Civic Intelligence

Dade City Rotary Club Charities In

EIN 59-3709407 • 501(c)3 • Dade City, FL

Profile

To provide a means by which solicitations of donations can be made for large community projects and provide financial assistance to charitable entities in our local area. We also encourage donations for the rotary foundation of rotary international.

PO Box 44Dade City, FL 33526-0044

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

59th percentile

6.8%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$87,110

Up $22,598 (+35%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$87,110

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$24,669

Up $16,062 (+187%) from 2020

Expenses

Up

$22,987

Up $5,330 (+30%) from 2020

Net Income

Up

$1,682

Up $10,732 (+119%) from 2020

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2011: $50,561Net Assets 2011: $50,5612011Assets 2012: $45,143Net Assets 2012: $45,1432012Assets 2013: $48,576Net Assets 2013: $48,5762013Assets 2014: $47,668Liabilities 2014: $75Net Assets 2014: $47,5932014Assets 2015: $61,072Net Assets 2015: $61,0722015Assets 2016: $67,880Net Assets 2016: $67,8802016Assets 2017: $64,621Liabilities 2017: $02017Assets 2018: $64,637Net Assets 2018: $64,6372018Assets 2019: $73,562Net Assets 2019: $73,5622019Assets 2020: $64,512Liabilities 2020: $02020Assets 2024: $87,110Net Assets 2024: $87,1102024

Highlighted filing

2024

Assets$87,110
Liabilities-
Net Assets$87,110
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2011: $30,974Expenses 2011: $22,842Net Income 2011: $8,1322011Revenue 2012: $28,428Expenses 2012: $33,846Net Income 2012: -$5,4182012Revenue 2013: $36,724Expenses 2013: $33,291Net Income 2013: $3,4332013Revenue 2014: $22,467Expenses 2014: $23,450Net Income 2014: -$9832014Revenue 2015: $31,030Expenses 2015: $17,551Net Income 2015: $13,4792015Revenue 2016: $28,512Expenses 2016: $21,704Net Income 2016: $6,8082016Revenue 2017: $25,303Expenses 2017: $28,562Net Income 2017: -$3,2592017Revenue 2018: $21,467Expenses 2018: $21,451Net Income 2018: $162018Revenue 2019: $45,492Expenses 2019: $36,567Net Income 2019: $8,9252019Revenue 2020: $8,607Expenses 2020: $17,657Net Income 2020: -$9,0502020Revenue 2024: $24,669Expenses 2024: $22,987Net Income 2024: $1,6822024

Highlighted filing

2024

Revenue$24,669
Expenses$22,987
Net Income$1,682
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$87,110
Liabilities
-
Net assets
$87,110
Revenue
$24,669
Expenses
$22,987
Net income
$1,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.1$87.1$24.7$23.0$1.68
2020Summary only. Only limited summary data is available for this year.$64.5$0.00$8.61$17.7$9.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.6$73.6$45.5$36.6$8.93
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.6$64.6$21.5$21.5$0.02
2017Summary only. Only limited summary data is available for this year.$64.6$0.00$25.3$28.6$3.26
2016Detailed filing. Detailed filing data is available for this year.$67.9$67.9$28.5$21.7$6.81
2015Detailed filing. Detailed filing data is available for this year.$61.1$61.1$31.0$17.6$13.5
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.7$0.08$47.6$22.5$23.5$0.98
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.6$48.6$36.7$33.3$3.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.1$45.1$28.4$33.8$5.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.6$50.6$31.0$22.8$8.13
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2016
Return Version
2015v3.0
Gross Receipts
$36,071
Mission and Program Overview

Mission

To provide a means by which solicitations of donations can be made for large community projects and provide financial assistance to charitable entities in our local area. We also encourage donations for the rotary foundation of rotary international.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORT TO LOCAL CHARITABLE PROJECTS, INCLUDING PROVIDING FOOD FOR NEEDY INDIVIDUALS IN OUR COMMUNITY.$13,433$13,433
TO FACILITATE DONATIONS TO ROTARY INTERNATIONAL FOUNDATION$4,255$4,255
TO PROVIDE SUPPORT TO LOCAL COLLEGES, SCHOOLS AND OTHER LITERACY PROJECTS$3,250$3,250
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANIE GERMAINTreasurer-$0--
KATHERINE BRITTONSecretary-$0--
CLIFF MARTINPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotary Bowl$21,173$21,173-$21,173
Total Events$21,173$21,173$7,559$13,614
Filing and Contact Details

Filer

Filer Name
Dade City Rotary Club Charities in
EIN
59-3709407
Phone
3525673727
Address
PO BOX 44, DADE CITY, FL 33526-0044

Signing Officer

Name
Cliff Martin
Title
President
Phone
3525675618
Signed
2016-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Gregg & Lynch Pa
Address
PO BOX 1222, DADE CITY, FL 33526-1222
Preparer
Julie Cotton
Phone
3525675618
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 180 taxes 61 total 241”

Form 990-ez, Part III

“To provide a means by which solicitations of donations can be made for large community projects and provide financial assistance to charitable entities in our local area. We also encourage donations for the rotary foundation of rotary international.”

Raw XML Appendix160 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/PersonNm0JULIE COTTON
IRS990EZ/BooksInCareOfDetail/PhoneNum03525675618
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014144 6TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DADE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033525
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061072
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067880
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014796
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06808
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061072
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067880
IRS990EZ/FundraisingGrossIncomeAmt021173
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020938
IRS990EZ/GrossReceiptsAmt036071
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0102
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061072
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067880
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061072
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067880
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEANIE GERMAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHERINE BRITTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLIFF MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0241
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A MEANS BY WHICH SOLICITATIONS OF DONATIONS CAN BE MADE FOR LARGE COMMUNITY PROJECTS AND PROVIDE FINANCIAL ASSISTANCE TO CHARITABLE ENTITIES IN OUR LOCAL AREA. WE ALSO ENCOURAGE DONATIONS FOR THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT TO LOCAL CHARITABLE PROJECTS, INCLUDING PROVIDING FOOD FOR NEEDY INDIVIDUALS IN OUR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE SUPPORT TO LOCAL COLLEGES, SCHOOLS AND OTHER LITERACY PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO FACILITATE DONATIONS TO ROTARY INTERNATIONAL FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013433
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13250
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24255
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013433
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24255
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07559
IRS990EZ/SpecialEventsNetIncomeLossAmt013614
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021704
IRS990EZ/TotalProgramServiceExpensesAmt020938
IRS990EZ/TotalRevenueAmt028512
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027974
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018977
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt093150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt084
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021173
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt044703
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt084
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0471
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99660
IRS990ScheduleA/PublicSupportPY509Pct00.99550
IRS990ScheduleA/PublicSupportTotal509Amt0137853
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016876
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018977
IRS990ScheduleA/Total509Grp/TotalAmt0137853
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038141
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019055
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0138324
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07559
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROTARY BOWL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021173
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021173
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021173
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021173
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013614
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07559
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 180 TAXES 61 TOTAL 241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE A MEANS BY WHICH SOLICITATIONS OF DONATIONS CAN BE MADE FOR LARGE COMMUNITY PROJECTS AND PROVIDE FINANCIAL ASSISTANCE TO CHARITABLE ENTITIES IN OUR LOCAL AREA. WE ALSO ENCOURAGE DONATIONS FOR THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLIFF MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03525675618
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DADE CITY ROTARY CLUB CHARITIES IN
ReturnHeader/Filer/BusinessNameControlTxt0DADE
ReturnHeader/Filer/EIN0593709407
ReturnHeader/Filer/PhoneNum03525673727
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 44
ReturnHeader/Filer/USAddress/CityNm0DADE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0335260044
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593215349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYNCH GREGG & LYNCH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1222
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DADE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0335261222
ReturnHeader/PreparerPersonGrp/PhoneNum03525675618
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE COTTON
ReturnHeader/ReturnTs02017-02-15T14:41:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits