Civic Intelligence

Rotary International District 6940

990EZ • Fiscal year 2021 • EIN 59-6139426

Jul 01, 2020 to Jun 30, 2021 • Filed on May 02, 2022

443 East College AvenueTallahassee, FL 32301

(850) 224-7144

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

69th percentile

21%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

62nd percentile

9.6%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-28%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$215,103

Up $18,777 (+9.6%) from 2020

Net Assets

$215,103

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$90,940

Down $35,238 (-28%) from 2020

Expenses

Down

$72,163

Down $15,017 (-17%) from 2020

Net Income

Down

$18,777

Down $20,221 (-52%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $144,018Liabilities 2011: $0Net Assets 2011: $144,0182011Assets 2012: $179,565Liabilities 2012: $02012Assets 2013: $160,874Liabilities 2013: $02013Assets 2014: $174,040Liabilities 2014: $02014Assets 2015: $173,457Liabilities 2015: $02015Assets 2016: $170,551Liabilities 2016: $02016Assets 2017: $174,345Liabilities 2017: $02017Assets 2018: $169,865Liabilities 2018: $02018Assets 2019: $157,328Liabilities 2019: $02019Assets 2020: $196,326Liabilities 2020: $02020Assets 2021: $215,103Liabilities 2021: $0Net Assets 2021: $215,1032021Assets 2022: $243,788Liabilities 2022: $0Net Assets 2022: $243,7882022Assets 2023: $288,787Liabilities 2023: $0Net Assets 2023: $288,7872023Assets 2024: $206,380Net Assets 2024: $206,3802024

Highlighted filing

2021

Assets$215,103
Liabilities$0
Net Assets$215,103

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $129,744Expenses 2011: $96,165Net Income 2011: $33,5792011Revenue 2012: $130,148Expenses 2012: $94,601Net Income 2012: $35,5472012Revenue 2013: $123,767Expenses 2013: $142,458Net Income 2013: -$18,6912013Revenue 2014: $146,740Expenses 2014: $133,952Net Income 2014: $12,7882014Revenue 2015: $165,856Expenses 2015: $164,576Net Income 2015: $1,2802015Revenue 2016: $159,090Expenses 2016: $161,996Net Income 2016: -$2,9062016Revenue 2017: $179,117Expenses 2017: $175,323Net Income 2017: $3,7942017Revenue 2018: $185,260Expenses 2018: $189,739Net Income 2018: -$4,4792018Revenue 2019: $155,996Expenses 2019: $168,533Net Income 2019: -$12,5372019Revenue 2020: $126,178Expenses 2020: $87,180Net Income 2020: $38,9982020Revenue 2021: $90,940Expenses 2021: $72,163Net Income 2021: $18,7772021Revenue 2022: $113,857Expenses 2022: $85,172Net Income 2022: $28,6852022Revenue 2023: $194,137Expenses 2023: $149,138Net Income 2023: $44,9992023Revenue 2024: $197,531Expenses 2024: $279,938Net Income 2024: -$82,4072024

Highlighted filing

2021

Revenue$90,940
Expenses$72,163
Net Income$18,777
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 2, 2022
Return Version
2020v4.0
Gross Receipts
$90,940
Mission and Program Overview

Mission

To Unite Business and Professional Leaders Worldwide by providing humanitarian service, encouraging high ethical standards in all vocations, and building goodwill and peace in the world.

