Civic Intelligence

Rockledge Rotary Foundation Inc.

990EZ • Fiscal year 2023 • EIN 59-3658637

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 26, 2024

Organization ProfileN/A
PO Box 561107Rockledge, FL 32956

(321) 684-7800

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$67,898

Up $7,168 (+12%) from 2022

Net Assets

Up

$67,756

Up $7,168 (+12%) from 2022

Liabilities

Flat

$142

Flat from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin68th percentile

Revenue

Down

$48,960

Down $8,463 (-15%) from 2022

Expenses

Down

$41,792

Down $600 (-1.4%) from 2022

Net Income

Down

$7,168

Down $7,863 (-52%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$80K$60K$40K$20K$0Assets 2013: $25,596Liabilities 2013: $775Net Assets 2013: $24,8212013Assets 2014: $44,479Liabilities 2014: $511Net Assets 2014: $43,9682014Assets 2015: $61,743Liabilities 2015: $911Net Assets 2015: $60,8322015Assets 2017: $60,572Liabilities 2017: $142Net Assets 2017: $60,4302017Assets 2018: $69,217Liabilities 2018: $36,142Net Assets 2018: $33,0752018Assets 2019: $53,721Liabilities 2019: $142Net Assets 2019: $53,5792019Assets 2020: $13,538Liabilities 2020: $142Net Assets 2020: $13,3962020Assets 2022: $60,730Liabilities 2022: $142Net Assets 2022: $60,5882022Assets 2023: $67,898Liabilities 2023: $142Net Assets 2023: $67,7562023Assets 2024: $78,833Liabilities 2024: $5,242Net Assets 2024: $73,5912024

Highlighted filing

2023

Assets$67,898
Liabilities$142
Net Assets$67,756
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

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

$100K$50K$0-$50KRevenue 2013: $37,645Expenses 2013: $32,868Net Income 2013: $4,7772013Revenue 2014: $47,242Expenses 2014: $28,095Net Income 2014: $19,1472014Revenue 2015: $30,631Expenses 2015: $13,767Net Income 2015: $16,8642015Revenue 2017: $25,762Expenses 2017: $29,868Net Income 2017: -$4,1062017Revenue 2018: $59,897Expenses 2018: $86,252Net Income 2018: -$26,3552018Revenue 2019: $37,050Expenses 2019: $16,546Net Income 2019: $20,5042019Revenue 2020: $28,141Expenses 2020: $68,324Net Income 2020: -$40,1832020Revenue 2022: $57,423Expenses 2022: $42,392Net Income 2022: $15,0312022Revenue 2023: $48,960Expenses 2023: $41,792Net Income 2023: $7,1682023Revenue 2024: $63,801Expenses 2024: $57,966Net Income 2024: $5,8352024

Highlighted filing

2023

Revenue$48,960
Expenses$41,792
Net Income$7,168
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 26, 2024
Return Version
2022v5.0
Gross Receipts
$83,623
Mission and Program Overview

Mission

To provide funding for community projects

Program Services

DescriptionGrantsExpenses
TO PROVIDE FUNDING FOR COMMUNITY PROJECTS-$41,792
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GENE HINTONDirector-$0--
MIKE SELIGPresident-$0--
ROBERT J POLOSKI JRDirector-$0--
DANIEL HENNTreasurer-$0--
MARK TURNERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Derby Day$77,909$77,909$34,663$43,246
Total Events$77,909$77,909$34,663$43,246
Filing and Contact Details

Filer

Filer Name
Rockledge Rotary Foundation Inc
EIN
59-3658637
Address
PO BOX 561107, ROCKLEDGE, FL 32956

Signing Officer

Name
Gene Hinton
Title
Director
Phone
3216847800
Signed
2024-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Daniel Henn CPA Pa
Address
PO BOX 561107, ROCKLEDGE, FL 32956-1107
Preparer
Daniel Henn
Phone
3216847800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses postage 248 bank charges 88 club service donations 6,943 donations/sponsorships 32,000 interact club 1,300 scholarships 952 taxes & licenses 61 dues and subscriptions 200 total 41,792”

Form 990-ez, Part II, Line 24

“1,095 1,390 bbq cooker 0 0 total 1,095 1,390”

Form 990-ez, Part II, Line 26

“CHRISTMAS FUND 142 142”

Raw XML Appendix170 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/PersonNm0DANIEL HENN
IRS990EZ/BooksInCareOfDetail/PhoneNum03216847800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 561107
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKLEDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032956
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059635
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066508
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05713
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07168
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060730
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067898
IRS990EZ/FundraisingGrossIncomeAmt077909
IRS990EZ/GrossReceiptsAmt083623
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060588
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067756
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060588
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067756
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GENE HINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE SELIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT J POLOSKI JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL HENN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01095
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01390
IRS990EZ/OtherExpensesTotalAmt041792
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDING FOR COMMUNITY PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FUNDING FOR COMMUNITY PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041792
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034663
IRS990EZ/SpecialEventsNetIncomeLossAmt043246
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0142
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0142
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041792
IRS990EZ/TotalProgramServiceExpensesAmt041792
IRS990EZ/TotalRevenueAmt048960
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09234
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023912
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049112
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt033
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt077909
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt088537
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt099172
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt011276
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt097620
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0374514
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt033
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0423626
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091496
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0108406
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035188
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104914
IRS990ScheduleA/Total509Grp/TotalAmt0423626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt091497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0108408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035195
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104936
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0423659
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034663
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DERBY DAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt077909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt077909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077909
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043246
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034663
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES POSTAGE 248 BANK CHARGES 88 CLUB SERVICE DONATIONS 6,943 DONATIONS/SPONSORSHIPS 32,000 INTERACT CLUB 1,300 SCHOLARSHIPS 952 TAXES & LICENSES 61 DUES AND SUBSCRIPTIONS 200 TOTAL 41,792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11,095 1,390 BBQ COOKER 0 0 TOTAL 1,095 1,390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHRISTMAS FUND 142 142
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GENE HINTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03216847800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKLEDGE ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0593658637
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 561107
ReturnHeader/Filer/USAddress/CityNm0ROCKLEDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032956
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271381940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL HENN CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 561107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKLEDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329561107
ReturnHeader/PreparerPersonGrp/PhoneNum03216847800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL HENN
ReturnHeader/ReturnTs02024-04-26T15:17:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SELIG
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,898
Liabilities
$142
Net assets
$67,756
Revenue
$48,960
Expenses
$41,792
Net income
$7,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$78.8$5.24$73.6$63.8$58.0$5.84
2023Detailed filing. Detailed filing data is available for this year.$67.9$0.14$67.8$49.0$41.8$7.17
2022Detailed filing. Detailed filing data is available for this year.$60.7$0.14$60.6$57.4$42.4$15.0
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.14$13.4$28.1$68.3$40.2
2019Detailed filing. Detailed filing data is available for this year.$53.7$0.14$53.6$37.1$16.5$20.5
2018Detailed filing. Detailed filing data is available for this year.$69.2$36.1$33.1$59.9$86.3$26.4
2017Detailed filing. Detailed filing data is available for this year.$60.6$0.14$60.4$25.8$29.9$4.11
2015Detailed filing. Detailed filing data is available for this year.$61.7$0.91$60.8$30.6$13.8$16.9
2014Detailed filing. Detailed filing data is available for this year.$44.5$0.51$44.0$47.2$28.1$19.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$0.78$24.8$37.6$32.9$4.78