Civic Intelligence

Rotary Club of Live Oak

990EZ • Fiscal year 2016 • EIN 59-6153510

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 09, 2016

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

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

15th percentile

-22%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-24%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$28,265

Down $7,892 (-22%) from 2015

Net Assets

Down

$28,265

Down $7,717 (-21%) from 2015

Liabilities

Down

$0

Down $175 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin16th percentile

Revenue

Down

$40,679

Down $12,894 (-24%) from 2015

Expenses

Down

$48,396

Down $1,118 (-2.3%) from 2015

Net Income

Down

-$7,717

Down $11,776 (-290%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2016

Assets$28,265
Liabilities$0
Net Assets$28,265
Open 2016 Filing

Operations Trend

Revenue Growth16th 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

2016

Revenue$40,679
Expenses$48,396
Net Income-$7,717
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 9, 2016
Return Version
2015v3.0
Gross Receipts
$47,178
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.-$48,396
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE TILLMANPast Preside-$0--
GREG SCOTTSecretary-$0--
JEFF LEETreasurer-$0--
JOHN MARTZPresident-$0--
TRAVIS HENRYPresident El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$19,363$19,363$6,499$12,864
Total Events$19,363$19,363$6,499$12,864
Filing and Contact Details

Filer

Filer Name
Rotary Club of Live Oak
EIN
59-6153510
Phone
3863647666
Address
PO BOX 694, LIVE OAK, FL 32064

Signing Officer

Name
Jeff Lee
Title
Treasurer
Phone
3863647666
Signed
2016-01-09
Discuss with paid preparer
Yes

Preparer

Firm
Collins and Company Cpas
Address
325 OHIO AVE S, LIVE OAK, FL 32064-3215
Preparer
F Eugene Kish CPA
Phone
3863621040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 1,230 total 1,230”

Form 990-ez, Part I, Line 16

“Expenses babe ruth baseball 350 district conference 2,494 acv christmas party 2,340 administrative expenses 2,016 heritage park 500 dues 7,188 interact 3,063 meals 21,166 musician 400 other 855 pets training 250 rotary paul harris founda 100 ryla tuition 600 scholarships 4,750 rotary youth camp 250 total 46,322”

Form 990-ez, Part II, Line 26

“DEFERRED REVENUE 175 0”

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 Appendix122 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFF LEE
IRS990EZ/BooksInCareOfDetail/PhoneNum03866474230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08814 141ST DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt08814 141ST DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIVE OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036157
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028265
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7717
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt028265
IRS990EZ/FundraisingGrossIncomeAmt019363
IRS990EZ/GrossReceiptsAmt047178
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026585
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035982
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028265
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035982
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028265
IRS990EZ/OccupancyRentUtltsAndMaintAmt01798
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRUCE TILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREG SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN MARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRAVIS HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046322
IRS990EZ/OtherRevenueTotalAmt01230
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0276
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/ProgramServiceExpensesAmt048396
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06499
IRS990EZ/SpecialEventsNetIncomeLossAmt012864
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0175
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048396
IRS990EZ/TotalProgramServiceExpensesAmt048396
IRS990EZ/TotalRevenueAmt040679
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06499
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019363
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012864
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06499
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 1,230 TOTAL 1,230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BABE RUTH BASEBALL 350 DISTRICT CONFERENCE 2,494 ACV CHRISTMAS PARTY 2,340 ADMINISTRATIVE EXPENSES 2,016 HERITAGE PARK 500 DUES 7,188 INTERACT 3,063 MEALS 21,166 MUSICIAN 400 OTHER 855 PETS TRAINING 250 ROTARY PAUL HARRIS FOUNDA 100 RYLA TUITION 600 SCHOLARSHIPS 4,750 ROTARY YOUTH CAMP 250 TOTAL 46,322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 175 0
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03863647666
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LIVE OAK
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596153510
ReturnHeader/Filer/PhoneNum03863647666
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 694
ReturnHeader/Filer/USAddress/CityNm0LIVE OAK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032064
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471105340
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLLINS AND COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 OHIO AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVE OAK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0320643215
ReturnHeader/PreparerPersonGrp/PhoneNum03863621040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0F EUGENE KISH CPA
ReturnHeader/ReturnTs02017-01-09T14:24:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,265
Liabilities
$0
Net assets
$28,265
Revenue
$40,679
Expenses
$48,396
Net income
-$7,717
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