Civic Intelligence

Rotary Club of Naples Inc

990EZ • Fiscal year 2019 • EIN 59-6152305

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

42nd percentile

-0.1%

Higher net margin than 42% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

26%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$44,214

Down $184 (-0.4%) from 2018

Net Assets

Down

$44,214

Down $184 (-0.4%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$166,194

Up $34,115 (+26%) from 2018

Expenses

Up

$166,378

Up $38,681 (+30%) from 2018

Net Income

Down

-$184

Down $4,566 (-104%) from 2018

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: $40,016Net Assets 2017: $40,0162017Assets 2018: $44,398Net Assets 2018: $44,3982018Assets 2019: $44,214Liabilities 2019: $0Net 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

2019

Assets$44,214
Liabilities$0
Net Assets$44,214

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

2019

Revenue$166,194
Expenses$166,378
Net Income-$184
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$170,386
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.$90,378-
To provide training and support to club members.$13,214-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cathy HetrickDirector-$0--
Bryan HolmesSecretary-$0--
Larry TomsicDirector-$0--
Mia DelkDirector-$0--
Julie PedrettiDirector-$0--
Antone MendesPresident Elect-$0--
Keith UpsonDirector-$0--
Tim FergusonTreasurer-$0--
Patrick WoodsDirector-$0--
Stephanie SmargeDirector-$0--
Mackenzie FluhartyDirector-$0--
Lisa McCarthyPast President-$0--
Jeffrey M GalatiPresident-$0--
Hal AtzingerDirector-$0--
Phil RegalaDirector-$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
Jeffrey M Galati
Title
President
Signed
2019-11-13
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: $24945

Other Expenses.1001

Advertising and Promotion $1827

Other Expenses.1002

Office Expenses $102

Other Expenses.1005

Travel $8504

Other Expenses.1012

Insurance $974

Other Expenses.1

Meeting Meals $90378

Other Expenses.2

Membership Dues $13214

Other Expenses.3

Contribution $11250

Other Expenses.4

Business Secretary $5045

Other Expenses.5

Meeting Gifts $1791

Other Expenses.6

Awards $1706

Other Expenses.7

Banners $1109

Other Expenses.8

Pins/Badges $1023

Other Expenses.9

Vocational $909

Other Expenses.10

Education & Seminars $585

Other Expenses.11

Square $548

Other Expenses.12

Misc $421

Other Expenses.14

Recruitment $302

Other Expenses.15

Dues & subscriptions $175

Other Expenses.16

Meals and Entertainment $139

Other Expenses.17

Bad Debt $131

Other Expenses.18

Annual Report $61

Other Expenses.19

Bank Fee $13

Raw XML Appendix197 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/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cathy Hetrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bryan Holmes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Larry Tomsic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mia Delk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Julie Pedretti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Antone Mendes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Keith Upson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Tim Ferguson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Patrick Woods
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Stephanie Smarge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Mackenzie Fluharty
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Phil Regala
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0140207
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt0326
IRS990EZ/ProgramServiceRevenueAmt096500
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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: $24945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $8504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meeting Meals $90378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership Dues $13214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Contribution $11250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Business Secretary $5045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Meeting Gifts $1791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Awards $1706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Banners $1109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Pins/Badges $1023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Vocational $909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Education & Seminars $585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Square $548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Misc $421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Recruitment $302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Dues & subscriptions $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Meals and Entertainment $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Bad Debt $131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Annual Report $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Bank Fee $13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
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.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.19
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey M Galati
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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/PreparerFirmEIN0591362099
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/ReturnTs02019-11-13T11:17:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.00$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