Civic Intelligence

Rotary International Jacksonville-Oceanside Rotary Club

990EZ • Fiscal year 2024 • EIN 59-2918964

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 22, 2025

Post Office Box 51587Jacksonville Beach, FL 32240-1587

(904) 474-2217

Siviq Scores

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

Liabilities / Assets

71st percentile

0.06x

Higher debt load relative to assets than 71% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

20%

Faster revenue growth than 74% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$40,941

Down $17,879 (-30%) from 2023

Net Assets

Down

$38,679

Down $10,141 (-21%) from 2023

Liabilities

Down

$2,262

Down $7,738 (-77%) from 2023

Revenue

Up

$56,501

Up $9,345 (+20%) from 2023

Expenses

Up

$66,642

Up $22,604 (+51%) from 2023

Net Income

Down

-$10,141

Down $13,259 (-425%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $20,398Net Assets 2010: $20,3982010Assets 2011: $22,591Liabilities 2011: $02011Assets 2012: $20,800Liabilities 2012: $180Net Assets 2012: $20,6202012Assets 2014: $29,627Liabilities 2014: $0Net Assets 2014: $29,6272014Assets 2015: $23,747Liabilities 2015: $0Net Assets 2015: $23,7472015Assets 2016: $19,700Liabilities 2016: $0Net Assets 2016: $19,7002016Assets 2017: $5,069Liabilities 2017: $0Net Assets 2017: $5,0692017Assets 2018: $2,260Liabilities 2018: $0Net Assets 2018: $2,2602018Assets 2019: $176Liabilities 2019: $0Net Assets 2019: $1762019Assets 2020: $15,849Liabilities 2020: $8,096Net Assets 2020: $7,7532020Assets 2021: $19,383Liabilities 2021: $0Net Assets 2021: $19,3832021Assets 2022: $45,702Liabilities 2022: $0Net Assets 2022: $45,7022022Assets 2023: $58,820Liabilities 2023: $10,000Net Assets 2023: $48,8202023Assets 2024: $40,941Liabilities 2024: $2,262Net Assets 2024: $38,6792024Assets 2025: $31,152Liabilities 2025: $660Net Assets 2025: $30,4922025

Highlighted filing

2024

Assets$40,941
Liabilities$2,262
Net Assets$38,679

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $45,379Expenses 2010: $44,673Net Income 2010: $7062010Revenue 2011: $50,582Expenses 2011: $48,389Net Income 2011: $2,1932011Revenue 2012: $44,442Expenses 2012: $46,413Net Income 2012: -$1,9712012Revenue 2014: $48,586Expenses 2014: $48,184Net Income 2014: $4022014Revenue 2015: $52,361Expenses 2015: $58,241Net Income 2015: -$5,8802015Revenue 2016: $54,550Expenses 2016: $58,597Net Income 2016: -$4,0472016Revenue 2017: $59,924Expenses 2017: $74,555Net Income 2017: -$14,6312017Revenue 2018: $71,891Expenses 2018: $74,700Net Income 2018: -$2,8092018Revenue 2019: $30,347Expenses 2019: $32,431Net Income 2019: -$2,0842019Revenue 2020: $37,651Expenses 2020: $30,074Net Income 2020: $7,5772020Revenue 2021: $39,094Expenses 2021: $27,464Net Income 2021: $11,6302021Revenue 2022: $58,849Expenses 2022: $32,530Net Income 2022: $26,3192022Revenue 2023: $47,156Expenses 2023: $44,038Net Income 2023: $3,1182023Revenue 2024: $56,501Expenses 2024: $66,642Net Income 2024: -$10,1412024Revenue 2025: $55,697Expenses 2025: $63,884Net Income 2025: -$8,1872025

Highlighted filing

2024

Revenue$56,501
Expenses$66,642
Net Income-$10,141
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 22, 2025
Return Version
2023v6.0
Gross Receipts
$56,501
Mission and Program Overview

Mission

Provide member service involvement within the community

Program Services

DescriptionGrantsExpenses
PROVIDE MEMBER SERVICE INVOLVEMENT WITHIN THE COMMUNITY$0$46,643
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBEKAH GLEASON HOPEPresident-$0--
GRACE ALLENPresident-Elect-$0--
WENDY RANSONSecretary-$0--
HAROLD E GEARTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
59-2918964
Phone
9044742217
Address
POST OFFICE BOX 51587, JACKSONVILLE BEACH, FL 32240-1587

Signing Officer

Name
Rebekah Hope
Title
President
Phone
9044742217
Signed
2025-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Pivot Cpas Pa
Address
238 PONTE VEDRA PARK DR ST 201, PONTE VEDRA BEACH, FL 32082
Preparer
Wendy Ranson
Phone
9042802053
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest. Amount: 46.

