Civic Intelligence

Winter Haven Rotary Foundation Inc.

EIN 59-3726297 • 501(c)3 • Winter Haven, FL

Pub. 78 Eligible990-N Coverage

Profile

Charitable and educational

PO Box 484Winter Haven, FL 33882-0484
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

79th percentile

25%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

83rd percentile

44%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$304,429

Up $80,068 (+36%) from 2024

Liabilities

Up

$1,171

Up $1,171 from 2024

Net Assets

Up

$303,258

Up $78,897 (+35%) from 2024

Revenue

Up

$117,543

Up $47,971 (+69%) from 2024

Expenses

Up

$38,646

Up $4,778 (+14%) from 2024

Net Income

Up

$78,897

Up $43,193 (+121%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $43,553Liabilities 2012: $3002012Assets 2013: $48,625Liabilities 2013: $6702013Assets 2014: $55,821Liabilities 2014: $02014Assets 2015: $58,290Liabilities 2015: $02015Assets 2016: $77,055Liabilities 2016: $3,2452016Assets 2017: $95,926Liabilities 2017: $2,6552017Assets 2018: $114,123Liabilities 2018: $1,0002018Assets 2019: $147,123Liabilities 2019: $5,6502019Assets 2020: $167,448Liabilities 2020: $1,0002020Assets 2021: $187,147Liabilities 2021: $5,5002021Assets 2022: $166,648Liabilities 2022: $1,500Net Assets 2022: $165,1482022Assets 2023: $194,072Liabilities 2023: $0Net Assets 2023: $194,0722023Assets 2024: $224,361Liabilities 2024: $0Net Assets 2024: $224,3612024Assets 2025: $304,429Liabilities 2025: $1,171Net Assets 2025: $303,2582025

Highlighted filing

2025

Assets$304,429
Liabilities$1,171
Net Assets$303,258

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $85,858Expenses 2012: $60,047Net Income 2012: $25,8112012Revenue 2013: $48,755Expenses 2013: $44,053Net Income 2013: $4,7022013Revenue 2014: $34,437Expenses 2014: $26,571Net Income 2014: $7,8662014Revenue 2015: $44,486Expenses 2015: $42,017Net Income 2015: $2,4692015Revenue 2016: $32,920Expenses 2016: $17,400Net Income 2016: $15,5202016Revenue 2017: $47,454Expenses 2017: $27,993Net Income 2017: $19,4612017Revenue 2018: $44,843Expenses 2018: $25,091Net Income 2018: $19,7522018Revenue 2019: $52,398Expenses 2019: $23,948Net Income 2019: $28,4502019Revenue 2020: $50,393Expenses 2020: $25,418Net Income 2020: $24,9752020Revenue 2021: $41,633Expenses 2021: $26,434Net Income 2021: $15,1992021Revenue 2022: $25,942Expenses 2022: $42,441Net Income 2022: -$16,4992022Revenue 2023: $56,735Expenses 2023: $27,811Net Income 2023: $28,9242023Revenue 2024: $69,572Expenses 2024: $33,868Net Income 2024: $35,7042024Revenue 2025: $117,543Expenses 2025: $38,646Net Income 2025: $78,8972025

Highlighted filing

2025

Revenue$117,543
Expenses$38,646
Net Income$78,897

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.04$0.01$3.03$1.18$0.39$0.79
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.70$0.34$0.36
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.57$0.28$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.02$1.65$0.26$0.42$0.16
2021Summary only. Only limited summary data is available for this year.$1.87$0.06$0.42$0.26$0.15
2020Summary only. Only limited summary data is available for this year.$1.67$0.01$0.50$0.25$0.25
2019Summary only. Only limited summary data is available for this year.$1.47$0.06$0.52$0.24$0.28
2018Summary only. Only limited summary data is available for this year.$1.14$0.01$0.45$0.25$0.20
2017Summary only. Only limited summary data is available for this year.$0.96$0.03$0.47$0.28$0.19
2016Summary only. Only limited summary data is available for this year.$0.77$0.03$0.33$0.17$0.16
2015Summary only. Only limited summary data is available for this year.$0.58$0.00$0.44$0.42$0.02
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$0.34$0.27$0.08
2013Summary only. Only limited summary data is available for this year.$0.49$0.01$0.49$0.44$0.05
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.86$0.60$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 4, 2026
Return Version
2024v5.0
Gross Receipts
$138,173
Mission and Program Overview

Mission

Charitable and educational

Program Services

DescriptionGrantsExpenses
OTHER CHARITABLE CONTRIBUTIONS AND PROJECTS$21,581$21,581
HIGH SCHOOL SCHOLARSHIPS$13,000$13,000
Pre-K reading program$3,121$3,121
SUPPORTING THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL (A 501(c)(3) ORGANIZATION)$650$650
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam MayfieldPresident-$0--
Bonnie ParkerTreasurerPT$0--
COLIN SAMMONSSecretary-$0--
Jon LanePresident-Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotary Bowl$57,963$57,963$104$57,859
Centennial Celebration$50,145$50,145$2,327$47,818
Total Events$108,108$108,108$20,630$87,478
Filing and Contact Details

Filer

Filer Name
Winter Haven Rotary Foundation Inc
EIN
59-3726297
Phone
8632890967
Address
PO BOX 484, WINTER HAVEN, FL 33882-0484

Signing Officer

Name
John Gray
Title
Accountant
Phone
8632890967
Signed
2026-02-04
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Other;294^Total;294^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Accounts Receivable;8600|Other;283^Total;8883^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^Other;1171^Total;1171^

Raw XML Appendix243 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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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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0John Gray
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Accountant
ReturnHeader/BusinessOfficerGrp/PhoneNum08632890967
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-04
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ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0593726297
ReturnHeader/Filer/PhoneNum08632890967
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ReturnHeader/Filer/USAddress/CityNm0WINTER HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0338820484
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02026-01-28T14:41:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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