Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 59-6152295

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2016

Organization ProfileN/A
PO Box 44Dade City, FL 33526-0044

(352) 567-5618

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

58th percentile

6.1%

Higher net margin than 58% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$7,208

Up $1,108 (+18%) from 2015

Net Assets

Up

$7,038

Up $2,562 (+57%) from 2015

Liabilities

Down

$170

Down $1,454 (-90%) from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin58th percentile

Revenue

Up

$41,971

Up $5,381 (+15%) from 2015

Expenses

Up

$39,409

Up $3,067 (+8.4%) from 2015

Net Income

Up

$2,562

Up $2,314 (+933%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $18,308Liabilities 2011: $982011Assets 2012: $18,380Liabilities 2012: $63Net Assets 2012: $18,3172012Assets 2013: $13,826Liabilities 2013: $292Net Assets 2013: $13,5342013Assets 2014: $4,433Liabilities 2014: $205Net Assets 2014: $4,2282014Assets 2015: $6,100Liabilities 2015: $1,624Net Assets 2015: $4,4762015Assets 2016: $7,208Liabilities 2016: $170Net Assets 2016: $7,0382016Assets 2017: $7,743Liabilities 2017: $70Net Assets 2017: $7,6732017Assets 2018: $5,991Liabilities 2018: $16Net Assets 2018: $5,9752018Assets 2019: $6,356Liabilities 2019: $104Net Assets 2019: $6,2522019Assets 2020: $10,829Liabilities 2020: $283Net Assets 2020: $10,5462020Assets 2021: $14,901Liabilities 2021: $139Net Assets 2021: $14,7622021Assets 2022: $14,261Liabilities 2022: $64Net Assets 2022: $14,1972022Assets 2023: $12,422Liabilities 2023: $0Net Assets 2023: $12,4222023Assets 2024: $8,748Liabilities 2024: $106Net Assets 2024: $8,6422024

Highlighted filing

2016

Assets$7,208
Liabilities$170
Net Assets$7,038
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $37,777Expenses 2011: $41,731Net Income 2011: -$3,9542011Revenue 2012: $33,818Expenses 2012: $33,711Net Income 2012: $1072012Revenue 2013: $31,574Expenses 2013: $36,357Net Income 2013: -$4,7832013Revenue 2014: $27,830Expenses 2014: $37,136Net Income 2014: -$9,3062014Revenue 2015: $36,590Expenses 2015: $36,342Net Income 2015: $2482015Revenue 2016: $41,971Expenses 2016: $39,409Net Income 2016: $2,5622016Revenue 2017: $39,693Expenses 2017: $39,058Net Income 2017: $6352017Revenue 2018: $36,650Expenses 2018: $38,348Net Income 2018: -$1,6982018Revenue 2019: $39,780Expenses 2019: $39,503Net Income 2019: $2772019Revenue 2020: $28,507Expenses 2020: $24,213Net Income 2020: $4,2942020Revenue 2021: $25,239Expenses 2021: $21,023Net Income 2021: $4,2162021Revenue 2022: $37,224Expenses 2022: $37,789Net Income 2022: -$5652022Revenue 2023: $38,275Expenses 2023: $40,050Net Income 2023: -$1,7752023Revenue 2024: $38,481Expenses 2024: $42,261Net Income 2024: -$3,7802024

Highlighted filing

2016

Revenue$41,971
Expenses$39,409
Net Income$2,562
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2016
Return Version
2015v3.0
Gross Receipts
$41,971
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
WEEKLY PROGRAMS AND MEETINGS PROVIDING INFORMATION AND MOTIVATION TO MEMBERS.-$24,664
MEMBERSHIP DRIVE DINNER TO FURNISH INFORMATION REGARDING EXPECTATIONS ALONG WITH INFORMATION.-$9,391
BANQUET & AWARDS TO OUTSTANDING SENIORS AT PASCO HIGH SCHOOL-$5,112
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN PATTERSONPresident-$0--
KEVIN MORRISVice Preside-$0--
JULIE COTTONTreasurer-$0--
JEANIE GERMAINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
59-6152295
Phone
3525675618
Address
PO BOX 44, DADE CITY, FL 33526-0044

