Civic Intelligence

Rotary Club of Naples Inc

990EZ • Fiscal year 2022 • EIN 59-6152305

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 04, 2022

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

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-1.2%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

22%

Faster revenue growth than 61% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$45,847

Down $575 (-1.2%) from 2021

Net Assets

Up

$45,847

Up $273 (+0.6%) from 2021

Liabilities

Down

$0

Down $848 (-100%) from 2021

Revenue

Up

$148,523

Up $27,021 (+22%) from 2021

Expenses

Up

$148,250

Up $26,886 (+22%) from 2021

Net Income

Up

$273

Up $135 (+98%) from 2021

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: $44,214Net Assets 2019: $44,2142019Assets 2020: $45,537Liabilities 2020: $101Net Assets 2020: $45,4362020Assets 2021: $46,422Liabilities 2021: $848Net Assets 2021: $45,5742021Assets 2022: $45,847Liabilities 2022: $0Net 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

2022

Assets$45,847
Liabilities$0
Net Assets$45,847

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

2022

Revenue$148,523
Expenses$148,250
Net Income$273
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 4, 2022
Return Version
2021v4.0
Gross Receipts
$148,523
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.$74,856-
To provide training and support to club members.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon RiceDirector-$0--
Ronald GustasonPast President-$0--
Ashley KellySecretary-$0--
Robert ScullyDirector-$0--
Jay FolzDirector-$0--
Keith UphamDirector-$0--
Kristen JasinskiPresident Elect-$0--
Sam CapriDirector-$0--
Lisa McCarthyDirector-$0--
Stephanie LaiPresidentPT$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
Stephanie Lai
Title
President
Signed
2022-08-04
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

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: $11250 | Date of Gift: 20220630

Other Expenses.1002

Office Expenses $59

Other Expenses.1012

Insurance $1027

Other Expenses.1

Meeting Meals $74856

Other Expenses.2

Contribution Rotary Intl fund $22952

Other Expenses.3

Membership Dues $17488

Other Expenses.4

Business Secretary $4407

Other Expenses.5

Convention expense $4333

Other Expenses.6

Communications manager $2400

Other Expenses.7

Awards $1615

Other Expenses.8

Website $1382

Other Expenses.9

Social events $1268

Other Expenses.10

Meeting Gifts $730

Other Expenses.11

Processing fees $707

Other Expenses.12

Vocational Day $560

Other Expenses.13

Banners $474

Other Expenses.14

Sunshine gifts $435

Other Expenses.16

Pins/Badges $356

Other Expenses.17

RLI $200

Other Expenses.18

Dues & subscriptions $186

Other Expenses.20

Membership recruitment $72

Other Expenses.21

Annual Report $61

Other Assets.1

Hilton deposit - Beginning $750 Hilton deposit - Ending $750

Total Liabilities.1

Miscellaneous - Beginning $3 Miscellaneous - Ending $0

Total Liabilities.2

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

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Naples
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034106
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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/PersonNm5Keith Upham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kristen Jasinski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sam Capri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Lisa McCarthy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Stephanie Lai
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Mackenzie Fluharty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Phil Regala
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0750
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0750
IRS990EZ/OtherExpensesTotalAmt0135568
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IRS990EZ/PrintingPublicationsPostageAmt0457
IRS990EZ/ProgramServiceRevenueAmt074055
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To provide training and support to club members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt074856
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0848
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0148523
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: $11250 | Date of Gift: 20220630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meeting Meals $74856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Contribution Rotary Intl fund $22952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Dues $17488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Business Secretary $4407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Convention expense $4333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Communications manager $2400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Awards $1615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Website $1382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Social events $1268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Meeting Gifts $730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Processing fees $707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Vocational Day $560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Banners $474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Sunshine gifts $435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Pins/Badges $356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18RLI $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Dues & subscriptions $186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Membership recruitment $72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Annual Report $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Hilton deposit - Beginning $750 Hilton deposit - Ending $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Miscellaneous - Beginning $3 Miscellaneous - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Prepaid dues - Beginning $845 Prepaid dues - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.18
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/PersonNm0Stephanie Lai
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-04
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/ReturnTs02022-08-04T07:44:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephanie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lai
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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$0.00$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
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