Civic Intelligence

Rotary Club of Live Oak

990EZ • Fiscal year 2014 • EIN 59-6153510

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 15, 2014

Organization ProfileN/A
PO Box 694Live Oak, FL 32064

(386) 364-7666

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

80th percentile

21%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

92nd percentile

57%

Faster asset growth than 92% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

60th percentile

5.2%

Faster revenue growth than 60% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$32,028

Up $11,642 (+57%) from 2013

Net Assets

Up

$31,923

Up $11,537 (+57%) from 2013

Liabilities

Up

$105

Up $105 from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin80th percentile

Revenue

Up

$56,167

Up $2,781 (+5.2%) from 2013

Expenses

Down

$44,630

Down $3,560 (-7.4%) from 2013

Net Income

Up

$11,537

Up $6,341 (+122%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$40K$30K$20K$10K$0Assets 2012: $15,190Net Assets 2012: $15,1902012Assets 2013: $20,386Liabilities 2013: $0Net Assets 2013: $20,3862013Assets 2014: $32,028Liabilities 2014: $105Net Assets 2014: $31,9232014Assets 2015: $36,157Liabilities 2015: $175Net Assets 2015: $35,9822015Assets 2016: $28,265Liabilities 2016: $0Net Assets 2016: $28,2652016Assets 2017: $13,499Liabilities 2017: $0Net Assets 2017: $13,4992017Assets 2018: $8,193Liabilities 2018: $0Net Assets 2018: $8,1932018Assets 2019: $12,500Liabilities 2019: $0Net Assets 2019: $12,5002019Assets 2020: $15,110Liabilities 2020: $0Net Assets 2020: $15,1102020Assets 2021: $18,695Liabilities 2021: $0Net Assets 2021: $18,6952021Assets 2022: $25,334Liabilities 2022: $0Net Assets 2022: $25,3342022Assets 2023: $26,845Liabilities 2023: $1,550Net Assets 2023: $25,2952023Assets 2024: $30,712Liabilities 2024: $0Net Assets 2024: $30,7122024Assets 2025: $28,662Net Assets 2025: $28,6622025

Highlighted filing

2014

Assets$32,028
Liabilities$105
Net Assets$31,923
Open 2014 Filing

Operations Trend

Revenue Growth60th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $48,166Expenses 2012: $41,014Net Income 2012: $7,1522012Revenue 2013: $53,386Expenses 2013: $48,190Net Income 2013: $5,1962013Revenue 2014: $56,167Expenses 2014: $44,630Net Income 2014: $11,5372014Revenue 2015: $53,573Expenses 2015: $49,514Net Income 2015: $4,0592015Revenue 2016: $40,679Expenses 2016: $48,396Net Income 2016: -$7,7172016Revenue 2017: $47,649Expenses 2017: $62,415Net Income 2017: -$14,7662017Revenue 2018: $46,183Expenses 2018: $51,489Net Income 2018: -$5,3062018Revenue 2019: $48,683Expenses 2019: $44,376Net Income 2019: $4,3072019Revenue 2020: $44,162Expenses 2020: $41,552Net Income 2020: $2,6102020Revenue 2021: $40,635Expenses 2021: $37,050Net Income 2021: $3,5852021Revenue 2022: $44,628Expenses 2022: $37,989Net Income 2022: $6,6392022Revenue 2023: $41,144Expenses 2023: $41,183Net Income 2023: -$392023Revenue 2024: $40,492Expenses 2024: $35,075Net Income 2024: $5,4172024Revenue 2025: $37,723Expenses 2025: $39,773Net Income 2025: -$2,0502025

Highlighted filing

2014

Revenue$56,167
Expenses$44,630
Net Income$11,537
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 15, 2014
Return Version
2013v3.1
Gross Receipts
$60,530
Mission and Program Overview

Mission

SERVICE ORGANIZATION

Program Services

DescriptionGrantsExpenses
LIVE OAK ROTARY CLUB 4238 PROVIDES SERVICE TO THE COMMUNITY AND SURROUNDING AREA. WE FUND THE ROTARY FOUNDATION, POLIO PLUS PROJECT, INTERACT CLUB, RYLA CAMP AND DONATE TO THE LOCAL SCHOOLS, SHELTER BOXES TO HAITI, HOSPICE AND LOCAL BOYS AND GIRLS CLUB.-$44,630
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD LAWRENCEPresidentPT$0--
BRUCE TILLMANPresident ElPT$0--
GREG SCOTTSecretaryPT$0--
RANDALL SLAUGHTERTreasurerPT$0--
JOHN MARTZPresident NoPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$17,117$17,117$4,363$12,754
Total Events$17,117$17,117$4,363$12,754
Filing and Contact Details

Filer

EIN
59-6153510
Phone
3863647666

Signing Officer

Name
Randall Slaughter
Title
Treasurer
Phone
3863647666
Signed
2014-08-15
Discuss with paid preparer
Yes

Preparer

Preparer
F Eugene Kish CPA
Phone
3863621040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 3,396 total 3,396”

Form 990-ez, Part I, Line 16

“Expenses advertising 1,500 district conference 2,315 acv christmas party 2,110 administrative expenses 456 badges, engraving, etc. 410 charitable contributions 1,829 dues 6,469 interact 500 meals 16,040 musician 550 other 116 pets training 378 rotary paul harris founda 5,429 ryla tuition 400 scholarships 4,250 total 42,752”

Form 990-ez, Part II, Line 26

“DEFERRED REVENUE 0 105”

Form 990-ez, Part III, Line 28

“Live oak rotary club 4238 provides service to the community and surrounding area. We fund the rotary foundation, polio plus project, interact club, ryla camp and donate to the local schools, shelter boxes to haiti, hospice and local boys and girls club.”

