Civic Intelligence

Rotary District 6970 York Foundation Inc.

990EZ • Fiscal year 2016 • EIN 59-2319085

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 07, 2016

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-7.5%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$85,079

Up $14,209 (+20%) from 2015

Net Assets

Up

$85,079

Up $14,209 (+20%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin69th percentile

Revenue

Down

$109,159

Down $8,884 (-7.5%) from 2015

Expenses

Up

$94,950

Up $4,966 (+5.5%) from 2015

Net Income

Down

$14,209

Down $13,850 (-49%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2016

Assets$85,079
Liabilities$0
Net Assets$85,079
Open 2016 Filing

Operations Trend

Revenue Growth37th 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

2016

Revenue$109,159
Expenses$94,950
Net Income$14,209
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 7, 2016
Return Version
2015v2.1
Gross Receipts
$109,159
Mission and Program Overview

Mission

Community & international service

Program Services

DescriptionGrantsExpenses
GRANTS TO THE COMMUNITY AND TO PROGRAMS THAT BENEFIT THE WORLD$94,770$94,770
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARSHALL BUTLERDistrict Gov-$0--
RICH COOPERSergeant-At--$0--
ANDY GROSESergeant-At--$0--
TODD RICHARDSONSergeant-At--$0--
BRENT COATESDist Gov- El-$0--
CAROLYN MUDGETTESecretary-$0--
JIM WHITETreasurer-$0--
JEANETTE LOFTUSDist Gov - N-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 6970 York
EIN
59-2319085
Address
POST OFFICE BOX 47195, JACKSONVILLE, FL 32247

Signing Officer

Name
Marshall Butler
Title
District Governor
Phone
9042820212
Signed
2016-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Ralston & Company Pa CPA
Address
8777 SAN JOSE BLVD BLDG E, JACKSONVILLE, FL 32217-4213
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 11,300 0 0 rotary district 6970 po box 47195 jacksonville, fl 32247 35,648 0 0 rotary club of daytona beach west 700 catalina drive daytona beach, fl 32114 30,545 0 0 rotary club of southpoint 9300 baymeadows road jacksonville, fl 32216 5,340 0 0”

Form 990-ez, Part I, Line 16

“Expenses corporate filing fees 180 total 180”

Raw XML Appendix151 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032247
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070870
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARSHALL BUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICH COOPER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TODD RICHARDSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROLYN MUDGETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JIM WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEANETTE LOFTUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT GOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SERGEANT-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SERGEANT-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SERGEANT-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIST GOV- EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIST GOV - N
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0180
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/GrantsAndAllocationsAmt094770
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt094770
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094950
IRS990EZ/TotalProgramServiceExpensesAmt094770
IRS990EZ/TotalRevenueAmt0109159
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0109064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0117939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041318
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt029247
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt074763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0372331
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt098
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0140
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0533
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99860
IRS990ScheduleA/PublicSupportPY170Pct00.99820
IRS990ScheduleA/PublicSupportTotal170Amt0372331
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0109064
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt074763
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0372331
IRS990ScheduleA/TotalSupportAmt0372864
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/ExplanationTxt0ROTARY CLUB OF DOWNTOWN DELAND 105 WEST INDIANA AVE DELAND, FL 32720 11,300 0 0 ROTARY DISTRICT 6970 PO BOX 47195 JACKSONVILLE, FL 32247 35,648 0 0 ROTARY CLUB OF DAYTONA BEACH WEST 700 CATALINA DRIVE DAYTONA BEACH, FL 32114 30,545 0 0 ROTARY CLUB OF SOUTHPOINT 9300 BAYMEADOWS ROAD JACKSONVILLE, FL 32216 5,340 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CORPORATE FILING FEES 180 TOTAL 180
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHALL BUTLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT GOVERNOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09042820212
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 6970 YORK
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0592319085
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 47195
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032247
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591514060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RALSTON & COMPANY PA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08777 SAN JOSE BLVD BLDG E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0322174213
ReturnHeader/PreparerPersonGrp/PhoneNum09047300440
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R BRUCE SHEALY
ReturnHeader/ReturnTs02016-11-08T10:57:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,079
Liabilities
$0
Net assets
$85,079
Revenue
$109,159
Expenses
$94,950
Net income
$14,209
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