Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 59-2564232

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 08, 2014

8191 College Parkway Suite 302Cape Coral, FL 33919

(239) 839-4979

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

95th percentile

92%

Faster asset growth than 95% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-18%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$13,226

Up $6,335 (+92%) from 2013

Net Assets

Up

$13,226

Up $6,335 (+92%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$42,057

Down $9,117 (-18%) from 2013

Expenses

Down

$35,722

Down $23,310 (-39%) from 2013

Net Income

Up

$6,335

Up $14,193 (+181%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$13,226
Liabilities$0
Net Assets$13,226

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$42,057
Expenses$35,722
Net Income$6,335
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 8, 2014
Return Version
2013v3.0
Gross Receipts
$50,326
Mission and Program Overview

Mission

Promote education & community fellowship

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE TO AFFILIATED ORGANIZATIONS TO HELP FUND THE CHARITABLE WORK OF THOSE ORGANIZATIONS.$18,866$18,866
THE ORGANIZATION PROVIDED MONEY TO A COMMUNITY FOUNDATION ENDOWMENT FUND TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS.$8,000$8,000
THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE, AS PART OF A LONG TERM COMMITTMENT, TO FUND A PEDIATRIC TREATMENT ROOM IN THE EMERGENCY WING OF CAPE CORAL HOSPITAL.$5,000$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN AHMADIPresidentPT$0--
ANGELA PRUITTSecretaryPT$0--
FERNANDO GOMESTreasurerPT$0--
JOE CERINOPast PresidentPT$0--
Filing and Contact Details

Filer

EIN
59-2564232
Phone
2398394979

Signing Officer

Name
Beth Sanger
Title
President
Phone
2398394979
Signed
2014-12-08
Discuss with paid preparer
Yes

Preparer

Preparer
Todd Caruso
Phone
2394817400
Supplemental Narrative

Additional Explanations

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

Description: bank account interest . Amount: 12.

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: 3,154.

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: 1,823. Total included on form 990-ez, line 10: 4,977.

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

Activity classification: affiliate programs. Grantee name: rotary international. Grantee address: 1560 sherman avenue evanston, il 60201. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 9,470.

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

Activity classification: affiliate programs. Grantee name: rotary district 6960. Grantee address: 8374 market street lakewood ranch, fl 34202. Grantee relationship: none. Property description: cash. Date of gift: 06/27/14. Amount given: 5,000.

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: 06/25/14. Amount given: 8,000. Total included on form 990-ez, line 10: 22,470.

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

Description: meetings & conventions . Amount: 1,061. Description: supplies & plaques . Amount: 1,095. Description: administrative expenses . Amount: 1,558. Description: community service programs . Amount: 4,420. Description: other. Amount: 141. Total to form 990-ez, line 16: 8,275.

Raw XML Appendix132 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10TERI SPILOTROS
IRS990EZ/BooksInCareOfDetail/PhoneNum02398394979
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 100175
IRS990EZ/BooksInCareOfDetail/USAddress/City0CAPE CORAL
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode033910
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06891
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013226
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt042045
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt06335
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06891
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013226
IRS990EZ/FundraisingGrossIncomeAmt08269
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027447
IRS990EZ/GrossReceiptsAmt050326
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06891
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013226
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06891
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013226
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt312.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN AHMADI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELA PRUITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FERNANDO GOMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE CERINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08275
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATION & COMMUNITY FELLOWSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE, AS PART OF A LONG TERM COMMITTMENT, TO FUND A PEDIATRIC TREATMENT ROOM IN THE EMERGENCY WING OF CAPE CORAL HOSPITAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE TO AFFILIATED ORGANIZATIONS TO HELP FUND THE CHARITABLE WORK OF THOSE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION PROVIDED MONEY TO A COMMUNITY FOUNDATION ENDOWMENT FUND TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118866
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118866
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08269
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035722
IRS990EZ/TotalProgramServiceExpensesAmt031866
IRS990EZ/TotalRevenueAmt042057
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.GOLDCOASTROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK ACCOUNT INTEREST . AMOUNT: 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY INTERNATIONAL. AFFILIATE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. PURPOSE OF PAYMENT: INTERNATIONAL DUES. AMOUNT OF PAYMENT: 3,154.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: ROTARY DISTRICT 6960. AFFILIATE ADDRESS: 8374 MARKET STREET LAKEWOOD RANCH, FL 34202. PURPOSE OF PAYMENT: DISTRICT DUES. AMOUNT OF PAYMENT: 1,823. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 4,977.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: AFFILIATE PROGRAMS. GRANTEE NAME: ROTARY INTERNATIONAL. GRANTEE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 9,470.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: AFFILIATE PROGRAMS. GRANTEE NAME: ROTARY DISTRICT 6960. GRANTEE ADDRESS: 8374 MARKET STREET LAKEWOOD RANCH, FL 34202. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/27/14. AMOUNT GIVEN: 5,000.
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: 06/25/14. AMOUNT GIVEN: 8,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 22,470.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: MEETINGS & CONVENTIONS . AMOUNT: 1,061. DESCRIPTION: SUPPLIES & PLAQUES . AMOUNT: 1,095. DESCRIPTION: ADMINISTRATIVE EXPENSES . AMOUNT: 1,558. DESCRIPTION: COMMUNITY SERVICE PROGRAMS . AMOUNT: 4,420. DESCRIPTION: OTHER. AMOUNT: 141. TOTAL TO FORM 990-EZ, LINE 16: 8,275.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH SANGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02398394979
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL- CAPE CORAL GOLDCOAST
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0592564232
ReturnHeader/Filer/PhoneNum02398394979
ReturnHeader/Filer/USAddress/AddressLine108191 COLLEGE PARKWAY SUITE 302
ReturnHeader/Filer/USAddress/City0FORT MYERS
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033919
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650448406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCHALE CARUSO SCULLION & KNOX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108191 COLLEGE PARKWAY SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033919
ReturnHeader/PreparerPersonGrp/PhoneNum02394817400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD CARUSO
ReturnHeader/ReturnTs02014-12-08T09:36:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits