Civic Intelligence

Rotary Club of Celebration Fl

EIN 59-3006054 • 501(c)4 • Celebration, FL

Profile

The rotary club of celebration is a positive influence in the celebration community and osceola county. We fund local charities and sustainable programs to help those in need.

PO Box 470232Celebration, FL 34747

celebrationrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

15th percentile

-41%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

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

Asset Growth

63rd percentile

3.9%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

54th percentile

1.0%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Up

$191,496

Up $7,242 (+3.9%) from 2023

Liabilities

Down

$1,152

Down $329 (-22%) from 2023

Net Assets

Up

$190,344

Up $7,571 (+4.1%) from 2023

Revenue

Up

$26,728

Up $259 (+1.0%) from 2023

Expenses

Up

$37,582

Up $12,126 (+48%) from 2023

Net Income

Down

-$10,854

Down $11,867 (-1171%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $80,865Liabilities 2011: $2,576Net Assets 2011: $78,2892011Assets 2012: $77,893Liabilities 2012: $4,260Net Assets 2012: $73,6332012Assets 2014: $121,042Liabilities 2014: $02014Assets 2015: $142,630Liabilities 2015: $02015Assets 2016: $162,800Liabilities 2016: $02016Assets 2017: $174,621Liabilities 2017: $02017Assets 2018: $183,499Liabilities 2018: $02018Assets 2019: $188,869Liabilities 2019: $4932019Assets 2020: $181,473Liabilities 2020: $2,6502020Assets 2021: $185,002Liabilities 2021: $9862021Assets 2022: $169,240Liabilities 2022: $783Net Assets 2022: $168,4572022Assets 2023: $184,254Liabilities 2023: $1,481Net Assets 2023: $182,7732023Assets 2024: $191,496Liabilities 2024: $1,152Net Assets 2024: $190,3442024

Highlighted filing

2024

Assets$191,496
Liabilities$1,152
Net Assets$190,344

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $52,169Expenses 2011: $42,550Net Income 2011: $9,6192011Revenue 2012: $41,839Expenses 2012: $29,827Net Income 2012: $12,0122012Revenue 2014: $57,002Expenses 2014: $38,758Net Income 2014: $18,2442014Revenue 2015: $69,622Expenses 2015: $45,290Net Income 2015: $24,3322015Revenue 2016: $73,590Expenses 2016: $53,420Net Income 2016: $20,1702016Revenue 2017: $74,019Expenses 2017: $62,198Net Income 2017: $11,8212017Revenue 2018: $71,486Expenses 2018: $70,900Net Income 2018: $5862018Revenue 2019: $71,973Expenses 2019: $67,139Net Income 2019: $4,8342019Revenue 2020: $52,422Expenses 2020: $73,992Net Income 2020: -$21,5702020Revenue 2021: $12,791Expenses 2021: $24,330Net Income 2021: -$11,5392021Revenue 2022: $19,389Expenses 2022: $24,789Net Income 2022: -$5,4002022Revenue 2023: $26,469Expenses 2023: $25,456Net Income 2023: $1,0132023Revenue 2024: $26,728Expenses 2024: $37,582Net Income 2024: -$10,8542024

Highlighted filing

2024

Revenue$26,728
Expenses$37,582
Net Income-$10,854

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$53,799
Mission and Program Overview

Mission

The rotary club of celebration is a positive influence in the celebration community and osceola county. We fund local charities and sustainable programs to help those in need.

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO LOCAL CHARITIES AND NON-PROFIT ORGANIZATIONS WHICH PROMOTE SOCIAL WELFARE PROGRAMS. 9 DONATIONS GIVEN.$9,953$9,953
PROVIDE SCHOLARSHIPS TO GRADUATING SENIORS ENROLLED IN A OSCEOLA COUNTY SCHOOL. 7 SCHOLARSHIPS GIVEN.$7,000$7,000
PROVIDE SUPPORT TO LOCAL AND NATIONAL ROTARY ORGANIZATIONS. INCLUDES ROTARY DISTRICT AND NATIONAL DUES. DONATIONS TO NEW LOCAL ROTARY CLUBS, INTERACT CLUB AND ROTARY YOUTH LEADERSHIP AWARDS.$6,582$6,582
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH HAMMONDPresidentPT$0--
BRIAN CARLISLETreasurerPT$0--
ANN WHELANSecretaryPT$0--
THERESA DEMARIETrustee/DirePT$0--
JAMES SEEGERSTrustee/Dire-$0--
KATHY CARLSONTrustee/Dire-$0--
VICTORIA FOXTrustee/Dire-$0--
AMITA SHAWTrustee/Dire-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Pancake$22,947$17,672$20,625$-2,953
Poker Night$9,805$6,555$2,378$4,177
Total Events$32,752$24,227$27,071$-2,844
Filing and Contact Details

