Civic Intelligence

Rotary International Edgewater

990EZ • Fiscal year 2023 • EIN 59-2411362

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

PO Box 673Edgewater, FL 32132

(386) 689-2978

Siviq Scores

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

Liabilities / Assets

84th percentile

0.23x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.09x

Higher debt load relative to revenue than 76% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-1.9%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$30,997

Flat from 2023

Net Assets

$23,916

No earlier filing loaded for comparison.

Liabilities

Flat

$7,081

Flat from 2023

Revenue

Flat

$81,374

Flat from 2023

Expenses

Flat

$92,653

Flat from 2023

Net Income

Flat

-$11,279

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$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: $7,081Net Assets 2023: $23,9162023Assets 2023: $30,997Liabilities 2023: $7,0812023Assets 2024: $36,714Liabilities 2024: $3,1672024

Highlighted filing

2023

Assets$30,997
Liabilities$7,081
Net Assets$23,916

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 2023: $81,374Expenses 2023: $92,653Net Income 2023: -$11,2792023Revenue 2024: $102,555Expenses 2024: $92,924Net Income 2024: $9,6312024

Highlighted filing

2023

Revenue$81,374
Expenses$92,653
Net Income-$11,279
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Gross Receipts
$81,374
Mission and Program Overview

Mission

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.

Business leaders assisting community

Program Services

DescriptionGrantsExpenses
DONATIONS AND COMMUNITY EVENTS-$17,052
SCHOLARSHIPS-$4,500
YOUTH ACTIVITIES-$564
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna PoirierTreasurer-$0--
Donna NicholsSecretary-$0--
Lindsay MaliaPresident-$0--
Steve HolmesBoard Member-$0--
Charles AldridgeBoard Member-$0--
Peter StantonPresident Elect-$0--
Dave DollieslagerVice President-$0--
Kevin SeymourBoard 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
Peter Stanton
Title
President Elect
Phone
3862993382
Signed
2024-05-13
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 53,926GUEST/VISITOR MEAL 4,149BAR INCOME 4,739SERGEANT AT ARMS 4,071MISCELLANEOUS 1,572RAFFLE INCOME 1,708

Description of other expenses Part I line 16

Description AmountADVERTISING AND PROMOTION 606OFFICE SUPPLIES 992MEMBER MEALS 966CLUBHOUSE MEETING EXPENSES 4,778CLUBHOUSE SUPPLIES 556COMMUNITY SERVICE 17,646VOCATIONAL SERVICES 4,500RI FOUNDATION CONTRIBUTION 6,170FUND RAISING EXPENSES 31,063BANK SERVICE CHARGES 385MEMBERSHIP EVENTS 4,135MEMBERSHIP MATERIALS 186RLI & OTHER TRAINING 325

Description of other assets Part II line 24

Category Beginning of Year End of YearACCOUNTS RECEIVABLE 3,472 2,994PREPAID DEPOSITS 0 1,350

Description of total liabilities Part II line 26

Category Beginning of Year End of YearPLEDGES 4,525 5,078GIFT POOL 237 237NINA SHULTZ FUND 353 353ACCOUNTS PAYABLE 44 1,413

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
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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/BOYAmt036882
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026653
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11279
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0538
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsAmt081374
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011209
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035195
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023916
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035195
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023916
IRS990EZ/OccupancyRentUtltsAndMaintAmt019807
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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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/PersonNm1Donna Nichols
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lindsay Malia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Holmes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Charles Aldridge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Peter Stanton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dave Dollieslager
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kevin Seymour
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03472
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04344
IRS990EZ/OtherExpensesTotalAmt072308
IRS990EZ/OtherRevenueTotalAmt070165
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BUSINESS LEADERS ASSISTING COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS AND COMMUNITY EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2YOUTH ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117052
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2564
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05159
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07081
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092653
IRS990EZ/TotalProgramServiceExpensesAmt022116
IRS990EZ/TotalRevenueAmt081374
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountFUNDRAISER INCOME 53,926GUEST/VISITOR MEAL 4,149BAR INCOME 4,739SERGEANT AT ARMS 4,071MISCELLANEOUS 1,572RAFFLE INCOME 1,708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountADVERTISING AND PROMOTION 606OFFICE SUPPLIES 992MEMBER MEALS 966CLUBHOUSE MEETING EXPENSES 4,778CLUBHOUSE SUPPLIES 556COMMUNITY SERVICE 17,646VOCATIONAL SERVICES 4,500RI FOUNDATION CONTRIBUTION 6,170FUND RAISING EXPENSES 31,063BANK SERVICE CHARGES 385MEMBERSHIP EVENTS 4,135MEMBERSHIP MATERIALS 186RLI & OTHER TRAINING 325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearACCOUNTS RECEIVABLE 3,472 2,994PREPAID DEPOSITS 0 1,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearPLEDGES 4,525 5,078GIFT POOL 237 237NINA SHULTZ FUND 353 353ACCOUNTS PAYABLE 44 1,413
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/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Stanton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President Elect
ReturnHeader/BusinessOfficerGrp/PhoneNum03862993382
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
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/PreparationDt02024-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna Poirier
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-12T16:09:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Peter
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stanton
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.07$0.24$0.81$0.93$0.11
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