Civic Intelligence

The Bartow Rotary Foundation Inc.

990EZ • Fiscal year 2023 • EIN 59-2298197

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 20, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

3.6%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

50%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$288,478

Flat from 2023

Net Assets

$288,478

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Flat

$21,776

Flat from 2023

Expenses

Flat

$11,652

Flat from 2023

Net Income

Flat

$10,124

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth55th 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: $288,478Net Assets 2023: $288,4782023Assets 2023: $288,478Liabilities 2023: $02023Assets 2024: $292,732Liabilities 2024: $02024Assets 2025: $294,891Net Assets 2025: $294,8912025

Highlighted filing

2023

Assets$288,478
Liabilities-
Net Assets$288,478
Open 2023 Filing

Operations Trend

Revenue Growth81st 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 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

2023

Revenue$21,776
Expenses$11,652
Net Income$10,124
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 20, 2023
Return Version
2022v5.0
Gross Receipts
$21,776
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.

Program Services

DescriptionGrantsExpenses
SEE ATTACHED$11,546-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN WICKMANTreas./Directo-$0--
STEVE GITHENSDirector-$0--
WILLIAM E COOPERPresident-$0--
WAYNE HARRISONVice President-$0--
-Director-$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
Robin Wickman
Title
Director
Phone
8632943568
Signed
2023-07-20
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 - Cash and noncash grants not paid by return due date

“Donee's name: VARIOUS UNDER $5,000; Not paid by due date (Cash): 11546; Donee Address: ; Donee Address (cont): ; Class of Activity: ; Relationship:”

Part 1, line 16 - Other Expenses

“Description: BANK CHARGES, 35; Description: STATE FILING FEES, 71”

Raw XML Appendix141 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/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/BOYAmt0278354
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0288478
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt011712
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt010124
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0278354
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0288478
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011546
IRS990EZ/GrossReceiptsAmt021776
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt010064
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0278354
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0288478
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0278354
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0288478
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0THOMAS E JENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBIN WICKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE GITHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM E COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WAYNE HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREAS./DIRECTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherExpensesTotalAmt0106
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/GrantsAndAllocationsAmt011546
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011652
IRS990EZ/TotalRevenueAmt021776
IRS990EZ/TransactionWithControlEntInd00
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/CurrentTaxYearAmt011712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014587
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt077686
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09743
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08938
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09540
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt047823
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35830
IRS990ScheduleA/PublicSupportPY170Pct00.32590
IRS990ScheduleA/PublicSupportTotal170Amt044968
IRS990ScheduleA/SubstantialContributorsTotAmt032718
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011712
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08052
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014587
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt077686
IRS990ScheduleA/TotalSupportAmt0125509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Donee's name: VARIOUS UNDER $5,000; Not paid by due date (Cash): 11546; Donee Address: ; Donee Address (cont): ; Class of Activity: ; Relationship:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: BANK CHARGES, 35; Description: STATE FILING FEES, 71
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Line 10 - Cash and noncash grants not paid by return due date
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part 1, line 16 - Other Expenses
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN WICKMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08632943568
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-20
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/ReturnTs02023-07-20T13:46:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WICKMAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$288,478
Liabilities
-
Net assets
$288,478
Revenue
$21,776
Expenses
$11,652
Net income
$10,124
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
2023Detailed filing. Detailed filing data is available for this year.$2.88$2.88$0.22$0.12$0.10
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