Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 59-2564232

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-30%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-20%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-23%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$34,091

Down $8,283 (-20%) from 2018

Net Assets

Down

$34,091

Down $8,129 (-19%) from 2018

Liabilities

Down

$0

Down $154 (-100%) from 2018

Revenue

Down

$27,281

Down $8,016 (-23%) from 2018

Expenses

Up

$35,410

Up $6,881 (+24%) from 2018

Net Income

Down

-$8,129

Down $14,897 (-220%) from 2018

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

2019

Assets$34,091
Liabilities$0
Net Assets$34,091

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

2019

Revenue$27,281
Expenses$35,410
Net Income-$8,129
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$27,281
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.$11,474$11,474
THE ORGANIZATION PROVIDED MONEY TO THE CITY OF CAPE CORAL TO AID IN PROVIDING BENCHES AT BUS STOPS TO SAFEGUARD STUDENTS WHILE THEY WAITED FOR THE BUSES TO ARRIVE.$0$10,000
THE ORGANIZATION PROVIDED MONEY TO A COMMUNITY FOUNDATION ENDOWMENT FUND TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS.$6,075$6,075
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH ROOSPresident-Elect-$0--
DON THOMASSecretary-$0--
RANA ERBRICKPresident-$0--
MACHELLE SHIRKTreasurer-$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
Rana Erbrick
Title
President
Phone
2399451593
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Mchale Caruso Scullion & Knox LLC
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: 38.

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: 3,070.

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: 2,304. Total included on form 990-ez, line 10: 5,374.

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: various. Amount given: 6,100.

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: 06/01/19. Amount given: 6,075. Total included on form 990-ez, line 10: 12,175.

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

Description: meetings & conventions. Amount: 1,787. Description: supplies & plaques. Amount: 342. Description: administrative expenses. Amount: 1,110. Description: community service programs. Amount: 14,622. Total to form 990-ez, line 16: 17,861.

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

Description: deposit. Beg. Of year amount: 154. End of year amount: 0.

Raw XML Appendix138 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/BusinessNameLine1Txt0RANA ERBRICK
IRS990EZ/BooksInCareOfDetail/PhoneNum02399451593
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 100175
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAPE CORAL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033910
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042374
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034091
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt027243
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-8129
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt017549
IRS990EZ/GrossReceiptsAmt027281
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt038
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042220
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034091
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042220
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034091
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEITH ROOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DON THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RANA ERBRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MACHELLE SHIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017861
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATION & COMMUNITY FELLOWSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED MONEY TO THE CITY OF CAPE CORAL TO AID IN PROVIDING BENCHES AT BUS STOPS TO SAFEGUARD STUDENTS WHILE THEY WAITED FOR THE BUSES TO ARRIVE.
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 FUND TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26075
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26075
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.GOLDCOASTROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK ACCOUNT INTEREST. AMOUNT: 38.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY INTERNATIONAL. AFFILIATE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. PURPOSE OF PAYMENT: INTERNATIONAL DUES. AMOUNT OF PAYMENT: 3,070.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: ROTARY DISTRICT 6960. AFFILIATE ADDRESS: 8374 MARKET STREET LAKEWOOD RANCH, FL 34202. PURPOSE OF PAYMENT: DISTRICT DUES. AMOUNT OF PAYMENT: 2,304. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,374.
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: VARIOUS. AMOUNT GIVEN: 6,100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY 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: 06/01/19. AMOUNT GIVEN: 6,075. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: MEETINGS & CONVENTIONS. AMOUNT: 1,787. DESCRIPTION: SUPPLIES & PLAQUES. AMOUNT: 342. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,110. DESCRIPTION: COMMUNITY SERVICE PROGRAMS. AMOUNT: 14,622. TOTAL TO FORM 990-EZ, LINE 16: 17,861.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: DEPOSIT. BEG. OF YEAR AMOUNT: 154. END OF YEAR AMOUNT: 0.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANA ERBRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02399451593
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F31CFBDE6DAB2C4E33610E95B113175D24B26B6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.124.244.122
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:46:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650448406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCHALE CARUSO SCULLION & KNOX LLC
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/ReturnTs02019-11-15T09:46:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings