Civic Intelligence

Bradenton Rotary Foundation Incorporated

990 • Fiscal year 2016 • EIN 59-2480884

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 09, 2017

PO Box 1117Bradenton, FL 34206

(941) 747-4483

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

54th percentile

3.3%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

43rd percentile

-0.3%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-9.0%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,025,373

Down $2,583 (-0.3%) from 2015

Net Assets

Down

$1,025,373

Down $2,583 (-0.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$60,662

Down $5,969 (-9.0%) from 2015

Expenses

Down

$58,635

Down $34,101 (-37%) from 2015

Net Income

Up

$2,027

Up $28,132 (+108%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $608,103Liabilities 2010: $0Net Assets 2010: $608,1032010Assets 2011: $734,396Liabilities 2011: $0Net Assets 2011: $734,3962011Assets 2012: $775,172Liabilities 2012: $0Net Assets 2012: $775,1722012Assets 2013: $888,195Liabilities 2013: $0Net Assets 2013: $888,1952013Assets 2014: $1,050,125Liabilities 2014: $0Net Assets 2014: $1,050,1252014Assets 2015: $1,027,956Liabilities 2015: $0Net Assets 2015: $1,027,9562015Assets 2016: $1,025,373Liabilities 2016: $0Net Assets 2016: $1,025,3732016Assets 2017: $1,060,463Liabilities 2017: $0Net Assets 2017: $1,060,4632017Assets 2018: $1,133,639Liabilities 2018: $0Net Assets 2018: $1,133,6392018Assets 2019: $1,144,571Liabilities 2019: $0Net Assets 2019: $1,144,5712019Assets 2020: $1,198,931Liabilities 2020: $0Net Assets 2020: $1,198,9312020Assets 2021: $1,404,901Liabilities 2021: $0Net Assets 2021: $1,404,9012021Assets 2022: $1,134,039Liabilities 2022: $0Net Assets 2022: $1,134,0392022Assets 2023: $1,153,544Liabilities 2023: $2,753Net Assets 2023: $1,150,7912023Assets 2024: $1,266,328Liabilities 2024: $0Net Assets 2024: $1,266,3282024

Highlighted filing

2016

Assets$1,025,373
Liabilities$0
Net Assets$1,025,373

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $70,057Expenses 2010: $18,795Net Income 2010: $51,2622010Expenses 2011: $33,7832011Expenses 2012: $41,8142012Expenses 2013: $55,6012013Revenue 2014: $124,030Expenses 2014: $59,571Net Income 2014: $64,4592014Revenue 2015: $66,631Expenses 2015: $92,736Net Income 2015: -$26,1052015Revenue 2016: $60,662Expenses 2016: $58,635Net Income 2016: $2,0272016Revenue 2017: $52,325Expenses 2017: $98,745Net Income 2017: -$46,4202017Revenue 2018: $52,151Expenses 2018: $72,155Net Income 2018: -$20,0042018Revenue 2019: $56,700Expenses 2019: $93,911Net Income 2019: -$37,2112019Revenue 2020: $68,208Expenses 2020: $82,583Net Income 2020: -$14,3752020Revenue 2021: $66,487Expenses 2021: $77,495Net Income 2021: -$11,0082021Revenue 2022: $153,878Expenses 2022: $81,800Net Income 2022: $72,0782022Revenue 2023: $23,190Expenses 2023: $71,238Net Income 2023: -$48,0482023Revenue 2024: $59,598Expenses 2024: $89,243Net Income 2024: -$29,6452024

Highlighted filing

2016

Revenue$60,662
Expenses$58,635
Net Income$2,027
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Gross Receipts
$76,914
Mission and Program Overview

Mission

To raise money to support other exempt organizations in the community.

The organization's exempt purpose is to raise money to support other exempt organizations in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,021,239$1,012,004▼ $9,235
Cash and Non-Interest-Bearing Accounts$6,717$13,369▲ $6,652
Total Assets$1,027,956$1,025,373▼ $2,583
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,027,956$1,025,373▼ $2,583
Total Net Assets Fund Balance$1,027,956$1,025,373▼ $2,583
Total Liabilities and Net Assets / Fund Balance$1,027,956$1,025,373▼ $2,583

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,012,004--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dennise BergerPast President
Dwayne DurhamPresident
Bob PfeifferPresident Elect
Dan ChappieDirector
Judy PearsonDirector
Paul NelsonDirector
Pete BlewsDirector
Ron SchneiderDirector
Steve ParentDirector
Norman LeeSecretary
Lee VandegriftTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,308
Program Service Revenue
$0
Investment Income
$16,726
Other Revenue
$628
All Other Contributions
$43,308
Change in Net Assets
$2,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,329
Other Expenses$5,306
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$47,222--$47,222
Grants to Domestic Individuals$6,107--$6,107
Fees for Service Investment Mgmnt Fees-$4,565-$4,565
Insurance-$665-$665
Other Expenses-$6-$6
Total Functional Expenses$53,329$5,306$0$58,635
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary InternationalEvanston, IL-Donation to Support Charitable Organization.$21,557
Kids Against HungerBradenton, FL-Donation to Support Charitable Organization.$11,006
Meals on Wheels of ManateeBradenton, FL-Donation to Support Charitable Organization.$5,000
Remote Area MedicalRockford, TN-Donation to Support Charitable Organization.$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,850
Fundraising Direct Expenses$16,252
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Comedy Night$15,925$15,925$16,253$-328
Greatest Meal to End Polio$760$760-$760
Total Events$16,850$16,850$16,253$597
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

No review will be conducted.

Form 990, Part VI, Section C, Line 19

The organization makes its documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Bradenton Rotary Foundation
EIN
59-2480884
Phone
9417474483
Address
PO BOX 1117, BRADENTON, FL 34206

Signing Officer

Name
Dennise Berger
Title
President
Phone
9417474483
Signed
2017-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennise Berger
Formed
1985
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
30

Preparer

Firm
Mauldin & Jenkins LLC
Address
1401 MANATEE AVE W SUITE 1200, BRADENTON, FL 34205
Preparer
Stephen B Parent CPA
Phone
9417474483
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt043308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt043192
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt096983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt098629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt059715
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0341827
IRS990ScheduleA/TotalSupportAmt0466201
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01012004
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BMO HARRIS INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01012004
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016253
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COMEDY NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GREATEST MEAL TO END POLIO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016850
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0597
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016253
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016253
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt021557
IRS990ScheduleI/RecipientTable/CashGrantAmt111006
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DONATION TO SUPPORT CHARITABLE ORGANIZATION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATION TO SUPPORT CHARITABLE ORGANIZATION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DONATION TO SUPPORT CHARITABLE ORGANIZATION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3DONATION TO SUPPORT CHARITABLE ORGANIZATION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1KIDS AGAINST HUNGER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MEALS ON WHEELS OF MANATEE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3REMOTE AREA MEDICAL
IRS990ScheduleI/RecipientTable/RecipientEIN0363245072
IRS990ScheduleI/RecipientTable/RecipientEIN1411939778
IRS990ScheduleI/RecipientTable/RecipientEIN2591420986
IRS990ScheduleI/RecipientTable/RecipientEIN3581647546
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01560 SHERMAN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 1697
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2811 23RD AVENUE EAST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32200 STOCK CREEK BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BRADENTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BRADENTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ROCKFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd134206
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd234208
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd337853
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE ROTARY CLUB OF BRADENTON FLORIDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0596138574
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROMOTE SOCIAL RESPONSIBILITY IN THE COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1117
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BRADENTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd034206
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01027956
IRS990/TotalAssetsEOYAmt01025373
IRS990/TotalAssetsGrp/BOYAmt01027956
IRS990/TotalAssetsGrp/EOYAmt01025373
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt043308
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05306
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt053329
IRS990/TotalFunctionalExpensesGrp/TotalAmt058635
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01027956
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01025373
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt053329

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.02$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.15$0.08$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.07$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05$0.10$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06$0.06$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.12$0.06$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.07$0.02$0.05