Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 59-2298197 • 501(c)3 • Bartow, FL
Profile
SCHEDULE ATTACHED
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
57th percentile
Higher net margin than 57% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
56th percentile
Faster asset growth than 56% of similar nonprofits.
Revenue Growth
88th percentile
Faster revenue growth than 88% of similar nonprofits.
Assets
Up$294,891
Up $2,159 (+0.7%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$294,891
No earlier filing loaded for comparison.
Revenue
Up$41,702
Up $17,141 (+70%) from 2024
Expenses
Up$39,543
Up $19,236 (+95%) from 2024
Net Income
Down$2,159
Down $2,095 (-49%) from 2024
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
SCHEDULE ATTACHED
The purpose of the bartow rotary foundation, inc. Is to improve the quality of life of the citizens of the area and to promote the ideals of rotary international and the rotary club of bartow, florida, inc.
| Description | Grants | Expenses |
|---|---|---|
| SEE ATTACHED | $39,085 | $39,250 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CLARICE ROTH | Treas./Directo | - | $0 | - | - |
| STEVE GITHENS | Director | - | $0 | - | - |
| WILLIAM E COOPER | President/Dire | - | $0 | - | - |
| WAYNE HARRISON | Vice President | - | $0 | - | - |
| - | Director | - | $0 | - | - |
| - | Secretary | - | $0 | - | - |
“Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000; Donee's name: THE DICTIONARY PROJECT; Paid by due date (nonCash): 30160Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000; Donee's name: THE DICTIONARY PROJECT; Paid by due date (nonCash): 30160; Donee's name: BRIDGE IN PUBLIC PARK; Paid by due date (Cash): 2925Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000; Donee's name: THE DICTIONARY PROJECT; Paid by due date (nonCash): 30160; Donee's name: BRIDGE IN PUBLIC PARK; Paid by due date (Cash): 2925; Total cash: 8925; Total noncash: 30160”
“Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000; Donee's name: THE DICTIONARY PROJECT; Paid by due date (nonCash): 30160Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000; Donee's name: THE DICTIONARY PROJECT; Paid by due date (nonCash): 30160; Donee's name: BRIDGE IN PUBLIC PARK; Paid by due date (Cash): 2925Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000; Donee's name: THE DICTIONARY PROJECT; Paid by due date (nonCash): 30160; Donee's name: BRIDGE IN PUBLIC PARK; Paid by due date (Cash): 2925; Total cash: 8925; Total noncash: 30160Donee's name: THE DICTIONARY PROJECT; Prop Description: DICTIONARIES DONATED TO PUBLIC SCHO; Date of gift: 06/30/25; Book Value: 30160; How Book Value Determined: COST; Fair Market Value: 30160; How FMV Determined: PURCHASED PRICE”
“Description: BANK CHARGES, 104; Description: STATE FILING FEES, 61; Description: FOREIGN TAXES WITHHELD, 293”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | THOMAS E JENNINGS CPA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8632943568 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | TWO EAST LAKE HOWARD DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WINTER HAVEN |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 338813153 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 292732 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 294891 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 29270 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2159 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 292732 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 294891 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 39085 |
| IRS990EZ/GrossReceiptsAmt | 0 | 41702 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 10296 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 292732 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 294891 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 292732 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 294891 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt | 0 | THOMAS E JENNINGS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt | 1 | ANITA STASIAK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CLARICE ROTH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | STEVE GITHENS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | WILLIAM E COOPER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | WAYNE HARRISON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREAS./DIRECTO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT/DIRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 458 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2136 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PURPOSE OF THE BARTOW ROTARY FOUNDATION, INC. IS TO IMPROVE THE QUALITY OF LIFE OF THE CITIZENS OF THE AREA AND TO PROMOTE THE IDEALS OF ROTARY INTERNATIONAL AND THE ROTARY CLUB OF BARTOW, FLORIDA, INC. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SEE ATTACHED |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 39085 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 39250 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | FL |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 39543 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 39250 |
| IRS990EZ/TotalRevenueAmt | 0 | 41702 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/FactsAndCircumstancesTestTxt | 0 | THE BARTOW ROTARY FOUNDATION, INC. IS SUPPORTED BY THE MEMBERS OF THE ROTARY CLUB OF BARTOW, FLORIDA, INC. THE CLUB HAS APPROXIMATELY 70 MEMBERS WHO HAVE MADE CONTRIBUTIONS TO THE FOUNDATION TO ESTABLISH THE ENDOWMENT. THE INVESTMENT INCOME PROVIDES SUPPORT TO THE ORGANIZATION TO MEET IT'S GOAL OF PROVIDING FINANCIAL ASSISTANCE TO THE COMMUNITY FOR MEDICAL CARE, EDUCATION, AND OTHER NEEDS. |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 29270 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 16729 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 11712 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4788 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 38547 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 101046 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 12432 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7832 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 10064 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9743 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 8938 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 49009 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.38010 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.37410 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 57037 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 44009 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 29270 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 16729 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 11712 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4788 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 38547 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 101046 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 150055 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000; Donee's name: THE DICTIONARY PROJECT; Paid by due date (nonCash): 30160Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000; Donee's name: THE DICTIONARY PROJECT; Paid by due date (nonCash): 30160; Donee's name: BRIDGE IN PUBLIC PARK; Paid by due date (Cash): 2925Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000; Donee's name: THE DICTIONARY PROJECT; Paid by due date (nonCash): 30160; Donee's name: BRIDGE IN PUBLIC PARK; Paid by due date (Cash): 2925; Total cash: 8925; Total noncash: 30160 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000; Donee's name: THE DICTIONARY PROJECT; Paid by due date (nonCash): 30160Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000; Donee's name: THE DICTIONARY PROJECT; Paid by due date (nonCash): 30160; Donee's name: BRIDGE IN PUBLIC PARK; Paid by due date (Cash): 2925Donee's name: VARIOUS $1,000 GRANTS; Paid by due date (Cash): 6000; Donee's name: THE DICTIONARY PROJECT; Paid by due date (nonCash): 30160; Donee's name: BRIDGE IN PUBLIC PARK; Paid by due date (Cash): 2925; Total cash: 8925; Total noncash: 30160Donee's name: THE DICTIONARY PROJECT; Prop Description: DICTIONARIES DONATED TO PUBLIC SCHO; Date of gift: 06/30/25; Book Value: 30160; How Book Value Determined: COST; Fair Market Value: 30160; How FMV Determined: PURCHASED PRICE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: BANK CHARGES, 104; Description: STATE FILING FEES, 61; Description: FOREIGN TAXES WITHHELD, 293 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Line 10 - Summary of cash and noncash grants and allocations |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Line 10 - Noncash grant and allocation detail |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part 1, line 16 - Other Expenses |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CLARICE ROTH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8632943568 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE BARTOW ROTARY FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BART |
| ReturnHeader/Filer/EIN | 0 | 592298197 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 14 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BARTOW |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 338310014 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 592136691 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | THOMAS E JENNINGS & COMPANY CPAPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | TWO EAST LAKE HOWARD DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WINTER HAVEN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 33881 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8632943568 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | THOMAS E JENNINGS CPA |
| ReturnHeader/ReturnTs | 0 | 2025-10-13T11:29:09-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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