Civic Intelligence

Rotary Club of St Augustine Inc

990 • Fiscal year 2024 • EIN 59-6152293

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 10, 2025

P O Box 3927St Augustine, FL 32085

(904) 356-6023

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

35th percentile

-3.9%

Higher net margin than 35% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-3.0%

Faster asset growth than 40% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-15%

Faster revenue growth than 25% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$173,405

Down $5,315 (-3.0%) from 2023

Net Assets

Down

$173,405

Down $4,625 (-2.6%) from 2023

Liabilities

Down

$0

Down $690 (-100%) from 2023

Revenue

Down

$190,072

Down $33,419 (-15%) from 2023

Expenses

Up

$197,432

Up $4,153 (+2.1%) from 2023

Net Income

Down

-$7,360

Down $37,572 (-124%) from 2023

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

2024

Assets$173,405
Liabilities$0
Net Assets$173,405

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

2024

Revenue$190,072
Expenses$197,432
Net Income-$7,360
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 10, 2025
Return Version
2023v6.0
Gross Receipts
$218,691
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
Rtn Earn Endowment Incm Other Fnds$178,030$173,405▼ $4,625
Cash and Non-Interest-Bearing Accounts$93,018$101,915▲ $8,897
Investments in Publicly Traded Securities$38,694$42,283▲ $3,589
Accounts Receivable$47,008$29,207▼ $17,801
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$178,720$173,405▼ $5,315
Liabilities
Accounts Payable and Accrued Expenses$690$0▼ $690
Total Liabilities$690$0▼ $690
Net Assets / Fund Balance
Total Net Assets Fund Balance$178,030$173,405▼ $4,625
Total Liabilities and Net Assets / Fund Balance$178,720$173,405▼ $5,315
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$165,799
Investment Income
$1,113
Other Revenue
$23,160
Change in Net Assets
$-7,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,267
Grants and Similar Amounts Paid$75,165
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,358--$60,358
Payments to Affiliates$18,459--$18,459
Grants to Domestic Individuals$14,807--$14,807
Fees for Services Accounting$6,068$6,068-$12,136
Office Expenses$3,521$1,174-$4,695
Other Expenses$1,189--$1,189
Travel$350--$350
Interest$208$52-$260
Total Functional Expenses$190,138$7,294$0$197,432
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Rotary FoundationChicago, IL501(c)(3)Paul Harris Fellowship Contributions$12,700
St Augustine SocietySt Augustine, FL501(c)(3)Spring Fundraiser$12,500
United Way of St Johns CountySt Augustine, FL501(c)(3)Spring Fundraiser$12,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,114
Fundraising Direct Expenses$14,954
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fish Fry$24,666$24,666$2,197$22,469
Urban Asado$13,448$13,448-$13,448
Total Events$38,114$38,114$14,954$23,160
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 35% controlled entity
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 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
9043566023
Address
P O BOX 3927, ST AUGUSTINE, FL 32085

Signing Officer

Name
Rebecca Crum
Title
Treasurer
Phone
9043566023
Signed
2025-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Upchurch
Formed
1920
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
51

Preparer

Firm
Cri Advisors LLC
Address
7411 FULLERTON STREET SUITE 300, JACKSONVILLE, FL 32256
Preparer
Dana Alexander
Phone
9043566023
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IRS990/ProgSrvcAccomActy3Grp/Desc0DISTRICT & INTERNATIONAL DUES - PROVIDE FINANCIAL SUPPORT TO THE ROTARY FOUNDATION TO ADDRESS VARIOUS GLOBAL EDUCATIONAL AND HUMANITARIAN NEEDS, INCLUDING PROJECTS TO ERADICATE POLIO, PROVIDE CLEAN WATER, AND SUPPORT EDUCATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt018458
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt026053
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt063422
IRS990/PYInvestmentIncomeAmt0562
IRS990/PYOtherExpensesAmt0129857
IRS990/PYOtherRevenueAmt022730
IRS990/PYProgramServiceRevenueAmt0200199
IRS990/PYRevenuesLessExpensesAmt030212
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0193279
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0223491
IRS990/ReconcilationRevenueExpnssAmt0-7360
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt022961
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0178030
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0173405
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014954
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FISH FRY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0URBAN ASADO
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01118
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt08125
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013448
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013448
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038114
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023160
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02197
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02197
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03514
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03514
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt012700
IRS990ScheduleI/RecipientTable/CashGrantAmt112500
IRS990ScheduleI/RecipientTable/CashGrantAmt212500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PAUL HARRIS FELLOWSHIP CONTRIBUTIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SPRING FUNDRAISER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SPRING FUNDRAISER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNITED WAY OF ST JOHNS COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ST AUGUSTINE SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0363245072
IRS990ScheduleI/RecipientTable/RecipientEIN1596018986
IRS990ScheduleI/RecipientTable/RecipientEIN2592475614
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt014280 COLLECTIONS CENTER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 1007
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21375 ARAPAHO AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ST AUGUSTINE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ST AUGUSTINE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060693
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd132085
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd232084
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NAME OF ORGANIZATION OR GOVERNMENT: UNITED WAY OF ST JOHN COUNTY (H) PURPOSE OF GRANT OR ASSISTANCE: SPRING FUNDRAISER NAME OF ORGANIZATION OR GOVERNMENT: ST AUGUSTINE SOCIETY (H) PURPOSE OF GRANT OR ASSISTANCE: SPRING FUNDRAISER
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 1, COLUMN (H):
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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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 FOUNDATION INC
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/AddressLine1Txt07411 FULLERTON STREET SUITE 300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0JACKSONVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032256
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0178720
IRS990/TotalAssetsEOYAmt0173405
IRS990/TotalAssetsGrp/BOYAmt0178720
IRS990/TotalAssetsGrp/EOYAmt0173405
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07294
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190138
IRS990/TotalFunctionalExpensesGrp/TotalAmt0197432
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0690
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0690

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