Civic Intelligence

Palm Beach Flagler Rotary Foundation Inc.

990EZ • Fiscal year 2016 • EIN 77-0706866

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

Organization ProfileN/A
PO Box 415Palm Beach, FL 33480

(561) 799-6154

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

55th percentile

0.00x

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

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

Net Margin

95th percentile

64%

Higher net margin than 95% 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.

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

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

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

11th percentile

-45%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$46,256

Up $5,802 (+14%) from 2015

Net Assets

Up

$46,256

Up $5,802 (+14%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin95th percentile

Revenue

Down

$9,020

Down $7,455 (-45%) from 2015

Expenses

Down

$3,218

Down $7,077 (-69%) from 2015

Net Income

Down

$5,802

Down $378 (-6.1%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$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

2016

Assets$46,256
Liabilities$0
Net Assets$46,256
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$9,020
Expenses$3,218
Net Income$5,802
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$9,020
Mission and Program Overview

Mission

Support community/rotary program

Program Services

DescriptionGrantsExpenses
LOCAL & INTERNATIONAL PROJECTS$1,105-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

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

Signing Officer

Name
Charles Contessa
Title
Treasurer
Signed
2017-02-14
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

“LICENSES AND FEES $123”

Other Expenses.2

“Service projects expense $65”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033480
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040454
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IRS990EZ/ContributionsGiftsGrantsEtcAmt09015
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05802
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01925
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form720FiledInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES CONTESSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1P L LAYNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN O'NEILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STANTON COLLEMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRED WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5COREY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SILVIA EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CARL MINARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8OZZIE OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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/OtherExpensesTotalAmt0188
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT COMMUNITY/ROTARY PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL & INTERNATIONAL PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01105
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03218
IRS990EZ/TotalProgramServiceExpensesAmt01105
IRS990EZ/TotalRevenueAmt09020
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025486
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/PublicSupportTotal509Amt025486
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09015
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IRS990ScheduleA/Total509Grp/TotalAmt025486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016471
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt025486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LICENSES AND FEES $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SERVICE PROJECTS EXPENSE $65
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES CONTESSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALM BEACH FLAGLER ROTARY FOUNDATION INC
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/ReturnTs02017-02-14T06:54:10-08:00
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
$46,256
Liabilities
$0
Net assets
$46,256
Revenue
$9,020
Expenses
$3,218
Net income
$5,802
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