Civic Intelligence

Rotary International

EIN 59-2411362 • 501(c)4 • Edgewater, FL

Profile

To bring together business and professional leaders in order to provide humanitarian services, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.

PO Box 673Edgewater, FL 32132

n/A

Siviq Scores

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

Liabilities / Assets

77th percentile

0.09x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

64th percentile

9.4%

Higher net margin than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

26%

Faster revenue growth than 80% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$36,714

Up $5,717 (+18%) from 2023

Liabilities

Down

$3,167

Down $3,914 (-55%) from 2023

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue72nd percentileNet Margin64th percentile

Revenue

Up

$102,555

Up $21,181 (+26%) from 2023

Expenses

Up

$92,924

Up $271 (+0.3%) from 2023

Net Income

Up

$9,631

Up $20,910 (+185%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$60K$40K$20K$0-$20KAssets 2010: $14,953Liabilities 2010: $13,7502010Assets 2011: $14,953Liabilities 2011: $13,7502011Assets 2012: $13,029Liabilities 2012: $10,6842012Assets 2013: $9,896Liabilities 2013: $10,679Net Assets 2013: -$7832013Assets 2014: $18,092Liabilities 2014: $4,249Net Assets 2014: $13,8432014Assets 2016: $3,666Liabilities 2016: $779Net Assets 2016: $2,8872016Assets 2017: $7,919Liabilities 2017: $590Net Assets 2017: $7,3292017Assets 2018: $22,977Liabilities 2018: $4,161Net Assets 2018: $18,8162018Assets 2019: $35,837Liabilities 2019: $2,523Net Assets 2019: $33,3142019Assets 2020: $22,479Liabilities 2020: $3,053Net Assets 2020: $19,4262020Assets 2021: $34,456Liabilities 2021: $9,576Net Assets 2021: $24,8802021Assets 2022: $40,354Liabilities 2022: $5,159Net Assets 2022: $35,1952022Assets 2023: $30,997Liabilities 2023: $7,0812023Assets 2024: $36,714Liabilities 2024: $3,1672024

Highlighted filing

2024

Assets$36,714
Liabilities$3,167
Net Assets-
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $52,062Expenses 2010: $61,337Net Income 2010: -$9,2752010Revenue 2011: $52,062Expenses 2011: $61,337Net Income 2011: -$9,2752011Revenue 2012: $45,812Expenses 2012: $44,670Net Income 2012: $1,1422012Revenue 2013: $53,757Expenses 2013: $56,885Net Income 2013: -$3,1282013Revenue 2014: $64,816Expenses 2014: $50,191Net Income 2014: $14,6252014Revenue 2016: $61,494Expenses 2016: $67,992Net Income 2016: -$6,4982016Revenue 2017: $75,825Expenses 2017: $71,383Net Income 2017: $4,4422017Revenue 2018: $84,465Expenses 2018: $72,980Net Income 2018: $11,4852018Revenue 2019: $101,567Expenses 2019: $87,069Net Income 2019: $14,4982019Revenue 2020: $71,900Expenses 2020: $85,787Net Income 2020: -$13,8872020Revenue 2021: $59,256Expenses 2021: $53,802Net Income 2021: $5,4542021Revenue 2022: $82,916Expenses 2022: $72,601Net Income 2022: $10,3152022Revenue 2023: $81,374Expenses 2023: $92,653Net Income 2023: -$11,2792023Revenue 2024: $102,555Expenses 2024: $92,924Net Income 2024: $9,6312024

Highlighted filing

2024

Revenue$102,555
Expenses$92,924
Net Income$9,631
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$36,714
Liabilities
$3,167
Net assets
-
Revenue
$102,555
Expenses
$92,924
Net income
$9,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.37$0.03$1.03$0.93$0.10
2023Summary only. Only limited summary data is available for this year.$0.31$0.07$0.81$0.93$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.05$0.35$0.83$0.73$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.10$0.25$0.59$0.54$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.03$0.19$0.72$0.86$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.03$0.33$1.02$0.87$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.04$0.19$0.84$0.73$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.01$0.07$0.76$0.71$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.01$0.03$0.61$0.68$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.04$0.14$0.65$0.50$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.11$0.01$0.54$0.57$0.03
2012Summary only. Only limited summary data is available for this year.$0.13$0.11$0.46$0.45$0.01
2011Summary only. Only limited summary data is available for this year.$0.15$0.14$0.52$0.61$0.09
2010Summary only. Only limited summary data is available for this year.$0.15$0.14$0.52$0.61$0.09
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$59,256
Mission and Program Overview

