Civic Intelligence

Rotary Club of Palm Beach Foundation

990EZ • Fiscal year 2018 • EIN 59-2551031

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 16, 2018

PO Box 105Palm Beach, FL 33480

(561) 799-6154

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

24th percentile

-10%

Higher net margin than 24% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Revenue Growth

86th percentile

52%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$457,411

Up $457,411 from 2017

Net Assets

Down

$454,490

Down $26,091 (-5.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$28,390

Up $9,751 (+52%) from 2017

Expenses

Down

$31,311

Down $15,545 (-33%) from 2017

Net Income

Up

-$2,921

Up $25,296 (+90%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $726,417Liabilities 2011: $34,500Net Assets 2011: $691,9172011Assets 2012: $700,210Liabilities 2012: $38,500Net Assets 2012: $661,7102012Assets 2013: $642,227Liabilities 2013: $35,500Net Assets 2013: $606,7272013Assets 2014: $599,840Liabilities 2014: $55,309Net Assets 2014: $544,5312014Assets 2016: $497,121Net Assets 2016: $497,1212016Assets 2017: $0Net Assets 2017: $480,5812017Assets 2018: $457,411Net Assets 2018: $454,4902018Assets 2019: $473,484Net Assets 2019: $473,4842019Assets 2020: $507,113Liabilities 2020: $0Net Assets 2020: $507,1132020Assets 2021: $565,158Liabilities 2021: $0Net Assets 2021: $565,1582021Assets 2022: $457,888Liabilities 2022: $0Net Assets 2022: $457,8882022Assets 2023: $454,747Liabilities 2023: $0Net Assets 2023: $454,7472023Assets 2024: $469,937Liabilities 2024: $0Net Assets 2024: $469,9372024Assets 2025: $477,586Liabilities 2025: $0Net Assets 2025: $477,5862025

Highlighted filing

2018

Assets$457,411
Liabilities-
Net Assets$454,490

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2011: $64,4172011Expenses 2012: $74,4662012Expenses 2013: $79,3412013Revenue 2014: $21,768Expenses 2014: $73,045Net Income 2014: -$51,2772014Revenue 2016: $15,607Expenses 2016: $49,382Net Income 2016: -$33,7752016Revenue 2017: $18,639Expenses 2017: $46,856Net Income 2017: -$28,2172017Revenue 2018: $28,390Expenses 2018: $31,311Net Income 2018: -$2,9212018Revenue 2019: $22,655Expenses 2019: $26,291Net Income 2019: -$3,6362019Revenue 2020: $65,460Expenses 2020: $52,897Net Income 2020: $12,5632020Revenue 2021: $45,193Expenses 2021: $54,457Net Income 2021: -$9,2642021Revenue 2022: $46,503Expenses 2022: $66,545Net Income 2022: -$20,0422022Revenue 2023: $49,441Expenses 2023: $62,566Net Income 2023: -$13,1252023Revenue 2024: $29,734Expenses 2024: $26,096Net Income 2024: $3,6382024Revenue 2025: $41,463Expenses 2025: $33,724Net Income 2025: $7,7392025

Highlighted filing

2018

Revenue$28,390
Expenses$31,311
Net Income-$2,921
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 16, 2018
Return Version
2017v2.2
Gross Receipts
$28,390
Mission and Program Overview

Mission

Scholarships - disaster relief - local school project & childrens programs

SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS - LOCAL STUDENTS-$10,500
INTERNATIONAL-EDUCATION PROGRAMS 289. WATER SANITATION 2000. 3H PROGRAM 1500. GUATEMALA TOMORROW 2863.-$6,652
LOCAL SUPPORT - SCHOOL SUPPLIES 2410. SHELTOR BOX 2000. JOSH THE OTTER PROGRAM 187. RYLA 716. ROSARIAN ACA 300. DICTIONARY SCHOOL PROGRAM 108-$5,721
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICCARDO BOEHMPresident-$0--
RICHARD ZARETSKYVice President-$0--
MARILYN RAUTIOSecretary-$0--
ANITA MANUELTreasurer-$0--
JACQUELINE ALBARRANDirector-$0--
CECILIA COSGROVEDirector-$0--
CHUNG WONGDirector-$0--
RAFAEL RODRIGUEZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Palm Beach
EIN
59-2551031
Phone
5617996154
Address
PO BOX 105, PALM BEACH, FL 33480

Signing Officer

Name
Anita E Manuel
Title
Treasurer
Signed
2018-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Palm Beach Tax Group
Address
44 COCOANUT ROW STE T5, PALM BEACH, FL 33480
Preparer
Roland C Manuel Ea
Phone
5616555777
Supplemental Narrative

Additional Explanations

Part 1 - Line 16

Part 1 - line 16 bank fees 38.00

Part 1 - Line 20

Part 1 - line 20 fluctuation in assets values unrealized gains/loses (23,170.00)

Raw XML Appendix168 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/PersonNm0PARKEY ENTERPRISES
IRS990EZ/BooksInCareOfDetail/PhoneNum05612367198
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08921 DANIA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033480
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0480581
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0457411
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02425
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2921
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0480581
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0457411
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022873
IRS990EZ/GrossReceiptsAmt028390
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt025965
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0480581
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0454490
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0480581
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0457411
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71
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/PersonNm0RICCARDO BOEHM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD ZARETSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARILYN RAUTIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANITA MANUEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACQUELINE ALBARRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CECILIA COSGROVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHUNG WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RAFAEL RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-23170
IRS990EZ/OtherExpensesTotalAmt038
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS - LOCAL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LOCAL SUPPORT - SCHOOL SUPPLIES 2410. SHELTOR BOX 2000. JOSH THE OTTER PROGRAM 187. RYLA 716. ROSARIAN ACA 300. DICTIONARY SCHOOL PROGRAM 108
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INTERNATIONAL-EDUCATION PROGRAMS 289. WATER SANITATION 2000. 3H PROGRAM 1500. GUATEMALA TOMORROW 2863.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15721
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26652
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031311
IRS990EZ/TotalProgramServiceExpensesAmt022873
IRS990EZ/TotalRevenueAmt028390
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARYPALMBEACH.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015938
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt025965
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015713
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07535
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027500
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013343
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt090056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03800
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt025965
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015713
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07535
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027500
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013343
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt090056
IRS990ScheduleA/InvestmentIncomeCYPct00.82020
IRS990ScheduleA/InvestmentIncomePYPct00.73560
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.17980
IRS990ScheduleA/PublicSupportPY509Pct00.26440
IRS990ScheduleA/PublicSupportTotal509Amt019738
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02425
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08425
IRS990ScheduleA/Total509Grp/TotalAmt019738
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012997
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021768
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0109794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART 1 - LINE 16 BANK FEES 38.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART 1 - LINE 20 FLUCTUATION IN ASSETS VALUES UNREALIZED GAINS/LOSES (23,170.00)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 - LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 - LINE 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANITA E MANUEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF PALM BEACH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0592551031
ReturnHeader/Filer/PhoneNum05617996154
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 105
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId019D861BAC75E67D12359F7FD4CC2FA7AAB84EABF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019D861BAC75E67D12359F7FD4CC2FA7AAB84EABF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06521962018229h000702
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.162.103.137
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591305390
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PALM BEACH TAX GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 COCOANUT ROW STE T5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033480
ReturnHeader/PreparerPersonGrp/PhoneNum05616555777
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROLAND C MANUEL EA
ReturnHeader/ReturnTs02018-08-20T15:42:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.41$0.34$0.08
2024Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.30$0.26$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.49$0.63$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.47$0.67$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.45$0.54$0.09
2020Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.65$0.53$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.73$4.73$0.23$0.26$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.57$4.54$0.28$0.31$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.00$4.81$0.19$0.47$0.28
2016Detailed filing. Detailed filing data is available for this year.$4.97$4.97$0.16$0.49$0.34
2014Detailed filing. Detailed filing data is available for this year.$6.00$0.55$5.45$0.22$0.73$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.42$0.36$6.07$0.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.00$0.39$6.62$0.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.26$0.35$6.92$0.64