Civic Intelligence

Rotary Club of St Augustine Inc

990 • Fiscal year 2018 • EIN 59-6152293

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 19, 2018

P O Box 3927St Augustine, FL 32085

(904) 471-3445

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

54th percentile

4.9%

Higher net margin than 54% 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

63rd percentile

7.0%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

48th percentile

-0.8%

Faster revenue growth than 48% of similar nonprofits.

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

Assets

Up

$164,548

Up $10,768 (+7.0%) from 2017

Net Assets

Up

$164,548

Up $10,768 (+7.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$203,242

Down $1,668 (-0.8%) from 2017

Expenses

Up

$193,246

Up $2,548 (+1.3%) from 2017

Net Income

Down

$9,996

Down $4,216 (-30%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $182,408Liabilities 2010: $0Net Assets 2010: $182,4082010Assets 2011: $201,694Liabilities 2011: $0Net Assets 2011: $201,6942011Assets 2012: $196,001Liabilities 2012: $0Net Assets 2012: $196,0012012Assets 2013: $224,211Liabilities 2013: $0Net Assets 2013: $224,2112013Assets 2014: $105,911Liabilities 2014: $381Net Assets 2014: $105,5302014Assets 2015: $117,627Liabilities 2015: $1,5692015Assets 2016: $137,944Liabilities 2016: $126Net Assets 2016: $137,8182016Assets 2017: $153,780Liabilities 2017: $0Net Assets 2017: $153,7802017Assets 2018: $164,548Liabilities 2018: $0Net Assets 2018: $164,5482018Assets 2019: $141,307Liabilities 2019: $6,150Net Assets 2019: $135,1572019Assets 2020: $155,236Liabilities 2020: $0Net Assets 2020: $155,2362020Assets 2021: $157,000Liabilities 2021: $0Net Assets 2021: $157,0002021Assets 2022: $146,354Liabilities 2022: $0Net Assets 2022: $146,3542022Assets 2023: $178,720Liabilities 2023: $690Net Assets 2023: $178,0302023Assets 2024: $173,405Liabilities 2024: $0Net Assets 2024: $173,4052024Assets 2025: $143,236Liabilities 2025: $2,000Net Assets 2025: $141,2362025

Highlighted filing

2018

Assets$164,548
Liabilities$0
Net Assets$164,548

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $155,8572010Expenses 2011: $128,9242011Revenue 2012: $126,207Expenses 2012: $123,618Net Income 2012: $2,5892012Revenue 2013: $145,194Expenses 2013: $127,776Net Income 2013: $17,4182013Revenue 2014: $174,957Expenses 2014: $282,367Net Income 2014: -$107,4102014Revenue 2015: $161,768Expenses 2015: $150,542Net Income 2015: $11,2262015Revenue 2016: $214,083Expenses 2016: $191,120Net Income 2016: $22,9632016Revenue 2017: $204,910Expenses 2017: $190,698Net Income 2017: $14,2122017Revenue 2018: $203,242Expenses 2018: $193,246Net Income 2018: $9,9962018Revenue 2019: $255,081Expenses 2019: $283,835Net Income 2019: -$28,7542019Revenue 2020: $163,484Expenses 2020: $142,566Net Income 2020: $20,9182020Revenue 2021: $214,348Expenses 2021: $218,062Net Income 2021: -$3,7142021Revenue 2022: $190,997Expenses 2022: $195,830Net Income 2022: -$4,8332022Revenue 2023: $223,491Expenses 2023: $193,279Net Income 2023: $30,2122023Revenue 2024: $190,072Expenses 2024: $197,432Net Income 2024: -$7,3602024Revenue 2025: $175,094Expenses 2025: $210,610Net Income 2025: -$35,5162025

Highlighted filing

2018

Revenue$203,242
Expenses$193,246
Net Income$9,996
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 19, 2018
Return Version
2017v2.3
Gross Receipts
$209,247
Mission and Program Overview

Mission

The mission is to provide service to others to help promote social welfare to the local community, to promote high ethical standards, and to advance understanding, goodwill and peace through its fellowship of business, professional and community leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$107,404$100,214▼ $7,190
Investments in Publicly Traded Securities$32,642$34,216▲ $1,574
Accounts Receivable$13,734$30,118▲ $16,384
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$153,780$164,548▲ $10,768
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$153,780$164,548▲ $10,768
Total Liabilities and Net Assets / Fund Balance$153,780$164,548▲ $10,768
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jodi Kotrady-hatinPresident
Bobby CrumPresident Elect
Kyle KovacsVice President
Charlie HauptDirector
Dan HilbertDirector
Grant MisterlyDirector
Katherine BatenhorstDirector
Mel LongoDirector
Melissa NelsonDirector
Susan ParkerDirector
Peggy GachetSecretary
Rebecca CrumTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$186,656
Investment Income
$885
Other Revenue
$15,701
Change in Net Assets
$9,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,550
Grants and Similar Amounts Paid$63,696
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,696--$63,696
Payments to Affiliates$19,288--$19,288
Fees for Services Accounting$4,050$4,050-$8,100
Travel$5,093--$5,093
Office Expenses$3,007$1,003-$4,010
Other Expenses$723--$723
Information Technology-$443-$443
Fees for Service Investment Mgmnt Fees-$83-$83
Total Functional Expenses$187,667$5,579$0$193,246
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary FoundationEvanston, IL501(c)(3)Paul Harris Foundation$14,797
Community Hospice & Palliative CareJacksonville, FL501(c)(3)Community Service$11,575
St Augustine Youth ServicesSt Augustine, FL501(c)(3)Community Service$11,575
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,706
Fundraising Direct Expenses$6,005
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Casual Dinner$21,706$21,706$637$21,069
Total Events$21,706$21,706$6,005$15,701
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the treasurer, and presented to the board for their final approval.

Form 990, Part VI, Section C, Line 18

Documents are made available to the public upon request.

Form 990, Part VI, Section C, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Rotary Club of St Augustine Inc
EIN
59-6152293
Phone
9044713445
Address
P O BOX 3927, ST AUGUSTINE, FL 32085

Signing Officer

Name
Bobby Crum
Title
President
Phone
9044713445
Signed
2018-11-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bobby Crum
Formed
1920
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Carr Riggs & Ingram LLC
Address
1301 PLANTATION ISLAND DR STE 205A, ST AUGUSTINE, FL 32080
Preparer
Louise H Anderson CPA
Phone
9044713445
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/ReconcilationRevenueExpnssAmt09996
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt026199
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06005
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING CASUAL DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03214
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021706
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015701
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0637
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0637
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01954
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01954
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt014797
IRS990ScheduleI/RecipientTable/CashGrantAmt111575
IRS990ScheduleI/RecipientTable/CashGrantAmt211575
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PAUL HARRIS FOUNDATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST AUGUSTINE YOUTH SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COMMUNITY HOSPICE & PALLIATIVE CARE
IRS990ScheduleI/RecipientTable/RecipientEIN0363245072
IRS990ScheduleI/RecipientTable/RecipientEIN1592925271
IRS990ScheduleI/RecipientTable/RecipientEIN2591940256
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE ROTARY CENTER 1560 SHERMAN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1201 SIMONE WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt24266 SUNBEAM ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ST AUGUSTINE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2JACKSONVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd132086
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd232257
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE TREASURER, AND PRESENTED TO THE BOARD FOR THEIR FINAL APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF ST AUGUSTINE ENDOWMENT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0463760354
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE GRANTS TO OTHER NOT-FOR-PROFIT ORGANIZATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1583
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ST AUGUSTINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032084
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0153780
IRS990/TotalAssetsEOYAmt0164548
IRS990/TotalAssetsGrp/BOYAmt0153780
IRS990/TotalAssetsGrp/EOYAmt0164548
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05579
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0187667
IRS990/TotalFunctionalExpensesGrp/TotalAmt0193246
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0153780
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0164548
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0187667
IRS990/TotalProgramServiceRevenueAmt0186656
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016586
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0186656
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0203242
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0153780
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0164548
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt05093
IRS990/TravelGrp/TotalAmt05093
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01301 PLANTATION ISLAND DR STE 205A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.02$1.41$1.75$2.11$0.36
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.90$1.97$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.01$1.78$2.23$1.93$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.91$1.96$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$2.14$2.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$1.63$1.43$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.06$1.35$2.55$2.84$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$2.03$1.93$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$2.05$1.91$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$2.14$1.91$0.23
2015Summary only. Only limited summary data is available for this year.$1.18$0.02$1.62$1.51$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.75$2.82$1.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.00$2.24$1.45$1.28$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.00$1.96$1.26$1.24$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.00$2.02$1.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$1.56