Civic Intelligence

Rotary International Winter Haven

990EZ • Fiscal year 2024 • EIN 59-6155122

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 08, 2025

Organization Profilerotaryofwinterhaven.ning.com
PO Box 484Winter Haven, FL 33882-0484

(863) 289-0967

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.22x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

73rd percentile

0.06x

Higher debt load relative to revenue than 73% of similar nonprofits.

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

Net Margin

70th percentile

15%

Higher net margin than 70% 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

94th percentile

73%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

77th percentile

25%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$17,013

Up $7,192 (+73%) from 2023

Net Assets

Up

$13,268

Up $3,807 (+40%) from 2023

Liabilities

Up

$3,745

Up $3,385 (+940%) from 2023

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin70th percentile

Revenue

Up

$62,060

Up $12,410 (+25%) from 2023

Expenses

Down

$52,839

Down $4,211 (-7.4%) from 2023

Net Income

Up

$9,221

Up $16,621 (+225%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$30K$20K$10K$0Assets 2012: $2,221Liabilities 2012: $3582012Assets 2013: $11,941Liabilities 2013: $1002013Assets 2014: $22,529Liabilities 2014: $8,1502014Assets 2015: $13,083Liabilities 2015: $5,0542015Assets 2016: $13,839Liabilities 2016: $1,0362016Assets 2017: $22,475Liabilities 2017: $13,0342017Assets 2018: $8,886Liabilities 2018: $1002018Assets 2019: $6,187Liabilities 2019: $1502019Assets 2020: $14,025Liabilities 2020: $2502020Assets 2021: $18,214Liabilities 2021: $2002021Assets 2022: $17,261Liabilities 2022: $400Net Assets 2022: $16,8612022Assets 2023: $9,821Liabilities 2023: $360Net Assets 2023: $9,4612023Assets 2024: $17,013Liabilities 2024: $3,745Net Assets 2024: $13,2682024Assets 2025: $5,035Liabilities 2025: $606Net Assets 2025: $4,4292025

Highlighted filing

2024

Assets$17,013
Liabilities$3,745
Net Assets$13,268
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$100K$50K$0-$50KRevenue 2012: $68,559Expenses 2012: $68,669Net Income 2012: -$1102012Revenue 2013: $65,629Expenses 2013: $55,651Net Income 2013: $9,9782013Revenue 2014: $59,133Expenses 2014: $56,595Net Income 2014: $2,5382014Revenue 2015: $52,761Expenses 2015: $59,111Net Income 2015: -$6,3502015Revenue 2016: $55,487Expenses 2016: $50,813Net Income 2016: $4,6742016Revenue 2017: $52,793Expenses 2017: $56,155Net Income 2017: -$3,3622017Revenue 2018: $50,936Expenses 2018: $51,591Net Income 2018: -$6552018Revenue 2019: $52,227Expenses 2019: $54,976Net Income 2019: -$2,7492019Revenue 2020: $42,484Expenses 2020: $34,746Net Income 2020: $7,7382020Revenue 2021: $38,101Expenses 2021: $33,862Net Income 2021: $4,2392021Revenue 2022: $51,592Expenses 2022: $52,745Net Income 2022: -$1,1532022Revenue 2023: $49,650Expenses 2023: $57,050Net Income 2023: -$7,4002023Revenue 2024: $62,060Expenses 2024: $52,839Net Income 2024: $9,2212024Revenue 2025: $67,243Expenses 2025: $76,082Net Income 2025: -$8,8392025

Highlighted filing

2024

Revenue$62,060
Expenses$52,839
Net Income$9,221
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 8, 2025
Return Version
2023v6.0
Gross Receipts
$62,060
Mission and Program Overview

Mission

COMMUNITY IMPROVEMENT.

