Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 59-2564232

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 27, 2018

12800 University Dr Suite 175Fort Myers, FL 33907

(239) 945-1593

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

79th percentile

19%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-16%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$42,374

Up $6,848 (+19%) from 2017

Net Assets

Up

$42,220

Up $6,768 (+19%) from 2017

Liabilities

Up

$154

Up $80 (+108%) from 2017

Revenue

Down

$35,297

Down $6,740 (-16%) from 2017

Expenses

Down

$28,529

Down $783 (-2.7%) from 2017

Net Income

Down

$6,768

Down $5,957 (-47%) from 2017

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

2018

Assets$42,374
Liabilities$154
Net Assets$42,220

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

2018

Revenue$35,297
Expenses$28,529
Net Income$6,768
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 27, 2018
Return Version
2017v2.3
Gross Receipts
$43,264
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.$9,264$9,264
THE ORGANIZATION PROVIDED MONEY TO A COMMUNITY FOUNDATION ENDOWMENT FUNE TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS.$5,419$5,419
THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE TO AN AFFILIATED ORGANIZATION WHICH HELPS FUND LIFE SAVING MEDICAL CARE FOR CHILDREN AROUND THE WORLD.$1,295$1,295
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANA ERBRICKPresident-Elect-$0--
MACHELLE SHIRKSecretary-$0--
ALAN TANNANBAUMPresident-$0--
KEITH ROOSSergeant At Arms-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International-
EIN
59-2564232
Phone
2399451593
Address
12800 UNIVERSITY DR SUITE 175, FORT MYERS, FL 33907

Signing Officer

Name
Alan Tannanbaum
Title
President
Phone
2399451593
Signed
2018-11-27
Discuss with paid preparer
Yes

Preparer

Firm
Mchale Caruso Scullion & Knox
Address
12800 UNIVERSITY DRIVE SUITE 175, FORT MYERS, FL 33907
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: 79.

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: 2,704.

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: 2,010. Total included on form 990-ez, line 10: 4,714.

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

Activity classification: affiliate program . Grantee name: rotary foundation. Grantee address: 1560 sherman avenue evanston, il 60201. Grantee relationship: none. Property description: cash. Date of gift: 06/08/18. Amount given: 1,295.

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: 4,550.

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: 06/22/18. Amount given: 5,419. Total included on form 990-ez, line 10: 11,264.

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

Description: meetings & conventions. Amount: 2,124. Description: supplies & plaques. Amount: 79. Description: administrative expenses. Amount: 3,539. Description: community service programs. Amount: 6,809. Total to form 990-ez, line 16: 12,551.

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

Description: deposit. Beg. Of year amount: 74. End of year amount: 154.

Raw XML Appendix144 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/BusinessName/BusinessNameLine1Txt0ALAN TANNANBAUM
IRS990EZ/BooksInCareOfDetail/PhoneNum02399451593
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 100175
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAPE CORAL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033910
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035526
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042374
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt06768
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IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035526
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IRS990EZ/FundraisingGrossIncomeAmt07967
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015978
IRS990EZ/GrossReceiptsAmt043264
IRS990EZ/GroupExemptionNum00573
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IRS990EZ/InvestmentIncomeAmt079
IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt035452
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANA ERBRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MACHELLE SHIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALAN TANNANBAUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEITH ROOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SERGEANT AT ARMS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012551
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 A COMMUNITY FOUNDATION ENDOWMENT FUNE TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01295
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19264
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt015978
IRS990EZ/TotalRevenueAmt035297
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.GOLDCOASTROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK ACCOUNT INTEREST. AMOUNT: 79.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY INTERNATIONAL. AFFILIATE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. PURPOSE OF PAYMENT: INTERNATIONAL DUES. AMOUNT OF PAYMENT: 2,704.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: ROTARY DISTRICT 6960. AFFILIATE ADDRESS: 8374 MARKET STREET LAKEWOOD RANCH, FL 34202. PURPOSE OF PAYMENT: DISTRICT DUES. AMOUNT OF PAYMENT: 2,010. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 4,714.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: AFFILIATE PROGRAM . GRANTEE NAME: ROTARY FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/08/18. AMOUNT GIVEN: 1,295.
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: 4,550.
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: 06/22/18. AMOUNT GIVEN: 5,419. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 11,264.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: MEETINGS & CONVENTIONS. AMOUNT: 2,124. DESCRIPTION: SUPPLIES & PLAQUES. AMOUNT: 79. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 3,539. DESCRIPTION: COMMUNITY SERVICE PROGRAMS. AMOUNT: 6,809. TOTAL TO FORM 990-EZ, LINE 16: 12,551.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: DEPOSIT. BEG. OF YEAR AMOUNT: 74. END OF YEAR AMOUNT: 154.
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
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.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN TANNANBAUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02399451593
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CAPE CORAL GOLDCOAST
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0592564232
ReturnHeader/Filer/PhoneNum02399451593
ReturnHeader/Filer/USAddress/AddressLine1Txt012800 UNIVERSITY DR SUITE 175
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033907
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F7F95C7CDD62CE1FD38FE3AC6E46EBF33E849688
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BD039F50C91FD9B88ED0801C0C225ADC82E01AD2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.124.244.122
ReturnHeader/FilingSecurityInformation/IPDt02018-11-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm007:48:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650448406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCHALE CARUSO SCULLION & KNOX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012800 UNIVERSITY DRIVE SUITE 175
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033907
ReturnHeader/PreparerPersonGrp/PhoneNum02394817400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES H KNOX
ReturnHeader/ReturnTs02018-11-27T06:49:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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