Civic Intelligence

The Bartow Rotary Foundation Inc

EIN 59-2298197 • 501(c)3 • Bartow, FL

Profile

SCHEDULE ATTACHED

PO Box 14Bartow, FL 33831-0014

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

57th percentile

5.2%

Higher net margin than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

56th percentile

0.7%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

70%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

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

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $208,529Liabilities 2012: $02012Assets 2013: $214,469Liabilities 2013: $02013Assets 2014: $223,408Liabilities 2014: $02014Assets 2015: $231,006Liabilities 2015: $02015Assets 2016: $240,846Liabilities 2016: $02016Assets 2017: $247,157Liabilities 2017: $02017Assets 2018: $255,179Liabilities 2018: $02018Assets 2019: $260,112Liabilities 2019: $02019Assets 2020: $267,254Liabilities 2020: $02020Assets 2021: $290,144Net Assets 2021: $290,1442021Assets 2022: $278,354Net Assets 2022: $278,3542022Assets 2023: $288,478Liabilities 2023: $02023Assets 2024: $292,732Liabilities 2024: $02024Assets 2025: $294,891Net Assets 2025: $294,8912025

Highlighted filing

2025

Assets$294,891
Liabilities-
Net Assets$294,891

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $14,418Expenses 2012: $11,623Net Income 2012: $2,7952012Revenue 2013: $18,776Expenses 2013: $12,836Net Income 2013: $5,9402013Revenue 2014: $26,873Expenses 2014: $17,934Net Income 2014: $8,9392014Revenue 2015: $15,173Expenses 2015: $7,575Net Income 2015: $7,5982015Revenue 2016: $20,877Expenses 2016: $11,037Net Income 2016: $9,8402016Revenue 2017: $21,282Expenses 2017: $14,971Net Income 2017: $6,3112017Revenue 2018: $22,509Expenses 2018: $14,487Net Income 2018: $8,0222018Revenue 2019: $24,127Expenses 2019: $19,194Net Income 2019: $4,9332019Revenue 2020: $16,839Expenses 2020: $9,697Net Income 2020: $7,1422020Revenue 2021: $47,501Expenses 2021: $24,611Net Income 2021: $22,8902021Revenue 2022: $14,531Expenses 2022: $26,321Net Income 2022: -$11,7902022Revenue 2023: $21,776Expenses 2023: $11,652Net Income 2023: $10,1242023Revenue 2024: $24,561Expenses 2024: $20,307Net Income 2024: $4,2542024Revenue 2025: $41,702Expenses 2025: $39,543Net Income 2025: $2,1592025

Highlighted filing

2025

Revenue$41,702
Expenses$39,543
Net Income$2,159

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.95$2.95$0.42$0.40$0.02
2024Summary only. Only limited summary data is available for this year.$2.93$0.00$0.25$0.20$0.04
2023Summary only. Only limited summary data is available for this year.$2.88$0.00$0.22$0.12$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.78$2.78$0.15$0.26$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.90$2.90$0.48$0.25$0.23
2020Summary only. Only limited summary data is available for this year.$2.67$0.00$0.17$0.10$0.07
2019Summary only. Only limited summary data is available for this year.$2.60$0.00$0.24$0.19$0.05
2018Summary only. Only limited summary data is available for this year.$2.55$0.00$0.23$0.14$0.08
2017Summary only. Only limited summary data is available for this year.$2.47$0.00$0.21$0.15$0.06
2016Summary only. Only limited summary data is available for this year.$2.41$0.00$0.21$0.11$0.10
2015Summary only. Only limited summary data is available for this year.$2.31$0.00$0.15$0.08$0.08
2014Summary only. Only limited summary data is available for this year.$2.23$0.00$0.27$0.18$0.09
2013Summary only. Only limited summary data is available for this year.$2.14$0.00$0.19$0.13$0.06
2012Summary only. Only limited summary data is available for this year.$2.09$0.00$0.14$0.12$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$41,702
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
SEE ATTACHED$39,085$39,250
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLARICE ROTHTreas./Directo-$0--
STEVE GITHENSDirector-$0--
WILLIAM E COOPERPresident/Dire-$0--
WAYNE HARRISONVice President-$0--
-Director-$0--
-Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Bartow Rotary Foundation Inc
EIN
59-2298197
Address
PO BOX 14, BARTOW, FL 33831-0014

Signing Officer

Name
Clarice Roth
Title
Director
Phone
8632943568
Signed
2025-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Thomas E Jennings & Company Cpapa
Address
TWO EAST LAKE HOWARD DRIVE, WINTER HAVEN, FL 33881
Preparer
Thomas E Jennings CPA
Phone
8632943568
Supplemental Narrative

Additional Explanations

Form 990-EZ, Line 10 - Summary of cash and noncash grants and allocations

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

Form 990-EZ, Line 10 - Noncash grant and allocation detail

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

Part 1, line 16 - Other Expenses

Description: BANK CHARGES, 104; Description: STATE FILING FEES, 61; Description: FOREIGN TAXES WITHHELD, 293

Raw XML Appendix155 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/PersonNm0THOMAS E JENNINGS CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum08632943568
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0TWO EAST LAKE HOWARD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINTER HAVEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0338813153
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt010296
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0292732
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0294891
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0292732
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0294891
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0THOMAS E JENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1ANITA STASIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLARICE ROTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE GITHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM E COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WAYNE HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREAS./DIRECTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT/DIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherExpensesTotalAmt0458
IRS990EZ/OtherRevenueTotalAmt02136
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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/DescriptionProgramSrvcAccomTxt0SEE ATTACHED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039085
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039250
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE 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/CurrentTaxYearAmt029270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016729
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0101046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012432
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09743
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08938
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IRS990ScheduleA/SubstantialContributorsTotAmt044009
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029270
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038547
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0101046
IRS990ScheduleA/TotalSupportAmt0150055
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Donee'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/ExplanationTxt1Donee'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/ExplanationTxt2Description: BANK CHARGES, 104; Description: STATE FILING FEES, 61; Description: FOREIGN TAXES WITHHELD, 293
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Line 10 - Summary of cash and noncash grants and allocations
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Line 10 - Noncash grant and allocation detail
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part 1, line 16 - Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARICE ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08632943568
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BARTOW ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0592298197
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14
ReturnHeader/Filer/USAddress/CityNm0BARTOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0338310014
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592136691
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS E JENNINGS & COMPANY CPAPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TWO EAST LAKE HOWARD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINTER HAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033881
ReturnHeader/PreparerPersonGrp/PhoneNum08632943568
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E JENNINGS CPA
ReturnHeader/ReturnTs02025-10-13T11:29:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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