Civic Intelligence

The Bartow Rotary Foundation Inc.

990EZ • Fiscal year 2021 • EIN 59-2298197

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 21, 2021

Organization ProfileN/A
PO Box 14Bartow, FL 33831-0014

(863) 294-3568

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

86th percentile

48%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

8.6%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

182%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$290,144

Up $22,890 (+8.6%) from 2020

Net Assets

$290,144

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$47,501

Up $30,662 (+182%) from 2020

Expenses

Up

$24,611

Up $14,914 (+154%) from 2020

Net Income

Up

$22,890

Up $15,748 (+220%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2021

Assets$290,144
Liabilities-
Net Assets$290,144
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$47,501
Expenses$24,611
Net Income$22,890
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 21, 2021
Return Version
2020v4.1
Gross Receipts
$47,501
Mission and Program Overview

Mission

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.

SCHEDULE ATTACHED

Program Services

DescriptionGrantsExpenses
POLK EDUCATION FOUNDATION & VARIOUS OTHER COMMUNITY ORGANIZATIONS.$24,536$24,536
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Director-$0--
-Director-$0--
ROBIN WICKMANTreas./Directo-$0--
ANITA STASIAKPresident-$0--
STEVE GITHENSSecretary-$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
Thomas E Jennings
Title
Director
Phone
8632943568
Signed
2021-07-21
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 UNDER $5,000; Paid by due date (Cash): 14174Donee's name: VARIOUS UNDER $5,000; Paid by due date (Cash): 14174; Donee's name: POLK EDUCATION FOUNDATION; Paid by due date (Cash): 10362Donee's name: VARIOUS UNDER $5,000; Paid by due date (Cash): 14174; Donee's name: POLK EDUCATION FOUNDATION; Paid by due date (Cash): 10362; Total cash: 24536”

Part 1, line 16 - Other Expenses

“Description: CHECK ORDER, 14; Description: STATE FILING FEES, 61”

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
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
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0267254
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0290144
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt038547
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt022890
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0267254
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0290144
IRS990EZ/GainOrLossFromSaleOfAssetsAmt016
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024536
IRS990EZ/GrossReceiptsAmt047501
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt08938
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0267254
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0290144
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0267254
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0290144
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0DONALD S MCLEAN JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1THOMAS E JENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBIN WICKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANITA STASIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE GITHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREAS./DIRECTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherExpensesTotalAmt075
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SCHEDULE ATTACHED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0POLK EDUCATION FOUNDATION & VARIOUS OTHER COMMUNITY ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024536
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024536
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt016
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024611
IRS990EZ/TotalProgramServiceExpensesAmt024536
IRS990EZ/TotalRevenueAmt047501
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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/CurrentTaxYearAmt038547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014587
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt081029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08938
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09540
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011235
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011086
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt050337
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.33910
IRS990ScheduleA/PublicSupportPY170Pct00.37570
IRS990ScheduleA/PublicSupportTotal170Amt044552
IRS990ScheduleA/SubstantialContributorsTotAmt036477
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08052
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014587
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011928
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07915
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt081029
IRS990ScheduleA/TotalSupportAmt0131366
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 UNDER $5,000; Paid by due date (Cash): 14174Donee's name: VARIOUS UNDER $5,000; Paid by due date (Cash): 14174; Donee's name: POLK EDUCATION FOUNDATION; Paid by due date (Cash): 10362Donee's name: VARIOUS UNDER $5,000; Paid by due date (Cash): 14174; Donee's name: POLK EDUCATION FOUNDATION; Paid by due date (Cash): 10362; Total cash: 24536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: CHECK ORDER, 14; Description: STATE FILING FEES, 61
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Line 10 - Summary of cash and noncash grants and allocations
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part 1, line 16 - Other Expenses
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS E JENNINGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08632943568
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-21
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/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/ReturnTs02021-07-21T14:40:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JENNINGS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$290,144
Liabilities
-
Net assets
$290,144
Revenue
$47,501
Expenses
$24,611
Net income
$22,890
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