Civic Intelligence

Rotary International Lakeland

990 • Fiscal year 2014 • EIN 59-0520288

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

PO Box 217133806

(863) 687-2695

Siviq Scores

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

Liabilities / Assets

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.04x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

24th percentile

-9.1%

Higher net margin than 24% 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

11th percentile

-29%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

98th percentile

195%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Down

$61,876

Down $25,445 (-29%) from 2013

Net Assets

$54,619

No earlier filing loaded for comparison.

Liabilities

Down

$7,257

Down $9,431 (-57%) from 2013

Revenue

Up

$175,034

Up $115,655 (+195%) from 2013

Expenses

Up

$191,048

Up $153,903 (+414%) from 2013

Net Income

Down

-$16,014

Down $38,248 (-172%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $55,998Liabilities 2012: $7,5992012Assets 2013: $87,321Liabilities 2013: $16,6882013Assets 2014: $61,876Liabilities 2014: $7,257Net Assets 2014: $54,6192014Assets 2015: $117,735Liabilities 2015: $58,495Net Assets 2015: $59,2402015Assets 2016: $117,591Liabilities 2016: $64,051Net Assets 2016: $53,5402016Assets 2017: $132,304Liabilities 2017: $69,506Net Assets 2017: $62,7982017Assets 2018: $121,736Liabilities 2018: $69,646Net Assets 2018: $52,0902018Assets 2019: $144,897Liabilities 2019: $85,581Net Assets 2019: $59,3162019Assets 2020: $121,712Liabilities 2020: $63,815Net Assets 2020: $57,8972020Assets 2021: $118,753Liabilities 2021: $59,510Net Assets 2021: $59,2432021Assets 2022: $77,929Liabilities 2022: $37,382Net Assets 2022: $40,5472022Assets 2023: $114,499Liabilities 2023: $56,248Net Assets 2023: $58,2512023Assets 2024: $95,569Liabilities 2024: $50,570Net Assets 2024: $44,9992024Assets 2025: $125,866Liabilities 2025: $101,143Net Assets 2025: $24,7232025

Highlighted filing

2014

Assets$61,876
Liabilities$7,257
Net Assets$54,619

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $49,982Expenses 2012: $51,772Net Income 2012: -$1,7902012Revenue 2013: $59,379Expenses 2013: $37,145Net Income 2013: $22,2342013Revenue 2014: $175,034Expenses 2014: $191,048Net Income 2014: -$16,0142014Revenue 2015: $141,230Expenses 2015: $136,609Net Income 2015: $4,6212015Revenue 2016: $108,064Expenses 2016: $113,764Net Income 2016: -$5,7002016Revenue 2017: $121,082Expenses 2017: $111,824Net Income 2017: $9,2582017Revenue 2018: $133,964Expenses 2018: $141,174Net Income 2018: -$7,2102018Revenue 2019: $146,983Expenses 2019: $139,757Net Income 2019: $7,2262019Revenue 2020: $124,034Expenses 2020: $125,453Net Income 2020: -$1,4192020Revenue 2021: $87,151Expenses 2021: $85,805Net Income 2021: $1,3462021Revenue 2022: $135,456Expenses 2022: $154,151Net Income 2022: -$18,6952022Revenue 2023: $102,671Expenses 2023: $84,967Net Income 2023: $17,7042023Revenue 2024: $87,275Expenses 2024: $100,526Net Income 2024: -$13,2512024Revenue 2025: $128,721Expenses 2025: $148,997Net Income 2025: -$20,2762025

Highlighted filing

2014

Revenue$175,034
Expenses$191,048
Net Income-$16,014
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$255,071
Mission and Program Overview

Mission

To encourage and foster the ideal of service as a basis of worthy enterprise

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$47,223$37,615▼ $9,608
Pledges and Grants Receivable$31,122$17,101▼ $14,021
Cash and Non-Interest-Bearing Accounts$400$3,767▲ $3,367
Land, Buildings, and Equipment, Net$2,836$2,376▼ $460
Accounts Receivable$925$725▼ $200
Prepaid Expenses and Deferred Charges$0$292▲ $292
Total Assets$82,506$61,876▼ $20,630
Liabilities
Grants Payable$8,000$3,766▼ $4,234
Accounts Payable and Accrued Expenses$3,000$2,336▼ $664
Deferred Revenue$873$1,155▲ $282
Total Liabilities$11,873$7,257▼ $4,616
Net Assets / Fund Balance
Unrestricted Net Assets$70,633$54,619▼ $16,014
Total Net Assets Fund Balance$70,633$54,619▼ $16,014
Total Liabilities and Net Assets / Fund Balance$82,506$61,876▼ $20,630

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,376$1,383$3,759
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bryce PhilpotPast President
John GriffinPresident
Michelle LedfordPresident Elect
Greg ShellDirector
Jack LowmanDirector
Janice JonesDirector
Keith DeloachDirector
Marsha LeapDirector
Matt BrownDirector
Nate DunhamDirector
Stacy WilliamsDirector
Mark ScolnickSecretary
Fred OetersSergeant-at-arms
Tracy KimbroughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$147,791
Program Service Revenue
$95,077
Investment Income
$155
Other Revenue
$-67,989
All Other Contributions
$1,134
Change in Net Assets
$-16,014

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table3$21,000Fair Market Value (FMV)
Other Non Cash Contri Table2$6,000Fair Market Value (FMV)
Other Non Cash Contri Table2$5,000Fair Market Value (FMV)
Other Non Cash Contri Table9$4,190Fair Market Value (FMV)
Total Noncash Contributions16$36,190-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$102,989
Grants and Similar Amounts Paid$88,059
Total Fundraising Expense$3,833
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$88,059--$88,059
Conferences and Meetings$41,993$4,940$2,470$49,403
Payments to Affiliates$20,318--$20,318
Fees for Services Other$14,068$1,655$827$16,550
Office Expenses$6,248$735$368$7,351
Other Expenses$6,014--$6,014
Information Technology$2,117$249$125$2,491
Depreciation Depletion$604$71$35$710
Insurance$129$15$8$152
Total Functional Expenses$179,550$7,665$3,833$191,048
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
59-1158144-501(c)(3)EXPAND Y'S KINDERGARTEN SWIMMING LESSONS TO NEW SCHOOLS$70,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$80,037
Fundraising Gross Income$12,048
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$158,705$12,048$21,117$-9,069
Total Events$158,705$12,048$80,037$-67,989
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Section 1. Active members (a) the name of a prospective member, proposed by an active member of the club or by the membership development committee, shall be validated by the classifications committee and then be submitted to the board of directors, in writing, through the club secretary. The proposal, for the time being, shall be kept confidential except as otherwise provided in this procedure. (b) the board of directors shall consider and approve or disapprove the application and shall notify the proposer, through the club secretary, of its decision. (c) if the decision of the board is favorable, the proposer shall inform the prospective member of the purposes of rotary and of the privileges and responsibilities of membership in the club. The prospective member shall then attend a rotary information presentation and, if interested in joining the lakeland rotary club, be asked to give his permission for his name and proposed classification to be published to the club. (d) after a prospective member's name has been published, if no written objection to the proposal, stating reasons, is received by the board from any member of the club within ten (10) days, the prospective member, upon payment of his initiation fee and pro-rated dues, as prescribed in article v of these bylaws, shall be considered to be elected to membership. If any objection has been filed with the board of directors, it shall consider the same at any regular or special meeting of the board and shall ballot on the proposed member. If fewer than three (3) negative votes are cast by the members of the board in attendance at such regular or special meeting, the proposed member, upon payment of the prescribed admission fee and pro-rated dues, shall be considered to be elected to membership. Following the member's election to membership as herein provided, the club secretary shall report his name to the general secretary of rotary international. (e) the member shall be formally introduced as a new member at a regular meeting of the club. Section 2. Honorary members the name of a proposed candidate for honorary membership shall be submitted to the board of directors in writing and the election shall be in the same form and manner as prescribed for the election of an active member provided, however, that such proposal may be considered at any regular or special meeting of the board and that the board may, at its discretion, waive any of the steps as set forth in section i of this article and proceed to ballot on the proposed member. If fewer than four (4) negative votes are cast by the members of the board in attendance at the regular or special meeting, the proposed member shall be considered duly elected.

