Civic Intelligence

Rotary International- Cape Coral Goldcoast

EIN 59-2564232 • 501(c)4 • Fort Myers, FL

Profile

Promote education & community fellowship

8191 College Parkway Suite 302Fort Myers, FL 33919

www.goldcoastrotary.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

34th percentile

-6.5%

Higher net margin than 34% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2020

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 2019

Asset Growth

42nd percentile

-5.4%

Faster asset growth than 42% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

4.0%

Faster revenue growth than 59% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$32,249

Down $1,842 (-5.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$28,382

Up $1,101 (+4.0%) from 2019

Expenses

Down

$30,224

Down $5,186 (-15%) from 2019

Net Income

Up

-$1,842

Up $6,287 (+77%) from 2019

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $14,749Liabilities 2012: $02012Assets 2013: $6,891Liabilities 2013: $0Net Assets 2013: $6,8912013Assets 2014: $13,226Liabilities 2014: $0Net Assets 2014: $13,2262014Assets 2015: $15,019Liabilities 2015: $0Net Assets 2015: $15,0192015Assets 2016: $22,727Liabilities 2016: $0Net Assets 2016: $22,7272016Assets 2017: $35,526Liabilities 2017: $74Net Assets 2017: $35,4522017Assets 2018: $42,374Liabilities 2018: $154Net Assets 2018: $42,2202018Assets 2019: $34,091Liabilities 2019: $0Net Assets 2019: $34,0912019Assets 2020: $32,249Liabilities 2020: $02020

Highlighted filing

2020

Assets$32,249
Liabilities$0
Net Assets-

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $46,564Expenses 2012: $48,190Net Income 2012: -$1,6262012Revenue 2013: $51,174Expenses 2013: $59,032Net Income 2013: -$7,8582013Revenue 2014: $42,057Expenses 2014: $35,722Net Income 2014: $6,3352014Revenue 2015: $39,303Expenses 2015: $37,510Net Income 2015: $1,7932015Revenue 2016: $32,521Expenses 2016: $24,813Net Income 2016: $7,7082016Revenue 2017: $42,037Expenses 2017: $29,312Net Income 2017: $12,7252017Revenue 2018: $35,297Expenses 2018: $28,529Net Income 2018: $6,7682018Revenue 2019: $27,281Expenses 2019: $35,410Net Income 2019: -$8,1292019Revenue 2020: $28,382Expenses 2020: $30,224Net Income 2020: -$1,8422020

Highlighted filing

2020

Revenue$28,382
Expenses$30,224
Net Income-$1,842

Filings

Latest Detailed Filing

The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$48,763
Mission and Program Overview

Mission

Promote education & community fellowship

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE TO AFFILIATED ORGANIZATIONS TO HELP FUND THE ONGOING CHARITABLE WORK OF THE ORGANIZATIONS.$8,396$8,396
THE ORGANIZATION PROVIDED MONEY TO A COMMUNITY FOUNDATION ENDOWMENT FUNE TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS.$5,531$5,531
THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE TO AN AFFILIATED ORGANIZATION WHICH HELPS FUND LIFE SAVING MEDICAL CARE FOR CHILDREN AROUND THE WORLD.$5,000$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN HOOPERPresident-Elect-$0--
DAN PULEIOTreasurer-$0--
PHIL VAN DEEMSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International-
EIN
59-2564232
Phone
2399451593
Address
8191 COLLEGE PARKWAY SUITE 302, FORT MYERS, FL 33919

Signing Officer

Name
Phil Van Deems
Title
President
Phone
2399451593
Signed
2017-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Mchale Caruso Scullion & Knox
Address
8191 COLLEGE PARKWAY SUITE 302, FORT MYERS, FL 33919
Preparer
Charles H Knox
Phone
2394817400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: bank account interest. Amount: 30.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary international. Affiliate address: 1560 sherman avenue evanston, il 60201. Purpose of payment: international dues. Amount of payment: 2,739.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary district 6960. Affiliate address: 8374 market street lakewood ranch, fl 34202. Purpose of payment: district dues. Amount of payment: 1,932. Total included on form 990-ez, line 10: 4,671.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: affiliate program - gift of life. Grantee name: rotary foundation. Grantee address: 1560 sherman avenue evanston, il 60201. Grantee relationship: none. Property description: cash. Date of gift: 06/01/17. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: affiliate programs. Grantee name: rotary foundation. Grantee address: 1560 sherman avenue evanston, il 60201. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 3,725.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: college scholarships. Grantee name: cape coral community foundation. Grantee address: 4731 vincennes blvd cape coral, fl 33904. Grantee relationship: none. Property description: cash. Date of gift: 06/23/17. Amount given: 5,531. Total included on form 990-ez, line 10: 14,256.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: meetings & conventions. Amount: 3,865. Description: supplies & plaques. Amount: 161. Description: administrative expenses. Amount: 1,426. Description: community service programs. Amount: 4,933. Total to form 990-ez, line 16: 10,385.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deposit. Beg. Of year amount: 0. End of year amount: 74.

Raw XML Appendix137 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/CityNm0CAPE CORAL
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IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATION & COMMUNITY FELLOWSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE TO AN AFFILIATED ORGANIZATION WHICH HELPS FUND LIFE SAVING MEDICAL CARE FOR CHILDREN AROUND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE TO AFFILIATED ORGANIZATIONS TO HELP FUND THE ONGOING CHARITABLE WORK OF THE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION PROVIDED MONEY TO A COMMUNITY FOUNDATION ENDOWMENT FUNE TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK ACCOUNT INTEREST. AMOUNT: 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY INTERNATIONAL. AFFILIATE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. PURPOSE OF PAYMENT: INTERNATIONAL DUES. AMOUNT OF PAYMENT: 2,739.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: ROTARY DISTRICT 6960. AFFILIATE ADDRESS: 8374 MARKET STREET LAKEWOOD RANCH, FL 34202. PURPOSE OF PAYMENT: DISTRICT DUES. AMOUNT OF PAYMENT: 1,932. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 4,671.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: AFFILIATE PROGRAM - GIFT OF LIFE. GRANTEE NAME: ROTARY FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/01/17. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: AFFILIATE PROGRAMS. GRANTEE NAME: ROTARY FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 3,725.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: COLLEGE SCHOLARSHIPS. GRANTEE NAME: CAPE CORAL COMMUNITY FOUNDATION. GRANTEE ADDRESS: 4731 VINCENNES BLVD CAPE CORAL, FL 33904. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/23/17. AMOUNT GIVEN: 5,531. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 14,256.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: MEETINGS & CONVENTIONS. AMOUNT: 3,865. DESCRIPTION: SUPPLIES & PLAQUES. AMOUNT: 161. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,426. DESCRIPTION: COMMUNITY SERVICE PROGRAMS. AMOUNT: 4,933. TOTAL TO FORM 990-EZ, LINE 16: 10,385.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: DEPOSIT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 74.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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