Civic Intelligence

Rotary Club of Marco Island Inc

990EZ • Fiscal year 2017 • EIN 59-6177443

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 21, 2017

PO Box 353Marco Island, FL 34146

(239) 254-5057

Siviq Scores

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

Liabilities / Assets

85th percentile

0.26x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.09x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

27th percentile

-7.1%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-28%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

-1.1%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$12,848

Down $5,026 (-28%) from 2016

Net Assets

$9,487

No earlier filing loaded for comparison.

Liabilities

Down

$3,361

Down $973 (-22%) from 2016

Revenue

Down

$37,272

Down $419 (-1.1%) from 2016

Expenses

Down

$39,934

Down $39,621 (-50%) from 2016

Net Income

Up

-$2,662

Up $39,202 (+94%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $59,591Liabilities 2012: $10,4232012Assets 2013: $56,079Liabilities 2013: $8,2882013Assets 2014: $41,564Liabilities 2014: $2,3652014Assets 2015: $59,602Liabilities 2015: $4,1982015Assets 2016: $17,874Liabilities 2016: $4,3342016Assets 2017: $12,848Liabilities 2017: $3,361Net Assets 2017: $9,4872017Assets 2018: $20,716Liabilities 2018: $5,459Net Assets 2018: $15,2572018Assets 2019: $14,871Liabilities 2019: $2,732Net Assets 2019: $12,1392019Assets 2020: $13,039Liabilities 2020: $2,696Net Assets 2020: $10,3432020Assets 2021: $17,645Liabilities 2021: $0Net Assets 2021: $17,6452021Assets 2022: $19,795Liabilities 2022: $0Net Assets 2022: $19,7952022Assets 2023: $27,712Liabilities 2023: $0Net Assets 2023: $27,7122023Assets 2024: $26,231Liabilities 2024: $0Net Assets 2024: $26,2312024Assets 2025: $27,849Net Assets 2025: $27,8492025

Highlighted filing

2017

Assets$12,848
Liabilities$3,361
Net Assets$9,487

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $93,810Expenses 2012: $62,897Net Income 2012: $30,9132012Revenue 2013: $79,842Expenses 2013: $81,219Net Income 2013: -$1,3772013Revenue 2014: $88,095Expenses 2014: $96,687Net Income 2014: -$8,5922014Revenue 2015: $70,175Expenses 2015: $53,970Net Income 2015: $16,2052015Revenue 2016: $37,691Expenses 2016: $79,555Net Income 2016: -$41,8642016Revenue 2017: $37,272Expenses 2017: $39,934Net Income 2017: -$2,6622017Revenue 2018: $49,347Expenses 2018: $43,577Net Income 2018: $5,7702018Revenue 2019: $42,952Expenses 2019: $46,070Net Income 2019: -$3,1182019Revenue 2020: $52,026Expenses 2020: $53,822Net Income 2020: -$1,7962020Revenue 2021: $34,072Expenses 2021: $26,770Net Income 2021: $7,3022021Revenue 2022: $46,785Expenses 2022: $44,635Net Income 2022: $2,1502022Revenue 2023: $102,816Expenses 2023: $94,899Net Income 2023: $7,9172023Revenue 2024: $149,623Expenses 2024: $151,104Net Income 2024: -$1,4812024Revenue 2025: $105,857Expenses 2025: $104,239Net Income 2025: $1,6182025

Highlighted filing

2017

Revenue$37,272
Expenses$39,934
Net Income-$2,662
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 21, 2017
Return Version
2016v3.0
Gross Receipts
$53,172
Mission and Program Overview

Mission

Rotary international services

Program Services

DescriptionGrantsExpenses
Weekly and special meetings are held to allow members to exchange ideas regarding the spirit of Rotary International and community projects and programs.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer TenneyPresident-$0--
Tarik AyasunVice President-$0--
Ed PontierTreasurer-$0--
Gwyn SteinerSecretary-$0--
George AbounaderDirector-$0--
Prem AdvaniDirector-$0--
Al BismonteDirector-$0--
Pat LyonsDirector-$0--
Tom MenakerDirector-$0--
Linda SandlinDirector-$0--
Jim StineDirector-$0--
Rosemary WickDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spirit Awards$14,192$14,192$751$13,441
50th Anniversary Event$3,450$3,450-$3,450
Total Events$20,442$20,442$15,900$4,542
Filing and Contact Details

