Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 59-6138574

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 18, 2018

PO Box 1117Bradenton, FL 34206

(941) 747-4483

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

5th percentile

-55%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

2.6%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$4,915

Down $6,022 (-55%) from 2017

Net Assets

Down

$4,915

Down $6,022 (-55%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$40,024

Up $1,023 (+2.6%) from 2017

Expenses

Up

$46,046

Up $14,320 (+45%) from 2017

Net Income

Down

-$6,022

Down $13,297 (-183%) from 2017

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2010: $368Liabilities 2010: $0Net Assets 2010: $3682010Assets 2011: $2,665Liabilities 2011: $0Net Assets 2011: $2,6652011Assets 2012: $995Liabilities 2012: $0Net Assets 2012: $9952012Assets 2013: $4,036Liabilities 2013: $0Net Assets 2013: $4,0362013Assets 2015: $1,882Liabilities 2015: $0Net Assets 2015: $1,8822015Assets 2016: $3,662Liabilities 2016: $0Net Assets 2016: $3,6622016Assets 2017: $10,937Liabilities 2017: $0Net Assets 2017: $10,9372017Assets 2018: $4,915Liabilities 2018: $0Net Assets 2018: $4,9152018Assets 2019: $4,200Liabilities 2019: $0Net Assets 2019: $4,2002019Assets 2020: $4,823Liabilities 2020: $0Net Assets 2020: $4,8232020Assets 2021: $7,620Liabilities 2021: $0Net Assets 2021: $7,6202021Assets 2022: $7,754Liabilities 2022: $0Net Assets 2022: $7,7542022Assets 2024: $21,944Liabilities 2024: $0Net Assets 2024: $21,9442024

Highlighted filing

2018

Assets$4,915
Liabilities$0
Net Assets$4,915

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2010: $27,265Expenses 2010: $31,621Net Income 2010: -$4,3562010Revenue 2011: $30,715Expenses 2011: $28,418Net Income 2011: $2,2972011Revenue 2012: $27,778Expenses 2012: $29,448Net Income 2012: -$1,6702012Revenue 2013: $27,949Expenses 2013: $24,908Net Income 2013: $3,0412013Revenue 2015: $27,168Expenses 2015: $28,410Net Income 2015: -$1,2422015Revenue 2016: $27,629Expenses 2016: $25,849Net Income 2016: $1,7802016Revenue 2017: $39,001Expenses 2017: $31,726Net Income 2017: $7,2752017Revenue 2018: $40,024Expenses 2018: $46,046Net Income 2018: -$6,0222018Revenue 2019: $35,500Expenses 2019: $36,215Net Income 2019: -$7152019Revenue 2020: $35,735Expenses 2020: $35,112Net Income 2020: $6232020Revenue 2021: $36,193Expenses 2021: $33,396Net Income 2021: $2,7972021Revenue 2022: $32,861Expenses 2022: $32,727Net Income 2022: $1342022Revenue 2024: $45,208Expenses 2024: $43,351Net Income 2024: $1,8572024

Highlighted filing

2018

Revenue$40,024
Expenses$46,046
Net Income-$6,022
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 18, 2018
Return Version
2017v2.3
Gross Receipts
$40,224
Mission and Program Overview

Mission

Promote peace and understanding in the world

Program Services

DescriptionGrantsExpenses
THE CLUB PROMOTES SOCIAL RESPONSIBILITY IN THE COMMUNITY THROUGH DONATIONS TO VARIOUS EXEMPT ORGANIZATIONS IN THE COMMUNITY THROUGH THE BRADENTON ROTARY FOUNDATION.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY PEARSONPresident-$0--
ALEX STEWARTPresident-Elect-$0--
JAMES MARTINTreasurer-$0--
CHERYL HOUGHTBYDirector-$0--
ANN MARTINSecretary-$0--
TIM MILLIGANDirector-$0--
ROBERT PFEIFFERPast President-$0--
JOHN QUINLANDirector-$0--
ROB MORANDirector-$0--
SAM REICHDirector-$0--
MARY SCHMIDTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
59-6138574
Phone
9417474483
Address
PO BOX 1117, BRADENTON, FL 34206

Signing Officer

Name
Judy Pearson
Title
President
Phone
9417474483
Signed
2018-10-18
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
1401 MANATEE AVE W SUITE 1200, BRADENTON, FL 34205
Preparer
Stephen B Parent CPA
Phone
9417474483
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: 50/50 proceeds. Amount: 628. Description: meal income. Amount: 4,740. Description: miscellaneous. Amount: 2,022. Description: meeting . Amount: 2,440. Total to form 990-ez, line 8: 9,830.

