Civic Intelligence

Rotary International Ft Myers

990EZ • Fiscal year 2015 • EIN 59-6134931

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

2101 Mcgregor Blvd No 102Fort Myers, FL 33901

(239) 332-8158

Siviq Scores

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

Liabilities / Assets

79th percentile

0.14x

Higher debt load relative to assets than 79% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

58th percentile

6.5%

Higher net margin than 58% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

-1.0%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$116,685

Up $18,132 (+18%) from 2014

Net Assets

Up

$100,744

Up $9,135 (+10.0%) from 2014

Liabilities

Up

$15,941

Up $8,997 (+130%) from 2014

Revenue

Down

$140,217

Down $1,403 (-1.0%) from 2014

Expenses

Down

$131,082

Down $826 (-0.6%) from 2014

Net Income

Down

$9,135

Down $577 (-5.9%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $136,265Liabilities 2011: $44,954Net Assets 2011: $91,3112011Assets 2012: $93,866Liabilities 2012: $20,477Net Assets 2012: $73,3892012Assets 2013: $103,914Liabilities 2013: $22,017Net Assets 2013: $81,8972013Assets 2014: $98,553Liabilities 2014: $6,944Net Assets 2014: $91,6092014Assets 2015: $116,685Liabilities 2015: $15,941Net Assets 2015: $100,7442015Assets 2016: $126,523Liabilities 2016: $9,084Net Assets 2016: $117,4392016Assets 2017: $124,238Liabilities 2017: $9,584Net Assets 2017: $114,6542017Assets 2018: $139,638Liabilities 2018: $8,702Net Assets 2018: $130,9362018Assets 2019: $147,583Liabilities 2019: $8,303Net Assets 2019: $139,2802019Assets 2020: $163,546Liabilities 2020: $27,668Net Assets 2020: $135,8782020Assets 2021: $146,268Liabilities 2021: $6,867Net Assets 2021: $139,4012021Assets 2022: $172,794Liabilities 2022: $9,125Net Assets 2022: $163,6692022Assets 2023: $219,681Liabilities 2023: $26,577Net Assets 2023: $193,1042023Assets 2024: $142,221Liabilities 2024: $24,011Net Assets 2024: $118,2102024

Highlighted filing

2015

Assets$116,685
Liabilities$15,941
Net Assets$100,744

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $160,621Expenses 2011: $143,343Net Income 2011: $17,2782011Revenue 2012: $105,470Expenses 2012: $156,747Net Income 2012: -$51,2772012Revenue 2013: $140,357Expenses 2013: $136,865Net Income 2013: $3,4922013Revenue 2014: $141,620Expenses 2014: $131,908Net Income 2014: $9,7122014Revenue 2015: $140,217Expenses 2015: $131,082Net Income 2015: $9,1352015Revenue 2016: $158,133Expenses 2016: $141,438Net Income 2016: $16,6952016Revenue 2017: $140,274Expenses 2017: $143,059Net Income 2017: -$2,7852017Revenue 2018: $148,452Expenses 2018: $132,170Net Income 2018: $16,2822018Revenue 2019: $139,298Expenses 2019: $130,954Net Income 2019: $8,3442019Revenue 2020: $102,005Expenses 2020: $105,407Net Income 2020: -$3,4022020Revenue 2021: $115,557Expenses 2021: $112,034Net Income 2021: $3,5232021Revenue 2022: $139,834Expenses 2022: $115,566Net Income 2022: $24,2682022Revenue 2023: $147,994Expenses 2023: $118,436Net Income 2023: $29,5582023Revenue 2024: $79,398Expenses 2024: $121,535Net Income 2024: -$42,1372024

Highlighted filing

2015

Revenue$140,217
Expenses$131,082
Net Income$9,135
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$140,217
Mission and Program Overview

Mission

To promote community service projects and fellowship among club members.

Program Services

DescriptionGrantsExpenses
TO PROMOTE COMMUNITY SERVICE PROJECTS AND FELLOWSHIP AMONG CLUB MEMBERS.$0$131,082
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE ROSEPresidentPT$0--
STEVE RUSSELLPresident ElectPT$0--
KEVIN LEWISVice President-$0--
DON MOLLOYSecretaryPT$0--
VICTORIA STEPHANTreasurerPT$0--
WAYNE GALEDirector-$0--
DAVID KENNEDYDirector-$0--
BETH LOBDELLDirector-$0--
LEAH MCCANNDirector-$0--
KAREN MILLERDirector-$0--
MICHAEL SPRECKELMEIERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Ft Myers
EIN
59-6134931
Phone
2393328158
Address
2101 MCGREGOR BLVD NO 102, FORT MYERS, FL 33901

Signing Officer

Name
Anne Rose
Title
President
Phone
2393328158
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
6810 INTERNATIONAL CENTER BLVD, FORT MYERS, FL 33912
Preparer
Martin Redovan CPA
Phone
2392269900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 257.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 143. Description: other expenses. Amount: 15,666. Total to form 990-ez, line 14: 15,809.

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

Description: office expenses. Amount: 2,855. Description: meeting expenses. Amount: 969. Description: payroll taxes. Amount: 2,391. Description: insurance. Amount: 639. Description: misc programs. Amount: 75,449. Description: bad debt expense. Amount: 441. Total to form 990-ez, line 16: 82,744.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 2,586. End of year amount: 1,119. Description: prepaid expense. Beg. Of year amount: 1,360. End of year amount: 1,642. Description: other depreciable assets. Beg. Of year amount: 214. End of year amount: 71.

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

Description: accounts payable. Beg. Of year amount: 0. End of year amount: 1,298. Description: deferred revenue. Beg. Of year amount: 6,223. End of year amount: 9,829. Description: due to organizations. Beg. Of year amount: 75. End of year amount: 3,505. Description: payroll liabilities. Beg. Of year amount: 646. End of year amount: 1,309.

Raw XML Appendix169 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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IRS990EZ/WebsiteAddressTxt0WWW.ROTARYFORTMYERS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 257.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 143. DESCRIPTION: OTHER EXPENSES. AMOUNT: 15,666. TOTAL TO FORM 990-EZ, LINE 14: 15,809.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,855. DESCRIPTION: MEETING EXPENSES. AMOUNT: 969. DESCRIPTION: PAYROLL TAXES. AMOUNT: 2,391. DESCRIPTION: INSURANCE. AMOUNT: 639. DESCRIPTION: MISC PROGRAMS. AMOUNT: 75,449. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 441. TOTAL TO FORM 990-EZ, LINE 16: 82,744.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,586. END OF YEAR AMOUNT: 1,119. DESCRIPTION: PREPAID EXPENSE. BEG. OF YEAR AMOUNT: 1,360. END OF YEAR AMOUNT: 1,642. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 214. END OF YEAR AMOUNT: 71.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,298. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 6,223. END OF YEAR AMOUNT: 9,829. DESCRIPTION: DUE TO ORGANIZATIONS. BEG. OF YEAR AMOUNT: 75. END OF YEAR AMOUNT: 3,505. DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 646. END OF YEAR AMOUNT: 1,309.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02393328158
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL FT MYERS
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ReturnHeader/Filer/EIN0596134931
ReturnHeader/Filer/PhoneNum02393328158
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06810 INTERNATIONAL CENTER BLVD
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ReturnHeader/PreparerPersonGrp/PhoneNum02392269900
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN REDOVAN CPA
ReturnHeader/ReturnTs02015-11-11T11:55:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.24$1.18$0.79$1.22$0.42
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.27$1.93$1.48$1.18$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.73$0.09$1.64$1.40$1.16$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.07$1.39$1.16$1.12$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.28$1.36$1.02$1.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.08$1.39$1.39$1.31$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.09$1.31$1.48$1.32$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.10$1.15$1.40$1.43$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.09$1.17$1.58$1.41$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.16$1.01$1.40$1.31$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.07$0.92$1.42$1.32$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.22$0.82$1.40$1.37$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.20$0.73$1.05$1.57$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.45$0.91$1.61$1.43$0.17