Civic Intelligence

Big Pine and Lower Keys Rotary Inc

990EZ • Fiscal year 2016 • EIN 65-1068068

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization ProfileN/A
PO Box 431957Big Pine Key, FL 33043

(305) 745-1841

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

91st percentile

37%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

22%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$65,018

Up $10,063 (+18%) from 2015

Net Assets

Up

$64,523

Up $10,718 (+20%) from 2015

Liabilities

Down

$495

Down $655 (-57%) from 2015

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin91st percentile

Revenue

Up

$28,929

Up $5,181 (+22%) from 2015

Expenses

Down

$18,211

Down $2,738 (-13%) from 2015

Net Income

Up

$10,718

Up $7,919 (+283%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$80K$60K$40K$20K$0Assets 2010: $55,735Liabilities 2010: $6,000Net Assets 2010: $49,7352010Assets 2011: $57,109Liabilities 2011: $2,042Net Assets 2011: $55,0672011Assets 2015: $54,955Liabilities 2015: $1,150Net Assets 2015: $53,8052015Assets 2016: $65,018Liabilities 2016: $495Net Assets 2016: $64,5232016

Highlighted filing

2016

Assets$65,018
Liabilities$495
Net Assets$64,523
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$60K$40K$20K$0Expenses 2010: $34,4142010Revenue 2011: $40,128Expenses 2011: $34,796Net Income 2011: $5,3322011Revenue 2015: $23,748Expenses 2015: $20,949Net Income 2015: $2,7992015Revenue 2016: $28,929Expenses 2016: $18,211Net Income 2016: $10,7182016

Highlighted filing

2016

Revenue$28,929
Expenses$18,211
Net Income$10,718
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$45,709
Mission and Program Overview

Mission

Focusing on the betterment of our community by donating to various non-profit groups, scholarships for our kids, creating events in our community for great family fun, and much, much, more.

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO VARIOUS LOCAL COMMUNITY GROUPS TO ENHANCE THE SOCIAL WELFARE OF THE COMMUNITY.$24,956$17,363
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA CANTLERPresident-$0--
DENISE BAYSSecretary/TreasurerPT$0--
STEPHEN ESTESPresident Elect-$0--
SHANA CASEYDirector-$0--
SUSAN EANESDirector-$0--
JEFF SHARPDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
4th of July$20,921$20,921$15,260$5,661
Total Events$20,921$20,921$16,781$4,140
Filing and Contact Details

Filer

Filer Name
Big Pine and Lower Keys Rotary Club
EIN
65-1068068
Phone
3057451841
Address
PO Box 431957, Big Pine Key, FL 33043

Signing Officer

Name
Denise M Bays
Title
Treasurer
Phone
3057451841
Signed
2016-11-14

Preparer

Firm
Patience Accounting & Tax Services
Address
P O Box 420503, Summerland Key, FL 33042
Preparer
Denise M Bays Ea
Phone
3057451841
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“Program Services and Management Expenses”

Form 990EZ, Part I, Line 16

“Cash Awards 2100.”

Form 990EZ, Part I, Line 16

“Memberships Awards 982.”

Form 990EZ, Part I, Line 16

“Noncash Awards 112.”

Form 990EZ, Part I, Line 16

“Office Supplies 16.”

Form 990EZ, Part I, Line 16

“Registrations & Dues 3334.”

Form 990EZ, Part I, Line 16

“Supplies 1493.”

Form 990EZ, Part I, Line 16

“Weekly Meeting Expense 10106.”

Form 990EZ, Part II, Line 24

“Accounts Receivable 2624. 3046.”

Form 990EZ, Part II, Line 24

“Furniture/Equipment 25601. 26106.”

Form 990EZ, Part II, Line 26

“Paul Harris Payable 1150. 495.”

Raw XML Appendix153 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/PersonNm0PATIENCE ACCOUNTING TAX SERVICES
IRS990EZ/BooksInCareOfDetail/PhoneNum03057451841
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0540 Key Deer Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Big Pine Key
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033043
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026730
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035866
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02405
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010718
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054955
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065018
IRS990EZ/FundraisingGrossIncomeAmt020921
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt045709
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt033
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05119
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053805
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064523
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053805
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064523
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHEILA CANTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENISE BAYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN ESTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANA CASEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN EANES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFF SHARP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt028225
IRS990EZ/OtherAssetsTotalDetail/EOYAmt029152
IRS990EZ/OtherExpensesTotalAmt018143
IRS990EZ/PrimaryExemptPurposeTxt0Focusing on the betterment of our community by donating to various non-profit groups, scholarships for our kids, creating events in our community for great family fun, and much, much, more.
IRS990EZ/PrintingPublicationsPostageAmt068
IRS990EZ/ProgramServiceRevenueAmt017231
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO VARIOUS LOCAL COMMUNITY GROUPS TO ENHANCE THE SOCIAL WELFARE OF THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024956
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017363
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt016780
IRS990EZ/SpecialEventsNetIncomeLossAmt04141
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01150
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0495
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018211
IRS990EZ/TotalProgramServiceExpensesAmt017363
IRS990EZ/TotalRevenueAmt028929
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016781
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01200
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm04th of July
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0321
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020921
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04140
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015260
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015260
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt0Patience Accounting & Tax Services
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO Box 420503
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Summerland Key
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0FL
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd033042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Services and Management Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Cash Awards 2100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Memberships Awards 982.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Noncash Awards 112.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Supplies 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Registrations & Dues 3334.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies 1493.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Weekly Meeting Expense 10106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable 2624. 3046.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Furniture/Equipment 25601. 26106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Paul Harris Payable 1150. 495.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE M BAYS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03057451841
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Big Pine and Lower Keys Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0BIGP
ReturnHeader/Filer/EIN0651068068
ReturnHeader/Filer/PhoneNum03057451841
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 431957
ReturnHeader/Filer/USAddress/CityNm0Big Pine Key
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patience Accounting & Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 420503
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Summerland Key
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033042
ReturnHeader/PreparerPersonGrp/PhoneNum03057451841
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE M BAYS EA
ReturnHeader/ReturnTs02016-11-14T10:40:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,018
Liabilities
$495
Net assets
$64,523
Revenue
$28,929
Expenses
$18,211
Net income
$10,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$65.0$0.50$64.5$28.9$18.2$10.7
2015Detailed filing. Detailed filing data is available for this year.$55.0$1.15$53.8$23.7$20.9$2.80
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.1$2.04$55.1$40.1$34.8$5.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.7$6.00$49.7$34.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits