Civic Intelligence

Rotary International Daphne-Spanish Fort Rotary Club

990EZ • Fiscal year 2017 • EIN 58-1861072

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

63rd percentile

7.1%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

13%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$31,451

Up $2,098 (+7.1%) from 2016

Net Assets

Up

$31,292

Up $3,419 (+12%) from 2016

Liabilities

Down

$159

Down $1,321 (-89%) from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin73rd percentile

Revenue

Up

$23,055

Up $2,718 (+13%) from 2016

Expenses

Down

$19,636

Down $1,017 (-4.9%) from 2016

Net Income

Up

$3,419

Up $3,735 (+1182%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2017

Assets$31,451
Liabilities$159
Net Assets$31,292
Open 2017 Filing

Operations Trend

Revenue Growth74th 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

2017

Revenue$23,055
Expenses$19,636
Net Income$3,419
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$28,410
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.-$28,408
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI DAUGHERTYPresident-$0--
DAVID BROWNPast PresidentPT$0--
BEVERLEY ALLENDirectorPT$0--
KATHRYN PEARSONPresident Elect-$0--
JESSICA KELLERTreasurerPT$0--
SEAN ALVESDirectorPT$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
2018-05-15

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 8040.”

Form 990EZ, Part I, Line 8

“Monday Meals - Guests 400.”

Form 990EZ, Part I, Line 16

“Club Administration & Meals 10100.”

Form 990EZ, Part I, Line 16

“Rotary International & District Dues 2565.”

Form 990EZ, Part I, Line 16

“Club Projects 6543.”

Form 990EZ, Part I, Line 16

“Rotary Family Support 428.”

Form 990EZ, Part II, Line 24

“Software & Camera Net 995. 995.”

Form 990EZ, Part II, Line 26

“Youth Exchange Funds 339. 0.”

Form 990EZ, Part II, Line 26

“Member Foundation Contributions 141. 93.”

Form 990EZ, Part II, Line 26

“Accounts Payable 1000. 0.”

Form 990EZ, Part II, Line 26

“Joker Ticket Drawing 0. 66.”

Form 990, Part IX, Line 24E

“Golf Tournament”

Raw XML Appendix153 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/BOYAmt028358
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030456
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02715
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03419
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029353
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031451
IRS990EZ/FundraisingGrossIncomeAmt010330
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt028410
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0102
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06823
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027873
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031292
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027873
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031292
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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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/PersonNm5SEAN ALVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LINDA MONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GREG GONTARSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0995
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0995
IRS990EZ/OtherExpensesTotalAmt019636
IRS990EZ/OtherRevenueTotalAmt08440
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/ProgramServiceExpensesAmt028408
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05355
IRS990EZ/SpecialEventsNetIncomeLossAmt04975
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01480
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0159
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019636
IRS990EZ/TotalProgramServiceExpensesAmt028408
IRS990EZ/TotalRevenueAmt023055
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Poinsetta Sales
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Monday Meals Members 8040.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Monday Meals - Guests 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Club Administration & Meals 10100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rotary International & District Dues 2565.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Club Projects 6543.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rotary Family Support 428.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Software & Camera Net 995. 995.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Youth Exchange Funds 339. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Member Foundation Contributions 141. 93.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable 1000. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Joker Ticket Drawing 0. 66.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Golf 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 II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
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 990, Part IX, Line 24e
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLEY ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02516269644
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId060A3E5810D633F8025914B61BE10AF51BCB07EAC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId060A3E5810D633F8025914B61BE10AF51BCB07EAC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.62.8.38
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:46:13
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/ReturnTs02018-05-15T09:46:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,451
Liabilities
$159
Net assets
$31,292
Revenue
$23,055
Expenses
$19,636
Net income
$3,419
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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)4 • <$500k nonprofits