Signing Officer

Name
Julie Cotton
Title
Treasurer
Phone
3525675618
Signed
2016-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Gregg & Lynch Pa
Address
PO BOX 1222, DADE CITY, FL 33526-1222
Preparer
Julie Cotton
Phone
3525675618
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conferences and conv. 3,139 insurance 225 phs seniors banquet 5,112 meeting expense 21,124 membership expense 4,711 taxes & licenses 136 dues & subscriptions 4,680 bank service charges 36 non-investment depreciation 106 total 39,269”

Form 990-ez, Part II, Line 24

“Accounts receivable 3,718 1,290 739 739 less accumulated depreciation 79 185 total 4,378 1,844”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,364 0 unearned income 260 170”

Raw XML Appendix109 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JULIE COTTON
IRS990EZ/BooksInCareOfDetail/PhoneNum03525675618
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014144 6TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DADE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033526
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01722
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05364
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02562
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06100
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07208
IRS990EZ/GrossReceiptsAmt041971
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt036345
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04476
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07038
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04476
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07038
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE COTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEANIE GERMAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04378
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01844
IRS990EZ/OtherExpensesTotalAmt039269
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0140
IRS990EZ/ProgramServiceRevenueAmt05626
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BANQUET & AWARDS TO OUTSTANDING SENIORS AT PASCO HIGH SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WEEKLY PROGRAMS AND MEETINGS PROVIDING INFORMATION AND MOTIVATION TO MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MEMBERSHIP DRIVE DINNER TO FURNISH INFORMATION REGARDING EXPECTATIONS ALONG WITH INFORMATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05112
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124664
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29391
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01624
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0170
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039409
IRS990EZ/TotalProgramServiceExpensesAmt039167
IRS990EZ/TotalRevenueAmt041971
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES AND CONV. 3,139 INSURANCE 225 PHS SENIORS BANQUET 5,112 MEETING EXPENSE 21,124 MEMBERSHIP EXPENSE 4,711 TAXES & LICENSES 136 DUES & SUBSCRIPTIONS 4,680 BANK SERVICE CHARGES 36 NON-INVESTMENT DEPRECIATION 106 TOTAL 39,269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 3,718 1,290 739 739 LESS ACCUMULATED DEPRECIATION 79 185 TOTAL 4,378 1,844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,364 0 UNEARNED INCOME 260 170
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE COTTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03525675618
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DADE CITY ROTARY CLUB INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596152295
ReturnHeader/Filer/PhoneNum03525675618
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 44
ReturnHeader/Filer/USAddress/CityNm0DADE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0335260044
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593215349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYNCH GREGG & LYNCH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1222
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DADE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0335261222
ReturnHeader/PreparerPersonGrp/PhoneNum03525675618
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE COTTON
ReturnHeader/ReturnTs02017-02-14T15:43:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,208
Liabilities
$170
Net assets
$7,038
Revenue
$41,971
Expenses
$39,409
Net income
$2,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.75$0.11$8.64$38.5$42.3$3.78
2023Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$38.3$40.1$1.78
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.06$14.2$37.2$37.8$0.57
2021Detailed filing. Detailed filing data is available for this year.$14.9$0.14$14.8$25.2$21.0$4.22
2020Detailed filing. Detailed filing data is available for this year.$10.8$0.28$10.5$28.5$24.2$4.29
2019Detailed filing. Detailed filing data is available for this year.$6.36$0.10$6.25$39.8$39.5$0.28
2018Detailed filing. Detailed filing data is available for this year.$5.99$0.02$5.98$36.7$38.3$1.70
2017Detailed filing. Detailed filing data is available for this year.$7.74$0.07$7.67$39.7$39.1$0.64
2016Detailed filing. Detailed filing data is available for this year.$7.21$0.17$7.04$42.0$39.4$2.56
2015Detailed filing. Detailed filing data is available for this year.$6.10$1.62$4.48$36.6$36.3$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.43$0.21$4.23$27.8$37.1$9.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.29$13.5$31.6$36.4$4.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$0.06$18.3$33.8$33.7$0.11
2011Summary only. Only limited summary data is available for this year.$18.3$0.10$37.8$41.7$3.95