

Raw XML Appendix392 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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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.01250
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04579
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0634073
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt015653
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0703451
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt066133
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt07829
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03954
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0560996
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt015293
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0634073
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068112
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt06374
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03278
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0505797
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt066676
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0560996
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5216
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02983
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03211
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0418610
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07450
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0505797
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt083199
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0251
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02783
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0359297
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt020044
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0418610
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050534
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt08482
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.98750
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE HELD TO SUPPORT LOCAL HUMANITARIAN OR CHARITABLE PROJECTS AS RECOMMENDED BY THE DIRECTORS OF THE ROTARY CLUB OF CLEARWATER AND APPROVED BY THE TRUSTEES OF THE ENDOWMENT TRUST FUND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE BOARD PRESIDENT AND THE TREASURER PRIOR TO FILING AND AN ELECTRONIC COPY IS MADE AVAILABLE FOR OTHER BOARD MEMBERS WHO ARE INTERESTED IN REVIEWING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0948
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt08773
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0672788
IRS990/TotalAssetsEOYAmt0788852
IRS990/TotalAssetsGrp/BOYAmt0672788
IRS990/TotalAssetsGrp/EOYAmt0788852
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt016463
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06912
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08980
IRS990/TotalFunctionalExpensesGrp/TotalAmt015892
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0230
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0230
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0672558
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0788852
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08980
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040625
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057088
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0105
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0672788
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0788852
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt038485
IRS990/UnrestrictedNetAssetsGrp/EOYAmt085401
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 822
IRS990/USAddress/City0CLEARWATER
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode033757
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.CLEARWATERROTARY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NEIL BRICKFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07275104812
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE ROTARY CLUB OF CLEARWATER CHARITIES INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0510188524
ReturnHeader/Filer/PhoneNum07275104812
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 822
ReturnHeader/Filer/USAddress/City0CLEARWATER
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033757
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273605969
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101401 COURT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CLEARWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0337566146
ReturnHeader/PreparerPersonGrp/PhoneNum07274463058
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETTY ISLER CPA
ReturnHeader/ReturnTs02014-11-06T12:08:05-06:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$788,852
Liabilities
$0
Net assets
$788,852
Revenue
$57,088
Expenses
$15,892
Net income
$41,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.06$0.02$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.08$0.02$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.12$0.06$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.15$0.02$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.09$0.02$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.07$0.01$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.06$0.02$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.06$0.02$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.01
2011Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.02$0.01$0.02