Civic Intelligence

Rotary International Fort Pierce Rotary Club

990EZ • Fiscal year 2016 • EIN 59-6209585

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 28, 2016

Organization ProfileN/A
600 CITRUS AVENUE No 200Fort Pierce, FL 34950-4280

(772) 461-1156

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

32nd percentile

-4.1%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

27th percentile

-8.1%

Faster asset growth than 27% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-17%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

$20,832

No earlier filing loaded for comparison.

Net Assets

$20,832

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin32nd percentile

Revenue

$45,472

No earlier filing loaded for comparison.

Expenses

$47,317

No earlier filing loaded for comparison.

Net Income

-$1,845

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$60K$40K$20K$0Assets 2016: $20,832Liabilities 2016: $0Net Assets 2016: $20,8322016Assets 2017: $23,349Liabilities 2017: $0Net Assets 2017: $23,3492017Assets 2018: $20,241Net Assets 2018: $20,2412018Assets 2019: $11,220Net Assets 2019: $11,2202019Assets 2020: $12,384Net Assets 2020: $12,3842020Assets 2021: $17,241Net Assets 2021: $17,2412021Assets 2022: $28,133Liabilities 2022: $1Net Assets 2022: $28,1322022Assets 2025: $49,948Liabilities 2025: $2,703Net Assets 2025: $47,2452025

Highlighted filing

2016

Assets$20,832
Liabilities$0
Net Assets$20,832
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $45,472Expenses 2016: $47,317Net Income 2016: -$1,8452016Revenue 2017: $53,729Expenses 2017: $51,212Net Income 2017: $2,5172017Revenue 2018: $43,885Expenses 2018: $46,993Net Income 2018: -$3,1082018Revenue 2019: $37,096Expenses 2019: $46,117Net Income 2019: -$9,0212019Revenue 2020: $40,633Expenses 2020: $39,469Net Income 2020: $1,1642020Revenue 2021: $42,779Expenses 2021: $37,922Net Income 2021: $4,8572021Revenue 2022: $50,612Expenses 2022: $39,722Net Income 2022: $10,8902022Revenue 2025: $111,497Expenses 2025: $98,563Net Income 2025: $12,9342025

Highlighted filing

2016

Revenue$45,472
Expenses$47,317
Net Income-$1,845
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 28, 2016
Return Version
2015v2.1
Gross Receipts
$50,907
Mission and Program Overview

Mission

CIVIC SERVICE CLUB

Program Services

DescriptionGrantsExpenses
YOUNG FLORIDIANS PROGRAM $500, ROTARY YOUTH LEADERSHIP ASSEMBLY $1,680, ST LUCIE COUNTY FAIR ASSOCIATION $1,860,ST LUCIE COUNTY STUDENT OF THE MONTH 1,850, YUBBIE FOUNDATION 1,000, ST LUCIE COUNTY SCHOOLS DICTIONARY PROJECT $3,568, OTHERS UNDER $1,000 $1,337.$0$0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA SAMPSONPresident-$0--
BOB CALHOUNPresident Elect-$0--
JIM HATFIELDVice President-$0--
STEPHEN SMITHSecretary-$0--
THOM JONESTreasurer-$0--
JAY SCHNEIDERDirector/Executive Secreta-$0--
CLAY LINDSTROMDirector-$0--
HANK FEEDirector-$0--
THOMAS LONGDirector-$0--
SCOTT BRUHNDirector/ Past President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$16,098$16,098$5,435$10,663
Total Events$16,098$16,098$5,435$10,663
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
59-6209585
Phone
7724611156
Address
600 CITRUS AVENUE No 200, FORT PIERCE, FL 34950-4280

Signing Officer

Name
Linda Sampson
Title
President
Phone
7724611156
Signed
2016-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Berger Toombs Elam Gaines & Frank
Address
600 CITRUS AVENUE SUITE 200, FT PIERCE, FL 34950
Preparer
Robert W Summerhays Jr CPA PA
Phone
7724616120
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INTEREST INCOME. Amount: 17.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: CONTRIBUTIONS. Grantee Name: SEE PART III. Grantee Relationship: NONE. Property Description: CASH. Amount Given: 11,795.”

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

“Description: OFFICE EXPENSE. Amount: 567.”

Raw XML Appendix167 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/BenefitsPaidToOrForMembersAmt031155
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT W SUMMERHAYS JR CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum07724611156
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 CITRUS AVENUE SUITE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT PIERCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022677
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020832
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1845
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03800
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022677
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020832
IRS990EZ/FundraisingGrossIncomeAmt016098
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011795
IRS990EZ/GrossReceiptsAmt050907
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt034792
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022677
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020832
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022677
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020832
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA SAMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOB CALHOUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM HATFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHEN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THOM JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAY SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CLAY LINDSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HANK FEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8THOMAS LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SCOTT BRUHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR/EXECUTIVE SECRETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR/ PAST PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0567
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC SERVICE CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YOUNG FLORIDIANS PROGRAM $500, ROTARY YOUTH LEADERSHIP ASSEMBLY $1,680, ST LUCIE COUNTY FAIR ASSOCIATION $1,860,ST LUCIE COUNTY STUDENT OF THE MONTH 1,850, YUBBIE FOUNDATION 1,000, ST LUCIE COUNTY SCHOOLS DICTIONARY PROJECT $3,568, OTHERS UNDER $1,000 $1,337.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05435
IRS990EZ/SpecialEventsNetIncomeLossAmt010663
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047317
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt045472
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05435
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016098
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016098
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016098
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016098
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010663
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05435
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 17.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: CONTRIBUTIONS. Grantee Name: SEE PART III. Grantee Relationship: NONE. Property Description: CASH. Amount Given: 11,795.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: OFFICE EXPENSE. Amount: 567.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
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/PersonNm0LINDA SAMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07724611156
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FORT PIERCE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596209585
ReturnHeader/Filer/PhoneNum07724611156
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 CITRUS AVENUE No 200
ReturnHeader/Filer/USAddress/CityNm0FORT PIERCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0349504280
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201277979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGER TOOMBS ELAM GAINES & FRANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 CITRUS AVENUE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT PIERCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034950
ReturnHeader/PreparerPersonGrp/PhoneNum07724616120
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert W Summerhays Jr CPA PA
ReturnHeader/ReturnTs02016-10-28T07:58:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,832
Liabilities
$0
Net assets
$20,832
Revenue
$45,472
Expenses
$47,317
Net income
-$1,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.50$0.03$0.47$1.11$0.99$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.51$0.40$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.17$0.43$0.38$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.12$0.41$0.39$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.11$0.37$0.46$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.20$0.44$0.47$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.54$0.51$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.45$0.47$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits