Civic Intelligence

Rotary Club of Jacksonville Florida Foundation Inc.

990 • Fiscal year 2018 • EIN 59-6139932

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 09, 2018

Organization ProfileWWW.ROTARYJAX.COM
PO Box 37028Jacksonville, FL 32236

(904) 353-6789

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)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

79th percentile

34%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

95%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$85,459

Up $21,808 (+34%) from 2017

Net Assets

Up

$85,459

Up $21,808 (+34%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin73rd percentile

Revenue

Up

$126,821

Up $61,818 (+95%) from 2017

Expenses

Up

$105,013

Up $8,835 (+9.2%) from 2017

Net Income

Up

$21,808

Up $52,983 (+170%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$400K$300K$200K$100K$0-$100KAssets 2011: $159,815Liabilities 2011: $159,642Net Assets 2011: $1732011Assets 2012: $52,132Liabilities 2012: $44,280Net Assets 2012: $7,8522012Assets 2013: $117,196Liabilities 2013: $0Net Assets 2013: $117,1962013Assets 2014: $75,271Liabilities 2014: $2,500Net Assets 2014: $72,7712014Assets 2015: $85,396Liabilities 2015: $0Net Assets 2015: $85,3962015Assets 2016: $94,826Liabilities 2016: $0Net Assets 2016: $94,8262016Assets 2017: $63,651Liabilities 2017: $0Net Assets 2017: $63,6512017Assets 2018: $85,459Liabilities 2018: $0Net Assets 2018: $85,4592018Assets 2019: $87,012Liabilities 2019: $0Net Assets 2019: $87,0122019Assets 2020: $115,449Liabilities 2020: $0Net Assets 2020: $115,4492020Assets 2021: $117,543Liabilities 2021: $0Net Assets 2021: $117,5432021Assets 2022: $212,159Liabilities 2022: -$526Net Assets 2022: $212,6852022Assets 2023: $241,034Liabilities 2023: $28,349Net Assets 2023: $212,6852023Assets 2024: $309,784Liabilities 2024: $0Net Assets 2024: $309,7842024Assets 2025: $244,941Liabilities 2025: $0Net Assets 2025: $244,9412025

Highlighted filing

2018

Assets$85,459
Liabilities$0
Net Assets$85,459
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $139,403Expenses 2011: $138,219Net Income 2011: $1,1842011Expenses 2012: $391,4582012Revenue 2013: $141,558Expenses 2013: $68,523Net Income 2013: $73,0352013Revenue 2014: $63,658Expenses 2014: $108,083Net Income 2014: -$44,4252014Revenue 2015: $84,779Expenses 2015: $72,154Net Income 2015: $12,6252015Revenue 2016: $81,412Expenses 2016: $71,982Net Income 2016: $9,4302016Revenue 2017: $65,003Expenses 2017: $96,178Net Income 2017: -$31,1752017Revenue 2018: $126,821Expenses 2018: $105,013Net Income 2018: $21,8082018Revenue 2019: $74,770Expenses 2019: $73,217Net Income 2019: $1,5532019Revenue 2020: $84,938Expenses 2020: $56,500Net Income 2020: $28,4382020Revenue 2021: $172,003Expenses 2021: $169,909Net Income 2021: $2,0942021Revenue 2022: $252,796Expenses 2022: $157,654Net Income 2022: $95,1422022Revenue 2023: $49,725Expenses 2023: $278,374Net Income 2023: -$228,6492023Revenue 2024: $261,664Expenses 2024: $171,983Net Income 2024: $89,6812024Revenue 2025: $134,159Expenses 2025: $199,002Net Income 2025: -$64,8432025

Highlighted filing

2018

Revenue$126,821
Expenses$105,013
Net Income$21,808
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 9, 2018
Return Version
2017v2.3
Gross Receipts
$126,821
Mission and Program Overview

Mission

To provide benefits and support to those in need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$48,258$64,963▲ $16,705
Accounts Receivable$15,393$20,496▲ $5,103
Total Assets$63,651$85,459▲ $21,808
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$63,651$85,459▲ $21,808
Total Net Assets Fund Balance$63,651$85,459▲ $21,808
Total Liabilities and Net Assets / Fund Balance$63,651$85,459▲ $21,808
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
David BoreePresident
Atul ShahDirector
Bryan CookseyDirector
Buster HagenbeckDirector
Cherri Coombs OhmerDirector
Deborah KnauerDirector
Gerry KelleyDirector
Howard WanamakerDirector
Jack SearsDirector
Jackie CorneliusDirector
Jim AgeeDirector
Julie MasonDirector
Kathy McilvaineDirector
Marie GnageDirector
Michelle BakerDirector
Russell GriceDirector
Tom BryanDirector
Traci JenksDirector
Julie LameyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$126,766
Program Service Revenue
$0
Investment Income
$55
Other Revenue
$0
All Other Contributions
$126,766
Change in Net Assets
$21,808
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$103,700
Other Expenses$1,313
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$103,700--$103,700
Other Expenses$20--$20
Total Functional Expenses$105,013$0$0$105,013
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the treasurer, the board and the executive director prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary Charity Foundation
EIN
59-6139932
Phone
9043536789
Address
PO BOX 37028, JACKSONVILLE, FL 32236

Signing Officer

Name
Julie Lamey
Title
Treasurer
Phone
9043536789
Signed
2018-10-09

Organization Details

Principal Officer
David Boree
Formed
1964
Legal Domicile
Fl
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
JAMES KNUTZEN & ASSOC CPA'S PA
Address
5150 BELFORT RD BLDG 300, JACKSONVILLE, FL 32256
Preparer
Margaret R Dodson
Phone
9047255832
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers provide guidance and input regarding charitable giving.”

Raw XML AppendixShowing 400 of 403 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063658
IRS990ScheduleA/Total509Grp/TotalAmt0421673
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt616000
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2BOY SCOUTS OF AMERICA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3MEMORIAL PARK ASSOCIATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4USO
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5WILLIAMS VISIONARY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6AMERICAN ACADEMY OF
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc4CASH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc5CASH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc6CASH
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS PROVIDE GUIDANCE AND INPUT REGARDING CHARITABLE GIVING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE TREASURER, THE BOARD AND THE EXECUTIVE DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE LAMEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09043536789
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CHARITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
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ReturnHeader/FilingSecurityInformation/IPDt02018-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:39:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592026532
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES KNUTZEN & ASSOC CPA'S PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05150 BELFORT RD BLDG 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
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ReturnHeader/PreparerPersonGrp/PhoneNum09047255832
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET R DODSON
ReturnHeader/ReturnTs02018-10-24T08:39:22-04:00
ReturnHeader/ReturnTypeCd0990

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,459
Liabilities
$0
Net assets
$85,459
Revenue
$126,821
Expenses
$105,013
Net income
$21,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$1.34$1.99$0.65
2024Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$2.62$1.72$0.90
2023Detailed filing. Detailed filing data is available for this year.$2.41$0.28$2.13$0.50$2.78$2.29
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.01$2.13$2.53$1.58$0.95
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$1.72$1.70$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.85$0.57$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.75$0.73$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.27$1.05$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.65$0.96$0.31
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.81$0.72$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.85$0.72$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.03$0.73$0.64$1.08$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$1.42$0.69$0.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.44$0.08$3.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$1.60$0.00$1.39$1.38$0.01