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

Description: conferences and banquets. Amount: 11,546. Description: district dues. Amount: 2,010. Description: meeting meals. Amount: 19,395. Description: postage delivery. Amount: 176. Description: printing and reproduction. Amount: 171. Description: rotary international dues. Amount: 2,221. Description: supplies. Amount: 496. Description: miscellaneous. Amount: 598. Description: bank charges. Amount: 248. Description: council on legislative levy. Amount: 47. Description: contributions paid. Amount: 8,481. Description: subscriptions. Amount: 462. Description: insurance. Amount: 195. Total to form 990-ez, line 16: 46,046.

Raw XML Appendix166 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09417474483
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1117
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRADENTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034206
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010937
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6022
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010937
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IRS990EZ/FundraisingGrossIncomeAmt0225
IRS990EZ/GrossReceiptsAmt040224
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt030169
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010937
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04915
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010937
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04915
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDY PEARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEX STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHERYL HOUGHTBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANN MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIM MILLIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT PFEIFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN QUINLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROB MORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SAM REICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARY SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt046046
IRS990EZ/OtherRevenueTotalAmt09830
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE PEACE AND UNDERSTANDING IN THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CLUB PROMOTES SOCIAL RESPONSIBILITY IN THE COMMUNITY THROUGH DONATIONS TO VARIOUS EXEMPT ORGANIZATIONS IN THE COMMUNITY THROUGH THE BRADENTON ROTARY FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0200
IRS990EZ/SpecialEventsNetIncomeLossAmt025
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046046
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt040024
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.BRADENTONROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: 50/50 PROCEEDS. AMOUNT: 628. DESCRIPTION: MEAL INCOME. AMOUNT: 4,740. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,022. DESCRIPTION: MEETING . AMOUNT: 2,440. TOTAL TO FORM 990-EZ, LINE 8: 9,830.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES AND BANQUETS. AMOUNT: 11,546. DESCRIPTION: DISTRICT DUES. AMOUNT: 2,010. DESCRIPTION: MEETING MEALS. AMOUNT: 19,395. DESCRIPTION: POSTAGE DELIVERY. AMOUNT: 176. DESCRIPTION: PRINTING AND REPRODUCTION. AMOUNT: 171. DESCRIPTION: ROTARY INTERNATIONAL DUES. AMOUNT: 2,221. DESCRIPTION: SUPPLIES. AMOUNT: 496. DESCRIPTION: MISCELLANEOUS. AMOUNT: 598. DESCRIPTION: BANK CHARGES. AMOUNT: 248. DESCRIPTION: COUNCIL ON LEGISLATIVE LEVY. AMOUNT: 47. DESCRIPTION: CONTRIBUTIONS PAID. AMOUNT: 8,481. DESCRIPTION: SUBSCRIPTIONS. AMOUNT: 462. DESCRIPTION: INSURANCE. AMOUNT: 195. TOTAL TO FORM 990-EZ, LINE 16: 46,046.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY PEARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09417474483
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE ROTARY CLUB OF BRADENTON FLORIDA INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596138574
ReturnHeader/Filer/PhoneNum09417474483
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1117
ReturnHeader/Filer/USAddress/CityNm0BRADENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034206
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F42735F4D033EEBD5277EB43E74989FC1059809F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId052D7B19B876BF5626936FE60935FF0B166B766FF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.192.51.169
ReturnHeader/FilingSecurityInformation/IPDt02018-10-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:47:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0580692043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAULDIN & JENKINS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01401 MANATEE AVE W SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRADENTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034205
ReturnHeader/PreparerPersonGrp/PhoneNum09417474483
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN B PARENT CPA
ReturnHeader/ReturnTs02018-11-05T13:07:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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.$21.9$0.00$21.9$45.2$43.4$1.86
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$0.00$7.75$32.9$32.7$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.62$0.00$7.62$36.2$33.4$2.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.00$4.82$35.7$35.1$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$35.5$36.2$0.72
2018Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$40.0$46.0$6.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$39.0$31.7$7.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$27.6$25.8$1.78
2015Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$27.2$28.4$1.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$27.9$24.9$3.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$27.8$29.4$1.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.00$2.67$30.7$28.4$2.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$27.3$31.6$4.36