Civic Intelligence

Rotary District 6970 York Foundation Inc.

990EZ • Fiscal year 2014 • EIN 59-2319085

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 28, 2014

Organization ProfileN/A
Post Office Box 47195Jacksonville, FL 32247

(904) 282-0212

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

41%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$42,813

Down $8,282 (-16%) from 2013

Net Assets

Down

$42,813

Down $8,282 (-16%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin15th percentile

Revenue

Up

$41,417

Up $12,074 (+41%) from 2013

Expenses

Up

$49,699

Up $8,239 (+20%) from 2013

Net Income

Up

-$8,282

Up $3,835 (+32%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$150K$100K$50K$0Assets 2011: $44,112Net Assets 2011: $44,1122011Assets 2012: $63,212Net Assets 2012: $63,2122012Assets 2013: $51,095Liabilities 2013: $0Net Assets 2013: $51,0952013Assets 2014: $42,813Liabilities 2014: $0Net Assets 2014: $42,8132014Assets 2015: $70,870Liabilities 2015: $0Net Assets 2015: $70,8702015Assets 2016: $85,079Liabilities 2016: $0Net Assets 2016: $85,0792016Assets 2017: $87,618Liabilities 2017: $0Net Assets 2017: $87,6182017Assets 2018: $72,887Liabilities 2018: $0Net Assets 2018: $72,8872018Assets 2019: $80,207Liabilities 2019: $0Net Assets 2019: $80,2072019Assets 2020: $142,482Liabilities 2020: $0Net Assets 2020: $142,4822020Assets 2021: $55,837Liabilities 2021: $0Net Assets 2021: $55,8372021Assets 2022: $65,138Liabilities 2022: $0Net Assets 2022: $65,1382022Assets 2023: $61,906Liabilities 2023: $0Net Assets 2023: $61,9062023Assets 2024: $74,956Liabilities 2024: $0Net Assets 2024: $74,9562024Assets 2025: $44,146Liabilities 2025: $0Net Assets 2025: $44,1462025

Highlighted filing

2014

Assets$42,813
Liabilities$0
Net Assets$42,813
Open 2014 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $64,200Expenses 2011: $49,153Net Income 2011: $15,0472011Revenue 2012: $74,903Expenses 2012: $55,803Net Income 2012: $19,1002012Revenue 2013: $29,343Expenses 2013: $41,460Net Income 2013: -$12,1172013Revenue 2014: $41,417Expenses 2014: $49,699Net Income 2014: -$8,2822014Revenue 2015: $118,043Expenses 2015: $89,984Net Income 2015: $28,0592015Revenue 2016: $109,159Expenses 2016: $94,950Net Income 2016: $14,2092016Revenue 2017: $125,066Expenses 2017: $122,527Net Income 2017: $2,5392017Revenue 2018: $192,939Expenses 2018: $207,670Net Income 2018: -$14,7312018Revenue 2019: $169,882Expenses 2019: $162,562Net Income 2019: $7,3202019Revenue 2020: $231,840Expenses 2020: $169,565Net Income 2020: $62,2752020Revenue 2021: $57,140Expenses 2021: $143,785Net Income 2021: -$86,6452021Revenue 2022: $213,931Expenses 2022: $204,629Net Income 2022: $9,3022022Revenue 2023: $256,200Expenses 2023: $259,432Net Income 2023: -$3,2322023Revenue 2024: $175,685Expenses 2024: $162,635Net Income 2024: $13,0502024Revenue 2025: $151,647Expenses 2025: $182,457Net Income 2025: -$30,8102025

Highlighted filing

2014

Revenue$41,417
Expenses$49,699
Net Income-$8,282
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 28, 2014
Return Version
2013v3.1
Gross Receipts
$41,417
Mission and Program Overview

Mission

Community & international service

Program Services

DescriptionGrantsExpenses
GRANTS TO THE COMMUNITY AND TO PROGRAMS THAT BENEFIT THE WORLD$49,563$49,563
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FEL LEEDist Gov ElePT$0--
ART MACQUEENPast DgPT$0--
PERCY ROSENBLOOM IIIDistrict GovPT$0--
MARSHALL BUTLERDist Gov-NomPT$0--
SHELLY MORGANSecretaryPT$0--
JULIE LAMEYTreasurerPT$0--
BRENT COATESSergeant AtPT$0--
Filing and Contact Details

