Civic Intelligence

Rotary Club of Naples Inc

EIN 59-6152305 • 501(c)4 • Naples, FL

Profile

To advance understanding, goodwill and peace in Southwest Florida as well as throughout the world through the improvement of health, the support of education, and the alleviation of poverty.

PO Box 812Naples, FL 34106

www.rotarynaples.org

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

47th percentile

0.0%

Higher net margin than 47% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

60th percentile

2.4%

Faster asset growth than 60% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

-2.0%

Faster revenue growth than 48% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$39,977

Up $933 (+2.4%) from 2024

Liabilities

Up

$875

Up $854 (+4067%) from 2024

Net Assets

Up

$39,102

Up $79 (+0.2%) from 2024

Revenue

Down

$160,548

Down $3,312 (-2.0%) from 2024

Expenses

Down

$160,469

Down $3,334 (-2.0%) from 2024

Net Income

Up

$79

Up $22 (+39%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2013: $84,255Net Assets 2013: $84,2552013Assets 2014: $42,018Net Assets 2014: $42,0182014Assets 2015: $41,828Net Assets 2015: $41,8282015Assets 2016: $42,206Net Assets 2016: $42,2062016Assets 2017: $40,016Net Assets 2017: $40,0162017Assets 2018: $44,398Net Assets 2018: $44,3982018Assets 2019: $44,214Net Assets 2019: $44,2142019Assets 2020: $45,537Liabilities 2020: $101Net Assets 2020: $45,4362020Assets 2021: $46,422Liabilities 2021: $848Net Assets 2021: $45,5742021Assets 2022: $45,847Net Assets 2022: $45,8472022Assets 2023: $39,066Liabilities 2023: $100Net Assets 2023: $38,9662023Assets 2024: $39,044Liabilities 2024: $21Net Assets 2024: $39,0232024Assets 2025: $39,977Liabilities 2025: $875Net Assets 2025: $39,1022025

Highlighted filing

2025

Assets$39,977
Liabilities$875
Net Assets$39,102

Operations Trend

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

$200K$100K$0-$100KRevenue 2013: $149,346Expenses 2013: $139,435Net Income 2013: $9,9112013Revenue 2014: $140,590Expenses 2014: $182,827Net Income 2014: -$42,2372014Revenue 2015: $165,261Expenses 2015: $165,451Net Income 2015: -$1902015Revenue 2016: $176,593Expenses 2016: $176,215Net Income 2016: $3782016Revenue 2017: $143,091Expenses 2017: $145,281Net Income 2017: -$2,1902017Revenue 2018: $132,079Expenses 2018: $127,697Net Income 2018: $4,3822018Revenue 2019: $166,194Expenses 2019: $166,378Net Income 2019: -$1842019Revenue 2020: $142,522Expenses 2020: $141,300Net Income 2020: $1,2222020Revenue 2021: $121,502Expenses 2021: $121,364Net Income 2021: $1382021Revenue 2022: $148,523Expenses 2022: $148,250Net Income 2022: $2732022Revenue 2023: $144,653Expenses 2023: $151,534Net Income 2023: -$6,8812023Revenue 2024: $163,860Expenses 2024: $163,803Net Income 2024: $572024Revenue 2025: $160,548Expenses 2025: $160,469Net Income 2025: $792025

Highlighted filing

2025

Revenue$160,548
Expenses$160,469
Net Income$79

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$1.61$1.60$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$1.64$1.64$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$1.45$1.52$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.46$1.49$1.48$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.01$0.46$1.22$1.21$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.45$1.43$1.41$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.44$1.66$1.66$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.44$1.32$1.28$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.40$1.43$1.45$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.42$1.77$1.76$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.42$1.65$1.65$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.42$1.41$1.83$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.84$1.49$1.39$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 14, 2025
Return Version
2024v5.2
Gross Receipts
$160,548
Mission and Program Overview

Mission

To advance understanding, goodwill and peace in Southwest Florida as well as throughout the world through the improvement of health, the support of education, and the alleviation of poverty.

Program Services

DescriptionGrantsExpenses
Luncheon meetings to promote interchange of ideas, club goals, and educational opportunities through various speakers and other methods. More than 100 members and guests participate in weekly meetings and in various related group events.-$158,234
To provide training and support to club members.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon CarterDirector-$0--
Greg WetzelSecretary-$0--
Ashley KellyPast President-$0--
Catherine HetrickPresidentPT$0--
Jonathan GreenfieldDirector-$0--
Sharon CarterDirector-$0--
Brad DouglasTreasurer-$0--
Sam CapriDirector-$0--
Jeff GarrPresident Elect-$0--
Rich KirschnerDirector-$0--
Adam SchonbergDirector-$0--
Greg CollinsDirector-$0--
Phil RegalaPresident-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Naples Inc
EIN
59-6152305
Phone
2392621040
Address
PO Box 812, Naples, FL 34106

Signing Officer

Name
Catherine Hetrick
Title
President
Signed
2025-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Rogers Wood Hill Starman & Gustason PA
Address
2375 Tamiami Trail North Suite 110, Naples, FL 34103
Preparer
Ronald W Gustason CPA
Phone
2392621040
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $723

Other Expenses.1005

Travel $7201

Other Expenses.1012

Insurance $1157

Other Expenses.1

Meeting Meals $82023

Other Expenses.2

Membership Dues $20315

Other Expenses.3

Contribution Rotary Intl fund $16523

Other Expenses.4

Donations $14000

Other Expenses.5

Business Secretary $5248

Other Expenses.6

Communications manager $2650

Other Expenses.7

Pins/Badges/Apparel $2589

Other Expenses.8

Website $2184

Other Expenses.9

Social events $1390

Other Expenses.10

Student gift cards $759

Other Expenses.11

Processing fees $543

Other Expenses.12

Awards $527

Other Expenses.13

Rotary Leadership Institute $500

Other Expenses.15

Dues & subscriptions $245

Other Expenses.16

Membership recruitment $219

Other Expenses.17

Bank Fees $100

Other Expenses.18

Annual Report $61

Total Liabilities.1

- Beginning $0 - Ending $0

Total Liabilities.2

Sales Tax Payable - Beginning $21 Sales Tax Payable - Ending $0

Total Liabilities.3

Chartible FDN Member - Beginning $0 Chartible FDN Member - Ending $50

Raw XML Appendix190 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1157
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership Dues $20315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Contribution Rotary Intl fund $16523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Donations $14000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Communications manager $2650
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20- Beginning $0 - Ending $0
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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