Program Services

DescriptionGrantsExpenses
COMMUNITY IMPROVEMENTS$0$52,838
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER PAGEPresidentPT$0--
Adam MayfieldPresident-Elect-$0--
COLIN SAMMONSSecretary-$0--
Jon LaneTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
ROTARY INTERNATIONAL Winter Haven
EIN
59-6155122
Phone
8632890967
Address
PO BOX 484, WINTER HAVEN, FL 33882-0484

Signing Officer

Name
John Gray
Title
Accountant
Phone
8136994124
Signed
2025-04-08
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Square fee;-36|Meals;22853|Annual banquet;5047|Meeting supplies;3144|Christmas party;1550|Community Services;985|International and District Serv;12580|Miscellaneous;133^Total;46256^”

Form 990-EZ, Part I, Line 20

“Correction of prior year accounting error”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^Receivables;2000^Total;2000^”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^Pass the hat payable;34|Every Rotarian Every Year;3711^Total;3745^”

Raw XML Appendix132 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0John H Gray Jr
IRS990EZ/BooksInCareOfDetail/PhoneNum08632890967
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 484
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINTER HAVEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0338820484
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09821
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015013
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0166
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt09221
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09821
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017013
IRS990EZ/FundraisingGrossIncomeAmt04880
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt062060
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt031692
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09461
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013268
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09461
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013268
IRS990EZ/OccupancyRentUtltsAndMaintAmt05694
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WALTER PAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Adam Mayfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLIN SAMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jon Lane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherChangesInNetAssetsAmt0-5414
IRS990EZ/OtherExpensesTotalAmt046256
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY IMPROVEMENT.
IRS990EZ/PrintingPublicationsPostageAmt0889
IRS990EZ/ProgramServiceRevenueAmt025322
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY IMPROVEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052838
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt04880
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0360
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03745
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052839
IRS990EZ/TotalProgramServiceExpensesAmt052838
IRS990EZ/TotalRevenueAmt062060
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0UNINCORPORATED CLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Square fee;-36|Meals;22853|Annual banquet;5047|Meeting supplies;3144|Christmas party;1550|Community Services;985|International and District Serv;12580|Miscellaneous;133^Total;46256^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Correction of prior year accounting error
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Receivables;2000^Total;2000^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description;EOY Amount^Pass the hat payable;34|Every Rotarian Every Year;3711^Total;3745^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
ReasonableCauseExplanation/ExplanationTxt0Exception applies for late filing due to Hurricanes Helene and Milton that hit State of Florida in 2024
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0John Gray
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Accountant
ReturnHeader/BusinessOfficerGrp/PhoneNum08136994124
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL Winter Haven
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596155122
ReturnHeader/Filer/PhoneNum08632890967
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 484
ReturnHeader/Filer/USAddress/CityNm0WINTER HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0338820484
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-04-14T15:22:15-07:00
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
$17,013
Liabilities
$3,745
Net assets
$13,268
Revenue
$62,060
Expenses
$52,839
Net income
$9,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.04$0.61$4.43$67.2$76.1$8.84
2024Detailed filing. Detailed filing data is available for this year.$17.0$3.75$13.3$62.1$52.8$9.22
2023Detailed filing. Detailed filing data is available for this year.$9.82$0.36$9.46$49.7$57.1$7.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$0.40$16.9$51.6$52.7$1.15
2021Summary only. Only limited summary data is available for this year.$18.2$0.20$38.1$33.9$4.24
2020Summary only. Only limited summary data is available for this year.$14.0$0.25$42.5$34.7$7.74
2019Summary only. Only limited summary data is available for this year.$6.19$0.15$52.2$55.0$2.75
2018Summary only. Only limited summary data is available for this year.$8.89$0.10$50.9$51.6$0.66
2017Summary only. Only limited summary data is available for this year.$22.5$13.0$52.8$56.2$3.36
2016Summary only. Only limited summary data is available for this year.$13.8$1.04$55.5$50.8$4.67
2015Summary only. Only limited summary data is available for this year.$13.1$5.05$52.8$59.1$6.35
2014Summary only. Only limited summary data is available for this year.$22.5$8.15$59.1$56.6$2.54
2013Summary only. Only limited summary data is available for this year.$11.9$0.10$65.6$55.7$9.98
2012Summary only. Only limited summary data is available for this year.$2.22$0.36$68.6$68.7$0.11