Civic Intelligence

Rotary International Fort Walton Beach

990EZ • Fiscal year 2017 • EIN 59-6209660

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

PO Box 892Fort Walton Beach, FL 32549

(850) 243-0315

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

20th percentile

-13%

Higher net margin than 20% 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

22nd percentile

-13%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

30th percentile

-10%

Faster revenue growth than 30% of similar nonprofits.

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

Assets

Down

$56,589

Down $8,460 (-13%) from 2016

Net Assets

Down

$56,589

Down $8,460 (-13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$62,877

Down $7,346 (-10%) from 2016

Expenses

Up

$71,337

Up $9,179 (+15%) from 2016

Net Income

Down

-$8,460

Down $16,525 (-205%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$56,589
Liabilities$0
Net Assets$56,589

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$62,877
Expenses$71,337
Net Income-$8,460
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$68,675
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
Foster and encourage community service$0$71,337
Cash Contributions to various charitable organizations, youth activities and scholarship funds.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie SharonPresident-$0--
Aaron WebberPresident Elect-$0--
Ron GrissomSecretary-$0--
Ross LeBlancTreasurer-$0--
Joe MeyerBoard Member-$0--
JT EdwardsBoard Member-$0--
Jan PooleyBoard Member-$0--
Matt SimpsonBoard Member-$0--
Andy CorbinBoard Member-$0--
Ross HamiltonBoard Member-$0--
Charles WestBoard Member-$0--
Matt TurpinBoard 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
Katie Sharon
Title
President
Phone
8502430315
Signed
2018-05-09
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: 68.

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

Description: Other income-EZ. Amount: 437.

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

Description: Dues. Amount: 8,837. Description: Administrative Services. Amount: 7,200. Description: Meals. Amount: 29,779. Description: Volunteers Program. Amount: 219. Description: Miscellaneous. Amount: 2,626. Description: Taxes and licenses. Amount: 361. Description: Office. Amount: 2,350. Description: Service Project. Amount: 11,879. Description: Raffle expense. Amount: 1,182. Description: Travel. Amount: 1,507. Description: President Changeover. Amount: 812. Description: Bad Debt. Amount: 3,015. Total to Form 990-EZ, line 16: 69,767.

Raw XML Appendix179 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08508339504
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 892
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Walton Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032549
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IRS990EZ/MembershipDuesAmt057194
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt056589
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
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/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Sharon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Aaron Webber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ron Grissom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ross LeBlanc
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joe Meyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JT Edwards
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jan Pooley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Matt Simpson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Andy Corbin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Ross Hamilton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Charles West
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Matt Turpin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11board Member
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt069767
IRS990EZ/OtherRevenueTotalAmt0437
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Community Service
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/ProgramServiceExpensesAmt071337
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05798
IRS990EZ/SpecialEventsNetIncomeLossAmt02178
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt071337
IRS990EZ/TotalProgramServiceExpensesAmt071337
IRS990EZ/TotalRevenueAmt062877
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 68.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Other income-EZ. Amount: 437.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Dues. Amount: 8,837. Description: Administrative Services. Amount: 7,200. Description: Meals. Amount: 29,779. Description: Volunteers Program. Amount: 219. Description: Miscellaneous. Amount: 2,626. Description: Taxes and licenses. Amount: 361. Description: Office. Amount: 2,350. Description: Service Project. Amount: 11,879. Description: Raffle expense. Amount: 1,182. Description: Travel. Amount: 1,507. Description: President Changeover. Amount: 812. Description: Bad Debt. Amount: 3,015. Total to Form 990-EZ, line 16: 69,767.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Katie Sharon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08502430315
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02D987792E458F03A728606045A1D25862BB6CC98
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.136.244.2
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:54:49
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/PreparationDt02018-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julia A Amend CPA
ReturnHeader/ReturnTs02018-05-15T10:25:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings