Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Rotary Club of Amelia Island
EIN 68-0668068 • 501(c)4 • Fernandina Beach, FL
Profile
Rotarians provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.08x
Liabilities / Revenue
77th percentile
Higher debt load relative to revenue than 77% of similar nonprofits.
Net Margin
42nd percentile
Higher net margin than 42% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
63rd percentile
Faster asset growth than 63% of similar nonprofits.
Revenue Growth
71st percentile
Faster revenue growth than 71% of similar nonprofits.
Balance Sheet
Assets
Up$74,536
Up $2,872 (+4.0%) from 2023
Liabilities
Up$6,250
Up $1,714 (+38%) from 2023
Net Assets
Up$68,286
Up $1,158 (+1.7%) from 2023
Revenue
Up$83,086
Up $9,747 (+13%) from 2023
Expenses
Up$84,544
Up $15,350 (+22%) from 2023
Net Income
Down-$1,458
Down $5,603 (-135%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $74,536
- Liabilities
- $6,250
- Net assets
- $68,286
- Revenue
- $83,086
- Expenses
- $84,544
- Net income
- -$1,458
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- May 14, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $99,279
Mission and Program Overview
Mission
Rotarians provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE HUMANITARIAN SERVICE AND ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS. | - | $84,544 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LISA FINKELSTEIN | President | PT | $0 | - | - |
| MARY VALENTA | President El | PT | $0 | - | - |
| TRICEY GODFREY | Secretary | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Lobster Fundrai | $29,932 | $29,932 | $13,616 | $16,316 |
| Other Fundraise | $18,256 | $18,256 | $2,577 | $15,679 |
| Total Events | $48,188 | $48,188 | $16,193 | $31,995 |
Filing and Contact Details
Filer
- Filer Name
- Rotary Club of Amelia Island
- EIN
- 68-0668068
- Phone
- 5704013155
- Address
- PO BOX 15608, FERNANDINA BEACH, FL 32035
Signing Officer
- Name
- Lisa Finkelstein
- Title
- President
- Phone
- 9042770009
- Signed
- 2025-05-14
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses webmaster & social media 800 meeting expense 22,224 bank charges 107 district dues 2,660 dues 5,280 leadership training 1,387 other expenses 2,055 program expense 45,559 storage 2,298 subscriptions 1,035 total 83,405”
Form 990-ez, Part I, Line 20
“Prior period adjustment 2,616”
Form 990-ez, Part II, Line 24
“Accounts receivable 49 1,126 prepaid expenses and deferred charges 0 225 club property 961 961 other current assets 259 6,619 total 1,269 8,931”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 4,536 6,250”
Form 990-ez, Part III
“Rotarians provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.”
Raw XML Appendix116 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LISA FINKELSTEIN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5704013155 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 15608 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FERNANDINA BEACH |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 32035 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 70395 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 65605 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 11150 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1458 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 900 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 71664 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 74536 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 48188 |
| IRS990EZ/GrossReceiptsAmt | 0 | 99279 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2185 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 37756 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 67128 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 68286 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 67128 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 68286 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LISA FINKELSTEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARY VALENTA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TRICEY GODFREY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1269 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 8931 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 2616 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 83405 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | ROTARIANS PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 239 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE HUMANITARIAN SERVICE AND ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 84544 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 16193 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 31995 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 4536 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 6250 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 84544 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 84544 |
| IRS990EZ/TotalRevenueAmt | 0 | 83086 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.AMELIAISLANDROTARY.COM |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 16193 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | LOBSTER FUNDRAI |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | OTHER FUNDRAISE |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 29932 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 18256 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 48188 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 29932 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 18256 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 48188 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 31995 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 16193 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 13616 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 2577 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES WEBMASTER & SOCIAL MEDIA 800 MEETING EXPENSE 22,224 BANK CHARGES 107 DISTRICT DUES 2,660 DUES 5,280 LEADERSHIP TRAINING 1,387 OTHER EXPENSES 2,055 PROGRAM EXPENSE 45,559 STORAGE 2,298 SUBSCRIPTIONS 1,035 TOTAL 83,405 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PRIOR PERIOD ADJUSTMENT 2,616 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE 49 1,126 PREPAID EXPENSES AND DEFERRED CHARGES 0 225 CLUB PROPERTY 961 961 OTHER CURRENT ASSETS 259 6,619 TOTAL 1,269 8,931 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,536 6,250 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ROTARIANS PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LISA FINKELSTEIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9042770009 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY CLUB OF AMELIA ISLAND |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | SUNRISE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 680668068 |
| ReturnHeader/Filer/PhoneNum | 0 | 5704013155 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 15608 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FERNANDINA BEACH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 32035 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/ReturnTs | 0 | 2025-05-15T18:49:45-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
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