Civic Intelligence

Rotary International-Florence

990EZ • Fiscal year 2015 • EIN 63-6066332

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 30, 2015

Organization ProfileN/A
P O Box 329Florence, AL 35631

(256) 767-0095

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

88th percentile

36%

Faster asset growth than 88% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

-1.5%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$51,557

Up $13,718 (+36%) from 2014

Net Assets

Up

$51,557

Up $13,718 (+36%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Down

$116,432

Down $1,781 (-1.5%) from 2014

Expenses

Down

$102,714

Down $22,916 (-18%) from 2014

Net Income

Up

$13,718

Up $21,135 (+285%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$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

2015

Assets$51,557
Liabilities-
Net Assets$51,557
Open 2015 Filing

Operations Trend

Revenue Growth45th percentile

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

2015

Revenue$116,432
Expenses$102,714
Net Income$13,718
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 30, 2015
Return Version
2014v5.0
Gross Receipts
$116,432
Mission and Program Overview

Mission

Exempt club organization--rotary

Program Services

DescriptionGrantsExpenses
LOCAL CHAPTER OF ROTARY INTERNATIONAL$17,032$102,714
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAY MIZEPresident-$0--
DOT KINGSecretary-$0--
KEITH FRASERTreasurer-$0--
SCOTT MORRISPresident-El-$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
Clay Mize
Title
President
Signed
2015-10-30

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary foundation p o box 329 florence, al 35630 5,003 0 0 nwscc scholar dollars 475 south seminary florence, al 35630 10,004 0 0”

Form 990-ez, Part I, Line 16

“Expenses district conventions/meetings 200 supplies 1,577 member meals 63,100 district dues 16,897 rotary clock maintenance 550 bank fees 105 local dues 275 flotarian cost/mailing 780 non-investment depreciation 180 total 83,664”

Form 990-ez, Part II, Line 24

“3,094 3,094 less accumulated depreciation 2,643 2,823 total 451 271”

Raw XML Appendix100 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/BOYAmt037388
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051286
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013718
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02018
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037839
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051557
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017032
IRS990EZ/GrossReceiptsAmt0116432
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0116432
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037839
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051557
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037839
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051557
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLAY MIZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOT KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEITH FRASER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT-EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0451
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0271
IRS990EZ/OtherExpensesTotalAmt083664
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EXEMPT CLUB ORGANIZATION--ROTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL CHAPTER OF ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017032
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0102714
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102714
IRS990EZ/TotalProgramServiceExpensesAmt0102714
IRS990EZ/TotalRevenueAmt0116432
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY FOUNDATION P O BOX 329 FLORENCE, AL 35630 5,003 0 0 NWSCC SCHOLAR DOLLARS 475 SOUTH SEMINARY FLORENCE, AL 35630 10,004 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES DISTRICT CONVENTIONS/MEETINGS 200 SUPPLIES 1,577 MEMBER MEALS 63,100 DISTRICT DUES 16,897 ROTARY CLOCK MAINTENANCE 550 BANK FEES 105 LOCAL DUES 275 FLOTARIAN COST/MAILING 780 NON-INVESTMENT DEPRECIATION 180 TOTAL 83,664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23,094 3,094 LESS ACCUMULATED DEPRECIATION 2,643 2,823 TOTAL 451 271
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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAY MIZE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-30
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/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/PreparationDt02015-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RITA M PRINCE CPA
ReturnHeader/ReturnTs02015-11-05T08:39:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,557
Liabilities
-
Net assets
$51,557
Revenue
$116,432
Expenses
$102,714
Net income
$13,718
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