Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 61-6054804

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 30, 2021

Organization ProfileFLORENCEROTARY.ORG
PO Box 6027Florence, KY 41022

(859) 283-5560

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

62nd percentile

16%

Higher net margin than 62% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

80th percentile

27%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-31%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$14,755

Up $3,181 (+27%) from 2020

Net Assets

Up

$14,755

Up $3,181 (+27%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin62nd percentile

Revenue

Down

$19,869

Down $8,727 (-31%) from 2020

Expenses

Down

$16,690

Down $19,358 (-54%) from 2020

Net Income

Up

$3,179

Up $10,631 (+143%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$30K$20K$10K$0Assets 2010: $13,945Liabilities 2010: $02010Assets 2011: $13,515Liabilities 2011: $02011Assets 2012: $7,708Liabilities 2012: $02012Assets 2013: $12,959Liabilities 2013: $02013Assets 2014: $6,327Net Assets 2014: $6,3272014Assets 2015: $9,943Net Assets 2015: $9,9432015Assets 2016: $7,090Liabilities 2016: $02016Assets 2017: $13,537Liabilities 2017: $02017Assets 2018: $25,351Net Assets 2018: $25,3512018Assets 2019: $19,027Net Assets 2019: $19,0272019Assets 2020: $11,574Net Assets 2020: $11,5742020Assets 2021: $14,755Net Assets 2021: $14,7552021

Highlighted filing

2021

Assets$14,755
Liabilities-
Net Assets$14,755
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $47,386Expenses 2010: $49,118Net Income 2010: -$1,7322010Revenue 2011: $43,540Expenses 2011: $43,971Net Income 2011: -$4312011Revenue 2012: $39,787Expenses 2012: $45,594Net Income 2012: -$5,8072012Revenue 2013: $48,040Expenses 2013: $42,789Net Income 2013: $5,2512013Revenue 2014: $38,005Expenses 2014: $44,637Net Income 2014: -$6,6322014Revenue 2015: $56,730Expenses 2015: $53,114Net Income 2015: $3,6162015Revenue 2016: $52,255Expenses 2016: $55,110Net Income 2016: -$2,8552016Revenue 2017: $55,915Expenses 2017: $49,467Net Income 2017: $6,4482017Revenue 2018: $61,032Expenses 2018: $49,367Net Income 2018: $11,6652018Revenue 2019: $49,470Expenses 2019: $55,398Net Income 2019: -$5,9282019Revenue 2020: $28,596Expenses 2020: $36,048Net Income 2020: -$7,4522020Revenue 2021: $19,869Expenses 2021: $16,690Net Income 2021: $3,1792021

Highlighted filing

2021

Revenue$19,869
Expenses$16,690
Net Income$3,179
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 30, 2021
Return Version
2020v4.0
Gross Receipts
$19,869
Mission and Program Overview

Mission

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

Program Services

DescriptionGrantsExpenses
A COMMITMENT TO SERVICE ABOVE SELF IS ACHIEVED THROUGH CLUB SERVICE (MEMBERSHIP & TRAINING), VOCATIONAL SERVICE, COMMUNITY SERVICE, INTERNATIONAL SERVICE, AND NEW GENERATIONS SERVICE.-$14,476
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUANE FROELICHERPresident El-$0--
CARRIE HERRMANNSecretary-$0--
IAN ADDINGTONTreasurer-$0--
PETER WEICKGENANNTPresident-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
61-6054804
Phone
8592835560
Address
PO BOX 6027, FLORENCE, KY 41022

Signing Officer

Name
Ian Addington
Title
Treasurer
Phone
8593712900
Signed
2021-09-30
Discuss with paid preparer
Yes

Preparer

Firm
STITH WIMSATT & ASSOCIATES CPA'S
Address
PO BOX 455, FLORENCE, KY 41022
Preparer
J Whitney Stith CPA
Phone
8592835560
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Patron ads/web sponsor 2,300 uncategorized income 1,211 lunch - guest & foundation 105 social outings collection 85 quarterly community serv prtn 40 total 3,741”

Form 990-ez, Part I, Line 16

“Expenses awards/gifts/floral 420 dacdb-annual subscription 349 dues paid to rotary dist 1,602 dues paid to rotary intl 7,312 meal expense hilton 284 omega processing 161 p o box rental fee 322 quarterly csp - payout 173 software quickbooks 507 website 489 teacher of the year 1,481 scholarship donations 1,465 citizen of the year 1,075 legal & professional serv 1,050 total 16,690”

Form 990-ez, Part III

“To provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.”

Raw XML Appendix108 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DUANE FROELICHER
CompensationExplanation/CompensationExplanationGrp/PersonNm1CARRIE HERRMANN
CompensationExplanation/CompensationExplanationGrp/PersonNm2IAN ADDINGTON
CompensationExplanation/CompensationExplanationGrp/PersonNm3PETER WEICKGENANNT
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0FLORENCE ROTARY CLUB
IRS990EZ/BooksInCareOfDetail/PhoneNum08592835560
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6207
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FLORENCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd041022
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011576
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014755
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03650
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03179
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011576
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014755
IRS990EZ/GrossReceiptsAmt019869
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012478
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011576
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014755
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011576
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014755
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DUANE FROELICHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARRIE HERRMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IAN ADDINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETER WEICKGENANNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016690
IRS990EZ/OtherRevenueTotalAmt03741
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A COMMITMENT TO SERVICE ABOVE SELF IS ACHIEVED THROUGH CLUB SERVICE (MEMBERSHIP & TRAINING), VOCATIONAL SERVICE, COMMUNITY SERVICE, INTERNATIONAL SERVICE, AND NEW GENERATIONS SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014476
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016690
IRS990EZ/TotalProgramServiceExpensesAmt014476
IRS990EZ/TotalRevenueAmt019869
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0FLORENCEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PATRON ADS/WEB SPONSOR 2,300 UNCATEGORIZED INCOME 1,211 LUNCH - GUEST & FOUNDATION 105 SOCIAL OUTINGS COLLECTION 85 QUARTERLY COMMUNITY SERV PRTN 40 TOTAL 3,741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES AWARDS/GIFTS/FLORAL 420 DACDB-ANNUAL SUBSCRIPTION 349 DUES PAID TO ROTARY DIST 1,602 DUES PAID TO ROTARY INTL 7,312 MEAL EXPENSE HILTON 284 OMEGA PROCESSING 161 P O BOX RENTAL FEE 322 QUARTERLY CSP - PAYOUT 173 SOFTWARE QUICKBOOKS 507 WEBSITE 489 TEACHER OF THE YEAR 1,481 SCHOLARSHIP DONATIONS 1,465 CITIZEN OF THE YEAR 1,075 LEGAL & PROFESSIONAL SERV 1,050 TOTAL 16,690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IAN ADDINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08593712900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FLORENCE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0616054804
ReturnHeader/Filer/PhoneNum08592835560
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6027
ReturnHeader/Filer/USAddress/CityNm0FLORENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041022
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470875069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STITH WIMSATT & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 455
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041022
ReturnHeader/PreparerPersonGrp/PhoneNum08592835560
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J WHITNEY STITH CPA
ReturnHeader/ReturnTs02021-10-12T09:25:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0IAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ADDINGTON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,755
Liabilities
-
Net assets
$14,755
Revenue
$19,869
Expenses
$16,690
Net income
$3,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$14.8$14.8$19.9$16.7$3.18
2020Detailed filing. Detailed filing data is available for this year.$11.6$11.6$28.6$36.0$7.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$19.0$49.5$55.4$5.93
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.4$25.4$61.0$49.4$11.7
2017Summary only. Only limited summary data is available for this year.$13.5$0.00$55.9$49.5$6.45
2016Summary only. Only limited summary data is available for this year.$7.09$0.00$52.3$55.1$2.86
2015Detailed filing. Detailed filing data is available for this year.$9.94$9.94$56.7$53.1$3.62
2014Detailed filing. Detailed filing data is available for this year.$6.33$6.33$38.0$44.6$6.63
2013Summary only. Only limited summary data is available for this year.$13.0$0.00$48.0$42.8$5.25
2012Summary only. Only limited summary data is available for this year.$7.71$0.00$39.8$45.6$5.81
2011Summary only. Only limited summary data is available for this year.$13.5$0.00$43.5$44.0$0.43
2010Summary only. Only limited summary data is available for this year.$13.9$0.00$47.4$49.1$1.73