Civic Intelligence

Rotary Club of Live Oak

990EZ • Fiscal year 2024 • EIN 59-6153510

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 21, 2024

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

54th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-1.6%

Faster revenue growth than 41% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$30,712

Up $3,867 (+14%) from 2023

Net Assets

Up

$30,712

Up $5,417 (+21%) from 2023

Liabilities

Down

$0

Down $1,550 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin68th percentile

Revenue

Down

$40,492

Down $652 (-1.6%) from 2023

Expenses

Down

$35,075

Down $6,108 (-15%) from 2023

Net Income

Up

$5,417

Up $5,456 (+13990%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2024

Assets$30,712
Liabilities$0
Net Assets$30,712
Open 2024 Filing

Operations Trend

Revenue Growth41st 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

2024

Revenue$40,492
Expenses$35,075
Net Income$5,417
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 21, 2024
Return Version
2023v5.0
Gross Receipts
$45,219
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.-$35,075
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SETH WILKINSPresident-$0--
GLORIA CAMEJO ARROYOPresident El-$0--
JENNIFER KUYRKENDALL GRIFFINSecretary-$0--
MIKE CARTERTreasurer-$0--
HERMAN GUNTER IVSgt At Arms-$0--
BRYAN BLAIRRotary Found-$0--
TIM CARVERClub Service-$0--
JOSHUA ALAN BAGLEYImmediate Pa-$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
Mike Carter
Title
Treasurer
Phone
3863622226
Signed
2024-10-21
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 bank fees 6 office 1,607 dictionary project 1,170 dues 6,530 gifts 500 meals 13,790 ryla 800 scholarships 3,900 trf contributions 3,925 write - offs 2,847 total 35,075”

Form 990-ez, Part II, Line 24

“Accounts receivable 3,628 1,296 total 3,628 1,296”

Form 990-ez, Part II, Line 26

“GRANTS PAYABLE 1,550 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 Appendix124 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/PersonNm0MIKE CARTER
IRS990EZ/BooksInCareOfDetail/PhoneNum03863647666
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 694
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIVE OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032064
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023217
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029416
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05417
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026845
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IRS990EZ/FundraisingGrossIncomeAmt013496
IRS990EZ/GrossReceiptsAmt045219
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt031723
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SETH WILKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GLORIA CAMEJO ARROYO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER KUYRKENDALL GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HERMAN GUNTER IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRYAN BLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIM CARVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOSHUA ALAN BAGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SGT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ROTARY FOUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CLUB SERVICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7IMMEDIATE PA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03628
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01296
IRS990EZ/OtherExpensesTotalAmt035075
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/ProgramServiceExpensesAmt035075
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04727
IRS990EZ/SpecialEventsNetIncomeLossAmt08769
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01550
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035075
IRS990EZ/TotalProgramServiceExpensesAmt035075
IRS990EZ/TotalRevenueAmt040492
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 6 OFFICE 1,607 DICTIONARY PROJECT 1,170 DUES 6,530 GIFTS 500 MEALS 13,790 RYLA 800 SCHOLARSHIPS 3,900 TRF CONTRIBUTIONS 3,925 WRITE - OFFS 2,847 TOTAL 35,075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 3,628 1,296 TOTAL 3,628 1,296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS PAYABLE 1,550 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03863622226
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS E KISH CPA
ReturnHeader/ReturnTs02024-11-06T09:52:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,712
Liabilities
$0
Net assets
$30,712
Revenue
$40,492
Expenses
$35,075
Net income
$5,417
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