Civic Intelligence

The Vero Beach Rotary Foundation Inc.

990 • Fiscal year 2017 • EIN 65-6416241

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 20, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Assets

Up

$267,428

Up $64,435 (+32%) from 2016

Net Assets

Up

$267,428

Up $64,435 (+32%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$72,938

Up $74,177 (+5987%) from 2016

Expenses

Up

$18,182

Up $3,231 (+22%) from 2016

Net Income

Up

$54,756

Up $70,946 (+438%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$267,428
Liabilities$0
Net Assets$267,428

Operations Trend

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

2017

Revenue$72,938
Expenses$18,182
Net Income$54,756
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 20, 2017
Return Version
2016v3.0
Gross Receipts
$464,569
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$187,517$199,920▲ $12,403
Cash and Non-Interest-Bearing Accounts$8,809$49,139▲ $40,330
Savings and Temporary Cash Investments$6,667$15,650▲ $8,983
Accounts Receivable-$2,719-
Total Assets$202,993$267,428▲ $64,435
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$201,443$265,414▲ $63,971
Temporarily Rstr Net Assets$1,550$2,014▲ $464
Total Net Assets Fund Balance$202,993$267,428▲ $64,435
Total Liabilities and Net Assets / Fund Balance$202,993$267,428▲ $64,435
Compensation and Service Providers

Board Members and Trustees

NameTitle
Scott Alexanderchairman/Trustee
Daniel FourmontDirector/trustee
E Steven LauerDirector/Trustee
John M Carrolldirector/Trustee
John SchumannDirector/Trustee
Norval StephensDirector/Trustee
Russell TwissDirector/Trustee
Ted MullettDirector/Trustee
Elizabeth Thomasonsecretary/trustee
Kathryn BartonTreasurer/Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$37,479
Program Service Revenue
$0
Investment Income
$14,962
Other Revenue
$20,497
All Other Contributions
$8,054
Change in Net Assets
$54,756
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,123
Other Expenses$4,059
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,123--$14,123
Fees for Service Investment Mgmnt Fees-$3,256-$3,256
Other Expenses-$292-$292
Fees for Services Other-$275-$275
Office Expenses-$236-$236
Total Functional Expenses$14,123$4,059$0$18,182
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boys and Girls Club of Indian River Countyvero beach, FL501(c)(3)Donated funds for 10 children to attend Boys & Girls Club summer camp$6,000
Scholarship Foundation of Indian River Countyvero beach, FL501(c)(3)Donation for Academic college scholarship$2,500
Treasure Coast Community Health Foundationvero beach, FL501(c)(3)Dental Hygiene for Indigent children$2,000
Feed the Lambs-501(c)(3)Provide Mentoring and tutoring$1,000
Gifford Florida Youth Orchestravero beach, FL501(c)(3)Scholarship to music programs$1,000
Shining Light Garden Foundationvero beach, FL501(c)(3)Provide fresh produce to low income families and individuals$1,000
Salvation Armyvero beach, FL501(c)(3)Sponsor of a Christmas Kettle$500
Rissa Project--Restoration of sea grass in local Indian River Lagoon$123
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,884
Fundraising Direct Expenses$29,387
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ribfest- Outdoor barbeque$67,190$49,884$15,602$34,282
Total Events$67,190$49,884$29,387$20,497
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 11B

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
Scott Alexander
Title
Chairman
Phone
7722312100
Signed
2017-11-20

Organization Details

Principal Officer
Scott Alexander
Formed
1992
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04680
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Ribfest- Outdoor barbeque
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt067190
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067190
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049884
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049884
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020497
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015602
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015602
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09105
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09105
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0500
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/CashGrantAmt22000
IRS990ScheduleI/RecipientTable/CashGrantAmt31000
IRS990ScheduleI/RecipientTable/CashGrantAmt41000
IRS990ScheduleI/RecipientTable/CashGrantAmt52500
IRS990ScheduleI/RecipientTable/CashGrantAmt61000
IRS990ScheduleI/RecipientTable/CashGrantAmt7123
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Sponsor of a Christmas Kettle
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Donated funds for 10 children to attend Boys & Girls Club summer camp
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Dental Hygiene for Indigent children
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Scholarship to music programs
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Provide fresh produce to low income families and individuals
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Donation for Academic college scholarship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Provide Mentoring and tutoring
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Restoration of sea grass in local Indian River Lagoon
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Salvation Army
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Boys and Girls Club of Indian River County
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Treasure Coast Community Health Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Gifford Florida Youth Orchestra
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Shining Light Garden Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Scholarship Foundation of Indian River County
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Feed the Lambs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Rissa Project
IRS990ScheduleI/RecipientTable/RecipientEIN0593623298
IRS990ScheduleI/RecipientTable/RecipientEIN1593219191
IRS990ScheduleI/RecipientTable/RecipientEIN2800605983
IRS990ScheduleI/RecipientTable/RecipientEIN3272848106
IRS990ScheduleI/RecipientTable/RecipientEIN4596192598
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02655 5th St SW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11729 17th Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21553 US 1 Hwy
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt38 Vista Gardens Trail
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt46865 33rd Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5155 Indian River Blvd B 111
IRS990ScheduleI/RecipientTable/USAddress/CityNm0vero beach
IRS990ScheduleI/RecipientTable/USAddress/CityNm1vero beach
IRS990ScheduleI/RecipientTable/USAddress/CityNm2vero beach
IRS990ScheduleI/RecipientTable/USAddress/CityNm3vero beach
IRS990ScheduleI/RecipientTable/USAddress/CityNm4vero beach
IRS990ScheduleI/RecipientTable/USAddress/CityNm5vero beach
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd032962
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd132960
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd232960
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd332962
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd432967
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd532960
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/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
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/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/BOYAmt01550
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02014
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0202993

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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