Civic Intelligence

Palm Beach Flagler Rotary Foundation Inc

EIN 77-0706866 • 501(c)3 • Palm Beach, FL

Profile

Support community/rotary program

PO Box 415Palm Beach, FL 33480

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

21st percentile

-24%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

45th percentile

-4.4%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

81st percentile

38%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$44,227

Down $2,029 (-4.4%) from 2016

Liabilities

Up

$918

Up $918 from 2016

Net Assets

Down

$43,309

Down $2,947 (-6.4%) from 2016

Operations
Liabilities / Revenue80th percentileNet Margin21st percentile

Revenue

Up

$12,409

Up $3,389 (+38%) from 2016

Expenses

Up

$15,356

Up $12,138 (+377%) from 2016

Net Income

Down

-$2,947

Down $8,749 (-151%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2015: $40,454Liabilities 2015: $0Net Assets 2015: $40,4542015Assets 2016: $46,256Liabilities 2016: $0Net Assets 2016: $46,2562016Assets 2017: $44,227Liabilities 2017: $918Net Assets 2017: $43,3092017

Highlighted filing

2017

Assets$44,227
Liabilities$918
Net Assets$43,309
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0-$5.0KRevenue 2015: $16,475Expenses 2015: $10,295Net Income 2015: $6,1802015Revenue 2016: $9,020Expenses 2016: $3,218Net Income 2016: $5,8022016Revenue 2017: $12,409Expenses 2017: $15,356Net Income 2017: -$2,9472017

Highlighted filing

2017

Revenue$12,409
Expenses$15,356
Net Income-$2,947
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,227
Liabilities
$918
Net assets
$43,309
Revenue
$12,409
Expenses
$15,356
Net income
-$2,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$44.2$0.92$43.3$12.4$15.4$2.95
2016Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$9.02$3.22$5.80
2015Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$16.5$10.3$6.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$12,409
Mission and Program Overview

Mission

Support community/rotary program

Program Services

DescriptionGrantsExpenses
LOCAL & INTERNATIONAL PROJECTS$9,500-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
P J LANGPresident-$0--
JOHN O'NEILLVice President-$0--
STANTON COLLEMERSecretary-$0--
CHARLES CONTESSATreasurer-$0--
COREY BROWNDirector-$0--
SILVIA EVANSDirector-$0--
CARL MINARDODirector-$0--
OZZIE OSBORNEDirector-$0--
FRED WRIGHTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Palm Beach Flagler Rotary Foundation
EIN
77-0706866
Phone
5617996154
Address
PO BOX 415, PALM BEACH, FL 33480

Signing Officer

Name
Charles Contessa
Title
Treasurer
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Palm Beach Accounting and Financial Services
Address
235 S County Rd Suite 201, Palm Beach, FL 33480
Preparer
Roy Schunter
Phone
5616295389
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Fundraising expenses $3690”

Other Expenses.2

“MERCHANT FEES $180”

Other Expenses.3

“LICENSES AND FEES $61”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $918”

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KIM PARKEY
IRS990EZ/BooksInCareOfDetail/PhoneNum05617996154
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 415
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033480
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046256
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044227
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012404
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2947
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01925
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046256
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044227
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09500
IRS990EZ/GrossReceiptsAmt012409
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046256
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043309
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046256
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0P J LANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN O'NEILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STANTON COLLEMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLES CONTESSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COREY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SILVIA EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CARL MINARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7OZZIE OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8FRED WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03931
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT COMMUNITY/ROTARY PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL & INTERNATIONAL PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0918
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015356
IRS990EZ/TotalProgramServiceExpensesAmt09500
IRS990EZ/TotalRevenueAmt012409
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012404
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037890
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt037890
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012404
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016471
IRS990ScheduleA/Total509Grp/TotalAmt037890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016471
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES $3690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MERCHANT FEES $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LICENSES AND FEES $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $918
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES CONTESSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALM BEACH FLAGLER ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0770706866
ReturnHeader/Filer/PhoneNum05617996154
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 415
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Palm Beach Accounting and Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0235 S County Rd Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palm Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033480
ReturnHeader/PreparerPersonGrp/PhoneNum05616295389
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roy Schunter
ReturnHeader/ReturnTs02018-05-14T11:50:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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