Civic Intelligence

Rotary Club of Naples Inc

990EZ • Fiscal year 2024 • EIN 59-6152305

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 06, 2024

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

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

43rd percentile

0.0%

Higher net margin than 43% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-0.1%

Faster asset growth than 47% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$39,044

Down $22 (-0.1%) from 2023

Net Assets

Up

$39,023

Up $57 (+0.1%) from 2023

Liabilities

Down

$21

Down $79 (-79%) from 2023

Revenue

Up

$163,860

Up $19,207 (+13%) from 2023

Expenses

Up

$163,803

Up $12,269 (+8.1%) from 2023

Net Income

Up

$57

Up $6,938 (+101%) from 2023

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: $45,847Net 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

2024

Assets$39,044
Liabilities$21
Net Assets$39,023

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

2024

Revenue$163,860
Expenses$163,803
Net Income$57
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$163,860
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.-$95,535
To provide training and support to club members.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon RiceDirector-$0--
Caitlyn SierraSecretary-$0--
Ashley KellyPresidentPT$0--
Catherine HetrickPresiden-Elect-$0--
Jonathan GreenfieldDirector-$0--
Sharon CarterDirector-$0--
Tom GanoDirector-$0--
Sam CapriDirector-$0--
Adam SchonbergDirector-$0--
Phil RegalaPresident-$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
Ashley Kelly
Title
President
Signed
2024-11-06
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 $83

Other Expenses.1012

Insurance $1107

Other Expenses.1

Meeting Meals $95535

Other Expenses.2

Contribution Rotary Intl fund $19440

Other Expenses.3

Membership Dues $18477

Other Expenses.4

Business Secretary $5579

Other Expenses.5

Donations $4900

Other Expenses.6

Social events $3612

Other Expenses.7

Communications manager $2600

Other Expenses.8

AV equipment $2051

Other Expenses.9

Pins/Badges/Apparel $1960

Other Expenses.10

Website $1948

Other Expenses.11

Vocational Day $1249

Other Expenses.12

Student gift cards $1080

Other Expenses.13

Awards $1035

Other Expenses.14

Processing fees $680

Other Expenses.16

RLI $400

Other Expenses.17

Dues & subscriptions $255

Other Expenses.18

Membership recruitment $121

Other Expenses.19

Annual Report $61

Other Expenses.20

Sunshine gifts $53

Other Expenses.21

District assembly $35

Other Expenses.22

Bank Fees $10

Total Liabilities.1

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

Raw XML Appendix180 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/AddressLine1Txt0PO Box 812
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Naples
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034106
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IRS990EZ/ExcessOrDeficitForYearAmt057
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01075
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0163860
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038966
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039023
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038966
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039023
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shannon Rice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Caitlyn Sierra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ashley Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Catherine Hetrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jonathan Greenfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sharon Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tom Gano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sam Capri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Adam Schonberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Phil Regala
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Presiden-elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0162271
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/PrintingPublicationsPostageAmt0457
IRS990EZ/ProgramServiceRevenueAmt083958
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt095535
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt021
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0163803
IRS990EZ/TotalProgramServiceExpensesAmt095535
IRS990EZ/TotalRevenueAmt0163860
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rotarynaples.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meeting Meals $95535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contribution Rotary Intl fund $19440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership Dues $18477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Business Secretary $5579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Donations $4900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Social events $3612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Communications manager $2600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9AV equipment $2051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Pins/Badges/Apparel $1960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Website $1948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Vocational Day $1249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Student gift cards $1080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Awards $1035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Processing fees $680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16RLI $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Dues & subscriptions $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Membership recruitment $121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Annual Report $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Sunshine gifts $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21District assembly $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Bank Fees $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23TRF Annual Fund - Beginning $100 TRF Annual Fund - Ending $0
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 Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Total Liabilities.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley Kelly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
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/ReturnTs02024-11-06T11:36:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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
2024Detailed filing. Detailed filing data is available for this year.$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
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