Civic Intelligence

Rotary Club of Live Oak

990EZ • Fiscal year 2022 • EIN 59-6153510

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 26, 2022

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

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

66th percentile

15%

Higher net margin than 66% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

86th percentile

36%

Faster asset growth than 86% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

51st percentile

9.8%

Faster revenue growth than 51% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$25,334

Up $6,639 (+36%) from 2021

Net Assets

Up

$25,334

Up $6,639 (+36%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin66th percentile

Revenue

Up

$44,628

Up $3,993 (+9.8%) from 2021

Expenses

Up

$37,989

Up $939 (+2.5%) from 2021

Net Income

Up

$6,639

Up $3,054 (+85%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2022

Assets$25,334
Liabilities$0
Net Assets$25,334
Open 2022 Filing

Operations Trend

Revenue Growth51st 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

2022

Revenue$44,628
Expenses$37,989
Net Income$6,639
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 26, 2022
Return Version
2021v4.0
Gross Receipts
$89,084
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.-$37,989
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER GRIFFINSec/Treasure-$0--
TIM CARVERService Proj-$0--
JOSH BAGLEYPub Relat/Pr-$0--
RANDY SLAUGHTERRotary Found-$0--
WILLIAM LIN WILLIAMSPresident-$0--
HERMAN GUNTER IVSergeant At-$0--
BRANDON FERNALDImmediate Pa-$0--
SETH WILKINSClub Admin-$0--
BRIAN BLAIRMembership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$54,123$54,123$44,456$9,667
Total Events$54,123$54,123$44,456$9,667
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
Jennifer Griffin
Title
Sec/treasurer
Phone
3863622226
Signed
2022-10-26
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 office 1,114 dictionary project 1,221 dues 7,575 gifts 536 initiation expenses 18 interact sponsorship 460 meals 13,806 scholarships 3,250 splash pad expenses 3,000 trf contributions 5,300 total 36,280”

Form 990-ez, Part II, Line 24

“Accounts receivable 5,829 3,756 total 5,829 3,756”

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 Appendix136 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03863647666
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIVE OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032064
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012866
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06639
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034961
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt025334
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018695
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025334
IRS990EZ/OccupancyRentUtltsAndMaintAmt01709
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM CARVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSH BAGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RANDY SLAUGHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM LIN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HERMAN GUNTER IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRANDON FERNALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SETH WILKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRIAN BLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SEC/TREASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SERVICE PROJ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PUB RELAT/PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ROTARY FOUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SERGEANT AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CLUB ADMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05829
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03756
IRS990EZ/OtherExpensesTotalAmt036280
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/ProgramServiceExpensesAmt037989
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt09667
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037989
IRS990EZ/TotalProgramServiceExpensesAmt037989
IRS990EZ/TotalRevenueAmt044628
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044456
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044456
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt044456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,114 DICTIONARY PROJECT 1,221 DUES 7,575 GIFTS 536 INITIATION EXPENSES 18 INTERACT SPONSORSHIP 460 MEALS 13,806 SCHOLARSHIPS 3,250 SPLASH PAD EXPENSES 3,000 TRF CONTRIBUTIONS 5,300 TOTAL 36,280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 5,829 3,756 TOTAL 5,829 3,756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIVE 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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER GRIFFIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03863622226
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LIVE OAK
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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/PreparationDt02022-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS E KISH CPA
ReturnHeader/ReturnTs02022-10-31T11:58:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRIFFIN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,334
Liabilities
$0
Net assets
$25,334
Revenue
$44,628
Expenses
$37,989
Net income
$6,639
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