Civic Intelligence

Rotary International DBA Tampa Interbay Rotary Club

990EZ • Fiscal year 2017 • EIN 59-0870729

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

Organization ProfileWWW.INTERBAYROTARY.ORG
PO Box 320843Tampa, FL 33679

(813) 285-0308

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.

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

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

56th percentile

5.8%

Higher net margin than 56% 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

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.6%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$7,203

Up $1,106 (+18%) from 2016

Net Assets

Up

$6,374

Up $2,217 (+53%) from 2016

Liabilities

Down

$829

Down $1,111 (-57%) from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin56th percentile

Revenue

Down

$37,935

Down $1,405 (-3.6%) from 2016

Expenses

Down

$35,718

Down $7,515 (-17%) from 2016

Net Income

Up

$2,217

Up $6,110 (+157%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$15K$10K$5.0K$0Assets 2012: $12,631Liabilities 2012: $2452012Assets 2013: $8,029Liabilities 2013: $100Net Assets 2013: $7,9292013Assets 2014: $10,638Liabilities 2014: $5,510Net Assets 2014: $5,1282014Assets 2015: $13,600Liabilities 2015: $5,550Net Assets 2015: $8,0502015Assets 2016: $6,097Liabilities 2016: $1,940Net Assets 2016: $4,1572016Assets 2017: $7,203Liabilities 2017: $829Net Assets 2017: $6,3742017

Highlighted filing

2017

Assets$7,203
Liabilities$829
Net Assets$6,374
Open 2017 Filing

Operations Trend

Revenue Growth42nd percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $51,313Expenses 2012: $51,575Net Income 2012: -$2622012Revenue 2013: $42,278Expenses 2013: $46,735Net Income 2013: -$4,4572013Revenue 2014: $46,068Expenses 2014: $48,869Net Income 2014: -$2,8012014Revenue 2015: $52,054Expenses 2015: $49,132Net Income 2015: $2,9222015Revenue 2016: $39,340Expenses 2016: $43,233Net Income 2016: -$3,8932016Revenue 2017: $37,935Expenses 2017: $35,718Net Income 2017: $2,2172017

Highlighted filing

2017

Revenue$37,935
Expenses$35,718
Net Income$2,217
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$37,935
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
WEEKLY MEETINGS ARE CONDUCTED TO INFORM MEMBERS AND PROSPECTIVE MEMBERS OF CURRENT AND UPCOMING COMMUNITY EVENTS AND MATTERS OF THAT ARE OF PARTICULAR INTEREST TO ROTARIANS THROUGH THE USE OF GUEST SPEAKERS, COMMITTEE ASSIGNMENTS, FELLOWSHIP, AND VOLUNTEERS.$23,552-
SOCIAL AND CEREMONIAL EVENTS CONDUCTED BY THE CLUB TO PROMOTE FELLOWSHIP AMONGST ITS MEMBERS$3,097-
OTHER ACTIVITIES PROVIDED FOR MEMBERS TO PARTICIPATE IN COMMUNITY, CLUB, VOCATIONAL, AN INTERNATIONAL AVENUES OF SERVICE$1,520-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BART VALDESPresidentPT$0--
SHERRY PERRI-ANZALONEPres-ElectPT$0--
FRED WALLRAPPSecretaryPT$0--
ARLIN BEACHYTreasurerPT$0--
RAQUEL AYRESDirector-$0--
MARGARET ROSETDirector-$0--
STEVE COOPERDirector-$0--
RAINER HARTENECKDirector-$0--
DOUG SMAUSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
59-0870729
Phone
8132850308
Address
PO Box 320843, Tampa, FL 33679

Signing Officer

Name
Arlin Beachy
Title
Treasurer
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Reilly Fisher & Solomon PA
Address
4950 West Kennedy Blvd Suite 610, Tampa, FL 33609
Preparer
Arlin D Beachy
Phone
8134910001
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Paul harris contribution $2575”