Filer

Filer Name
Rotary Club of Celebration Fl
EIN
59-3006054
Phone
3219393479
Address
PO BOX 470232, CELEBRATION, FL 34747

Signing Officer

Name
Brian Carlisle
Title
Treasurer
Phone
2054220727
Signed
2025-05-12

Preparer

Firm
Lizette M Wagoner CPA
Address
1101 BANKS ROSE CT, CELEBRATION, FL 34747
Preparer
Lizette M Wagoner CPA
Phone
4074602750
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Happy dollars 545 total 545

Form 990-ez, Part I, Line 10

Name: celebration foundation address: 610 sycamore street, ste 110 celebration, fl 34747 cash contribution: 6,500

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 1,848 office 1,338 badges, plaques, pins 1,325 bank and investment fees 1,835 club events and functions 5,009 licenses 61 storage 2,281 conferences/conventions 350 total 14,047

Form 990-ez, Part I, Line 20

Unrealized gain- daf fund 18,426

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 482 298 deferred revenue 1,000 854

Form 990-ez, Part III

The rotary club of celebration is a positive influence in the celebration community and osceola county. We fund local charities and sustainable programs to help those in need.

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN CARLISLE
IRS990EZ/BooksInCareOfDetail/PhoneNum03219393479
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01557 CASTILE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CELEBRATION
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034747
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0184254
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0191496
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010925
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10854
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0184254
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0191496
IRS990EZ/FundraisingGrossIncomeAmt024227
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023535
IRS990EZ/GrossReceiptsAmt053799
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018099
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0182772
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0190344
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0182772
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0190344
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEITH HAMMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN CARLISLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANN WHELAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THERESA DEMARIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES SEEGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHY CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VICTORIA FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AMITA SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE/DIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE/DIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE/DIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE/DIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE/DIRE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt018426
IRS990EZ/OtherExpensesTotalAmt014047
IRS990EZ/OtherRevenueTotalAmt0545
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ROTARY CLUB OF CELEBRATION IS A POSITIVE INFLUENCE IN THE CELEBRATION COMMUNITY AND OSCEOLA COUNTY. WE FUND LOCAL CHARITIES AND SUSTAINABLE PROGRAMS TO HELP THOSE IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT TO LOCAL CHARITIES AND NON-PROFIT ORGANIZATIONS WHICH PROMOTE SOCIAL WELFARE PROGRAMS. 9 DONATIONS GIVEN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SCHOLARSHIPS TO GRADUATING SENIORS ENROLLED IN A OSCEOLA COUNTY SCHOOL. 7 SCHOLARSHIPS GIVEN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE SUPPORT TO LOCAL AND NATIONAL ROTARY ORGANIZATIONS. INCLUDES ROTARY DISTRICT AND NATIONAL DUES. DONATIONS TO NEW LOCAL ROTARY CLUBS, INTERACT CLUB AND ROTARY YOUTH LEADERSHIP AWARDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09953
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26582
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09953
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26582
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt027071
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2844
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01482
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01152
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037582
IRS990EZ/TotalProgramServiceExpensesAmt023535
IRS990EZ/TotalRevenueAmt026728
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CELEBRATIONROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt08525
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt05275
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03250
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027071
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL PANCAKE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0POKER NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0555
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03513
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024227
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2844
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023003
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020625
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HAPPY DOLLARS 545 TOTAL 545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: CELEBRATION FOUNDATION ADDRESS: 610 SYCAMORE STREET, STE 110 CELEBRATION, FL 34747 CASH CONTRIBUTION: 6,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING AND PROMOTION 1,848 OFFICE 1,338 BADGES, PLAQUES, PINS 1,325 BANK AND INVESTMENT FEES 1,835 CLUB EVENTS AND FUNCTIONS 5,009 LICENSES 61 STORAGE 2,281 CONFERENCES/CONVENTIONS 350 TOTAL 14,047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN- DAF FUND 18,426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 482 298 DEFERRED REVENUE 1,000 854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ROTARY CLUB OF CELEBRATION IS A POSITIVE INFLUENCE IN THE CELEBRATION COMMUNITY AND OSCEOLA COUNTY. WE FUND LOCAL CHARITIES AND SUSTAINABLE PROGRAMS TO HELP THOSE IN NEED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN CARLISLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02054220727
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF CELEBRATION FL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0593006054
ReturnHeader/Filer/PhoneNum03219393479
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 470232
ReturnHeader/Filer/USAddress/CityNm0CELEBRATION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034747
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264354237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIZETTE M WAGONER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 BANKS ROSE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CELEBRATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034747
ReturnHeader/PreparerPersonGrp/PhoneNum04074602750
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LIZETTE M WAGONER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T13:41:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.