Civic Intelligence

Rotary Club of Dr Phillips Foundati

EIN 82-1230183 • 501(c)3

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

82nd percentile

34%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$226,945

Up $57,757 (+34%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$226,945

Up $57,757 (+34%) from 2024

Revenue

Up

$114,335

Up $21,684 (+23%) from 2024

Expenses

Up

$56,578

Up $7,082 (+14%) from 2024

Net Income

Up

$57,757

Up $14,602 (+34%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2022: $84,956Net Assets 2022: $84,9562022Assets 2023: $126,033Net Assets 2023: $126,0332023Assets 2024: $169,188Liabilities 2024: $0Net Assets 2024: $169,1882024Assets 2025: $226,945Liabilities 2025: $0Net Assets 2025: $226,9452025

Highlighted filing

2025

Assets$226,945
Liabilities$0
Net Assets$226,945

Operations Trend

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

$150K$100K$50K$0Revenue 2022: $83,037Expenses 2022: $61,602Net Income 2022: $21,4352022Revenue 2023: $66,040Expenses 2023: $24,962Net Income 2023: $41,0782023Revenue 2024: $92,651Expenses 2024: $49,496Net Income 2024: $43,1552024Revenue 2025: $114,335Expenses 2025: $56,578Net Income 2025: $57,7572025

Highlighted filing

2025

Revenue$114,335
Expenses$56,578
Net Income$57,757

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$114,335
Mission and Program Overview

Mission

Advance world understanding, peace and goodwill

World understanding, peace, goodwill

Program Services

DescriptionGrantsExpenses
IMPROVED THE LIVES OF LOCAL LESS FORTUNATE CHILDREN THRU PROVIDING AFTERSCHOOL PROGRAMS AT TANGALOO PARK AND DR. PHILLIPS YMCA-$28,213
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE CLAPPTreasurer-$0--
BETHANY STONEDirector-$0--
RICK LARSONDirector-$0--
DAVID WINSLOWPresident-$0--
MARK RAMEYPast President-$0--
LORI MCCORDPresident Elect-$0--
RICH MCAFEESecretary-$0--
ALAN FICKETTDirector Emeritus-$0--
JJ LULLENDirector-$0--
RICK MALADECKIDirector-$0--
STEVE JAMIESONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Dr Phillips Foundati
EIN
82-1230183
In Care Of
% STEVE CLAPP
Address
PO BOX 1381, WINDERMERE, FL 34786

Signing Officer

Name
Steve Clapp
Title
Treasurer
Phone
4074669961
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Abacus Accounting LLC
Address
430 CROWN OAK CENTER DR, LONGWOOD, FL 32750
Preparer
Ruth N Osborne Mba
Phone
3214446030
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity VARIOUS GRANTS Grantee DR. PHILLIPS HS THEATER MAGNET Street 6500 TURKEY LAKE RD City, State, Zip ORLANDO, FL 32819

Description of other expenses Part I line 16

Description AmountOTHER EXPENSES 22,957NON PROFIT SUPPORT 28,213

Description of other assets Part II line 24

Category Beginning of Year End of YearACCOUNTS RECEIVABLE 30,000 0

Raw XML Appendix201 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE CLAPP
IRS990EZ/BooksInCareOfDetail/PhoneNum04074669961
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1381
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINDERMERE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034786
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139188
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0226945
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt057757
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0169188
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0226945
IRS990EZ/GrossReceiptsAmt0114335
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07564
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0169188
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0226945
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0169188
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0226945
IRS990EZ/OccupancyRentUtltsAndMaintAmt05308
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE CLAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETHANY STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICK LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID WINSLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK RAMEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LORI MCCORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RICH MCAFEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALAN FICKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JJ LULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RICK MALADECKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10STEVE JAMIESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR EMERITUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt030000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt051170
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WORLD UNDERSTANDING, PEACE, GOODWILL
IRS990EZ/PrintingPublicationsPostageAmt0100
IRS990EZ/ProgramServiceRevenueAmt0106771
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IMPROVED THE LIVES OF LOCAL LESS FORTUNATE CHILDREN THRU PROVIDING AFTERSCHOOL PROGRAMS AT TANGALOO PARK AND DR. PHILLIPS YMCA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028213
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056578
IRS990EZ/TotalProgramServiceExpensesAmt028213
IRS990EZ/TotalRevenueAmt0114335
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DRPHILLIPSROTARY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt058106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0114335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt091251
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt085122
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt048107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0368022
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt050000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt050000
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0476128
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0114335
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt092151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087286
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094446
IRS990ScheduleA/Total509Grp/TotalAmt0476128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0114335
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt092151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt087910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094446
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0476128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity VARIOUS GRANTS Grantee DR. PHILLIPS HS THEATER MAGNET Street 6500 TURKEY LAKE RD City, State, Zip ORLANDO, FL 32819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOTHER EXPENSES 22,957NON PROFIT SUPPORT 28,213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearACCOUNTS RECEIVABLE 30,000 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE CLAPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04074669961
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF DR PHILLIPS FOUNDATI
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0821230183
ReturnHeader/Filer/InCareOfNm0% STEVE CLAPP
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1381
ReturnHeader/Filer/USAddress/CityNm0WINDERMERE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034786
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821872421
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABACUS ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0430 CROWN OAK CENTER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONGWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032750
ReturnHeader/PreparerPersonGrp/PhoneNum03214446030
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUTH N OSBORNE MBA
ReturnHeader/ReturnTs02025-11-06T11:05:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.