Form 990, Part VI, Section A, Line 7A

Section 1. Nomination of directors at the second regular meeting in december of each year, nominations shall be made as follows: a ballot containing the names of all who have been members of the rotary club of lakeland for a minimum of one (1) year and who are eligible for election to the board of directors (all members in good standing, except the president, the vice president, the president-elect, the president-elect-elect, and the current directors) shall be distributed to the members present. "member in good standing" shall mean current dues have been received and the member's club attendance record shall be above sixty percent (60%). Each member shall vote for six (6) members. The votes shall be tallied by a committee of past presidents appointed by the president. The six (6) members receiving the highest number of votes shall be declared nominated. A nominating committee, consisting of the president and the four (4) immediate past presidents who are still members of the club, then shall nominate two (2) additional members. Members nominated by the club shall be given the opportunity to decline such nomination, and in the event of such declination or if for any other reason a nominee is unable to stand for election, successive members receiving the highest number of votes shall be declared nominated. Members nominated by the nominating committee shall be given the same opportunity to decline. Provisions for absentee ballots shall be made by the board of directors. There shall be no proxy votes. Section 2. Election and term of directors the eight (8) nominees shall be placed on a ballot in alphabetical order and an election held at the third (3rd) regular meeting in january of each year. Each member shall vote for four (4) members. The four (4) nominees receiving the highest number of votes shall be declared elected for a term of two (2) years, beginning the following july 1st. In the event of a tie, a run-off election will be held at the same meeting with the member or members necessary to fill the four (4) directorships declared elected. The board of directors shall make provisions for absentee ballots. There shall be no proxy votes.

Form 990, Part VI, Section B, Line 11

A complete copy of the form 990 is provided to the organization's entire board of directors for review before it is filed.

Form 990, Part VI, Section C, Line 19

The organization makes their governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
59-0520288
Phone
8636872695

Signing Officer

Name
Tracy Kimbrough
Title
Treasurer
Phone
8636888841
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Griffin
Formed
1958
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
500

Preparer

Preparer
Janice Jones
Phone
8636805600
Raw XML AppendixShowing 400 of 465 raw XML fields

