Civic Intelligence

Sanibel Captiva Rotary Trust Fund

EIN 59-2023792 • 501(c)3 • Sanibel, FL

PO Box 686Sanibel, FL 33957
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

24th percentile

-38%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$42,542

Down $25,634 (-38%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$42,542

Down $25,634 (-38%) from 2023

Revenue

Up

$343,766

Up $343,766 from 2023

Expenses

Up

$78

Up $78 from 2023

Net Income

Up

$343,688

Up $343,688 from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $114,362Liabilities 2011: $02011Assets 2012: $105,464Liabilities 2012: $02012Assets 2013: $107,465Liabilities 2013: $02013Assets 2014: $74,753Liabilities 2014: $02014Assets 2015: $140,231Liabilities 2015: $02015Assets 2016: $146,473Liabilities 2016: $02016Assets 2017: $134,624Liabilities 2017: $02017Assets 2018: $195,803Liabilities 2018: $02018Assets 2019: $188,634Liabilities 2019: $02019Assets 2020: $106,403Liabilities 2020: $02020Assets 2021: $180,361Liabilities 2021: $0Net Assets 2021: $180,3612021Assets 2022: $68,176Liabilities 2022: $0Net Assets 2022: $68,1762022Assets 2023: $68,176Liabilities 2023: $0Net Assets 2023: $68,1762023Assets 2024: $42,542Liabilities 2024: $0Net Assets 2024: $42,5422024

Highlighted filing

2024

Assets$42,542
Liabilities$0
Net Assets$42,542

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $66,027Expenses 2011: $28,907Net Income 2011: $37,1202011Revenue 2012: $45,725Expenses 2012: $55,016Net Income 2012: -$9,2912012Revenue 2013: $76,249Expenses 2013: $76,555Net Income 2013: -$3062013Revenue 2014: $41,389Expenses 2014: $83,356Net Income 2014: -$41,9672014Revenue 2015: $196,650Expenses 2015: $131,172Net Income 2015: $65,4782015Revenue 2016: $122,300Expenses 2016: $116,058Net Income 2016: $6,2422016Revenue 2017: $135,195Expenses 2017: $146,684Net Income 2017: -$11,4892017Revenue 2018: $137,471Expenses 2018: $76,292Net Income 2018: $61,1792018Revenue 2019: $140,205Expenses 2019: $105,322Net Income 2019: $34,8832019Revenue 2020: $69,365Expenses 2020: $172,968Net Income 2020: -$103,6032020Revenue 2021: $195,139Expenses 2021: $121,181Net Income 2021: $73,9582021Revenue 2022: $140,118Expenses 2022: $140,195Net Income 2022: -$772022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $343,766Expenses 2024: $78Net Income 2024: $343,6882024

Highlighted filing

2024

Revenue$343,766
Expenses$78
Net Income$343,688

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$3.44$0.00$3.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$1.40$1.40$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.95$1.21$0.74
2020Summary only. Only limited summary data is available for this year.$1.06$0.00$0.69$1.73$1.04
2019Summary only. Only limited summary data is available for this year.$1.89$0.00$1.40$1.05$0.35
2018Summary only. Only limited summary data is available for this year.$1.96$0.00$1.37$0.76$0.61
2017Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$1.47$0.11
2016Summary only. Only limited summary data is available for this year.$1.46$0.00$1.22$1.16$0.06
2015Summary only. Only limited summary data is available for this year.$1.40$0.00$1.97$1.31$0.65
2014Summary only. Only limited summary data is available for this year.$0.75$0.00$0.41$0.83$0.42
2013Summary only. Only limited summary data is available for this year.$1.07$0.00$0.76$0.77$0.00
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.46$0.55$0.09
2011Summary only. Only limited summary data is available for this year.$1.14$0.00$0.66$0.29$0.37
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 9, 2021
Return Version
2020v4.1
Gross Receipts
$195,139
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PROVIDE GRANTS AND SCHOLARSHIPS TO VARIOUS NON-PROFITS-$121,181
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN HENSHAWChairman-$0--
SCOTT MOWRYTreasurer-$0--
WILLIAM HARKEYSecretary-$0--
MIKE RAABDirector-$0--
CLARK RAMBODirector-$0--
JOHN WHITEDirector-$0--
RICHARD GREENDirector-$0--
BILL LETENDREDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sanibel Captiva Rotary Trust Fund
EIN
59-2023792
Address
PO BOX 686, SANIBEL, FL 33957

Signing Officer

Name
Scott Mowry
Title
Treasurer
Phone
2394727257
Signed
2021-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Kidwell & Associates
Address
28179 VANDERBILT DR, BONITA SPRINGS, FL 34134
Preparer
Raymond Kidwell EA
Phone
2399929299
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity big arts grantee barrier island group for the arts street 900dunlap rd city, state, zip sanibel, fl 33957relationship none amount 20,000activity research grant grantee cart street 6416 scott ln city, state, zip fort myers, fl 33966relationship none amount 250activity sanibel coumunity house grantee education arts street 2173 periwinkle city, state, zip sanibel, fl 33957relationship none amount 15,000activity disaster relief grantee charlotte harbor sunset rotary clubstreet 11345 sw essex dr city, state, zip arcadia, fl 34269relationship none amount 1,500activity oxygen generators peru grantee global grant funds street 19611 utopia ln city, state, zip estero, fl 33928relationship none amount 3,000activity ripple effect grantee the repple effect street 5305 44th ave e city, state, zip tacoma, wa 98443relationship none amount 15,005activity cash contribution relationship none amount 28,670activity education relationship none amount 14,750activity wheelchair foundation grantee wheelchair foundation street 21544 belle terra blvd city, state, zip estero, fl 33928relationship none amount 22,957

Raw XML Appendix187 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY BIG ARTS GRANTEE BARRIER ISLAND GROUP FOR THE ARTS STREET 900DUNLAP RD CITY, STATE, ZIP SANIBEL, FL 33957RELATIONSHIP NONE AMOUNT 20,000ACTIVITY RESEARCH GRANT GRANTEE CART STREET 6416 SCOTT LN CITY, STATE, ZIP FORT MYERS, FL 33966RELATIONSHIP NONE AMOUNT 250ACTIVITY SANIBEL COUMUNITY HOUSE GRANTEE EDUCATION ARTS STREET 2173 PERIWINKLE CITY, STATE, ZIP SANIBEL, FL 33957RELATIONSHIP NONE AMOUNT 15,000ACTIVITY DISASTER RELIEF GRANTEE CHARLOTTE HARBOR SUNSET ROTARY CLUBSTREET 11345 SW ESSEX DR CITY, STATE, ZIP ARCADIA, FL 34269RELATIONSHIP NONE AMOUNT 1,500ACTIVITY OXYGEN GENERATORS PERU GRANTEE GLOBAL GRANT FUNDS STREET 19611 UTOPIA LN CITY, STATE, ZIP ESTERO, FL 33928RELATIONSHIP NONE AMOUNT 3,000ACTIVITY RIPPLE EFFECT GRANTEE THE REPPLE EFFECT STREET 5305 44TH AVE E CITY, STATE, ZIP TACOMA, WA 98443RELATIONSHIP NONE AMOUNT 15,005ACTIVITY CASH CONTRIBUTION RELATIONSHIP NONE AMOUNT 28,670ACTIVITY EDUCATION RELATIONSHIP NONE AMOUNT 14,750ACTIVITY WHEELCHAIR FOUNDATION GRANTEE WHEELCHAIR FOUNDATION STREET 21544 BELLE TERRA BLVD CITY, STATE, ZIP ESTERO, FL 33928RELATIONSHIP NONE AMOUNT 22,957
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
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