Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
Rotary Club of New Smyrna Beach Florida Inc
990EZ • Fiscal year 2024 • EIN 59-6155195
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.20x
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
22nd percentile
Higher net margin than 22% of similar nonprofits.
Top Officer Pay
88th percentile
Higher top officer pay than 88% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
36th percentile
Faster asset growth than 36% of similar nonprofits.
Revenue Growth
10th percentile
Faster revenue growth than 10% of similar nonprofits.
Balance Sheet
Assets
Down$40,507
Down $2,087 (-4.9%) from 2023
Net Assets
Down$32,329
Down $8,216 (-20%) from 2023
Liabilities
Up$8,178
Up $6,129 (+299%) from 2023
Revenue And Expenses
Revenue
Down$53,345
Down $45,730 (-46%) from 2023
Expenses
Down$61,561
Down $27,491 (-31%) from 2023
Net Income
Down-$8,216
Down $18,239 (-182%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- May 11, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $86,732
Mission and Program Overview
Mission
Civic Organization Serving the Community
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Funds to support Youth Educational / Outreach opportunities fostering Emotional Support, Growth & Leadership | - | $13,900 |
| Scholarships to local high school graduating students | - | $11,640 |
| Funds to Support Food and Housing Support to those Underserved in the Community | - | $7,450 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Connie Miller | Secretary | PT | $0 | - | - |
| Michele Davis | President | PT | $0 | - | - |
| Jewell Fair | Sergant At Arms | - | $0 | - | - |
| Marshall Wright | President Elect | PT | $0 | - | - |
| CarolAnn Jeronimo | Treasurer | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Cheeseburger | $59,321 | $47,321 | $5,608 | $41,713 |
| Total Events | $59,321 | $47,321 | $15,526 | $31,795 |
Filing and Contact Details
Filer
- Filer Name
- Rotary International
- EIN
- 59-6155195
- Address
- PO Box 404, New Smyrna Beach, FL 32170-0404
Signing Officer
- Name
- CarolAnn Jeronimo
- Title
- President
- Phone
- 6092219101
- Signed
- 2025-05-11
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Diversified Accounting Solutions
- Address
- 3228 Queen Palm Dr, Edgewater, FL 32141
- Preparer
- Donna Poirier
- Phone
- 3866892978
Supplemental Narrative
Additional Explanations
List of grants and similar amounts paid Part I line 10
“Activity Grants made to Organizations less than $5,000 Amount 26,890Activity Placed Astro Turf on playground Grantee Upward Trend Academy Street 311 N orange St City, State, Zip New Smyrna Beach, FL 32168Relationship None Amount 7,500”
Description of other expenses Part I line 16
“Description AmountAdvertising/Promotion 950Bad Debt 202Bank/Payment Fees 741Dues/Subscriptions 8,445Fees/License 913Membership Education 3,648Membership Materials 4,439Membership Meeting Expense 3,276Project Expenses 432Youth Services 1,300”
Description of other assets Part II line 24
“Category Beginning of Year End of YearAccounts Receivable 1,224 106Prepaid Expenses 2,884 3,270”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearPre-paid Dues 0 282Pre-paid Sponsorships 534 0Credit Card Payable 1,515 0Accounts Payable 0 2,281Prepaid Fundraiser Tickets 0 5,615”
Raw XML Appendix153 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | CarolAnn Jeronimo |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6092219101 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1815 Mango Tree Dr |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Edgewater |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 32132 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 38486 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 37131 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 8651 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -8216 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 455 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 42594 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 40507 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 61468 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 34390 |
| IRS990EZ/GrossReceiptsAmt | 0 | 86732 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 16613 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 40545 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 32329 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 40545 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 32329 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 1520 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 12.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 7.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Connie Miller |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Michele Davis |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Jewell Fair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Marshall Wright |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CarolAnn Jeronimo |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Sergant at Arms |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 4108 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 3376 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 24346 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Civic Organization Serving the Community |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 850 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Funds to support Youth Educational / Outreach opportunities fostering Emotional Support, Growth & Leadership |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Scholarships to local high school graduating students |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Funds to Support Food and Housing Support to those Underserved in the Community |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 13900 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 11640 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 7450 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 33387 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 28081 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 2049 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 8178 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 61561 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 32990 |
| IRS990EZ/TotalRevenueAmt | 0 | 53345 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt | 0 | 500 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt | 0 | 500 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 12000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 12000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 15526 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 2625 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 2625 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Cheeseburger |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 810 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 810 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 59321 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 59321 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 47321 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 47321 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 31795 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 5608 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 5608 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 5983 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 5983 |
| IRS990ScheduleG/LicensedStatesCd | 0 | FL |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity Grants made to Organizations less than $5,000 Amount 26,890Activity Placed Astro Turf on playground Grantee Upward Trend Academy Street 311 N orange St City, State, Zip New Smyrna Beach, FL 32168Relationship None Amount 7,500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountAdvertising/Promotion 950Bad Debt 202Bank/Payment Fees 741Dues/Subscriptions 8,445Fees/License 913Membership Education 3,648Membership Materials 4,439Membership Meeting Expense 3,276Project Expenses 432Youth Services 1,300 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Category Beginning of Year End of YearAccounts Receivable 1,224 106Prepaid Expenses 2,884 3,270 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Category Beginning of Year End of YearPre-paid Dues 0 282Pre-paid Sponsorships 534 0Credit Card Payable 1,515 0Accounts Payable 0 2,281Prepaid Fundraiser Tickets 0 5,615 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CarolAnn Jeronimo |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6092219101 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Rotary International |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 596155195 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 404 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | New Smyrna Beach |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 321700404 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Diversified Accounting Solutions |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3228 Queen Palm Dr |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Edgewater |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 32141 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3866892978 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Donna Poirier |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-05-11T18:44:22-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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.
- Assets
- $40,507
- Liabilities
- $8,178
- Net assets
- $32,329
- Revenue
- $53,345
- Expenses
- $61,561
- Net income
- -$8,216