Filer

Filer Name
Rotary Club of Marco Island Inc
EIN
59-6177443
Phone
2392545057
Address
PO Box 353, Marco Island, FL 34146

Signing Officer

Name
Jennifer Tenney
Title
President
Phone
2392545057
Signed
2017-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
6645 Willow Park Dr Ste 150, Naples, FL 34109
Preparer
Brett W Nesbit CPA
Phone
2392545057
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Bank charges. Amount: 1,541. Description: Charitable Contributions. Amount: 1,615. Description: Meal and entertainment. Amount: 226. Description: Club meeting expense. Amount: 28,888. Description: Chamber membership. Amount: 150. Description: Other expenses. Amount: 750. Description: Other taxes. Amount: 61. Description: Travel Expense. Amount: 304. Total to Form 990-EZ, line 16: 33,535.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Prior period adjustment. Amount: -1,391.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Member Dues. Beg. of Year Amount: 117. End of Year Amount: 240. Description: Undeposited funds. Beg. of Year Amount: 1,390. End of Year Amount: 0.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Dues Payable. Beg. of Year Amount: 4,334. End of Year Amount: 3,361.

Raw XML Appendix231 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Tenney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tarik Ayasun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ed Pontier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gwyn Steiner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4George Abounader
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Prem Advani
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Al Bismonte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Pat Lyons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tom Menaker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Linda Sandlin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jim Stine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Rosemary Wick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt0-1391
IRS990EZ/OtherExpensesTotalAmt033535
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Rotary International Services
IRS990EZ/ProgramServiceRevenueAmt03517
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Weekly and special meetings are held to allow members to exchange ideas regarding the spirit of Rotary International and community projects and programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/TotalRevenueAmt037272
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IRS990EZ/WebsiteAddressTxt0www.marcoislandrotary.org
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spirit Awards
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm050th Anniversary Event
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02343
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Bank charges. Amount: 1,541. Description: Charitable Contributions. Amount: 1,615. Description: Meal and entertainment. Amount: 226. Description: Club meeting expense. Amount: 28,888. Description: Chamber membership. Amount: 150. Description: Other expenses. Amount: 750. Description: Other taxes. Amount: 61. Description: Travel Expense. Amount: 304. Total to Form 990-EZ, line 16: 33,535.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Prior period adjustment. Amount: -1,391.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Member Dues. Beg. of Year Amount: 117. End of Year Amount: 240. Description: Undeposited funds. Beg. of Year Amount: 1,390. End of Year Amount: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Dues Payable. Beg. of Year Amount: 4,334. End of Year Amount: 3,361.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Tenney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02392545057
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Marco Island Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596177443
ReturnHeader/Filer/PhoneNum02392545057
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 353
ReturnHeader/Filer/USAddress/CityNm0Marco Island
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034146
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01ACA671E66D62F37D70A17DD5CA7135D11FCAE03
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.91.93.137
ReturnHeader/FilingSecurityInformation/IPDt02017-09-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:58:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383635706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rehmann Robson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06645 Willow Park Dr Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034109
ReturnHeader/PreparerPersonGrp/PhoneNum02392545057
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brett W Nesbit CPA
ReturnHeader/ReturnTs02017-10-10T11:53:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.28$0.28$1.06$1.04$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.50$1.51$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.03$0.95$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.47$0.45$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.34$0.27$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.03$0.10$0.52$0.54$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.03$0.12$0.43$0.46$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.05$0.15$0.49$0.44$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.13$0.03$0.09$0.37$0.40$0.03
2016Summary only. Only limited summary data is available for this year.$0.18$0.04$0.38$0.80$0.42
2015Summary only. Only limited summary data is available for this year.$0.60$0.04$0.70$0.54$0.16
2014Summary only. Only limited summary data is available for this year.$0.42$0.02$0.88$0.97$0.09
2013Summary only. Only limited summary data is available for this year.$0.56$0.08$0.80$0.81$0.01
2012Summary only. Only limited summary data is available for this year.$0.60$0.10$0.94$0.63$0.31