Civic Intelligence

Rotary International Fort Pierce Rotary Club

990EZ • Fiscal year 2019 • EIN 59-6209585

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 25, 2020

Organization ProfileN/A

Refreshing map…

120 Orange AveFort Pierce, FL 34950-4347

(772) 448-7800

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

13th percentile

-24%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

7th percentile

-45%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-15%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$11,220

Down $9,021 (-45%) from 2018

Net Assets

Down

$11,220

Down $9,021 (-45%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin13th percentile

Revenue

Down

$37,096

Down $6,789 (-15%) from 2018

Expenses

Down

$46,117

Down $876 (-1.9%) from 2018

Net Income

Down

-$9,021

Down $5,913 (-190%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th 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: $11,220Liabilities 2019: $0Net 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

2019

Assets$11,220
Liabilities$0
Net Assets$11,220
Open 2019 Filing

Operations Trend

Revenue Growth24th 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

2019

Revenue$37,096
Expenses$46,117
Net Income-$9,021
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 25, 2020
Return Version
2018v3.2
Gross Receipts
$41,339
Mission and Program Overview

Mission

CIVIC SERVICE CLUB

Program Services

DescriptionGrantsExpenses
ST. LUCIE COUNTY STUDENT OF THE MONTH & YEAR 1,100, ST. LUCIE COUNTY SCHOOLS DICTIONARY PROJECT 3,600, YOUNG FLORIDIANS 1,000, OTHERS UNDER 1,000-1,850.$7,550$9,728
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM HATFIELDPresident-$0--
THOM JONESPres/Pres-El-$0--
KORI BENTONVice Preside-$0--
ANNE MARIE BODESecretary-$0--
RYAN ABERNETHYTreasurer-$0--
JAY SCHNEIDERDirector/Exe-$0--
STEPHEN SMITHDirector/Pas-$0--
BOB CALHOUNDirector-$0--
DOUG DAVISDirector-$0--
RICK HAISLEYDirector-$0--
JOEY TREFELNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
59-6209585
Address
120 ORANGE AVE, FORT PIERCE, FL 34950-4347

Signing Officer

Name
Thom Jones
Title
Pres/pres-elect
Phone
7724295505
Signed
2020-11-25
Discuss with paid preparer
Yes

Preparer

Firm
Clarizio CPA Pllc
Address
120 ORANGE AVE, FORT PIERCE, FL 34950
Preparer
Kimberly Clarizio CPA
Phone
7724487800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses weeking meeting expense 20,985 office expense 819 computer expense 910 dues to rotary dist/int'l 8,015 bank charges 230 plaques for tree beautifi 635 total 31,594”

Raw XML Appendix139 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/BenefitsPaidToOrForMembersAmt01830
IRS990EZ/BooksInCareOfDetail/PersonNm0KIMBERLY CLARIZIO CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum07724487800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0120 ORANGE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT PIERCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0349504347
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020241
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011220
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9021
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020241
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011220
IRS990EZ/FundraisingGrossIncomeAmt013161
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07550
IRS990EZ/GrossReceiptsAmt041339
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt028171
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020241
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011220
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020241
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011220
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/AverageHrsPerWkDevotedToPosRt101.00
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM HATFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOM JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KORI BENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNE MARIE BODE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RYAN ABERNETHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAY SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHEN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BOB CALHOUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DOUG DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RICK HAISLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOEY TREFELNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRES/PRES-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR/EXE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR/PAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031594
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC SERVICE CLUB
IRS990EZ/PrintingPublicationsPostageAmt01543
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ST. LUCIE COUNTY STUDENT OF THE MONTH & YEAR 1,100, ST. LUCIE COUNTY SCHOOLS DICTIONARY PROJECT 3,600, YOUNG FLORIDIANS 1,000, OTHERS UNDER 1,000-1,850.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07550
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09728
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04243
IRS990EZ/SpecialEventsNetIncomeLossAmt08918
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046117
IRS990EZ/TotalProgramServiceExpensesAmt09728
IRS990EZ/TotalRevenueAmt037096
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEEKING MEETING EXPENSE 20,985 OFFICE EXPENSE 819 COMPUTER EXPENSE 910 DUES TO ROTARY DIST/INT'L 8,015 BANK CHARGES 230 PLAQUES FOR TREE BEAUTIFI 635 TOTAL 31,594
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReasonableCauseExplanation/ExplanationTxt0WE RESPECTFULLY REQUEST ABATEMENT OF THE LATE FILING PENALTY, PER SECTION 6652(C)(5) AS THE TAXPAYER HAS REASONABLE CAUSE AND WAS NOT WILLFULLY NEGLECT. THE ORGANIZATION IS RUN 100% BY UNPAID VOLUNTEERS AND THE OFFICERS CHANGE EACH YEAR. A MEMBER AND TAX PREPARER HAS BEEN PREPARING THE TAX RETURN FOR THE ORGANIZATION FOR SEVERAL YEARS. IN PREPARATION OF HIS RETIREMENT, HE SOLD HIS PRATICE TO ANOTHER FIRM. THE NEW FIRM PREPARED THE PREVIOUS TAX RETURN FOR THE ORGANIZATION. WHEN THE ORIGINAL TAX PREPARER RETIRED IN 2019, HE SPOKE TO ANOTHER MEMBER OF THE ORGANIZATION IN REGARDS TO PREPARING THE NEXT TAX RETURN FOR THE ORGANIZATION. THAT MEMBER AGREED TO PREPARE THE FUTURE TAX RETURNS. WHEN THIS MEMBER INQUIRED OF THE ORGANIZATION TO OBTAIN A COPY OF THE LAST FILED TAX RETURN, SHE WAS TOLD THEY HAD RECEIVED A COPY OF A TAX RETURN FOR THE YEAR ENDED 6/30/18 AND FIRM LISTED AS THE PREPARER WAS THE PREPARER OF THE 6/30/17 RETURN. THE ORGANIZATION INCORRECTLY ASSUMED THE FIRM WAS TIMELY FILIN
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOM JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/PRES-ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum07724295505
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FORT PIERCE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596209585
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 ORANGE AVE
ReturnHeader/Filer/USAddress/CityNm0FORT PIERCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0349504347
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B0C3A9AB77672C27F05A542E9B0E485E4BD70512
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId059C90957E1C208E07753D097B57F6CCB54A8AF66
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-11-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:22:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352610735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARIZIO CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 ORANGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT PIERCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034950
ReturnHeader/PreparerPersonGrp/PhoneNum07724487800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY CLARIZIO CPA
ReturnHeader/ReturnTs02020-11-25T09:22:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,220
Liabilities
$0
Net assets
$11,220
Revenue
$37,096
Expenses
$46,117
Net income
-$9,021
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
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.00$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