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IRS990/GrantsToDomesticOrgsGrp/TotalAmt088059
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0255071
IRS990/GroupExemptionNum00573
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0125
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0249
IRS990/InformationTechnologyGrp/ProgramServicesAmt02117
IRS990/InformationTechnologyGrp/TotalAmt02491
IRS990/InsuranceGrp/FundraisingAmt08
IRS990/InsuranceGrp/ManagementAndGeneralAmt015
IRS990/InsuranceGrp/ProgramServicesAmt0129
IRS990/InsuranceGrp/TotalAmt0152
IRS990/InvestmentIncomeGrp/ExclusionAmt0155
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0155
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01383
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt02376
IRS990/LandBldgEquipCostOrOtherBssAmt03759
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt070633
IRS990/NetAssetsOrFundBalancesEOYAmt054619
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-67989
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-67989
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt036190
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OfficeExpensesGrp/FundraisingAmt0368
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0735
IRS990/OfficeExpensesGrp/ProgramServicesAmt06248
IRS990/OfficeExpensesGrp/TotalAmt07351
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt06014
IRS990/OtherExpensesGrp/TotalAmt06014
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt020318
IRS990/PaymentsToAffiliatesGrp/TotalAmt020318
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt031122
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt017101
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0292
IRS990/PrincipalOfficerNm0JOHN GRIFFIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1MEETINGS AND FELLOWSHI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt049560
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt145517
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt049560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt145517
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-16014
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt095077
IRS990/SavingsAndTempCashInvstGrp/BOYAmt047223
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037615
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02376
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01383
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03759
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02376
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0146657
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0146657
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt080037
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt013448
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt013448
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt030329
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt030329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0158705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0158705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012048
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CHILD OF THE SUN JAZZ FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-67989
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04190
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04190
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021117
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021117
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010953
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010953
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt070000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EXPAND Y'S KINDERGARTEN SWIMMING LESSONS TO NEW SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10YMCA OF WEST CENTRAL FLORIDA
IRS990ScheduleI/RecipientTable/RecipientEIN0591158144
IRS990ScheduleI/RecipientTable/USAddress/AddressLine103620 CLEVELAND HEIGHTS BLVD
IRS990ScheduleI/RecipientTable/USAddress/City0LAKELAND
IRS990ScheduleI/RecipientTable/USAddress/State0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode033803
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE PAID THROUGH THE GIVEWELL COMMUNITY FOUNDATION - THEY MONITOR THE USE OF GRANT FUNDS ON OUR BEHALF AND REPORT BACK TO ROTARY
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt03
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt12
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt22
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt39
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0BEVERAGES FOR
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1SIGNS FOR EVE
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2FOOD FOR EVEN
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc3AUCTION ITEMS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt3FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd2X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd3X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt021000
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt16000
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt25000
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt34190
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECTION 1. ACTIVE MEMBERS (A) THE NAME OF A PROSPECTIVE MEMBER, PROPOSED BY AN ACTIVE MEMBER OF THE CLUB OR BY THE MEMBERSHIP DEVELOPMENT COMMITTEE, SHALL BE VALIDATED BY THE CLASSIFICATIONS COMMITTEE AND THEN BE SUBMITTED TO THE BOARD OF DIRECTORS, IN WRITING, THROUGH THE CLUB SECRETARY. THE PROPOSAL, FOR THE TIME BEING, SHALL BE KEPT CONFIDENTIAL EXCEPT AS OTHERWISE PROVIDED IN THIS PROCEDURE. (B) THE BOARD OF DIRECTORS SHALL CONSIDER AND APPROVE OR DISAPPROVE THE APPLICATION AND SHALL NOTIFY THE PROPOSER, THROUGH THE CLUB SECRETARY, OF ITS DECISION. (C) IF THE DECISION OF THE BOARD IS FAVORABLE, THE PROPOSER SHALL INFORM THE PROSPECTIVE MEMBER OF THE PURPOSES OF ROTARY AND OF THE PRIVILEGES AND RESPONSIBILITIES OF MEMBERSHIP IN THE CLUB. THE PROSPECTIVE MEMBER SHALL THEN ATTEND A ROTARY INFORMATION PRESENTATION AND, IF INTERESTED IN JOINING THE LAKELAND ROTARY CLUB, BE ASKED TO GIVE HIS PERMISSION FOR HIS NAME AND PROPOSED CLASSIFICATION TO BE PUBLISHED TO THE CLUB. (D) AFTER A PROSPECTIVE MEMBER'S NAME HAS BEEN PUBLISHED, IF NO WRITTEN OBJECTION TO THE PROPOSAL, STATING REASONS, IS RECEIVED BY THE BOARD FROM ANY MEMBER OF THE CLUB WITHIN TEN (10) DAYS, THE PROSPECTIVE MEMBER, UPON PAYMENT OF HIS INITIATION FEE AND PRO-RATED DUES, AS PRESCRIBED IN ARTICLE V OF THESE BYLAWS, SHALL BE CONSIDERED TO BE ELECTED TO MEMBERSHIP. IF ANY OBJECTION HAS BEEN FILED WITH THE BOARD OF DIRECTORS, IT SHALL CONSIDER THE SAME AT ANY REGULAR OR SPECIAL MEETING OF THE BOARD AND SHALL BALLOT ON THE PROPOSED MEMBER. IF FEWER THAN THREE (3) NEGATIVE VOTES ARE CAST BY THE MEMBERS OF THE BOARD IN ATTENDANCE AT SUCH REGULAR OR SPECIAL MEETING, THE PROPOSED MEMBER, UPON PAYMENT OF THE PRESCRIBED ADMISSION FEE AND PRO-RATED DUES, SHALL BE CONSIDERED TO BE ELECTED TO MEMBERSHIP. FOLLOWING THE MEMBER'S ELECTION TO MEMBERSHIP AS HEREIN PROVIDED, THE CLUB SECRETARY SHALL REPORT HIS NAME TO THE GENERAL SECRETARY OF ROTARY INTERNATIONAL. (E) THE MEMBER SHALL BE FORMALLY INTRODUCED AS A NEW MEMBER AT A REGULAR MEETING OF THE CLUB. SECTION 2. HONORARY MEMBERS THE NAME OF A PROPOSED CANDIDATE FOR HONORARY MEMBERSHIP SHALL BE SUBMITTED TO THE BOARD OF DIRECTORS IN WRITING AND THE ELECTION SHALL BE IN THE SAME FORM AND MANNER AS PRESCRIBED FOR THE ELECTION OF AN ACTIVE MEMBER PROVIDED, HOWEVER, THAT SUCH PROPOSAL MAY BE CONSIDERED AT ANY REGULAR OR SPECIAL MEETING OF THE BOARD AND THAT THE BOARD MAY, AT ITS DISCRETION, WAIVE ANY OF THE STEPS AS SET FORTH IN SECTION I OF THIS ARTICLE AND PROCEED TO BALLOT ON THE PROPOSED MEMBER. IF FEWER THAN FOUR (4) NEGATIVE VOTES ARE CAST BY THE MEMBERS OF THE BOARD IN ATTENDANCE AT THE REGULAR OR SPECIAL MEETING, THE PROPOSED MEMBER SHALL BE CONSIDERED DULY ELECTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SECTION 1. NOMINATION OF DIRECTORS AT THE SECOND REGULAR MEETING IN DECEMBER OF EACH YEAR, NOMINATIONS SHALL BE MADE AS FOLLOWS: A BALLOT CONTAINING THE NAMES OF ALL WHO HAVE BEEN MEMBERS OF THE ROTARY CLUB OF LAKELAND FOR A MINIMUM OF ONE (1) YEAR AND WHO ARE ELIGIBLE FOR ELECTION TO THE BOARD OF DIRECTORS (ALL MEMBERS IN GOOD STANDING, EXCEPT THE PRESIDENT, THE VICE PRESIDENT, THE PRESIDENT-ELECT, THE PRESIDENT-ELECT-ELECT, AND THE CURRENT DIRECTORS) SHALL BE DISTRIBUTED TO THE MEMBERS PRESENT. "MEMBER IN GOOD STANDING" SHALL MEAN CURRENT DUES HAVE BEEN RECEIVED AND THE MEMBER'S CLUB ATTENDANCE RECORD SHALL BE ABOVE SIXTY PERCENT (60%). EACH MEMBER SHALL VOTE FOR SIX (6) MEMBERS. THE VOTES SHALL BE TALLIED BY A COMMITTEE OF PAST PRESIDENTS APPOINTED BY THE PRESIDENT. THE SIX (6) MEMBERS RECEIVING THE HIGHEST NUMBER OF VOTES SHALL BE DECLARED NOMINATED. A NOMINATING COMMITTEE, CONSISTING OF THE PRESIDENT AND THE FOUR (4) IMMEDIATE PAST PRESIDENTS WHO ARE STILL MEMBERS OF THE CLUB, THEN SHALL NOMINATE TWO (2) ADDITIONAL MEMBERS. MEMBERS NOMINATED BY THE CLUB SHALL BE GIVEN THE OPPORTUNITY TO DECLINE SUCH NOMINATION, AND IN THE EVENT OF SUCH DECLINATION OR IF FOR ANY OTHER REASON A NOMINEE IS UNABLE TO STAND FOR ELECTION, SUCCESSIVE MEMBERS RECEIVING THE HIGHEST NUMBER OF VOTES SHALL BE DECLARED NOMINATED. MEMBERS NOMINATED BY THE NOMINATING COMMITTEE SHALL BE GIVEN THE SAME OPPORTUNITY TO DECLINE. PROVISIONS FOR ABSENTEE BALLOTS SHALL BE MADE BY THE BOARD OF DIRECTORS. THERE SHALL BE NO PROXY VOTES. SECTION 2. ELECTION AND TERM OF DIRECTORS THE EIGHT (8) NOMINEES SHALL BE PLACED ON A BALLOT IN ALPHABETICAL ORDER AND AN ELECTION HELD AT THE THIRD (3RD) REGULAR MEETING IN JANUARY OF EACH YEAR. EACH MEMBER SHALL VOTE FOR FOUR (4) MEMBERS. THE FOUR (4) NOMINEES RECEIVING THE HIGHEST NUMBER OF VOTES SHALL BE DECLARED ELECTED FOR A TERM OF TWO (2) YEARS, BEGINNING THE FOLLOWING JULY 1ST. IN THE EVENT OF A TIE, A RUN-OFF ELECTION WILL BE HELD AT THE SAME MEETING WITH THE MEMBER OR MEMBERS NECESSARY TO FILL THE FOUR (4) DIRECTORSHIPS DECLARED ELECTED. THE BOARD OF DIRECTORS SHALL MAKE PROVISIONS FOR ABSENTEE BALLOTS. THERE SHALL BE NO PROXY VOTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S ENTIRE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt082506
IRS990/TotalAssetsEOYAmt061876
IRS990/TotalAssetsGrp/BOYAmt082506
IRS990/TotalAssetsGrp/EOYAmt061876
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0147791

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$1.01$0.25$1.29$1.49$0.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.51$0.45$0.87$1.01$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.56$0.58$1.03$0.85$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.37$0.41$1.35$1.54$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.60$0.59$0.87$0.86$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.64$0.58$1.24$1.25$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.86$0.59$1.47$1.40$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.70$0.52$1.34$1.41$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.70$0.63$1.21$1.12$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.64$0.54$1.08$1.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.58$0.59$1.41$1.37$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.07$0.55$1.75$1.91$0.16
2013Summary only. Only limited summary data is available for this year.$0.87$0.17$0.59$0.37$0.22
2012Summary only. Only limited summary data is available for this year.$0.56$0.08$0.50$0.52$0.02