Raw XML Appendix129 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0TODD LAWRENCE
CompensationExplanation/CompensationExplanationGrp/PersonNm1BRUCE TILLMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2GREG SCOTT
CompensationExplanation/CompensationExplanationGrp/PersonNm3RANDALL SLAUGHTER
CompensationExplanation/CompensationExplanationGrp/PersonNm4JOHN MARTZ
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RANDALL SLAUGHTER
IRS990EZ/BooksInCareOfDetail/PhoneNum03863302567
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1012788 US HIGHWAY 90 WEST
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2012788 US HIGHWAY 90 WEST
IRS990EZ/BooksInCareOfDetail/USAddress/City0LIVE OAK
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode032060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020386
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032028
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011537
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020386
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032028
IRS990EZ/FundraisingGrossIncomeAmt017117
IRS990EZ/GrossReceiptsAmt060530
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt039324
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020386
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031923
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020386
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031923
IRS990EZ/OccupancyRentUtltsAndMaintAmt01798
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TODD LAWRENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRUCE TILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RANDALL SLAUGHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN MARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT NO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042752
IRS990EZ/OtherRevenueTotalAmt03396
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt080
IRS990EZ/ProgramServiceRevenueAmt0690
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LIVE OAK ROTARY CLUB 4238 PROVIDES SERVICE TO THE COMMUNITY AND SURROUNDING AREA. WE FUND THE ROTARY FOUNDATION, POLIO PLUS PROJECT, INTERACT CLUB, RYLA CAMP AND DONATE TO THE LOCAL SCHOOLS, SHELTER BOXES TO HAITI, HOSPICE AND LOCAL BOYS AND GIRLS CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044630
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04363
IRS990EZ/SpecialEventsNetIncomeLossAmt012754
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0105
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044630
IRS990EZ/TotalProgramServiceExpensesAmt044630
IRS990EZ/TotalRevenueAmt056167
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017117
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012754
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04363
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 3,396 TOTAL 3,396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 1,500 DISTRICT CONFERENCE 2,315 ACV CHRISTMAS PARTY 2,110 ADMINISTRATIVE EXPENSES 456 BADGES, ENGRAVING, ETC. 410 CHARITABLE CONTRIBUTIONS 1,829 DUES 6,469 INTERACT 500 MEALS 16,040 MUSICIAN 550 OTHER 116 PETS TRAINING 378 ROTARY PAUL HARRIS FOUNDA 5,429 RYLA TUITION 400 SCHOLARSHIPS 4,250 TOTAL 42,752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 0 105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LIVE OAK ROTARY CLUB 4238 PROVIDES SERVICE TO THE COMMUNITY AND SURROUNDING AREA. WE FUND THE ROTARY FOUNDATION, POLIO PLUS PROJECT, INTERACT CLUB, RYLA CAMP AND DONATE TO THE LOCAL SCHOOLS, SHELTER BOXES TO HAITI, HOSPICE AND LOCAL BOYS AND GIRLS CLUB.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDALL SLAUGHTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03863647666
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF LIVE OAK
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596153510
ReturnHeader/Filer/PhoneNum03863647666
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 694
ReturnHeader/Filer/USAddress/City0LIVE OAK
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032064
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592090840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10COLLINS & COMPANY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10325 OHIO AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LIVE OAK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0320643215
ReturnHeader/PreparerPersonGrp/PhoneNum03863621040
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0F EUGENE KISH CPA
ReturnHeader/ReturnTs02014-08-25T11:56:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,028
Liabilities
$105
Net assets
$31,923
Revenue
$56,167
Expenses
$44,630
Net income
$11,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.7$28.7$37.7$39.8$2.05
2024Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$40.5$35.1$5.42
2023Detailed filing. Detailed filing data is available for this year.$26.8$1.55$25.3$41.1$41.2$0.04
2022Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$44.6$38.0$6.64
2021Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$40.6$37.1$3.59
2020Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$44.2$41.6$2.61
2019Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$48.7$44.4$4.31
2018Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$46.2$51.5$5.31
2017Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$47.6$62.4$14.8
2016Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$40.7$48.4$7.72
2015Detailed filing. Detailed filing data is available for this year.$36.2$0.18$36.0$53.6$49.5$4.06
2014Detailed filing. Detailed filing data is available for this year.$32.0$0.11$31.9$56.2$44.6$11.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$0.00$20.4$53.4$48.2$5.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$15.2$48.2$41.0$7.15