Civic Intelligence

Rotary Club of Naples Inc

990EZ • Fiscal year 2021 • EIN 59-6152305

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 25, 2021

Organization Profilewww.rotarynaples.org
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

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

38th percentile

0.1%

Higher net margin than 38% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

1.9%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

-15%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$46,422

Up $885 (+1.9%) from 2020

Net Assets

Up

$45,574

Up $138 (+0.3%) from 2020

Liabilities

Up

$848

Up $747 (+740%) from 2020

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin38th percentile

Revenue

Down

$121,502

Down $21,020 (-15%) from 2020

Expenses

Down

$121,364

Down $19,936 (-14%) from 2020

Net Income

Down

$138

Down $1,084 (-89%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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: $44,214Net 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

2021

Assets$46,422
Liabilities$848
Net Assets$45,574
Open 2021 Filing

Operations Trend

Revenue Growth37th percentile

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

2021

Revenue$121,502
Expenses$121,364
Net Income$138
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 25, 2021
Return Version
2020v4.0
Gross Receipts
$121,502
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.$35,490-
To provide training and support to club members.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon RiceDirector-$0--
Ronald GustasonPresidentPT$0--
Ashley KellyDirector-$0--
Robert ScullyDirector-$0--
Jay FolzDirector-$0--
Antone MendesPast President-$0--
Kristen JasinskiSecretary-$0--
Jane WingateDirector-$0--
David AlpertDirector-$0--
Stephanie SmargePresident Elect-$0--
Mackenzie FluhartyDirector-$0--
Phil RegalaTreasurer-$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
Ronald Gustason
Title
President
Signed
2021-10-25
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 $155”

Other Expenses.1012

“Insurance $1026”

Other Expenses.1

“Meeting Meals $44529”

Other Expenses.2

“Contribution Rotary Intl fund $28816”

Other Expenses.3

“Membership Dues $17767”

Other Expenses.4

“Contribution Rotary Naples Fd $7500”

Other Expenses.5

“Social events $5258”

Other Expenses.6

“Business Secretary $4830”

Other Expenses.7

“Website $2165”

Other Expenses.8

“AV equipment $1798”

Other Expenses.9

“Communications manager $1750”

Other Expenses.10

“Apparel $1075”

Other Expenses.11

“Pins/Badges $785”

Other Expenses.12

“Processing fees $658”

Other Expenses.13

“Awards $606”

Other Expenses.14

“Meeting Gifts $540”

Other Expenses.16

“Banners $224”

Other Expenses.17

“Sunshine gifts $195”

Other Expenses.18

“Dues & subscriptions $186”

Other Expenses.19

“Meals and Entertainment $173”

Other Expenses.20

“Annual Report $61”

Other Expenses.21

“Bad Debt $24”

Other Assets.1

“Hilton deposit - Beginning $0 Hilton deposit - Ending $750”

Total Liabilities.1

“Miscellaneous - Beginning $101 Miscellaneous - Ending $3”

Total Liabilities.2

“Prepaid dues - Beginning $0 Prepaid dues - Ending $845”

Raw XML Appendix196 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Naples
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045537
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shannon Rice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ronald Gustason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ashley Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert Scully
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jay Folz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Antone Mendes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kristen Jasinski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jane Wingate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8David Alpert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Stephanie Smarge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Mackenzie Fluharty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Phil Regala
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0750
IRS990EZ/OtherExpensesTotalAmt0120121
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To 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/PrintingPublicationsPostageAmt0343
IRS990EZ/ProgramServiceRevenueAmt039292
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Luncheon 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/DescriptionProgramSrvcAccomTxt1To provide training and support to club members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035490
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0101
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0848
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0121502
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rotarynaples.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meeting Meals $44529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contribution Rotary Intl fund $28816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership Dues $17767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Contribution Rotary Naples Fd $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Social events $5258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Business Secretary $4830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Website $2165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9AV equipment $1798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Communications manager $1750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Apparel $1075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Pins/Badges $785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Processing fees $658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Awards $606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Meeting Gifts $540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Banners $224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Sunshine gifts $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Dues & subscriptions $186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Meals and Entertainment $173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Annual Report $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Bad Debt $24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Hilton deposit - Beginning $0 Hilton deposit - Ending $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Miscellaneous - Beginning $101 Miscellaneous - Ending $3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Prepaid dues - Beginning $0 Prepaid dues - Ending $845
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Total Liabilities.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald Gustason
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
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/ZIPCd034103
ReturnHeader/PreparerPersonGrp/PhoneNum02392621040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald W Gustason CPA
ReturnHeader/ReturnTs02021-10-25T10:23:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ronald
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gustason
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,422
Liabilities
$848
Net assets
$45,574
Revenue
$121,502
Expenses
$121,364
Net income
$138
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
2021Detailed filing. Detailed filing data is available for this year.$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