Civic Intelligence

Rotary Club of Indialantic

EIN 59-6152299 • 501(c)4 • Indialantic, FL

Profile

Rotary Clubs raise funds for charity

PO Box 033134Indialantic, FL 32903

indialanticrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

51st percentile

1.7%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

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

Asset Growth

27th percentile

-20%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

34th percentile

-14%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$14,016

Down $3,577 (-20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$14,016

Down $3,577 (-20%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin51st percentile

Revenue

Down

$38,059

Down $6,293 (-14%) from 2019

Expenses

Down

$37,399

Down $891 (-2.3%) from 2019

Net Income

Down

$660

Down $5,402 (-89%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2010: $9,906Liabilities 2010: $1552010Assets 2012: $17,373Liabilities 2012: $02012Assets 2013: $14,691Liabilities 2013: $02013Assets 2014: $14,528Liabilities 2014: $02014Assets 2015: $15,573Liabilities 2015: $02015Assets 2016: $11,130Liabilities 2016: $02016Assets 2017: $13,235Liabilities 2017: $0Net Assets 2017: $13,2352017Assets 2018: $11,531Liabilities 2018: $0Net Assets 2018: $11,5312018Assets 2019: $17,593Liabilities 2019: $0Net Assets 2019: $17,5932019Assets 2020: $14,016Liabilities 2020: $0Net Assets 2020: $14,0162020

Highlighted filing

2020

Assets$14,016
Liabilities$0
Net Assets$14,016
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2010: $51,180Expenses 2010: $50,081Net Income 2010: $1,0992010Revenue 2012: $58,644Expenses 2012: $48,304Net Income 2012: $10,3402012Revenue 2013: $65,703Expenses 2013: $68,385Net Income 2013: -$2,6822013Revenue 2014: $49,882Expenses 2014: $50,045Net Income 2014: -$1632014Revenue 2015: $46,593Expenses 2015: $45,548Net Income 2015: $1,0452015Revenue 2016: $44,978Expenses 2016: $48,531Net Income 2016: -$3,5532016Revenue 2017: $48,101Expenses 2017: $45,996Net Income 2017: $2,1052017Revenue 2018: $44,446Expenses 2018: $46,150Net Income 2018: -$1,7042018Revenue 2019: $44,352Expenses 2019: $38,290Net Income 2019: $6,0622019Revenue 2020: $38,059Expenses 2020: $37,399Net Income 2020: $6602020

Highlighted filing

2020

Revenue$38,059
Expenses$37,399
Net Income$660
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,016
Liabilities
$0
Net assets
$14,016
Revenue
$38,059
Expenses
$37,399
Net income
$660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$38.1$37.4$0.66
2019Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$44.4$38.3$6.06
2018Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$44.4$46.2$1.70
2017Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$48.1$46.0$2.11
2016Summary only. Only limited summary data is available for this year.$11.1$0.00$45.0$48.5$3.55
2015Summary only. Only limited summary data is available for this year.$15.6$0.00$46.6$45.5$1.05
2014Summary only. Only limited summary data is available for this year.$14.5$0.00$49.9$50.0$0.16
2013Summary only. Only limited summary data is available for this year.$14.7$0.00$65.7$68.4$2.68
2012Summary only. Only limited summary data is available for this year.$17.4$0.00$58.6$48.3$10.3
2010Summary only. Only limited summary data is available for this year.$9.91$0.16$51.2$50.1$1.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 27, 2020
Return Version
2019v5.1
Gross Receipts
$38,059
Mission and Program Overview

Mission

Rotary Clubs raise funds for charity

Program Services

DescriptionGrantsExpenses
Raised funds for community charitable organizations--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan FreyTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Indialantic
EIN
59-6152299
Address
PO Box 033134, Indialantic, FL 32903

Signing Officer

Name
Dan Frey
Title
Treasurer
Phone
3216983739
Signed
2020-10-27
Discuss with paid preparer
No

Preparer

Firm
Trina W Downey CPA PA
Address
2000 S Patrick Drive Suite 2, Indian Harbour Beach, FL 32937
Preparer
Trina W Downey
Phone
3217737747
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountLuncheon Revenue 18,050Guest Meals 132Sgt 1,64150-50 1,964Picnic 245Other 5Christmas Party 1,620”

List of grants and similar amounts paid Part I line 10

“Grantee Indialantic Rotary Foundation Street PO Box 033134 City, State, Zip Indialantic, FL 32903Amount 4,332”

Description of other expenses Part I line 16

“Description AmountLunch Payment 19,136Club Functions 4,023Club Dues Paid Out 7,736Other 162RLI Training 300Internet and Website 999Office Supplies 528PO Box 106Postage and Corp Renew 77”

Raw XML Appendix91 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/PersonNm0Dan Frey
IRS990EZ/BooksInCareOfDetail/PhoneNum03213279124
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0350 El Rancho Terrace NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palm Bay
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032907
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013356
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014016
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0660
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013356
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014016
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04332
IRS990EZ/GrossReceiptsAmt038059
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014402
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013356
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014016
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013356
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dan Frey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033067
IRS990EZ/OtherRevenueTotalAmt023657
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Rotary Clubs raise funds for charity
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raised funds for community charitable organizations
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037399
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt038059
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountLuncheon Revenue 18,050Guest Meals 132Sgt 1,64150-50 1,964Picnic 245Other 5Christmas Party 1,620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grantee Indialantic Rotary Foundation Street PO Box 033134 City, State, Zip Indialantic, FL 32903Amount 4,332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountLunch Payment 19,136Club Functions 4,023Club Dues Paid Out 7,736Other 162RLI Training 300Internet and Website 999Office Supplies 528PO Box 106Postage and Corp Renew 77
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Frey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03216983739
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Indialantic
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596152299
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 033134
ReturnHeader/Filer/USAddress/CityNm0Indialantic
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032903
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320190385
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trina W Downey CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 S Patrick Drive Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indian Harbour Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032937
ReturnHeader/PreparerPersonGrp/PhoneNum03217737747
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Trina W Downey
ReturnHeader/ReturnTs02021-01-25T17:21:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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