Civic Intelligence

Rotary Club of Live Oak

990EZ • Fiscal year 2019 • EIN 59-6153510

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 23, 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

63rd percentile

8.8%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

91st percentile

53%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

5.4%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$12,500

Up $4,307 (+53%) from 2018

Net Assets

Up

$12,500

Up $4,307 (+53%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin63rd percentile

Revenue

Up

$48,683

Up $2,500 (+5.4%) from 2018

Expenses

Down

$44,376

Down $7,113 (-14%) from 2018

Net Income

Up

$4,307

Up $9,613 (+181%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2019

Assets$12,500
Liabilities$0
Net Assets$12,500
Open 2019 Filing

Operations Trend

Revenue Growth62nd 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

2019

Revenue$48,683
Expenses$44,376
Net Income$4,307
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 23, 2019
Return Version
2018v3.1
Gross Receipts
$52,810
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.-$44,376
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER WARDPresidentPT$0--
MICHAEL MCWATERSPresident -PT$0--
JENNIFER GRIFFINSec/TreasurePT$0--
BRYAN BLAIRSgt.-At-ArmsPT$0--
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
Roger Ward
Title
President
Phone
3863647666
Signed
2019-09-23
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses general sponsorship 350 office 1,043 acv christmas party 1,280 charitable contribution e 1,675 dictionary project 1,106 dues 6,998 gifts 565 initiation expense 270 interact 1,500 meals 17,443 other expense 100 rotary paul harris founda 4,915 ryla tuition 600 scholarships 4,250 shelter box 1,000 total 43,095”

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 Appendix107 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/PersonNm0JENNIFER GRIFFIN
IRS990EZ/BooksInCareOfDetail/PhoneNum03863647666
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 694
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIVE OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032064
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08193
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012500
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04307
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08193
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012500
IRS990EZ/FundraisingGrossIncomeAmt010879
IRS990EZ/GrossReceiptsAmt052810
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041931
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012500
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08193
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012500
IRS990EZ/OccupancyRentUtltsAndMaintAmt01281
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL MCWATERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRYAN BLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT -
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SEC/TREASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SGT.-AT-ARMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043095
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE ORGANIZATION
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/ProgramServiceExpensesAmt044376
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04127
IRS990EZ/SpecialEventsNetIncomeLossAmt06752
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044376
IRS990EZ/TotalProgramServiceExpensesAmt044376
IRS990EZ/TotalRevenueAmt048683
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES GENERAL SPONSORSHIP 350 OFFICE 1,043 ACV CHRISTMAS PARTY 1,280 CHARITABLE CONTRIBUTION E 1,675 DICTIONARY PROJECT 1,106 DUES 6,998 GIFTS 565 INITIATION EXPENSE 270 INTERACT 1,500 MEALS 17,443 OTHER EXPENSE 100 ROTARY PAUL HARRIS FOUNDA 4,915 RYLA TUITION 600 SCHOLARSHIPS 4,250 SHELTER BOX 1,000 TOTAL 43,095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LIVE 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03863647666
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-23
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB8A9AEC7139BEE12B3B9A273482B35E14A856FE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EF41EA366030BA699D60662354A5611BA88BCAC0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.129.29.21
ReturnHeader/FilingSecurityInformation/IPDt02019-10-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:57:22
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/PreparationDt02019-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS E KISH CPA
ReturnHeader/ReturnTs02019-10-07T12:57:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,500
Liabilities
$0
Net assets
$12,500
Revenue
$48,683
Expenses
$44,376
Net income
$4,307
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