Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 59-6152312

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 13, 2016

PO Box 7Apopka, FL 32704

(407) 782-2062

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.07x

Higher debt load relative to revenue than 75% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

95th percentile

51%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

91st percentile

49%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$188,396

Up $62,198 (+49%) from 2014

Net Assets

Up

$179,700

Up $60,879 (+51%) from 2014

Liabilities

Up

$8,696

Up $1,319 (+18%) from 2014

Revenue

Up

$119,804

Up $18,767 (+19%) from 2014

Expenses

Down

$58,925

Down $3,554 (-5.7%) from 2014

Net Income

Up

$60,879

Up $22,321 (+58%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $46,865Liabilities 2011: $14,594Net Assets 2011: $32,2712011Assets 2012: $54,096Liabilities 2012: $5,594Net Assets 2012: $48,5022012Assets 2013: $87,313Liabilities 2013: $7,050Net Assets 2013: $80,2632013Assets 2014: $126,198Liabilities 2014: $7,377Net Assets 2014: $118,8212014Assets 2015: $188,396Liabilities 2015: $8,696Net Assets 2015: $179,7002015Assets 2016: $238,137Liabilities 2016: $23,215Net Assets 2016: $214,9222016Assets 2017: $258,365Liabilities 2017: $21,198Net Assets 2017: $237,1672017Assets 2018: $296,676Liabilities 2018: $583Net Assets 2018: $296,0932018Assets 2019: $348,736Liabilities 2019: $821Net Assets 2019: $347,9152019Assets 2020: $366,871Liabilities 2020: $4,245Net Assets 2020: $362,6262020

Highlighted filing

2015

Assets$188,396
Liabilities$8,696
Net Assets$179,700

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $55,590Expenses 2011: $66,644Net Income 2011: -$11,0542011Revenue 2012: $88,138Expenses 2012: $82,408Net Income 2012: $5,7302012Revenue 2013: $91,198Expenses 2013: $59,579Net Income 2013: $31,6192013Revenue 2014: $101,037Expenses 2014: $62,479Net Income 2014: $38,5582014Revenue 2015: $119,804Expenses 2015: $58,925Net Income 2015: $60,8792015Revenue 2016: $98,912Expenses 2016: $63,690Net Income 2016: $35,2222016Revenue 2017: $208,290Expenses 2017: $145,988Net Income 2017: $62,3022017Revenue 2018: $133,398Expenses 2018: $74,472Net Income 2018: $58,9262018Revenue 2019: $129,497Expenses 2019: $77,675Net Income 2019: $51,8222019Revenue 2020: $95,012Expenses 2020: $80,301Net Income 2020: $14,7112020

Highlighted filing

2015

Revenue$119,804
Expenses$58,925
Net Income$60,879
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 13, 2016
Return Version
2014v6.0
Gross Receipts
$158,859
Mission and Program Overview

Mission

To encourage and foster the ideal of service as a basis of worthy enterprise in the apopka community

Program Services

DescriptionGrantsExpenses
SUPPORT OF ANNUAL APOPKA FAIR WITH NET PROCEEDS BENEFITTING VARIOUS LOCAL CHARITIES$34,767$5,925
WEEKLY MEETINGS WHICH SUPPORT THE OBJECTS OF ROTARY INCLUDING 1) THE DEVELOPMENT OF ACQUAINTANCES AS AN OPPORTUNITY FOR SERVICE 2) OBSERVING HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS 3) APPLICATION OF IDEAL IN SERVICE IN EACH ROTARIANS PERSONAL, BUSINESS AND COMMUNITY LIFE 4) THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.$26,044-
SUPPORT OF ROTARY INCLUDING LOCAL DISTRICT AND INTERNATIONAL ORGANIZATION BY PAYING DUES WHICH SUPPORT THEIR RESPECTIVE MISSIONS$20,575$3,353
PANCAKE SUPPER AND OTHER FUNDRAISERS WHICH HELP SUPPORT LOCAL SCHOOLS AND CHARITIES$10,212-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS DECLUEPast PresidentPT$0--
MARY KRUGERPresidentPT$0--
LOWELL SWANBERGDirectorPT$0--
JEANNE MILLERTreasurerPT$0--
DEBORAH-ANN PEREZSecretaryPT$0--
JONATHAN DECLUEVice PresidentPT$0--
CINDI CIOCIAsst SecretaryPT$0--
JOHN RICKETSONDirectorPT$0--
PAUL TROCKIDirectorPT$0--
DAVID RANKINDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apopka Fair$77,230$77,230$28,842$48,388
Calendar Sales$13,680$13,680$4,458$9,222
Total Events$97,298$97,298$33,300$63,998
Filing and Contact Details

Filer

Filer Name
Rotary International dba
EIN
59-6152312
Phone
4077822062
Address
PO Box 7, Apopka, FL 32704

Signing Officer

Name
Jeanne Miller
Title
Treasurer
Signed
2016-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Cross Steward & Co LLC
Address
601 N FERNCREEK AVE STE 210, ORLANDO, FL 32803-4839
Preparer
Steven L Steward CPA
Phone
4078946771
Supplemental Narrative

Additional Explanations

Other Expenses.1009

Depreciation $1024

Other Expenses.1

MEETINGS $26044

Other Expenses.2

Rotary-district & intnl $7905

Other Expenses.3

ROTARY INTERACTION $4456

Other Expenses.4

District designated funds $3000

Other Expenses.5

SUPPLIES $1701

Other Expenses.7

Rotary interact scholarship $1000

Other Expenses.8

District awards banquet $860

Other Expenses.9

WEBSITE $479

Other Expenses.10

Rotary-district participation $251

Other Expenses.11

FLORIST $197

Other Expenses.12

BANK CHARGES $150

Other Expenses.13

Annual corporate registration $123

Other Expenses.14

DUES/SUBSCRIPTIONS $120

Other Expenses.16

State of fl charity reg $10

Other Assets.1001

Automobiles - Beginning $2560 Automobiles - Ending $1536

Other Assets.1005

Accounts Receivable - Beginning $3179 Accounts Receivable - Ending $4305

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $1700 Prepaid Expenses and Deferred Charges - Ending $1700

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $7377 Accounts Payable and Accrued Expenses - Ending $8696

Raw XML Appendix199 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/TitleTxt4Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASST SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $1024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEETINGS $26044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY-DISTRICT & INTNL $7905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARY INTERACTION $4456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISTRICT DESIGNATED FUNDS $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $1701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROTARY INTERACT SCHOLARSHIP $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DISTRICT AWARDS BANQUET $860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEBSITE $479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ROTARY-DISTRICT PARTICIPATION $251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FLORIST $197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK CHARGES $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ANNUAL CORPORATE REGISTRATION $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DUES/SUBSCRIPTIONS $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14STATE OF FL CHARITY REG $10
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Receivable - Beginning $3179 Accounts Receivable - Ending $4305
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Payable and Accrued Expenses - Beginning $7377 Accounts Payable and Accrued Expenses - Ending $8696
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
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ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeanne Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International dba
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Rotary Club of Apopka Florida Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596152312
ReturnHeader/Filer/PhoneNum04077822062
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 7
ReturnHeader/Filer/USAddress/CityNm0Apopka
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROSS STEWARD & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 N FERNCREEK AVE STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0328034839
ReturnHeader/PreparerPersonGrp/PhoneNum04078946771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven L Steward CPA
ReturnHeader/ReturnTs02016-01-13T14:05:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)4 • <$500k nonprofits