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

Description: awards, plaques, badges. Amount: 3,171. Description: club meals. Amount: 8,414. Description: dues - district. Amount: 5,464. Description: dues - international. Amount: 8,786. Description: education/training/seminars. Amount: 3,224. Description: information technology. Amount: 824. Description: bank service charges. Amount: 2,048. Description: monthly social budget. Amount: 5,435. Description: discover membership event. Amount: 21. Description: insurance. Amount: 178. Description: travel. Amount: 550. Description: new member socials. Amount: 2,077. Description: dues & subscriptions. Amount: 150. Description: wellness. Amount: 67. Description: charitable contributions. Amount: 20,000. Description: other miscellaneous expense. Amount: 52. Description: software expense: neon one. Amount: 2,912. Description: marketing. Amount: 68. Total to form 990-ez, line 16: 63,441.

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

Description: meals of hope. Beg. Of year amount: 10,000. End of year amount: 0. Description: due to oceanside charities. Beg. Of year amount: 0. End of year amount: 2,052. Description: due to phsm. Beg. Of year amount: 0. End of year amount: 210.

Raw XML Appendix120 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/BusinessNameLine1Txt0HAROLD GEAR TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09044742217
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0POST OFFICE BOX 51587
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0322401587
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058820
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040941
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-10141
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02650
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058820
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040941
IRS990EZ/GrossReceiptsAmt056501
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt056455
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048820
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038679
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048820
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038679
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/PersonNm0REBEKAH GLEASON HOPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRACE ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WENDY RANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HAROLD E GEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt063441
IRS990EZ/OtherRevenueTotalAmt046
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MEMBER SERVICE INVOLVEMENT WITHIN THE COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0551
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MEMBER SERVICE INVOLVEMENT WITHIN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046643
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02262
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt066642
IRS990EZ/TotalProgramServiceExpensesAmt046643
IRS990EZ/TotalRevenueAmt056501
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 46.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: AWARDS, PLAQUES, BADGES. AMOUNT: 3,171. DESCRIPTION: CLUB MEALS. AMOUNT: 8,414. DESCRIPTION: DUES - DISTRICT. AMOUNT: 5,464. DESCRIPTION: DUES - INTERNATIONAL. AMOUNT: 8,786. DESCRIPTION: EDUCATION/TRAINING/SEMINARS. AMOUNT: 3,224. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 824. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 2,048. DESCRIPTION: MONTHLY SOCIAL BUDGET. AMOUNT: 5,435. DESCRIPTION: DISCOVER MEMBERSHIP EVENT. AMOUNT: 21. DESCRIPTION: INSURANCE. AMOUNT: 178. DESCRIPTION: TRAVEL. AMOUNT: 550. DESCRIPTION: NEW MEMBER SOCIALS. AMOUNT: 2,077. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 150. DESCRIPTION: WELLNESS. AMOUNT: 67. DESCRIPTION: CHARITABLE CONTRIBUTIONS. AMOUNT: 20,000. DESCRIPTION: OTHER MISCELLANEOUS EXPENSE. AMOUNT: 52. DESCRIPTION: SOFTWARE EXPENSE: NEON ONE. AMOUNT: 2,912. DESCRIPTION: MARKETING. AMOUNT: 68. TOTAL TO FORM 990-EZ, LINE 16: 63,441.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEALS OF HOPE. BEG. OF YEAR AMOUNT: 10,000. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO OCEANSIDE CHARITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,052. DESCRIPTION: DUE TO PHSM. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 210.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REBEKAH HOPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09044742217
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JACKSONVILLE-OCEANSIDE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0592918964
ReturnHeader/Filer/PhoneNum09044742217
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 51587
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0322401587
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200708248
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PIVOT CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0238 PONTE VEDRA PARK DR ST 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PONTE VEDRA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032082
ReturnHeader/PreparerPersonGrp/PhoneNum09042802053
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY RANSON
ReturnHeader/ReturnTs02025-01-30T11:45:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.2$0.66$30.5$55.7$63.9$8.19
2024Detailed filing. Detailed filing data is available for this year.$40.9$2.26$38.7$56.5$66.6$10.1
2023Detailed filing. Detailed filing data is available for this year.$58.8$10.0$48.8$47.2$44.0$3.12
2022Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$58.8$32.5$26.3
2021Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$39.1$27.5$11.6
2020Detailed filing. Detailed filing data is available for this year.$15.8$8.10$7.75$37.7$30.1$7.58
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$30.3$32.4$2.08
2018Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$71.9$74.7$2.81
2017Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$59.9$74.6$14.6
2016Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$54.6$58.6$4.05
2015Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$52.4$58.2$5.88
2014Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$48.6$48.2$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.18$20.6$44.4$46.4$1.97
2011Summary only. Only limited summary data is available for this year.$22.6$0.00$50.6$48.4$2.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$20.4$45.4$44.7$0.71