Civic Intelligence

Rotary International Daphne-Spanish Fort Rotary Club

990EZ • Fiscal year 2016 • EIN 58-1861072

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

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

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.07x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

38th percentile

-1.6%

Higher net margin than 38% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-1.9%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-10%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$29,353

Down $571 (-1.9%) from 2015

Net Assets

Down

$27,873

Down $316 (-1.1%) from 2015

Liabilities

Down

$1,480

Down $255 (-15%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin38th percentile

Revenue

Down

$20,337

Down $2,372 (-10%) from 2015

Expenses

Down

$20,653

Down $7,755 (-27%) from 2015

Net Income

Up

-$316

Up $5,383 (+94%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2016

Assets$29,353
Liabilities$1,480
Net Assets$27,873
Open 2016 Filing

Operations Trend

Revenue Growth30th 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

2016

Revenue$20,337
Expenses$20,653
Net Income-$316
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$26,437
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.-$20,653
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI DAUGHERTYPresident Elect-$0--
DAVID BROWNPresidentPT$0--
BEVERLEY ALLENDirectorPT$0--
KATHRYN PEARSONDirector VP-$0--
JESSICA KELLERTreasurerPT$0--
BRAD PITTPast PresidentPT$0--
LINDA MONGDirectorPT$0--
GREG GONTARSKIDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament----
Poinsetta Sales----
Filing and Contact Details

Filer

Filer Name
Rotary International Daphne-Spanish Fort Rotary Club
EIN
58-1861072
Phone
2516269644
Address
PO Box 2900 - 2202 Main St, Daphne, AL 36526

Signing Officer

Name
Beverley Allen
Title
Director
Phone
2516269644
Signed
2017-02-15

Preparer

Firm
Allen Allen & Foster LLP
Address
2202 Main Street, Daphne, AL 36526-2900
Preparer
Jeff F Allen CPA
Phone
2516269644
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Monday Meals Members 7720.”

Form 990EZ, Part I, Line 8

“Monday Meals - Guests 65.”

Form 990EZ, Part I, Line 16

“Club Administration & Meals 7937.”

Form 990EZ, Part I, Line 16

“Rotary International & District Dues 2584.”

Form 990EZ, Part I, Line 16

“Club Projects 8640.”

Form 990EZ, Part I, Line 16

“Club Awards 942.”

Form 990EZ, Part I, Line 16

“RYLA 550.”

Form 990EZ, Part II, Line 24

“Software & Camera 998. 995.”

Form 990EZ, Part II, Line 26

“Youth Exchange Funds 339. 339.”

Form 990EZ, Part II, Line 26

“Member Foundation Contributions 328. 141.”

Form 990EZ, Part II, Line 26

“Accounts Payable 1000. 1000.”

Form 990EZ, Part II, Line 26

“Joker Ticket Drawing 68.”

Form 990, Part IX, Line 24E

“Golf Tournament”

Raw XML Appendix148 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/PersonNm0TRESDIRECTOR
IRS990EZ/BooksInCareOfDetail/PhoneNum02516269644
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02202 Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Daphne
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036526
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028926
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028358
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0245
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-316
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029924
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029353
IRS990EZ/FundraisingGrossIncomeAmt011431
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt026437
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0103
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05873
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028189
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027873
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028189
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027873
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/PersonNm0KRISTI DAUGHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BEVERLEY ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHRYN PEARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA KELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRAD PITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LINDA MONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GREG GONTARSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0998
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0995
IRS990EZ/OtherExpensesTotalAmt020653
IRS990EZ/OtherRevenueTotalAmt07785
IRS990EZ/PrimaryExemptPurposeTxt0Local Club of International Service Organization
IRS990EZ/ProgramServiceRevenueAmt01000
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/ProgramServiceExpensesAmt020653
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06100
IRS990EZ/SpecialEventsNetIncomeLossAmt05331
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01735
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01480
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020653
IRS990EZ/TotalProgramServiceExpensesAmt020653
IRS990EZ/TotalRevenueAmt020337
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Poinsetta Sales
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Monday Meals Members 7720.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Monday Meals - Guests 65.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Club Administration & Meals 7937.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rotary International & District Dues 2584.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Club Projects 8640.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Club Awards 942.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RYLA 550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Software & Camera 998. 995.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Youth Exchange Funds 339. 339.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Member Foundation Contributions 328. 141.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable 1000. 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Joker Ticket Drawing 68.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Golf Tournament
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLEY ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02516269644
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Daphne-Spanish Fort Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0581861072
ReturnHeader/Filer/PhoneNum02516269644
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2900 - 2202 Main St
ReturnHeader/Filer/USAddress/CityNm0Daphne
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allen Allen & Foster LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02202 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Daphne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0365262900
ReturnHeader/PreparerPersonGrp/PhoneNum02516269644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF F ALLEN CPA
ReturnHeader/ReturnTs02017-02-15T14:55:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,353
Liabilities
$1,480
Net assets
$27,873
Revenue
$20,337
Expenses
$20,653
Net income
-$316
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. 2016 filings • 501(c)4 • <$500k nonprofits