Program Services

DescriptionGrantsExpenses
District Conference and Rotary International Convention and regular District Zone meetings. These meetings and conventions unite business and professional leaders worldwide by providing humanitarian service, encouraging high ethical standards in all vocations, and building goodwill and peach in the world.$0$36,184
Provides support for 50 Rotary Clubs with approximately 2,000 members in the District of Northwest Florida. Provides representation for the District and Zone and International levels.$0$35,979
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan PooleyDistrict GovernorPT$0--
Larry KubiakDistrict Governor ElectPT$0--
Andrew CorbinTreasurer-$0--
Kerry Anne ShultzDg Nominee-$0--
David RauchFoundation Chair-$0--
Michael TatemMembership Chair-$0--
Andre BoydPublic Image Chair-$0--
Roger ChampionFinance Committee Chair-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 6940
EIN
59-6139426
Phone
8502247144
Address
443 East College Avenue, Tallahassee, FL 32301

Signing Officer

Name
Jan Pooley
Title
District Governor - 2020-21
Phone
8505853497
Signed
2022-05-02
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Other Revenue

Form 990-EZ, Part I, Line 16

Description;Amount^District Officer Expenses;24452|Zone Training;4725|District Training Expense;6125|Foundation Committee;4434|District Website;2029|Conference and Convention Expenses;20900|Other Program Expenses;9498^Total;72163^

Raw XML Appendix159 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Ryan Tucker
IRS990EZ/BooksInCareOfDetail/PhoneNum08502247144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0443 East College Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tallahassee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0196326
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0215103
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt018777
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0196326
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0215103
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt090940
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0228
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt089307
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0196326
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0215103
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0196326
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0215103
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jan Pooley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Larry Kubiak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Andrew Corbin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kerry Anne Shultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4David Rauch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michael Tatem
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Andre Boyd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Roger Champion
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0District Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1District Governor Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DG Nominee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Foundation Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Membership Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Public Image Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Finance Committee Chair
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt072163
IRS990EZ/OtherRevenueTotalAmt01405
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To Unite Business and Professional Leaders Worldwide by providing humanitarian service, encouraging high ethical standards in all vocations, and building goodwill and peace in the world.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0District Conference and Rotary International Convention and regular District Zone meetings. These meetings and conventions unite business and professional leaders worldwide by providing humanitarian service, encouraging high ethical standards in all vocations, and building goodwill and peach in the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provides support for 50 Rotary Clubs with approximately 2,000 members in the District of Northwest Florida. Provides representation for the District and Zone and International levels.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036184
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt135979
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt072163
IRS990EZ/TotalProgramServiceExpensesAmt072163
IRS990EZ/TotalRevenueAmt090940
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Nonprofit
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.rotary6940.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^District Officer Expenses;24452|Zone Training;4725|District Training Expense;6125|Foundation Committee;4434|District Website;2029|Conference and Convention Expenses;20900|Other Program Expenses;9498^Total;72163^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Return was properly extended. This is N/A
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jan Pooley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0District Governor - 2020-21
ReturnHeader/BusinessOfficerGrp/PhoneNum08505853497
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 6940
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596139426
ReturnHeader/Filer/PhoneNum08502247144
ReturnHeader/Filer/USAddress/AddressLine1Txt0443 East College Avenue
ReturnHeader/Filer/USAddress/CityNm0Tallahassee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032301
ReturnHeader/ReturnTs02022-05-03T21:30:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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.$2.06$2.06$1.98$2.80$0.82
2023Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.94$1.49$0.45
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$1.14$0.85$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.91$0.72$0.19
2020Summary only. Only limited summary data is available for this year.$1.96$0.00$1.26$0.87$0.39
2019Summary only. Only limited summary data is available for this year.$1.57$0.00$1.56$1.69$0.13
2018Summary only. Only limited summary data is available for this year.$1.70$0.00$1.85$1.90$0.04
2017Summary only. Only limited summary data is available for this year.$1.74$0.00$1.79$1.75$0.04
2016Summary only. Only limited summary data is available for this year.$1.71$0.00$1.59$1.62$0.03
2015Summary only. Only limited summary data is available for this year.$1.73$0.00$1.66$1.65$0.01
2014Summary only. Only limited summary data is available for this year.$1.74$0.00$1.47$1.34$0.13
2013Summary only. Only limited summary data is available for this year.$1.61$0.00$1.24$1.42$0.19
2012Summary only. Only limited summary data is available for this year.$1.80$0.00$1.30$0.95$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$1.30$0.96$0.34