Other Expenses.2

“ROTARY INTL DUES $2527”

Other Expenses.3

“DISTRICT DUES $1502”

Other Expenses.4

“S4TL CONFERENCE $1150”

Other Expenses.5

“CC PROCESSING $317”

Other Expenses.7

“SPEECH CONTEST $275”

Other Expenses.8

“AWARDS $261”

Other Expenses.9

“TRAINING $95”

Other Expenses.10

“FILING FEES $62”

Other Assets.1005

“Accounts Receivable - Beginning $3151 Accounts Receivable - Ending $981”

Other Assets.1

“DEPOSIT - Beginning $1000 DEPOSIT - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1940 Accounts Payable and Accrued Expenses - Ending $829”

Raw XML Appendix154 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt026649
IRS990EZ/BooksInCareOfDetail/PersonNm0Arlin D Beachy
IRS990EZ/BooksInCareOfDetail/PhoneNum08134910007
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04950 W KENNEDY BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TAMPA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033609
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01946
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02217
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt037932
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04157
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06374
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BART VALDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERRY PERRI-ANZALONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRED WALLRAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ARLIN BEACHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RAQUEL AYRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARGARET ROSET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RAINER HARTENECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DOUG SMAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRES-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04151
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0981
IRS990EZ/OtherExpensesTotalAmt08764
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0305
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEEKLY MEETINGS ARE CONDUCTED TO INFORM MEMBERS AND PROSPECTIVE MEMBERS OF CURRENT AND UPCOMING COMMUNITY EVENTS AND MATTERS OF THAT ARE OF PARTICULAR INTEREST TO ROTARIANS THROUGH THE USE OF GUEST SPEAKERS, COMMITTEE ASSIGNMENTS, FELLOWSHIP, AND VOLUNTEERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SOCIAL AND CEREMONIAL EVENTS CONDUCTED BY THE CLUB TO PROMOTE FELLOWSHIP AMONGST ITS MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER ACTIVITIES PROVIDED FOR MEMBERS TO PARTICIPATE IN COMMUNITY, CLUB, VOCATIONAL, AN INTERNATIONAL AVENUES OF SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023552
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13097
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21520
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01940
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0829
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035718
IRS990EZ/TotalProgramServiceExpensesAmt028169
IRS990EZ/TotalRevenueAmt037935
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.INTERBAYROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAUL HARRIS CONTRIBUTION $2575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INTL DUES $2527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRICT DUES $1502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3S4TL CONFERENCE $1150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CC PROCESSING $317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPEECH CONTEST $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AWARDS $261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRAINING $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FILING FEES $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $3151 Accounts Receivable - Ending $981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DEPOSIT - Beginning $1000 DEPOSIT - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable and Accrued Expenses - Beginning $1940 Accounts Payable and Accrued Expenses - Ending $829
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1001
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARLIN BEACHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA Tampa Interbay Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0590870729
ReturnHeader/Filer/PhoneNum08132850308
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 320843
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033679
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reilly Fisher & Solomon PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04950 West Kennedy Blvd Suite 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033609
ReturnHeader/PreparerPersonGrp/PhoneNum08134910001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arlin D Beachy
ReturnHeader/ReturnTs02018-05-08T13:55:54-07:00
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
$7,203
Liabilities
$829
Net assets
$6,374
Revenue
$37,935
Expenses
$35,718
Net income
$2,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$7.20$0.83$6.37$37.9$35.7$2.22
2016Detailed filing. Detailed filing data is available for this year.$6.10$1.94$4.16$39.3$43.2$3.89
2015Detailed filing. Detailed filing data is available for this year.$13.6$5.55$8.05$52.1$49.1$2.92
2014Detailed filing. Detailed filing data is available for this year.$10.6$5.51$5.13$46.1$48.9$2.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.03$0.10$7.93$42.3$46.7$4.46
2012Summary only. Only limited summary data is available for this year.$12.6$0.25$51.3$51.6$0.26