Civic Intelligence

Rotary Club of Dunedin Inc

990EZ • Fiscal year 2015 • EIN 59-2687158

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 11, 2016

PO Box 1153Dunedin, FL 34697-1153

(727) 781-7440

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

38th percentile

-1.0%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

7.2%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$14,221

Down $63 (-0.4%) from 2014

Net Assets

Down

$13,873

Down $411 (-2.9%) from 2014

Liabilities

Up

$348

Up $348 from 2014

Revenue

Up

$41,305

Up $2,759 (+7.2%) from 2014

Expenses

Up

$41,716

Up $3,757 (+9.9%) from 2014

Net Income

Down

-$411

Down $998 (-170%) from 2014

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0-$5.0KAssets 2011: $6,094Liabilities 2011: $6,1512011Assets 2012: $4,353Liabilities 2012: $7,966Net Assets 2012: -$3,6132012Assets 2013: $13,697Liabilities 2013: $0Net Assets 2013: $13,6972013Assets 2014: $14,284Liabilities 2014: $0Net Assets 2014: $14,2842014Assets 2015: $14,221Liabilities 2015: $348Net Assets 2015: $13,8732015

Highlighted filing

2015

Assets$14,221
Liabilities$348
Net Assets$13,873

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $32,903Expenses 2011: $46,368Net Income 2011: -$13,4652011Revenue 2012: $34,221Expenses 2012: $37,777Net Income 2012: -$3,5562012Revenue 2013: $54,009Expenses 2013: $36,699Net Income 2013: $17,3102013Revenue 2014: $38,546Expenses 2014: $37,959Net Income 2014: $5872014Revenue 2015: $41,305Expenses 2015: $41,716Net Income 2015: -$4112015

Highlighted filing

2015

Revenue$41,305
Expenses$41,716
Net Income-$411
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Gross Receipts
$47,300
Mission and Program Overview

Mission

To encourage and foster the ideal of service as a basis of worthy enterprise and develop acquaintances, high ethical standards, application of ideals and international goodwill and peace.

Program Services

DescriptionGrantsExpenses
ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND DEVELOPED ACQUAINTANCES, HIGH ETHICAL STANDARDS, APPLICATION OF IDEALS, GOODWILL AND PEACE.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORA MIHOPOULOSPresident-$0--
MELISSA MCCORMICKTreasurer-$0--
JASON SEIBERTSecretary-$0--
JEFF RHOADSPresident Elect-$0--
BEV FISHERDirector-$0--
MARK PHILLIPSDirector-$0--
DAVE KELLYDirector-$0--
PAT BAUERDirector-$0--
CHARLES DEANDirector-$0--
WENDY BARMOREDirector-$0--
BILL FRANCISCODirector-$0--
RAY KINGSBURYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Dunedin Inc
EIN
59-2687158
Phone
7277817440
Address
PO BOX 1153, DUNEDIN, FL 34697-1153

Signing Officer

Name
Susan Folsom
Title
President
Phone
7277817440
Signed
2016-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Pdr Certified Public Accountants
Address
29750 US HWY 19 N 101, CLEARWATER, FL 33761-1510
Preparer
Ann Paxton
Phone
7277854447
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 3.

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

Affiliate name: dunedin rotary club foundation, inc. Affiliate address: po box 1153 dunedin, fl 34697. Purpose of payment: contribution. Amount of payment: 1,875.

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

Description: district expenses. Amount: 9,309. Description: meal expenses. Amount: 24,773. Description: club administration expenses. Amount: 5,574. Description: misc expenses. Amount: 136. Total to form 990-ez, line 16: 39,792.

Form 990-ez, Part II, Line 24 - Other Assets

Description: dues receivable. Beg. Of year amount: 5,178. End of year amount: 5,111.

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

Description: accrued expense. Beg. Of year amount: 0. End of year amount: 348.

Raw XML Appendix177 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/PrimaryExemptPurposeTxt0TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND DEVELOP ACQUAINTANCES, HIGH ETHICAL STANDARDS, APPLICATION OF IDEALS AND INTERNATIONAL GOODWILL AND PEACE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: DUNEDIN ROTARY CLUB FOUNDATION, INC. AFFILIATE ADDRESS: PO BOX 1153 DUNEDIN, FL 34697. PURPOSE OF PAYMENT: CONTRIBUTION. AMOUNT OF PAYMENT: 1,875.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DISTRICT EXPENSES. AMOUNT: 9,309. DESCRIPTION: MEAL EXPENSES. AMOUNT: 24,773. DESCRIPTION: CLUB ADMINISTRATION EXPENSES. AMOUNT: 5,574. DESCRIPTION: MISC EXPENSES. AMOUNT: 136. TOTAL TO FORM 990-EZ, LINE 16: 39,792.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUES RECEIVABLE. BEG. OF YEAR AMOUNT: 5,178. END OF YEAR AMOUNT: 5,111.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCRUED EXPENSE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 348.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN FOLSOM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07277817440
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF DUNEDIN INC
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ReturnHeader/Filer/EIN0592687158
ReturnHeader/Filer/PhoneNum07277817440
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029750 US HWY 19 N 101
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337611510
ReturnHeader/PreparerPersonGrp/PhoneNum07277854447
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN PAXTON
ReturnHeader/ReturnTs02016-02-22T15:05:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings