Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 59-2564232

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization ProfileWWW.GOLDCOASTROTARY.ORG
8191 College Parkway Suite 302Fort Myers, FL 33919

(239) 945-1593

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

83rd percentile

24%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

91st percentile

51%

Faster asset growth than 91% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-17%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$22,727

Up $7,708 (+51%) from 2015

Net Assets

Up

$22,727

Up $7,708 (+51%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin83rd percentile

Revenue

Down

$32,521

Down $6,782 (-17%) from 2015

Expenses

Down

$24,813

Down $12,697 (-34%) from 2015

Net Income

Up

$7,708

Up $5,915 (+330%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

2016

Assets$22,727
Liabilities$0
Net Assets$22,727
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

2016

Revenue$32,521
Expenses$24,813
Net Income$7,708
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$34,312
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.$7,980$7,980
THE ORGANIZATION PROVIDED MONEY TO MULTIPLE CHARITABLE ORGANIZATIONS IN THE COMMUNITY TO HELP WITH EDUCATIONAL PROJECTS, HUNGER RELIEF, AND DISASTER ASSISTANCE.$0$7,828
THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE TO AN AFFILIATED ORGANIZATION WHICH HELPS FUND LIFE SAVING MEDICAL CARE FOR CHILDREN AROUND THE WORLD.$5,250$5,250
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DYLAN ZSEBEPresident-$0--
ANGELA PRUITTPresident-Elect-$0--
WENDY PIASCIKTreasurer-$0--
BOB KNIGHTSecretary-$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
Dylan Zsebe
Title
President
Phone
2399451593
Signed
2016-11-14
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: 17.”

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: 2,755.”

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: 1,881. Total included on form 990-ez, line 10: 4,636.”

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: 10/16/15. Amount given: 5,250.”

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: 3,344. Total included on form 990-ez, line 10: 8,594.”

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

“Description: meetings & conventions. Amount: 2,256. Description: supplies & plaques. Amount: 222. Description: administrative expenses. Amount: 1,277. Description: community service programs. Amount: 7,828. Total to form 990-ez, line 16: 11,583.”

Raw XML Appendix131 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/BusinessNameLine1Txt0WENDY PIASCIK
IRS990EZ/BooksInCareOfDetail/PhoneNum02399451593
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 100175
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAPE CORAL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033910
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015019
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022727
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt032504
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt07708
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015019
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022727
IRS990EZ/FundraisingGrossIncomeAmt01791
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013230
IRS990EZ/GrossReceiptsAmt034312
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015019
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015019
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022727
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
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/PersonNm0DYLAN ZSEBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELA PRUITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WENDY PIASCIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011583
IRS990EZ/PoliticalCampaignActyInd00
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 MULTIPLE CHARITABLE ORGANIZATIONS IN THE COMMUNITY TO HELP WITH EDUCATIONAL PROJECTS, HUNGER RELIEF, AND DISASTER ASSISTANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05250
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17980
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17980
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27828
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01791
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024813
IRS990EZ/TotalProgramServiceExpensesAmt021058
IRS990EZ/TotalRevenueAmt032521
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.GOLDCOASTROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK ACCOUNT INTEREST. AMOUNT: 17.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY INTERNATIONAL. AFFILIATE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. PURPOSE OF PAYMENT: INTERNATIONAL DUES. AMOUNT OF PAYMENT: 2,755.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: ROTARY DISTRICT 6960. AFFILIATE ADDRESS: 8374 MARKET STREET LAKEWOOD RANCH, FL 34202. PURPOSE OF PAYMENT: DISTRICT DUES. AMOUNT OF PAYMENT: 1,881. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 4,636.
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: 10/16/15. AMOUNT GIVEN: 5,250.
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: 3,344. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 8,594.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: MEETINGS & CONVENTIONS. AMOUNT: 2,256. DESCRIPTION: SUPPLIES & PLAQUES. AMOUNT: 222. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,277. DESCRIPTION: COMMUNITY SERVICE PROGRAMS. AMOUNT: 7,828. TOTAL TO FORM 990-EZ, LINE 16: 11,583.
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 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DYLAN ZSEBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02399451593
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CAPE CORAL GOLDCOAST
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0592564232
ReturnHeader/Filer/PhoneNum02399451593
ReturnHeader/Filer/USAddress/AddressLine1Txt08191 COLLEGE PARKWAY SUITE 302
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033919
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650448406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCHALE CARUSO SCULLION & KNOX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08191 COLLEGE PARKWAY SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033919
ReturnHeader/PreparerPersonGrp/PhoneNum02394817400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES H KNOX
ReturnHeader/ReturnTs02016-11-14T12:31:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,727
Liabilities
$0
Net assets
$22,727
Revenue
$32,521
Expenses
$24,813
Net income
$7,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$32.2$0.00$28.4$30.2$1.84
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.00$34.1$27.3$35.4$8.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$0.15$42.2$35.3$28.5$6.77
2017Detailed filing. Detailed filing data is available for this year.$35.5$0.07$35.5$42.0$29.3$12.7
2016Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$32.5$24.8$7.71
2015Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$39.3$37.5$1.79
2014Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$42.1$35.7$6.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.89$0.00$6.89$51.2$59.0$7.86
2012Summary only. Only limited summary data is available for this year.$14.7$0.00$46.6$48.2$1.63