Civic Intelligence

Gulf Breeze Rotary Inc

990EZ • Fiscal year 2017 • EIN 59-1703446

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 20, 2017

PO Box 808Gulf Breeze, FL 32562

(850) 435-7400

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

38th percentile

-1.1%

Higher net margin than 38% 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

35th percentile

-4.0%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

59th percentile

3.5%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Down

$33,274

Down $1,373 (-4.0%) from 2016

Net Assets

$33,274

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$121,441

Up $4,091 (+3.5%) from 2016

Expenses

Up

$122,814

Up $11,093 (+9.9%) from 2016

Net Income

Down

-$1,373

Down $7,002 (-124%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $43,402Liabilities 2011: $02011Assets 2012: $49,709Liabilities 2012: $02012Assets 2013: $55,930Liabilities 2013: $02013Assets 2014: $33,386Liabilities 2014: $02014Assets 2015: $29,018Liabilities 2015: $02015Assets 2016: $34,647Liabilities 2016: $02016Assets 2017: $33,274Liabilities 2017: $0Net Assets 2017: $33,2742017Assets 2018: $40,525Liabilities 2018: $0Net Assets 2018: $40,5252018Assets 2019: $36,466Liabilities 2019: $0Net Assets 2019: $36,4662019Assets 2020: $41,023Liabilities 2020: $0Net Assets 2020: $41,0232020Assets 2021: $64,338Liabilities 2021: $02021Assets 2022: $64,580Liabilities 2022: $2,600Net Assets 2022: $61,9802022Assets 2023: $42,764Liabilities 2023: $4,046Net Assets 2023: $38,7182023Assets 2024: $39,649Liabilities 2024: $9,199Net Assets 2024: $30,4502024Assets 2025: $31,346Liabilities 2025: $389Net Assets 2025: $30,9572025

Highlighted filing

2017

Assets$33,274
Liabilities$0
Net Assets$33,274

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $92,714Expenses 2011: $100,169Net Income 2011: -$7,4552011Revenue 2012: $111,070Expenses 2012: $104,763Net Income 2012: $6,3072012Revenue 2013: $99,873Expenses 2013: $93,652Net Income 2013: $6,2212013Revenue 2014: $128,679Expenses 2014: $151,223Net Income 2014: -$22,5442014Revenue 2015: $119,307Expenses 2015: $123,675Net Income 2015: -$4,3682015Revenue 2016: $117,350Expenses 2016: $111,721Net Income 2016: $5,6292016Revenue 2017: $121,441Expenses 2017: $122,814Net Income 2017: -$1,3732017Revenue 2018: $128,388Expenses 2018: $121,137Net Income 2018: $7,2512018Revenue 2019: $116,297Expenses 2019: $113,108Net Income 2019: $3,1892019Revenue 2020: $86,973Expenses 2020: $82,416Net Income 2020: $4,5572020Revenue 2021: $98,734Expenses 2021: $75,419Net Income 2021: $23,3152021Revenue 2022: $111,821Expenses 2022: $114,179Net Income 2022: -$2,3582022Revenue 2023: $94,660Expenses 2023: $117,922Net Income 2023: -$23,2622023Revenue 2024: $104,272Expenses 2024: $112,540Net Income 2024: -$8,2682024Revenue 2025: $103,788Expenses 2025: $103,281Net Income 2025: $5072025

Highlighted filing

2017

Revenue$121,441
Expenses$122,814
Net Income-$1,373
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 20, 2017
Return Version
2016v3.0
Gross Receipts
$136,991
Mission and Program Overview

Mission

Provides funding by way of contributions to various charitable organizations throughout the community, including the gulf breeze rotary scholarship foundation.

Program Services

DescriptionGrantsExpenses
PROVIDES FUNDING TO THE GULF BREEZE ROTARY SCHOLARSHIP FOUNDATION WHICH PROVIDES SCHOLARSHIPS FOR GULF BREEZE HIGH SCHOOL STUDENTS.$37,496$118,561
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL STAHLPresidentPT$0--
CATHY HENDRIXPres. ElectPT$0--
CHARLIE ROOSEVice PresidentPT$0--
BRONWYN NAYLORSecretary-$0--
JAN PACENTATreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gumbo Cookoff$46,724$46,724$10,145$36,579
Fall Run and Cookoff$2,269$2,269$300$1,969
Total Events$48,993$48,993$10,445$38,548
Filing and Contact Details

Filer

Filer Name
Gulf Breeze Rotary Inc
EIN
59-1703446
Phone
8504357400
Address
PO BOX 808, GULF BREEZE, FL 32562

Signing Officer

Name
Jan Pacenta
Title
Treasurer
Phone
8504357400
Signed
2017-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Bizzell Neff & Galloway Pa
Address
PO BOX 12346, PENSACOLA, FL 32514
Preparer
Samuel B Galloway Jr
Phone
8504345574
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Investment Income. Amount: 22.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: CONTRIBUTIONS. Grantee Name: SEE ATTACHED. Amount Given: 37,496.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: CURRENT YEAR FUNDS TRANSFERRED TO GULF BREEZE ROTARY SCHOLARSHIP FOUNDATION. Amount: 30,000. Description: OFFICE EXPENSES. Amount: 2,033. Description: CONFERENCES, COVENTIONS, AND MEETINGS. Amount: 37,861. Description: DUES. Amount: 13,204. Total to Form 990-EZ, line 16: 83,098.

Raw XML Appendix176 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/BooksInCareOfDetail/PhoneNum08504343146
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL STAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHY HENDRIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLIE ROOSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRONWYN NAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAN PACENTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRES. ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt083098
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provides funding by way of contributions to various charitable organizations throughout the community, including the Gulf Breeze Rotary Scholarship Foundation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES FUNDING TO THE GULF BREEZE ROTARY SCHOLARSHIP FOUNDATION WHICH PROVIDES SCHOLARSHIPS FOR GULF BREEZE HIGH SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037496
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0118561
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0121441
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://gulfbreeze.rotaryclub.pro/
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt064393
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt055558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0314674
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt082
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
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IRS990ScheduleA/PublicSupportTotal170Amt0314674
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt063582
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt055558
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0314674
IRS990ScheduleA/TotalSupportAmt0314756
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010445
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GUMBO COOKOFF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL RUN AND COOKOFF
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02269
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02269
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048993
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038548
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010445
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0300
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt0JAN PACENTA
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt056 EAST CHASE STREET
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0PENSACOLA
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0FL
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd032502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Investment Income. Amount: 22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: CONTRIBUTIONS. Grantee Name: SEE ATTACHED. Amount Given: 37,496.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: CURRENT YEAR FUNDS TRANSFERRED TO GULF BREEZE ROTARY SCHOLARSHIP FOUNDATION. Amount: 30,000. Description: OFFICE EXPENSES. Amount: 2,033. Description: CONFERENCES, COVENTIONS, AND MEETINGS. Amount: 37,861. Description: DUES. Amount: 13,204. Total to Form 990-EZ, line 16: 83,098.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN PACENTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08504357400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GULF BREEZE ROTARY INC
ReturnHeader/Filer/BusinessNameControlTxt0GULF
ReturnHeader/Filer/EIN0591703446
ReturnHeader/Filer/PhoneNum08504357400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 808
ReturnHeader/Filer/USAddress/CityNm0GULF BREEZE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032562
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02E3A56223933335B6D5687CDEF7A713EAABD7811
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId002D538A496BDB170037F22E73E3E11284C036EE6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.249.194.131
ReturnHeader/FilingSecurityInformation/IPDt02017-09-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:01:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591956293
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIZZELL NEFF & GALLOWAY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 12346
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PENSACOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032514
ReturnHeader/PreparerPersonGrp/PhoneNum08504345574
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Samuel B Galloway Jr
ReturnHeader/ReturnTs02017-10-11T13:50:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.04$1.03$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.40$0.09$0.30$1.04$1.13$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.04$0.39$0.95$1.18$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.03$0.62$1.12$1.14$0.02
2021Summary only. Only limited summary data is available for this year.$0.64$0.00$0.99$0.75$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.87$0.82$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.16$1.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.28$1.21$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.21$1.23$0.01
2016Summary only. Only limited summary data is available for this year.$0.35$0.00$1.17$1.12$0.06
2015Summary only. Only limited summary data is available for this year.$0.29$0.00$1.19$1.24$0.04
2014Summary only. Only limited summary data is available for this year.$0.33$0.00$1.29$1.51$0.23
2013Summary only. Only limited summary data is available for this year.$0.56$0.00$1.00$0.94$0.06
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$1.11$1.05$0.06
2011Summary only. Only limited summary data is available for this year.$0.43$0.00$0.93$1.00$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits