Civic Intelligence

Rotary Club of Naples Inc

990EZ • Fiscal year 2023 • EIN 59-6152305

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 26, 2023

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

34th percentile

-4.8%

Higher net margin than 34% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

23rd percentile

-15%

Faster asset growth than 23% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

-2.6%

Faster revenue growth than 39% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$39,066

Down $6,781 (-15%) from 2022

Net Assets

Down

$38,966

Down $6,881 (-15%) from 2022

Liabilities

$100

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin34th percentile

Revenue

Down

$144,653

Down $3,870 (-2.6%) from 2022

Expenses

Up

$151,534

Up $3,284 (+2.2%) from 2022

Net Income

Down

-$6,881

Down $7,154 (-2621%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2023

Assets$39,066
Liabilities$100
Net Assets$38,966
Open 2023 Filing

Operations Trend

Revenue Growth39th 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

2023

Revenue$144,653
Expenses$151,534
Net Income-$6,881
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 26, 2023
Return Version
2022v5.0
Gross Receipts
$144,653
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.-$81,549
To provide training and support to club members.--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon RiceDirector-$0--
Caitlyn SierraSecretary-$0--
Ashley KellyPresident Elect-$0--
Catherine HetrickTreasurer-$0--
Jay FolzDirector-$0--
Keith UphamDirector-$0--
Tom GanoDirector-$0--
Sam CapriDirector-$0--
Lisa McCarthyDirector-$0--
Stephanie LaiPast President-$0--
Adam SchonbergDirector-$0--
Phil RegalaPresidentPT$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
2023-10-26
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 $156”

Other Expenses.1012

“Insurance $1069”

Other Expenses.1

“Meeting Meals $81549”

Other Expenses.2

“Contribution Rotary Intl fund $19697”

Other Expenses.3

“Membership Dues $17961”

Other Expenses.4

“Convention expense $9872”

Other Expenses.5

“Business Secretary $4815”

Other Expenses.6

“Communications manager $2645”

Other Expenses.7

“AV equipment $2296”

Other Expenses.8

“Pins/Badges/Apparel $1657”

Other Expenses.9

“Website $1488”

Other Expenses.10

“Social events $1419”

Other Expenses.11

“Student gift cards $1133”

Other Expenses.12

“Vocational Day $850”

Other Expenses.13

“Processing fees $766”

Other Expenses.14

“Awards $645”

Other Expenses.15

“RLI $600”

Other Expenses.16

“President elect training $590”

Other Expenses.18

“Donations $352”

Other Expenses.19

“Dues & subscriptions $245”

Other Expenses.20

“Membership recruitment $108”

Other Expenses.21

“Banners $85”

Other Expenses.22

“Annual Report $61”

Other Expenses.23

“Sunshine gifts $44”

Other Assets.1

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

Total Liabilities.1

“TRF Annual Fund - Beginning $0 TRF Annual Fund - Ending $100”

Raw XML Appendix198 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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shannon Rice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Caitlyn Sierra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ashley Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Catherine Hetrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jay Folz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Keith Upham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tom Gano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sam Capri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Lisa McCarthy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Stephanie Lai
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Adam Schonberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Phil Regala
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0750
IRS990EZ/OtherExpensesTotalAmt0150103
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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/PrintingPublicationsPostageAmt0456
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt081549
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rotarynaples.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meeting Meals $81549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contribution Rotary Intl fund $19697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership Dues $17961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Convention expense $9872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Business Secretary $4815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Communications manager $2645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AV equipment $2296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Pins/Badges/Apparel $1657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Website $1488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Social events $1419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Student gift cards $1133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Vocational Day $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Processing fees $766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Awards $645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16RLI $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17President elect training $590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Donations $352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Dues & subscriptions $245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Membership recruitment $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Banners $85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Annual Report $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Sunshine gifts $44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Hilton deposit - Beginning $750 Hilton deposit - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25TRF Annual Fund - Beginning $0 TRF Annual Fund - Ending $100
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.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephanie Lai
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-26
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-10-26T06:53:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephanie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lai
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,066
Liabilities
$100
Net assets
$38,966
Revenue
$144,653
Expenses
$151,534
Net income
-$6,881
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
2023Detailed filing. Detailed filing data is available for this year.$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
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