Filer

EIN
59-2319085

Signing Officer

Name
Percy Rosenbloom
Title
Dist. Gov
Signed
2014-10-28
Discuss with paid preparer
Yes

Preparer

Preparer
R Bruce Shealy
Phone
9047300440
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary club of downtown deland 105 west indiana ave deland, fl 32720 7,000 0 0 rotary club of east arlington 3901 monument rd jacksonville, fl 32225 20,443 0 0 rotary club of san marco 1301 riverpalce blvd, 27th fl jacksonville, fl 32207 9,959 0 0 rotary club of west jax 1-295 & commonwealth jacksonville, fl 32236 7,729 0 0”

Form 990-ez, Part I, Line 16

“Expenses corporate filing fees 136 total 136”

Raw XML Appendix147 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0FEL LEE
CompensationExplanation/CompensationExplanationGrp/PersonNm1ART MACQUEEN
CompensationExplanation/CompensationExplanationGrp/PersonNm2PERCY ROSENBLOOM III
CompensationExplanation/CompensationExplanationGrp/PersonNm3MARSHALL BUTLER
CompensationExplanation/CompensationExplanationGrp/PersonNm4SHELLY MORGAN
CompensationExplanation/CompensationExplanationGrp/PersonNm5JULIE LAMEY
CompensationExplanation/CompensationExplanationGrp/PersonNm6BRENT COATES
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PATTI CHAPMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum09042820212
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 47195
IRS990EZ/BooksInCareOfDetail/USAddress/City0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode032247
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IRS990EZ/ExcessOrDeficitForYearAmt0-8282
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IRS990EZ/GrossReceiptsAmt041417
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FEL LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ART MACQUEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PERCY ROSENBLOOM III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARSHALL BUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHELLY MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE LAMEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRENT COATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIST GOV ELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST DG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DISTRICT GOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIST GOV-NOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SERGEANT AT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0136
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY & INTERNATIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO THE COMMUNITY AND TO PROGRAMS THAT BENEFIT THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt049563
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049563
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049699
IRS990EZ/TotalProgramServiceExpensesAmt049563
IRS990EZ/TotalRevenueAmt041417
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041318
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029247
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt074763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt064050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0180467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0389845
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt099
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0140
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0150
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0292
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0778
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96040
IRS990ScheduleA/PublicSupportPY170Pct00.91970
IRS990ScheduleA/PublicSupportTotal170Amt0375157
IRS990ScheduleA/SubstantialContributorsTotAmt014688
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041318
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029247
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt074763
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt064050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0180467
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0389845
IRS990ScheduleA/TotalSupportAmt0390623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY CLUB OF DOWNTOWN DELAND 105 WEST INDIANA AVE DELAND, FL 32720 7,000 0 0 ROTARY CLUB OF EAST ARLINGTON 3901 MONUMENT RD JACKSONVILLE, FL 32225 20,443 0 0 ROTARY CLUB OF SAN MARCO 1301 RIVERPALCE BLVD, 27TH FL JACKSONVILLE, FL 32207 9,959 0 0 ROTARY CLUB OF WEST JAX 1-295 & COMMONWEALTH JACKSONVILLE, FL 32236 7,729 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CORPORATE FILING FEES 136 TOTAL 136
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PERCY ROSENBLOOM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIST. GOV
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY DISTRICT 6970 YORK
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0592319085
ReturnHeader/Filer/USAddress/AddressLine10POST OFFICE BOX 47195
ReturnHeader/Filer/USAddress/City0JACKSONVILLE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032247
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591514060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RALSTON & COMPANY PA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108777 SAN JOSE BLVD BLDG E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0322174213
ReturnHeader/PreparerPersonGrp/PhoneNum09047300440
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R BRUCE SHEALY
ReturnHeader/ReturnTs02014-11-12T08:48:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,813
Liabilities
$0
Net assets
$42,813
Revenue
$41,417
Expenses
$49,699
Net income
-$8,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.52$1.82$0.31
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.76$1.63$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$2.56$2.59$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$2.14$2.05$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.57$1.44$0.87
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$2.32$1.70$0.62
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.70$1.63$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$1.93$2.08$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.25$1.23$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.09$0.95$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.18$0.90$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.41$0.50$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.29$0.41$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.63$0.75$0.56$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.64$0.49$0.15