Mission

Business leaders assisting community

Program Services

DescriptionGrantsExpenses
DONATIONS AND COMMUNITY EVENTS-$9,930
SCHOLARSHIPS-$6,000
YOUTH ACTIVITIES-$738
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna PoirierTreasurer-$0--
William GlennonPresident-$0--
Lindsay MaliaSecretary-$0--
Steve HolmesVice President-$0--
Charles AldridgeBoard Member-$0--
Rose TraubBoard Member-$0--
Dave DollieslagerBoard Member-$0--
Wes DykesBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Edgewater
EIN
59-2411362
Address
PO Box 673, Edgewater, FL 32132

Signing Officer

Name
Steve Holmes
Title
Vice President
Phone
3862993382
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Diversified Accounting Solutions
Address
3228 Queen Palm Dr, Edgewater, FL 32141
Preparer
Donna Poirier
Phone
3866892978
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountFUNDRAISER INCOME 36,001GUEST/VISITOR MEAL 3,562BAR INCOME 3,851SERGEANT AT ARMS 2,925MISCELLANEOUS 2,561RAFFLE INCOME 1,761”

Description of other expenses Part I line 16

“Description AmountADVERTISING AND PROMOTION 240OFFICE SUPPLIES 838MEMBER MEALS 964CLUBHOUSE MEETING EXPENSES 7,634CLUBHOUSE SUPPLIES 101COMMUNITY SERVICE 9,930VOCATIONAL SERVICES 6,000RI FOUNDATION CONTRIBUTION 1,600FUND RAISING EXPENSES 10,017YOUTH SERVICES 738BANK SERVICE CHARGES 384MEMBERSHIP EVENTS 1,119MEMBERSHIP MATERIALS 256”

Description of other assets Part II line 24

“Category Beginning of Year End of YearACCOUNTS RECEIVABLE 1,857 850PREPAIDS AND DEPOSITS 300 0”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPLEDGES 2,463 3,719GIFT POOL 237 237NINA SHULTZ FUND 353 353ACCOUNTS PAYABLE 0 5,267”

Raw XML Appendix148 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Donna Poirier
IRS990EZ/BooksInCareOfDetail/PhoneNum03866892978
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03228 Queen Palm Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Edgewater
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032141
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020322
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033606
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05454
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022479
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034456
IRS990EZ/GrossReceiptsAmt059256
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08595
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019426
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024880
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019426
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024880
IRS990EZ/OccupancyRentUtltsAndMaintAmt013456
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Donna Poirier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1William Glennon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lindsay Malia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Holmes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Charles Aldridge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rose Traub
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dave Dollieslager
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Wes Dykes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02157
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0850
IRS990EZ/OtherExpensesTotalAmt039821
IRS990EZ/OtherRevenueTotalAmt050661
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BUSINESS LEADERS ASSISTING COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS AND COMMUNITY EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2YOUTH ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19930
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2738
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03053
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09576
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053802
IRS990EZ/TotalProgramServiceExpensesAmt016668
IRS990EZ/TotalRevenueAmt059256
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountFUNDRAISER INCOME 36,001GUEST/VISITOR MEAL 3,562BAR INCOME 3,851SERGEANT AT ARMS 2,925MISCELLANEOUS 2,561RAFFLE INCOME 1,761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountADVERTISING AND PROMOTION 240OFFICE SUPPLIES 838MEMBER MEALS 964CLUBHOUSE MEETING EXPENSES 7,634CLUBHOUSE SUPPLIES 101COMMUNITY SERVICE 9,930VOCATIONAL SERVICES 6,000RI FOUNDATION CONTRIBUTION 1,600FUND RAISING EXPENSES 10,017YOUTH SERVICES 738BANK SERVICE CHARGES 384MEMBERSHIP EVENTS 1,119MEMBERSHIP MATERIALS 256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearACCOUNTS RECEIVABLE 1,857 850PREPAIDS AND DEPOSITS 300 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearPLEDGES 2,463 3,719GIFT POOL 237 237NINA SHULTZ FUND 353 353ACCOUNTS PAYABLE 0 5,267
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Holmes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum03862993382
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Edgewater
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0592411362
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 673
ReturnHeader/Filer/USAddress/CityNm0Edgewater
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Diversified Accounting Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03228 Queen Palm Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Edgewater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032141
ReturnHeader/PreparerPersonGrp/PhoneNum03866892978
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna Poirier
ReturnHeader/ReturnTs02022-05-16T18:30:55-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Steve
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Holmes
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits