Civic Intelligence

The Vero Beach Rotary Foundation Inc.

990 • Fiscal year 2016 • EIN 65-6416241

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 28, 2016

Organization Profilen/a
PO Box 643224Vero Beach, FL 32964

(772) 231-2100

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

100th percentile

1307%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-7.0%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$202,993

Down $15,192 (-7.0%) from 2015

Net Assets

Down

$202,993

Down $15,192 (-7.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,239

Down $37,810 (-103%) from 2015

Expenses

Down

$14,951

Down $2,338 (-14%) from 2015

Net Income

Down

-$16,190

Down $35,472 (-184%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$400K$300K$200K$100K$0Assets 2012: $185,282Liabilities 2012: $02012Assets 2013: $199,544Liabilities 2013: $02013Assets 2014: $220,309Liabilities 2014: $02014Assets 2015: $218,185Liabilities 2015: $0Net Assets 2015: $218,1852015Assets 2016: $202,993Liabilities 2016: $0Net Assets 2016: $202,9932016Assets 2017: $267,428Liabilities 2017: $0Net Assets 2017: $267,4282017Assets 2018: $294,317Liabilities 2018: $0Net Assets 2018: $294,3172018Assets 2019: $293,760Liabilities 2019: $0Net Assets 2019: $293,7602019Assets 2020: $310,633Liabilities 2020: $0Net Assets 2020: $310,6332020Assets 2021: $383,931Liabilities 2021: $0Net Assets 2021: $383,9312021Assets 2022: $307,217Liabilities 2022: $0Net Assets 2022: $307,2172022Assets 2023: $315,201Liabilities 2023: $3,475Net Assets 2023: $311,7262023Assets 2024: $340,546Liabilities 2024: $3,500Net Assets 2024: $337,0462024Assets 2025: $352,251Liabilities 2025: $4,260Net Assets 2025: $347,9912025

Highlighted filing

2016

Assets$202,993
Liabilities$0
Net Assets$202,993
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2012: $17,944Expenses 2012: $9,487Net Income 2012: $8,4572012Revenue 2013: $24,092Expenses 2013: $20,446Net Income 2013: $3,6462013Revenue 2014: $28,310Expenses 2014: $25,530Net Income 2014: $2,7802014Revenue 2015: $36,571Expenses 2015: $17,289Net Income 2015: $19,2822015Revenue 2016: -$1,239Expenses 2016: $14,951Net Income 2016: -$16,1902016Revenue 2017: $72,938Expenses 2017: $18,182Net Income 2017: $54,7562017Revenue 2018: $63,727Expenses 2018: $44,716Net Income 2018: $19,0112018Revenue 2019: $18,945Expenses 2019: $22,179Net Income 2019: -$3,2342019Revenue 2020: $34,568Expenses 2020: $16,150Net Income 2020: $18,4182020Revenue 2021: $34,149Expenses 2021: $18,203Net Income 2021: $15,9462021Revenue 2022: $32,062Expenses 2022: $29,118Net Income 2022: $2,9442022Revenue 2023: $14,977Expenses 2023: $19,572Net Income 2023: -$4,5952023Revenue 2024: $23,239Expenses 2024: $24,529Net Income 2024: -$1,2902024Revenue 2025: $31,239Expenses 2025: $26,250Net Income 2025: $4,9892025

Highlighted filing

2016

Revenue-$1,239
Expenses$14,951
Net Income-$16,190
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 28, 2016
Return Version
2015v2.1
Gross Receipts
$344,019
Mission and Program Overview

Mission

Provide support to sec 501(c)(3) entities to support projects in indian river county

The Foundation donates to Sec 501(c)(3) charitable organizations and provides scholarships for the area's youth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$195,975$187,517▼ $8,458
Cash and Non-Interest-Bearing Accounts$12,499$8,809▼ $3,690
Savings and Temporary Cash Investments$9,711$6,667▼ $3,044
Total Assets$218,185$202,993▼ $15,192
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$217,485$201,443▼ $16,042
Temporarily Rstr Net Assets$700$1,550▲ $850
Total Net Assets Fund Balance$218,185$202,993▼ $15,192
Total Liabilities and Net Assets / Fund Balance$218,185$202,993▼ $15,192
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
John M CarrollChairman/Trustee
Daniel FourmontDirector/trustee
E Steven LauerDirector/Trustee
Elizabeth ThomasonDirector/Trustee
John SchumannDirector/Trustee
Norval StephensDirector/Trustee
Ted MullettDirector/Trustee
Scott AlexanderSecretary/Trustee
Kathryn BartonTreasurer/Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$8,156
Program Service Revenue
$0
Investment Income
$-9,395
Other Revenue
$0
All Other Contributions
$8,156
Change in Net Assets
$-16,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,400
Other Expenses$4,551
Total Fundraising Expense$75
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,400--$10,400
Fees for Service Investment Mgmnt Fees-$3,106-$3,106
Fees for Services Other-$1,370$75$1,445
Total Functional Expenses$10,400$4,476$75$14,951
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Indian River State College Foundation-501(c)(3)Scholarships$4,400
Scholarship Foundation of Indian River County-501(c)(3)Scholarship$2,500
Indian River Healthy Start-501(c)(3)Newborn Supplies$1,500
Gifford Youth Achievement Center-501(c)(3)Mentor Expenses$1,000
Salvation Army-501(c)(3)Sponsor of a Christmas Kettle$500
The Source-501(c)(3)Homeless assistance$500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“A copy of return and a financial statement is provided at a meeting or by email to directors with request that any questions by directed to the treasurer”

Form 990, Part VI, Section C, line 19

“Available upon request”

Filing and Contact Details

Filer

Filer Name
The Vero Beach Rotary
EIN
65-6416241
Phone
7722312100
Address
PO BOX 643224, VERO BEACH, FL 32964

Signing Officer

Name
Kathryn F Barton
Title
Treasurer
Phone
7725324797
Signed
2016-11-28

Organization Details

Principal Officer
John M Carroll
Formed
1992
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“rounding -2.”

Raw XML Appendix400 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.

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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Scholarship
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Salvation Army
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Gifford Youth Achievement Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Indian River Healthy Start
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3The Source
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Indian River State College Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Scholarship Foundation of Indian River County
IRS990ScheduleI/Total501c3OrgCnt06
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of return and a financial statement is provided at a meeting or by email to directors with request that any questions by directed to the treasurer
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2rounding -2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, line 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Rotary Club of Vero Beach Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0596155197
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Service Club
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 2013
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Vero Beach
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032961
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01100
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Vero Beach Rotary Club
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0700
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01550
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0218185
IRS990/TotalAssetsEOYAmt0202993
IRS990/TotalAssetsGrp/BOYAmt0218185
IRS990/TotalAssetsGrp/EOYAmt0202993
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt08156
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt075
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04476
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010400
IRS990/TotalFunctionalExpensesGrp/TotalAmt014951
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0218185
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0202993
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt010400
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-9395
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-1239
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0218185
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0202993
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0217485
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0201443
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0836 Bougainvillea Ln
IRS990/USAddress/CityNm0Vero Beach
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032963
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathryn F Barton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07725324797
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VERO BEACH ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITIES FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0VERO
ReturnHeader/Filer/EIN0656416241
ReturnHeader/Filer/PhoneNum07722312100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 643224
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032964
ReturnHeader/ReturnTs02016-12-09T10:35:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$202,993
Liabilities
$0
Net assets
$202,993
Revenue
-$1,239
Expenses
$14,951
Net income
-$16,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.52$0.04$3.48$0.31$0.26$0.05
2024Detailed filing. Detailed filing data is available for this year.$3.41$0.04$3.37$0.23$0.25$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.15$0.03$3.12$0.15$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.32$0.29$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.34$0.18$0.16
2020Summary only. Only limited summary data is available for this year.$3.11$0.00$3.11$0.35$0.16$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.19$0.22$0.03
2018Summary only. Only limited summary data is available for this year.$2.94$0.00$2.94$0.64$0.45$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.73$0.18$0.55
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.01$0.15$0.16
2015Summary only. Only limited summary data is available for this year.$2.18$0.00$2.18$0.37$0.17$0.19
2014Summary only. Only limited summary data is available for this year.$2.20$0.00$0.28$0.26$0.03
2013Summary only. Only limited summary data is available for this year.$2.00$0.00$0.24$0.20$0.04
2012Summary only. Only limited summary data is available for this year.$1.85$0.00$0.18$0.09$0.08