Civic Intelligence

Rotary International Fort Walton Beach

EIN 59-6209660 • 501(c)4 • Fort Walton Beach, FL

Profile

COMMUNITY SERVICE

PO Box 892Fort Walton Beach, FL 32549

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

57th percentile

5.0%

Higher net margin than 57% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

5.6%

Faster asset growth than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-27%

Faster revenue growth than 25% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$38,657

Up $2,040 (+5.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$38,657

Up $2,040 (+5.6%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin57th percentile

Revenue

Down

$41,122

Down $15,512 (-27%) from 2019

Expenses

Down

$39,082

Down $29,505 (-43%) from 2019

Net Income

Up

$2,040

Up $13,993 (+117%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $46,963Liabilities 2011: $2,750Net Assets 2011: $44,2132011Assets 2012: $57,696Liabilities 2012: $0Net Assets 2012: $57,6962012Assets 2013: $52,883Liabilities 2013: $0Net Assets 2013: $52,8832013Assets 2014: $62,224Liabilities 2014: $0Net Assets 2014: $62,2242014Assets 2015: $56,984Liabilities 2015: $0Net Assets 2015: $56,9842015Assets 2016: $65,049Liabilities 2016: $0Net Assets 2016: $65,0492016Assets 2017: $56,589Liabilities 2017: $0Net Assets 2017: $56,5892017Assets 2018: $48,570Liabilities 2018: $0Net Assets 2018: $48,5702018Assets 2019: $36,617Liabilities 2019: $0Net Assets 2019: $36,6172019Assets 2020: $38,657Liabilities 2020: $0Net Assets 2020: $38,6572020

Highlighted filing

2020

Assets$38,657
Liabilities$0
Net Assets$38,657
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $80,376Expenses 2011: $78,502Net Income 2011: $1,8742011Revenue 2012: $75,768Expenses 2012: $71,720Net Income 2012: $4,0482012Revenue 2013: $88,108Expenses 2013: $92,921Net Income 2013: -$4,8132013Revenue 2014: $88,918Expenses 2014: $79,577Net Income 2014: $9,3412014Revenue 2015: $63,235Expenses 2015: $68,475Net Income 2015: -$5,2402015Revenue 2016: $70,223Expenses 2016: $62,158Net Income 2016: $8,0652016Revenue 2017: $62,877Expenses 2017: $71,337Net Income 2017: -$8,4602017Revenue 2018: $48,631Expenses 2018: $56,650Net Income 2018: -$8,0192018Revenue 2019: $56,634Expenses 2019: $68,587Net Income 2019: -$11,9532019Revenue 2020: $41,122Expenses 2020: $39,082Net Income 2020: $2,0402020

Highlighted filing

2020

Revenue$41,122
Expenses$39,082
Net Income$2,040
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,657
Liabilities
$0
Net assets
$38,657
Revenue
$41,122
Expenses
$39,082
Net income
$2,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$41.1$39.1$2.04
2019Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$56.6$68.6$12.0
2018Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$48.6$56.7$8.02
2017Detailed filing. Detailed filing data is available for this year.$56.6$0.00$56.6$62.9$71.3$8.46
2016Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$70.2$62.2$8.07
2015Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$63.2$68.5$5.24
2014Detailed filing. Detailed filing data is available for this year.$62.2$0.00$62.2$88.9$79.6$9.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.9$0.00$52.9$88.1$92.9$4.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.7$0.00$57.7$75.8$71.7$4.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.0$2.75$44.2$80.4$78.5$1.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.2
Gross Receipts
$50,309
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
FOSTER AND ENCOURAGE COMMUNITY SERVICE$0$39,081
CASH CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS, YOUTH ACTIVITIES AND SCHOLARSHIP FUNDS.$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSS LEBLANCPresident-$0--
MATT SIMPSONPresident Elect-$0--
JOHN ROPERSecretary-$0--
RON GRISSOMPast President-$0--
CHARLIE POTTSBoard Member-$0--
ANDY CORBINBoard Member-$0--
BRANDON LEWISBoard Member-$0--
JT EDWARDSBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Fort Walton Beach
EIN
59-6209660
Phone
8502430315
Address
PO BOX 892, FORT WALTON BEACH, FL 32549

Signing Officer

Name
Matt Simpson
Title
President
Phone
8502430315
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
45 EGLIN PARKWAY SUITE 301, FT WALTON BEACH, FL 32548
Preparer
Julia a Amend CPA
Phone
8502445121
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 62.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: other income. Amount: 50.”

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

“Description: dues. Amount: 7,506. Description: administrative services. Amount: 7,200. Description: meals. Amount: 17,990. Description: volunteers program. Amount: 481. Description: miscellaneous. Amount: 92. Description: taxes and licenses. Amount: 236. Description: office. Amount: 1,032. Description: service project. Amount: 1,696. Description: raffle expense. Amount: 850. Description: district assembly. Amount: 100. Description: pets. Amount: 1,120. Total to form 990-ez, line 16: 38,303.”

Raw XML Appendix147 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LORRAGENIA JACKSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08508339504
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 892
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WALTON BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032549
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036617
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038657
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02040
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036617
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038657
IRS990EZ/FundraisingGrossIncomeAmt06988
IRS990EZ/GrossReceiptsAmt050309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt062
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt043209
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036617
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038657
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036617
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038657
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
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/PersonNm0ROSS LEBLANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN ROPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RON GRISSOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLIE POTTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDY CORBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRANDON LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JT EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt038303
IRS990EZ/OtherRevenueTotalAmt050
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0129
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOSTER AND ENCOURAGE COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CASH CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS, YOUTH ACTIVITIES AND SCHOLARSHIP FUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039081
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09187
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2199
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039082
IRS990EZ/TotalProgramServiceExpensesAmt039081
IRS990EZ/TotalRevenueAmt041122
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 62.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUES. AMOUNT: 7,506. DESCRIPTION: ADMINISTRATIVE SERVICES. AMOUNT: 7,200. DESCRIPTION: MEALS. AMOUNT: 17,990. DESCRIPTION: VOLUNTEERS PROGRAM. AMOUNT: 481. DESCRIPTION: MISCELLANEOUS. AMOUNT: 92. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 236. DESCRIPTION: OFFICE. AMOUNT: 1,032. DESCRIPTION: SERVICE PROJECT. AMOUNT: 1,696. DESCRIPTION: RAFFLE EXPENSE. AMOUNT: 850. DESCRIPTION: DISTRICT ASSEMBLY. AMOUNT: 100. DESCRIPTION: PETS. AMOUNT: 1,120. TOTAL TO FORM 990-EZ, LINE 16: 38,303.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT SIMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08502430315
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL FORT WALTON BEACH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596209660
ReturnHeader/Filer/PhoneNum08502430315
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 892
ReturnHeader/Filer/USAddress/CityNm0FORT WALTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032549
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 EGLIN PARKWAY SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WALTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032548
ReturnHeader/PreparerPersonGrp/PhoneNum08502445121
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA A AMEND CPA
ReturnHeader/ReturnTs02021-05-13T16:07:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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