Civic Intelligence

Rotary Club of Naples Inc

990EZ • Fiscal year 2017 • EIN 59-6152305

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 09, 2017

PO Box 812Naples, FL 34106

(239) 262-1040

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

37th percentile

-1.5%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

33rd percentile

-5.2%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$40,016

Down $2,190 (-5.2%) from 2016

Net Assets

Down

$40,016

Down $2,190 (-5.2%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$143,091

Down $33,502 (-19%) from 2016

Expenses

Down

$145,281

Down $30,934 (-18%) from 2016

Net Income

Down

-$2,190

Down $2,568 (-679%) from 2016

Historical Trend

Balance Sheet Trend

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

$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: $40,016Liabilities 2017: $0Net 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

2017

Assets$40,016
Liabilities$0
Net Assets$40,016

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$143,091
Expenses$145,281
Net Income-$2,190
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 9, 2017
Return Version
2016v3.0
Gross Receipts
$146,344
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.$87,730-
To provide training and support to club members.$12,750-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah StewartDirector-$0--
Kendra HoefsDirector-$0--
Terry HutchinsonDirector-$0--
Mia DelkDirector-$0--
Ronald W GustasonDirector-$0--
Antone MendesSecretary-$0--
Mark MatosPresident-Elect-$0--
Tim FergusonDirector-$0--
Carolyn BurkDirector-$0--
Lisa McCarthyTreasurer-$0--
Jeffrey M GalatiTreasurer-$0--
Jane WingatePresident-Past-$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
Mark Matos
Title
President
Signed
2017-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Rogers Wood Hill Starman & Gustason PA
Address
2375 Tamiami Trail North Suite 110, Naples, FL 34103-4438
Preparer
Ronald W Gustason CPA
Phone
2392621040
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Rotary Club of Naples Foundation | Donee's Address: 2375 Tamiami Trail N., Suite 110 Naples FL 34103 | Relationship of Donee: None | Cash Amount Given: $18815

Other Expenses.1001

Advertising and Promotion $5004

Other Expenses.1002

Office Expenses $239

Other Expenses.1007

Conferences, Conventions, and Meetings $8474

Other Expenses.1012

Insurance $997

Other Expenses.1

Meeting Meals $87730

Other Expenses.2

Membership Dues $12160

Other Expenses.3

Business Secretary $4483

Other Expenses.4

Vocational $1513

Other Expenses.5

Meeting Gifts $935

Other Expenses.6

Awards $831

Other Expenses.7

Pins/Badges $794

Other Expenses.9

Education & Seminars $440

Other Expenses.10

Recruitment $436

Other Expenses.11

Banners $412

Other Expenses.13

Dues & subscriptions $156

Other Expenses.14

Annual Report $61

Raw XML Appendix171 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/BooksInCareOfDetail/USAddress/CityNm0Naples
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Deborah Stewart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kendra Hoefs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Terry Hutchinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mia Delk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ronald W Gustason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Antone Mendes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mark Matos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Tim Ferguson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Carolyn Burk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Lisa McCarthy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jeffrey M Galati
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Jane Wingate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President-elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11President-Past
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0124665
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IRS990EZ/PrintingPublicationsPostageAmt0901
IRS990EZ/ProgramServiceRevenueAmt0108879
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt087730
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03253
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3253
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0145281
IRS990EZ/TotalProgramServiceExpensesAmt0100480
IRS990EZ/TotalRevenueAmt0143091
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rotarynaples.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Rotary Club of Naples Foundation | Donee's Address: 2375 Tamiami Trail N., Suite 110 Naples FL 34103 | Relationship of Donee: None | Cash Amount Given: $18815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $5004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $8474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meeting Meals $87730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership Dues $12160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Business Secretary $4483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Vocational $1513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Meeting Gifts $935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Awards $831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Pins/Badges $794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Education & Seminars $440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Recruitment $436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Banners $412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Dues & subscriptions $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Annual Report $61
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Matos
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Naples Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596152305
ReturnHeader/Filer/PhoneNum02392621040
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 812
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034106
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rogers Wood Hill Starman & Gustason PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02375 Tamiami Trail North Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341034438
ReturnHeader/PreparerPersonGrp/PhoneNum02392621040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald W Gustason CPA
ReturnHeader/ReturnTs02017-10-09T06:22:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$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