Civic Intelligence

Rotary Club of Lake County Golden Triangle Inc

990EZ • Fiscal year 2015 • EIN 59-6209584

Jul 01, 2014 to Jun 30, 2015 • Filed on May 10, 2016

Organization ProfileN/A
PO Box 1639Mount Dora, FL 32756

(352) 516-1144

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

3rd percentile

-128%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

$72,722

No earlier filing loaded for comparison.

Net Assets

$72,470

No earlier filing loaded for comparison.

Liabilities

$252

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

$14,084

No earlier filing loaded for comparison.

Expenses

$32,169

No earlier filing loaded for comparison.

Net Income

-$18,085

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2015: $72,722Liabilities 2015: $252Net Assets 2015: $72,4702015Assets 2018: $58,855Liabilities 2018: $0Net Assets 2018: $58,8552018Assets 2020: $36,916Liabilities 2020: $0Net Assets 2020: $36,9162020Assets 2025: $27,372Liabilities 2025: $0Net Assets 2025: $27,3722025

Highlighted filing

2015

Assets$72,722
Liabilities$252
Net Assets$72,470
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2015: $14,084Expenses 2015: $32,169Net Income 2015: -$18,0852015Revenue 2018: $57,139Expenses 2018: $70,398Net Income 2018: -$13,2592018Revenue 2020: $35,073Expenses 2020: $39,498Net Income 2020: -$4,4252020Revenue 2025: $50,627Expenses 2025: $50,828Net Income 2025: -$2012025

Highlighted filing

2015

Revenue$14,084
Expenses$32,169
Net Income-$18,085
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 10, 2016
Return Version
2014v6.0
Gross Receipts
$50,261
Mission and Program Overview

Mission

Local chapter of rotary international

COMMUNITY SERVICE CLUB

Program Services

DescriptionGrantsExpenses
THE ROTARY CLUB OF EUSTIS, AN AFFILIATE OF ROTARY INTERNATIONAL, SERVES THE LOCAL AND INTERNATIONAL COMMUNITIES BY PROVIDING SCHOLARSHIPS, DONATIONS AND VOLUNTEER SERVICES TO YOUTHS, OTHER NON-PROFITS AND THE COMMUNITY AT LARGE.$32,169-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANE SHERMANPresidentPT$0--
ANGELO PERCABALLIPast PresidentPT$0--
RHONDA TOWNSENDTreasurer-$0--
JANET WESTLAKEPresident Elect-$0--
SIDNEY WRIGHTAsst Treasurer-$0--
PATRICIA THOMPSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dragon Boat and Other Events$35,858$35,858$35,377$481
Total Events$35,858$35,858$36,177$-319
Filing and Contact Details

Filer

Filer Name
Rotary Club of Lake County
EIN
59-6209584
Phone
3525161144
Address
PO BOX 1639, MOUNT DORA, FL 32756

Signing Officer

Name
Patricia Thompson
Title
Secretary
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Greenlee Kurras Rice Brown Garner Donofrio CPAs
Address
627 N Donnelly Street, Mount Dora, FL 32757
Preparer
Clare L Garner Jr CPA
Phone
3523836300
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: COLLEGE SCHOLARSHIPS | Donee's Address: 10 RECIPIENTS $1,000 EACH, FL | Relationship of Donee: N/A | Cash Amount Given: $10000”

Other Expenses.1001

“Advertising and Promotion $125”

Other Expenses.1007

“Conferences, Conventions, and Meetings $430”

Other Expenses.1012

“Insurance $1444”

Other Expenses.1

“CLUB PROJECTS $6195”

Other Expenses.2

“SUPPLIES $1049”

Other Expenses.3

“SALES TAXES $1048”

Other Expenses.4

“WEBSITE $780”

Other Expenses.6

“FEES & LICENSES $184”

Other Expenses.7

“PERMITS $150”

Other Expenses.8

“CHAMBER DUES $150”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1101”

Total Liabilities.1003

“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $252”

Raw XML Appendix151 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PATRICIA THOMPSON
IRS990EZ/BooksInCareOfDetail/PhoneNum03525161144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1639
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOUNT DORA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032756
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090555
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071621
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010384
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18085
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090555
IRS990EZ/Form990TotalAssetsGrp/EOYAmt072722
IRS990EZ/FundraisingGrossIncomeAmt039684
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020337
IRS990EZ/GrossReceiptsAmt050261
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090555
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072470
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090555
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072470
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANE SHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELO PERCABALLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RHONDA TOWNSEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET WESTLAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SIDNEY WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PATRICIA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01101
IRS990EZ/OtherExpensesTotalAmt011555
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE CLUB
IRS990EZ/PrintingPublicationsPostageAmt0277
IRS990EZ/ProgramServiceRevenueAmt0185
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ROTARY CLUB OF EUSTIS, AN AFFILIATE OF ROTARY INTERNATIONAL, SERVES THE LOCAL AND INTERNATIONAL COMMUNITIES BY PROVIDING SCHOLARSHIPS, DONATIONS AND VOLUNTEER SERVICES TO YOUTHS, OTHER NON-PROFITS AND THE COMMUNITY AT LARGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032169
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt036177
IRS990EZ/SpecialEventsNetIncomeLossAmt03507
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0252
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032169
IRS990EZ/TotalProgramServiceExpensesAmt032169
IRS990EZ/TotalRevenueAmt014084
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036177
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DRAGON BOAT AND OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035858
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-319
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035377
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: COLLEGE SCHOLARSHIPS | Donee's Address: 10 RECIPIENTS $1,000 EACH, FL | Relationship of Donee: N/A | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLUB PROJECTS $6195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $1049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SALES TAXES $1048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE $780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FEES & LICENSES $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PERMITS $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CHAMBER DUES $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Deferred Revenue - Beginning $0 Deferred Revenue - Ending $252
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1003
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LAKE COUNTY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GOLDEN TRIANGLE INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596209584
ReturnHeader/Filer/PhoneNum03525161144
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1639
ReturnHeader/Filer/USAddress/CityNm0MOUNT DORA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Greenlee Kurras Rice Brown Garner Donofrio CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0627 N Donnelly Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mount Dora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032757
ReturnHeader/PreparerPersonGrp/PhoneNum03523836300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLARE L GARNER JR CPA
ReturnHeader/ReturnTs02016-05-10T13:50:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,722
Liabilities
$252
Net assets
$72,470
Revenue
$14,084
Expenses
$32,169
Net income
-$18,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$50.6$50.8$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$0.00$36.9$35.1$39.5$4.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.9$0.00$58.9$57.1$70.4$13.3
2015Detailed filing. Detailed filing data is available for this year.$72.7$0.25$72.5$14.1$32.2$18.1