Civic Intelligence

Rotary International-Florence

EIN 63-6066332 • 501(c)4 • Florence, AL

Profile

Exempt club organization--rotary

P O Box 329Florence, AL 35631

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

35th percentile

-5.8%

Higher net margin than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

33rd percentile

-10%

Faster asset growth than 33% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

53rd percentile

1.7%

Faster revenue growth than 53% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$56,642

Down $6,527 (-10%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$56,642

Down $6,527 (-10%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Up

$113,428

Up $1,862 (+1.7%) from 2024

Expenses

Down

$119,955

Down $29 (-0.0%) from 2024

Net Income

Up

-$6,527

Up $1,891 (+22%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$150K$100K$50K$0Assets 2011: $67,375Net Assets 2011: $67,3752011Assets 2012: $49,076Net Assets 2012: $49,0762012Assets 2013: $45,256Net Assets 2013: $45,2562013Assets 2014: $37,839Net Assets 2014: $37,8392014Assets 2015: $51,557Net Assets 2015: $51,5572015Assets 2016: $64,957Net Assets 2016: $64,9572016Assets 2017: $71,403Net Assets 2017: $71,4032017Assets 2018: $101,347Net Assets 2018: $101,3472018Assets 2019: $92,800Net Assets 2019: $92,8002019Assets 2020: $96,240Net Assets 2020: $96,2402020Assets 2021: $80,729Net Assets 2021: $80,7292021Assets 2022: $72,101Net Assets 2022: $72,1012022Assets 2023: $71,587Net Assets 2023: $71,5872023Assets 2024: $63,169Net Assets 2024: $63,1692024Assets 2025: $56,642Net Assets 2025: $56,6422025

Highlighted filing

2025

Assets$56,642
Liabilities-
Net Assets$56,642
Open 2025 Filing

Operations Trend

Revenue Growth53rd percentile

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

$200K$100K$0-$100KRevenue 2011: $122,728Expenses 2011: $104,230Net Income 2011: $18,4982011Revenue 2012: $107,422Expenses 2012: $125,721Net Income 2012: -$18,2992012Revenue 2013: $118,581Expenses 2013: $122,401Net Income 2013: -$3,8202013Revenue 2014: $118,213Expenses 2014: $125,630Net Income 2014: -$7,4172014Revenue 2015: $116,432Expenses 2015: $102,714Net Income 2015: $13,7182015Revenue 2016: $135,940Expenses 2016: $122,540Net Income 2016: $13,4002016Revenue 2017: $164,345Expenses 2017: $157,899Net Income 2017: $6,4462017Revenue 2018: $192,272Expenses 2018: $162,328Net Income 2018: $29,9442018Revenue 2019: $174,212Expenses 2019: $182,759Net Income 2019: -$8,5472019Revenue 2020: $114,532Expenses 2020: $111,092Net Income 2020: $3,4402020Revenue 2021: $54,927Expenses 2021: $70,438Net Income 2021: -$15,5112021Revenue 2022: $169,543Expenses 2022: $178,171Net Income 2022: -$8,6282022Revenue 2023: $104,236Expenses 2023: $104,750Net Income 2023: -$5142023Revenue 2024: $111,566Expenses 2024: $119,984Net Income 2024: -$8,4182024Revenue 2025: $113,428Expenses 2025: $119,955Net Income 2025: -$6,5272025

Highlighted filing

2025

Revenue$113,428
Expenses$119,955
Net Income-$6,527
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,642
Liabilities
-
Net assets
$56,642
Revenue
$113,428
Expenses
$119,955
Net income
-$6,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.13$1.20$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.63$1.12$1.20$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.72$1.04$1.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.72$1.70$1.78$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.55$0.70$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.96$1.15$1.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.74$1.83$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.01$1.01$1.92$1.62$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.71$1.64$1.58$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.65$1.36$1.23$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.52$1.16$1.03$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.38$1.18$1.26$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.45$1.19$1.22$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.49$1.07$1.26$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.67$1.23$1.04$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 6, 2026
Return Version
2024v5.0
Gross Receipts
$114,384
Mission and Program Overview

Mission

Exempt club organization--rotary

Program Services

DescriptionGrantsExpenses
LOCAL CHAPTER OF ROTARY INTERNATIONAL$36,041$119,955
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON PATRICKTreasurer-$0--
LEWIS VON HERRMANPresident-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International-florence
EIN
63-6066332
Address
P O BOX 329, FLORENCE, AL 35631

Signing Officer

Name
Jason Patrick
Title
Treasurer
Signed
2026-01-06

Preparer

Firm
Patterson Prince and Associates Pc
Address
475 S SEMINARY STREET, FLORENCE, AL 35630
Preparer
Joshua H Russell CPA
Phone
2567668915
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: rotary foundation address: p o box 329 florence, al 35630 cash contribution: 6,581 name: shoals scholar dollars address: 475 south seminary florence, al 35630 cash contribution: 20,052”

Form 990-ez, Part I, Line 16

“Expenses district dues 14,272 supplies 2,285 computer/software exp 214 rotary clock maintenance 850 district conventions/meet 3,886 bank fees 50 member meals 59,457 total 81,014”

Form 990-ez, Part II, Line 24

“3,094 3,094 less accumulated depreciation 3,094 3,094 total 0 0”

Raw XML Appendix95 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/BooksInCareOfDetail/PersonNm0KEITH FRASER
IRS990EZ/BooksInCareOfDetail/PhoneNum02567670095
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0INDIAN SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FLORENCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063169
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056642
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0103975
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6527
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02900
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063169
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056642
IRS990EZ/FundraisingGrossIncomeAmt09659
IRS990EZ/GrantsAndSimilarAmountsPaidAmt036041
IRS990EZ/GrossReceiptsAmt0114384
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0750
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063169
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056642
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063169
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056642
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON PATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEWIS VON HERRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt081014
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EXEMPT CLUB ORGANIZATION--ROTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL CHAPTER OF ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt036041
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0119955
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0956
IRS990EZ/SpecialEventsNetIncomeLossAmt08703
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119955
IRS990EZ/TotalProgramServiceExpensesAmt0119955
IRS990EZ/TotalRevenueAmt0113428
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: ROTARY FOUNDATION ADDRESS: P O BOX 329 FLORENCE, AL 35630 CASH CONTRIBUTION: 6,581 NAME: SHOALS SCHOLAR DOLLARS ADDRESS: 475 SOUTH SEMINARY FLORENCE, AL 35630 CASH CONTRIBUTION: 20,052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES DISTRICT DUES 14,272 SUPPLIES 2,285 COMPUTER/SOFTWARE EXP 214 ROTARY CLOCK MAINTENANCE 850 DISTRICT CONVENTIONS/MEET 3,886 BANK FEES 50 MEMBER MEALS 59,457 TOTAL 81,014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23,094 3,094 LESS ACCUMULATED DEPRECIATION 3,094 3,094 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON PATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL-FLORENCE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0636066332
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 329
ReturnHeader/Filer/USAddress/CityNm0FLORENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035631
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631134175
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATTERSON PRINCE AND ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 S SEMINARY STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035630
ReturnHeader/PreparerPersonGrp/PhoneNum02567668915
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA H RUSSELL CPA
ReturnHeader/ReturnTs02026-01-12T17:34:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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