Civic Intelligence

Rotary International Daphne-Spanish Fort Rotary Club

990EZ • Fiscal year 2014 • EIN 58-1861072

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 15, 2015

Organization ProfileN/A
PO Box 2900 - 2202 Main StDaphne, AL 36526

(251) 626-9644

Siviq Scores

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

Liabilities / Assets

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.17x

Higher debt load relative to revenue than 81% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

29th percentile

-5.6%

Higher net margin than 29% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

58th percentile

4.8%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

29%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$39,966

Up $1,814 (+4.8%) from 2013

Net Assets

Down

$33,888

Down $2,839 (-7.7%) from 2013

Liabilities

Up

$6,078

Up $4,653 (+327%) from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin29th percentile

Revenue

Up

$36,347

Up $8,255 (+29%) from 2013

Expenses

Up

$38,394

Up $9,809 (+34%) from 2013

Net Income

Down

-$2,047

Down $1,554 (-315%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$60K$40K$20K$0Assets 2010: $45,707Liabilities 2010: $4,336Net Assets 2010: $41,3712010Assets 2011: $52,735Liabilities 2011: $9,198Net Assets 2011: $43,5372011Assets 2012: $39,108Liabilities 2012: $1,8882012Assets 2013: $38,152Liabilities 2013: $1,425Net Assets 2013: $36,7272013Assets 2014: $39,966Liabilities 2014: $6,078Net Assets 2014: $33,8882014Assets 2015: $29,924Liabilities 2015: $1,735Net Assets 2015: $28,1892015Assets 2016: $29,353Liabilities 2016: $1,480Net Assets 2016: $27,8732016Assets 2017: $31,451Liabilities 2017: $159Net Assets 2017: $31,2922017Assets 2018: $45,691Liabilities 2018: $1,943Net Assets 2018: $43,7482018

Highlighted filing

2014

Assets$39,966
Liabilities$6,078
Net Assets$33,888
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $46,980Expenses 2010: $44,469Net Income 2010: $2,5112010Revenue 2011: $43,968Expenses 2011: $42,385Net Income 2011: $1,5832011Revenue 2012: $32,383Expenses 2012: $39,105Net Income 2012: -$6,7222012Revenue 2013: $28,092Expenses 2013: $28,585Net Income 2013: -$4932013Revenue 2014: $36,347Expenses 2014: $38,394Net Income 2014: -$2,0472014Revenue 2015: $22,709Expenses 2015: $28,408Net Income 2015: -$5,6992015Revenue 2016: $20,337Expenses 2016: $20,653Net Income 2016: -$3162016Revenue 2017: $23,055Expenses 2017: $19,636Net Income 2017: $3,4192017Revenue 2018: $23,939Expenses 2018: $12,492Net Income 2018: $11,4472018

Highlighted filing

2014

Revenue$36,347
Expenses$38,394
Net Income-$2,047
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 15, 2015
Return Version
2013v4.0
Gross Receipts
$43,294
Mission and Program Overview

Mission

Local Club of International Service Organization

Program Services

DescriptionGrantsExpenses
Rotary motto is Service Above Self - Our Programs included funds for local 12 High School Athletes, Underpriv Children Christmas Party for 120+,Education = SEEDS and SFEF, Etc.$5,000$38,394
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT KOZERDirector-$0--
BRAD PITTPresidentPT$0--
BEVERLEY ALLENDirectorPT$0--
CLEVE GANTDirector-$0--
LINDSEY BONEYTreasurerPT$0--
STARK IRVINEPast PresidentPT$0--
LINDA MONGDirectorPT$0--
GREG GONTARSKIDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$11,961$11,961$3,897$8,064
Event 2$5,840$5,840$3,050$2,790
Total Events$17,801$17,801$6,947$10,854
Filing and Contact Details

Filer

EIN
58-1861072
Phone
2516269644

Signing Officer

Name
Beverley Allen
Title
Director
Phone
2516269644
Signed
2015-02-15

Preparer

Preparer
Jeff F Allen CPA
Phone
2516269644
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Monday meals members 9286. Monday meals - guests 430.”

Form 990EZ, Part I, Line 16

“Club administration & meals 12305. Rotary international & district dues 2557. Club projects 20732. Dsg grant expenditures 2800.”

Form 990EZ, Part I, Line 20

“ACCOUNTS PAYABLE -792.”

Form 990EZ, Part II, Line 24

“Software & camera 995. 995.”

Form 990EZ, Part II, Line 26

“Youth exchange funds 339. 339. Joker ticket drawing 440. 322. Member foundation contributions 646. 617. Accounts payable 0. 4800.”

Form 990, Part IX, Line 24F

“GOLF TOURNAMENT”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum02516269644
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102206 Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/City0Daphne
IRS990EZ/BooksInCareOfDetail/USAddress/State0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode036526
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037157
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038971
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08969
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2047
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038152
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039966
IRS990EZ/FundraisingGrossIncomeAmt017801
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt043294
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0141
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06667
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036727
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033888
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036727
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033888
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT KOZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRAD PITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BEVERLEY ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLEVE GANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDSEY BONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STARK IRVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LINDA MONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GREG GONTARSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0995
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0995
IRS990EZ/OtherChangesInNetAssetsAmt0-792
IRS990EZ/OtherExpensesTotalAmt038394
IRS990EZ/OtherRevenueTotalAmt09716
IRS990EZ/PrimaryExemptPurposeTxt0Local Club of International Service Organization
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Rotary motto is Service Above Self - Our Programs included funds for local 12 High School Athletes, Underpriv Children Christmas Party for 120+,Education = SEEDS and SFEF, Etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038394
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06947
IRS990EZ/SpecialEventsNetIncomeLossAmt010854
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01425
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06078
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038394
IRS990EZ/TotalProgramServiceExpensesAmt038394
IRS990EZ/TotalRevenueAmt036347
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017801
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017801
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Poinsetta Sales
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010854
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06947
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03897
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MONDAY MEALS MEMBERS 9286. MONDAY MEALS - GUESTS 430.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLUB ADMINISTRATION & MEALS 12305. ROTARY INTERNATIONAL & DISTRICT DUES 2557. CLUB PROJECTS 20732. DSG GRANT EXPENDITURES 2800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE -792.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOFTWARE & CAMERA 995. 995.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4YOUTH EXCHANGE FUNDS 339. 339. JOKER TICKET DRAWING 440. 322. MEMBER FOUNDATION CONTRIBUTIONS 646. 617. ACCOUNTS PAYABLE 0. 4800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOLF TOURNAMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24f
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLEY ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02516269644
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary International Daphne-Spanish Fort Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0581861072
ReturnHeader/Filer/PhoneNum02516269644
ReturnHeader/Filer/USAddress/AddressLine10PO Box 2900 - 2202 Main St
ReturnHeader/Filer/USAddress/City0Daphne
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode036526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Allen Allen & Foster LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 2900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Daphne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0365262900
ReturnHeader/PreparerPersonGrp/PhoneNum02516269644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF F ALLEN CPA
ReturnHeader/ReturnTs02015-02-16T16:39:04-08:00
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
$39,966
Liabilities
$6,078
Net assets
$33,888
Revenue
$36,347
Expenses
$38,394
Net income
-$2,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.7$1.94$43.7$23.9$12.5$11.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.5$0.16$31.3$23.1$19.6$3.42
2016Detailed filing. Detailed filing data is available for this year.$29.4$1.48$27.9$20.3$20.7$0.32
2015Detailed filing. Detailed filing data is available for this year.$29.9$1.74$28.2$22.7$28.4$5.70
2014Detailed filing. Detailed filing data is available for this year.$40.0$6.08$33.9$36.3$38.4$2.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.2$1.43$36.7$28.1$28.6$0.49
2012Summary only. Only limited summary data is available for this year.$39.1$1.89$32.4$39.1$6.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.7$9.20$43.5$44.0$42.4$1.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.7$4.34$41.4$47.0$44.5$2.51
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits