Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 65-0656623

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 30, 2014

Organization ProfileN/A
P O Box 415Palm Beach, FL 33480

(561) 799-6154

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

19th percentile

-15%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-12%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$22,533

Down $4,074 (-15%) from 2013

Net Assets

Down

$22,533

Down $4,074 (-15%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin44th percentile

Revenue

Down

$50,770

Down $6,831 (-12%) from 2013

Expenses

Down

$50,353

Down $3,281 (-6.1%) from 2013

Net Income

Down

$417

Down $3,550 (-89%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$30K$20K$10K$0Assets 2013: $26,607Liabilities 2013: $0Net Assets 2013: $26,6072013Assets 2014: $22,533Liabilities 2014: $0Net Assets 2014: $22,5332014Assets 2015: $21,884Liabilities 2015: $0Net Assets 2015: $21,8842015Assets 2016: $15,461Liabilities 2016: $0Net Assets 2016: $15,4612016Assets 2017: $14,046Liabilities 2017: $507Net Assets 2017: $13,5392017Assets 2019: $6,473Liabilities 2019: $5,522Net Assets 2019: $9512019

Highlighted filing

2014

Assets$22,533
Liabilities$0
Net Assets$22,533
Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

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

$100K$50K$0-$50KRevenue 2013: $57,601Expenses 2013: $53,634Net Income 2013: $3,9672013Revenue 2014: $50,770Expenses 2014: $50,353Net Income 2014: $4172014Revenue 2015: $42,357Expenses 2015: $49,839Net Income 2015: -$7,4822015Revenue 2016: $39,915Expenses 2016: $46,158Net Income 2016: -$6,2432016Revenue 2017: $39,200Expenses 2017: $41,121Net Income 2017: -$1,9212017Revenue 2019: $61,224Expenses 2019: $85,940Net Income 2019: -$24,7162019

Highlighted filing

2014

Revenue$50,770
Expenses$50,353
Net Income$417
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 30, 2014
Return Version
2013v3.1
Gross Receipts
$50,770
Mission and Program Overview

Mission

Support community/rotary programs

Support community & rotary prog

Program Services

DescriptionGrantsExpenses
ESTABLISH PALM BEACH FLAGLER ROTARY FOUNDATION AND CONTRIBUTE TO LOCAL & INTERNATIONAL PROJECTS-$14
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OZZIE OSBORNEPresident-$0--
DANIEL KAHANVice President-$0--
LEE GORDONSecretary-$0--
CHARLES CONTESSATreasurer-$0--
DUSTY MACBETHPresident Elect-$0--
STANTON COLLEMERDirector-$0--
CHUNG WONGDirector-$0--
LISA KLINE GOLDSTEINDirector-$0--
JOHN ONEILDirector-$0--
CAROLINE EATONDirector-$0--
ROBI JURNEYPast President-$0--
GRAHAM WHITFIELDSergeant At Arms-$0--
Filing and Contact Details

Filer

EIN
65-0656623
Phone
5617996154

Signing Officer

Name
Charles Contessa
Title
Treasurer
Signed
2014-10-30
Discuss with paid preparer
Yes

Preparer

Preparer
Anita E Manuel
Phone
5616555777
Supplemental Narrative

Additional Explanations

Form 990EZ Line 10 Contributions

“Form 990ez line 10 contributions palm beach foundation 14.00”

Form 990EZ Line 16 Other Expenses

“Form 990ez line 16 other expenses meeting expense 26926.00 ri dues 6514.00 license & merchant fees 219.00”

Form 990EZ Line 16 Other Expenses

“Website 406.00 program expense 1925.00 conference expense 4786.00 total expense 40776.00”

Form 990EZ Line 20 Other Changes

“Form 990ez line 20 other changes bookkeeing adjustments to a/p & a/r (4991.00)”

Raw XML Appendix133 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/PersonNm0COLLEEN GREAR
IRS990EZ/BooksInCareOfDetail/PhoneNum05612367198
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine108921 DANIA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0PALM BEACH GARDENS
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode033410
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026607
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022533
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0417
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08850
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026607
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022533
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014
IRS990EZ/GrossReceiptsAmt050770
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08043
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026607
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022533
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026607
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022533
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt74
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt84
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt94
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt104
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt114
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0OZZIE OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL KAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEE GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLES CONTESSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DUSTY MACBETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STANTON COLLEMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHUNG WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LISA KLINE GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOHN ONEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CAROLINE EATON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ROBI JURNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11GRAHAM WHITFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SERGEANT AT ARMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-4491
IRS990EZ/OtherExpensesTotalAmt040776
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT COMMUNITY & ROTARY PROG
IRS990EZ/PrintingPublicationsPostageAmt0713
IRS990EZ/ProgramServiceRevenueAmt042723
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ESTABLISH PALM BEACH FLAGLER ROTARY FOUNDATION AND CONTRIBUTE TO LOCAL & INTERNATIONAL PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050353
IRS990EZ/TotalProgramServiceExpensesAmt014
IRS990EZ/TotalRevenueAmt050770
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990EZ LINE 10 CONTRIBUTIONS PALM BEACH FOUNDATION 14.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990EZ LINE 16 OTHER EXPENSES MEETING EXPENSE 26926.00 RI DUES 6514.00 LICENSE & MERCHANT FEES 219.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE 406.00 PROGRAM EXPENSE 1925.00 CONFERENCE EXPENSE 4786.00 TOTAL EXPENSE 40776.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990EZ LINE 20 OTHER CHANGES BOOKKEEING ADJUSTMENTS TO A/P & A/R (4991.00)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ LINE 10 CONTRIBUTIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ LINE 20 OTHER CHANGES
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES CONTESSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10PALM BEACH FLAGLER ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0650656623
ReturnHeader/Filer/PhoneNum05617996154
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 415
ReturnHeader/Filer/USAddress/City0PALM BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033480
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591305390
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PALM BEACH TAX GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1044 COCOANUT ROW STE T5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033480
ReturnHeader/PreparerPersonGrp/PhoneNum05616555777
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANITA E MANUEL
ReturnHeader/ReturnTs02014-11-07T11:47:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,533
Liabilities
$0
Net assets
$22,533
Revenue
$50,770
Expenses
$50,353
Net income
$417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$6.47$5.52$0.95$61.2$85.9$24.7
2017Detailed filing. Detailed filing data is available for this year.$14.0$0.51$13.5$39.2$41.1$1.92
2016Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$39.9$46.2$6.24
2015Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$42.4$49.8$7.48
2014Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$50.8$50.4$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$0.00$26.6$57.6$53.6$3.97