Civic Intelligence

Delray International Rotary Fund I Delray Beach Rotary Club

990 • Fiscal year 2020 • EIN 59-6152294

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

102 NE 10th StreetDelray Beach, FL 33444

(617) 680-7410

Siviq Scores

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

Liabilities / Assets

77th percentile

0.12x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

96th percentile

139%

Faster asset growth than 96% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

13%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$16,143

Up $9,392 (+139%) from 2019

Net Assets

Up

$14,264

Up $12,238 (+604%) from 2019

Liabilities

Down

$1,879

Down $2,846 (-60%) from 2019

Revenue

Up

$43,454

Up $4,846 (+13%) from 2019

Expenses

Down

$33,967

Down $4,633 (-12%) from 2019

Net Income

Up

$9,487

Up $9,479 (+118488%) from 2019

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0-$5.0KAssets 2012: $878Liabilities 2012: $2,296Net Assets 2012: -$1,4182012Assets 2013: -$1,432Liabilities 2013: $600Net Assets 2013: -$2,0322013Assets 2014: $1,791Liabilities 2014: $0Net Assets 2014: $1,7912014Assets 2015: $2,461Liabilities 2015: $0Net Assets 2015: $2,4612015Assets 2016: $4,406Liabilities 2016: $0Net Assets 2016: $4,4062016Assets 2017: $4,997Liabilities 2017: $3,016Net Assets 2017: $1,9812017Assets 2018: $10,232Liabilities 2018: $8,215Net Assets 2018: $2,0172018Assets 2019: $6,751Liabilities 2019: $4,725Net Assets 2019: $2,0262019Assets 2020: $16,143Liabilities 2020: $1,879Net Assets 2020: $14,2642020Assets 2021: $13,666Liabilities 2021: $0Net Assets 2021: $13,6662021Assets 2022: $5,275Liabilities 2022: $0Net Assets 2022: $5,2752022Assets 2023: $6,521Liabilities 2023: $0Net Assets 2023: $6,5212023Assets 2024: $8,693Liabilities 2024: $0Net Assets 2024: $8,6932024

Highlighted filing

2020

Assets$16,143
Liabilities$1,879
Net Assets$14,264

Operations Trend

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

$80K$60K$40K$20K$0-$20KExpenses 2012: $35,1402012Revenue 2013: $38,074Expenses 2013: $38,688Net Income 2013: -$6142013Revenue 2014: $37,802Expenses 2014: $33,978Net Income 2014: $3,8242014Revenue 2015: $34,870Expenses 2015: $34,199Net Income 2015: $6712015Revenue 2016: $35,068Expenses 2016: $33,125Net Income 2016: $1,9432016Revenue 2017: $34,936Expenses 2017: $37,361Net Income 2017: -$2,4252017Revenue 2018: $43,258Expenses 2018: $43,222Net Income 2018: $362018Revenue 2019: $38,608Expenses 2019: $38,600Net Income 2019: $82019Revenue 2020: $43,454Expenses 2020: $33,967Net Income 2020: $9,4872020Revenue 2021: $29,778Expenses 2021: $30,376Net Income 2021: -$5982021Revenue 2022: $28,354Expenses 2022: $36,745Net Income 2022: -$8,3912022Revenue 2023: $60,192Expenses 2023: $65,843Net Income 2023: -$5,6512023Revenue 2024: $58,025Expenses 2024: $64,831Net Income 2024: -$6,8062024

Highlighted filing

2020

Revenue$43,454
Expenses$33,967
Net Income$9,487
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$43,454
Mission and Program Overview

Mission

The Rotary Club is a civic organization formed for the purpose of raising funds for charities and scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,751$16,143▲ $9,392
Total Assets$6,751$16,143▲ $9,392
Liabilities
Deferred Revenue$4,725$1,879▼ $2,846
Total Liabilities$4,725$1,879▼ $2,846
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,026$14,264▲ $12,238
Total Net Assets Fund Balance$2,026$14,264▲ $12,238
Total Liabilities and Net Assets / Fund Balance$6,751$16,143▲ $9,392
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert KelleyPublic Relations Chair
Judy MollicaPresident
Francis Betsy OwenBoard of Directors
Kari AgostinoBoard of Directors
Leo PhillipsBoard of Directors
Pat CataniaBoard of Directors
Roger CaineClub Admin
Steve EnglishTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,633
Program Service Revenue
$28,821
Investment Income
$0
Other Revenue
$0
All Other Contributions
$14,633
Change in Net Assets
$9,487
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,442
Grants and Similar Amounts Paid$525
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$5,767$5,768$0$11,535
Other Expenses$0$3,915$0$3,915
Fees for Services Accounting$0$1,250$0$1,250
Grants to Domestic Orgs$525--$525
Total Functional Expenses$20,584$13,383$0$33,967
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Delray International Rotary Fund Inc
EIN
59-6152294
Phone
6176807410
Address
102 NE 10TH STREET, DELRAY BEACH, FL 33444

Signing Officer

Name
Steven English
Title
Treasurer
Phone
6176807410
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven English
Formed
1973
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Carla D Thrower CPA PA
Address
220 George Bush Blvd, Delray Beach, FL 33444
Preparer
Carla D Thrower
Phone
5612513998
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The form 990 was emailed to every board member. The board members were requested in the email transmission to acknowledge receipt of the Form 990. Additionally, they were requested to review the form and contact the President and/or Treasurer concerning any questions they have before the Board meeting when the Form 990 is reviewed in its entirety. The board members were informed that Form 990 instructions are available online at IRS.gov.

Pt VI, Line 12C

The board members of the organization discuss the conflict of interest policy at least annually. At a board meeting, new conflict of interest statements are signed by each board member. The signed statements are maintained by the Secretary and are available for inspection upon request to the general public. The statements are updated annually.

Pt VI, Line 19

Upon Request

Form 990, Part IX, Line 24E

District 6930 Dues 2842. 0. 2842. 0.

Form 990, Part IX, Line 24E

Board of Director Meals 715. 715. 0. 0.

Form 990, Part IX, Line 24E

Storage 395. 0. 395. 0.

Form 990, Part IX, Line 24E

Supplies 296. 0. 296. 0.

Form 990, Part IX, Line 24E

Sunshine Fund 156. 156. 0. 0.

Form 990, Part IX, Line 24E

PO Box Fees 122. 0. 122. 0.

Form 990, Part IX, Line 24E

P.E.T.S. Expense 842. 0. 842. 0.

Form 990, Part IX, Line 24E

Networking fees 120. 0. 120. 0.

Form 990, Part IX, Line 24E

DACdb fees 434. 0. 434. 0.

Form 990, Part IX, Line 24E

Bingo expenses 4896. 4896. 0. 0.

Form 990, Part IX, Line 24E

Holiday expenses 717. 0. 717. 0.

Raw XML Appendix340 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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IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Kelley
IRS990/Form990PartVIISectionAGrp/PersonNm2Roger Caine
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IRS990/Form990PartVIISectionAGrp/PersonNm4Pat Catania
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Public Relations Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Club Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board of Directors
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board of Directors
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board of Directors
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board of Directors
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 was emailed to every board member. The board members were requested in the email transmission to acknowledge receipt of the Form 990. Additionally, they were requested to review the form and contact the President and/or Treasurer concerning any questions they have before the Board meeting when the Form 990 is reviewed in its entirety. The board members were informed that Form 990 instructions are available online at IRS.gov.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board members of the organization discuss the conflict of interest policy at least annually. At a board meeting, new conflict of interest statements are signed by each board member. The signed statements are maintained by the Secretary and are available for inspection upon request to the general public. The statements are updated annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3District 6930 Dues 2842. 0. 2842. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board of Director Meals 715. 715. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Storage 395. 0. 395. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies 296. 0. 296. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Sunshine Fund 156. 156. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PO Box Fees 122. 0. 122. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9P.E.T.S. Expense 842. 0. 842. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Networking fees 120. 0. 120. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DACdb fees 434. 0. 434. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bingo expenses 4896. 4896. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Holiday expenses 717. 0. 717. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013383
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020584
IRS990/TotalFunctionalExpensesGrp/TotalAmt033967
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04725
IRS990/TotalLiabilitiesEOYAmt01879
IRS990/TotalLiabilitiesGrp/BOYAmt04725
IRS990/TotalLiabilitiesGrp/EOYAmt01879
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02026
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014264
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020584
IRS990/TotalProgramServiceRevenueAmt028821
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028821
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043454
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06751
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016143
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0102 NE 10th Street
IRS990/USAddress/CityNm0Delray Beach
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033444
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.delraybeachrotary.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven English
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06176807410
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Delray International Rotary Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0DELR
ReturnHeader/Filer/EIN0596152294
ReturnHeader/Filer/PhoneNum06176807410
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 NE 10TH STREET
ReturnHeader/Filer/USAddress/CityNm0DELRAY BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carla D Thrower CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 George Bush Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Delray Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033444
ReturnHeader/PreparerPersonGrp/PhoneNum05612513998
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carla D Thrower
ReturnHeader/ReturnTs02021-05-17T14:09:07-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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