Liabilities / Assets
69th percentile
Higher debt load relative to assets than 69% of similar nonprofits.
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.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
69th percentile
Higher debt load relative to assets than 69% of similar nonprofits.
Liabilities / Revenue
64th percentile
Higher debt load relative to revenue than 64% of similar nonprofits.
Net Margin
47th percentile
Higher net margin than 47% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
60th percentile
Faster asset growth than 60% of similar nonprofits.
Revenue Growth
48th percentile
Faster revenue growth than 48% of similar nonprofits.
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
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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.
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Sharon Carter | Director | - | $0 | - | - |
| Greg Wetzel | Secretary | - | $0 | - | - |
| Ashley Kelly | Past President | - | $0 | - | - |
| Catherine Hetrick | President | PT | $0 | - | - |
| Jonathan Greenfield | Director | - | $0 | - | - |
| Sharon Carter | Director | - | $0 | - | - |
| Brad Douglas | Treasurer | - | $0 | - | - |
| Sam Capri | Director | - | $0 | - | - |
| Jeff Garr | President Elect | - | $0 | - | - |
| Rich Kirschner | Director | - | $0 | - | - |
| Adam Schonberg | Director | - | $0 | - | - |
| Greg Collins | Director | - | $0 | - | - |
| Phil Regala | President | - | $0 | - | - |
“Office Expenses $723”
“Travel $7201”
“Insurance $1157”
“Meeting Meals $82023”
“Membership Dues $20315”
“Contribution Rotary Intl fund $16523”
“Donations $14000”
“Business Secretary $5248”
“Communications manager $2650”
“Pins/Badges/Apparel $2589”
“Website $2184”
“Social events $1390”
“Student gift cards $759”
“Processing fees $543”
“Awards $527”
“Rotary Leadership Institute $500”
“Dues & subscriptions $245”
“Membership recruitment $219”
“Bank Fees $100”
“Annual Report $61”
“- Beginning $0 - Ending $0”
“Sales Tax Payable - Beginning $21 Sales Tax Payable - Ending $0”
“Chartible FDN Member - Beginning $0 Chartible FDN Member - Ending $50”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Ashley Kelly |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2392076368 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 812 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Naples |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 34106 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 39044 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 39977 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 79456 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 79 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1125 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 39044 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 39977 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 160548 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 39023 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 39102 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 39023 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 39102 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Sharon Carter |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Greg Wetzel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Ashley Kelly |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Catherine Hetrick |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Jonathan Greenfield |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Sharon Carter |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Brad Douglas |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Sam Capri |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Jeff Garr |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Rich Kirschner |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Adam Schonberg |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Greg Collins |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | Phil Regala |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 158957 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 387 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 81092 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | To provide training and support to club members. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 158234 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 21 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 875 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 160469 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 158234 |
| IRS990EZ/TotalRevenueAmt | 0 | 160548 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.rotarynaples.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Office Expenses $723 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Travel $7201 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Insurance $1157 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Meeting Meals $82023 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Membership Dues $20315 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Contribution Rotary Intl fund $16523 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Donations $14000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Business Secretary $5248 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Communications manager $2650 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Pins/Badges/Apparel $2589 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Website $2184 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Social events $1390 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Student gift cards $759 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Processing fees $543 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Awards $527 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Rotary Leadership Institute $500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | Dues & subscriptions $245 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | Membership recruitment $219 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 18 | Bank Fees $100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 19 | Annual Report $61 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 20 | - Beginning $0 - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 21 | Sales Tax Payable - Beginning $21 Sales Tax Payable - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 22 | Chartible FDN Member - Beginning $0 Chartible FDN Member - Ending $50 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Other Expenses.12 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Other Expenses.13 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Other Expenses.15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Other Expenses.16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 18 | Other Expenses.17 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 19 | Other Expenses.18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 20 | Total Liabilities.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 21 | Total Liabilities.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 22 | Total Liabilities.3 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Catherine Hetrick |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Rotary Club of Naples Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 596152305 |
| ReturnHeader/Filer/PhoneNum | 0 | 2392621040 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 812 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Naples |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 34106 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 591362099 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Rogers Wood Hill Starman & Gustason PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2375 Tamiami Trail North Suite 110 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Naples |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 34103 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2392621040 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Ronald W Gustason CPA |
| ReturnHeader/ReturnTs | 0 | 2025-10-14T07:25:27-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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