Civic Intelligence

Rotary Club of Downtown Inverness

EIN 87-1264204 • 501(c)3 • Inverness, FL

Profile

To carry out the object of rotary international through acts of service in the local community and around the world.

PO Box 2878Inverness, FL 34451

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

95th percentile

177%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

168%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,698

Up $13,853 (+177%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$21,698

Up $13,853 (+177%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$66,365

Up $41,613 (+168%) from 2023

Expenses

Up

$52,513

Up $35,155 (+203%) from 2023

Net Income

Up

$13,852

Up $6,458 (+87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$30K$20K$10K$0Assets 2023: $7,845Net Assets 2023: $7,8452023Assets 2024: $21,698Net Assets 2024: $21,6982024

Highlighted filing

2024

Assets$21,698
Liabilities-
Net Assets$21,698
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$80K$60K$40K$20K$0Revenue 2023: $24,752Expenses 2023: $17,358Net Income 2023: $7,3942023Revenue 2024: $66,365Expenses 2024: $52,513Net Income 2024: $13,8522024

Highlighted filing

2024

Revenue$66,365
Expenses$52,513
Net Income$13,852
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,698
Liabilities
-
Net assets
$21,698
Revenue
$66,365
Expenses
$52,513
Net income
$13,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.7$21.7$66.4$52.5$13.9
2023Detailed filing. Detailed filing data is available for this year.$7.85$7.85$24.8$17.4$7.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$70,520
Mission and Program Overview

Mission

To carry out the object of rotary international through acts of service in the local community and around the world.

Program Services

DescriptionGrantsExpenses
SERVICE TO CITRUS COUNTY, FLORIDA AND BEYOND THROUGH THE OPERATION OF A VIBRANT AND ENGAGED ROTARY CLUB IN DOWNTOWN INVERNESS, FLORIDA.-$43,114
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONNIE JO LOBELDirector-$0--
MARIA NUNEZDirector-$0--
CAMI PLAISTEDDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Patriotic Eveni$14,655$14,655-$14,655
Total Events$14,655$14,655-$14,655
Filing and Contact Details

Filer

Filer Name
Rotary Club of Downtown Inverness
EIN
87-1264204
Address
PO BOX 2878, INVERNESS, FL 34451

Signing Officer

Name
Connie Jo Lobel
Title
Director
Signed
2025-04-30

Preparer

Firm
Wardlow & Cash Pa
Address
9030 W FORT ISLAND TRL STE 11C, CRYSTAL RIVER, FL 34429
Preparer
Jonathan Paul Cash
Phone
3527953212
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 4,081 office 4,253 meeting expense 7,005 district events 434 pet/other training 900 rotary int'l convention 1,523 membership materials 658 bank fees 672 postage 10 recognition/awards 4,534 rotary dues 20,358 member gifts 1,083 charitable donations 4,567 other expenses 2,052 total 52,130”

Form 990-ez, Part III

“To carry out the object of rotary international through acts of service in the local community and around the world.”

Raw XML Appendix131 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/PersonNm0DAVID WHITESELL JR
IRS990EZ/BooksInCareOfDetail/PhoneNum09723424450
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2878
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INVERNESS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034451
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07846
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021698
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt048391
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013852
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0383
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07846
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021698
IRS990EZ/FundraisingGrossIncomeAmt022129
IRS990EZ/GrossReceiptsAmt070520
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07846
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021698
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07846
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021698
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CONNIE JO LOBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIA NUNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAMI PLAISTED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052130
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO CARRY OUT THE OBJECT OF ROTARY INTERNATIONAL THROUGH ACTS OF SERVICE IN THE LOCAL COMMUNITY AND AROUND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVICE TO CITRUS COUNTY, FLORIDA AND BEYOND THROUGH THE OPERATION OF A VIBRANT AND ENGAGED ROTARY CLUB IN DOWNTOWN INVERNESS, FLORIDA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043114
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04155
IRS990EZ/SpecialEventsNetIncomeLossAmt017974
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052513
IRS990EZ/TotalProgramServiceExpensesAmt043114
IRS990EZ/TotalRevenueAmt066365
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026121
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0101214
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt022129
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt022129
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0123343
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026121
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01950
IRS990ScheduleA/Total509Grp/TotalAmt0123343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070520
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01950
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0123343
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PATRIOTIC EVENI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014655
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 4,081 OFFICE 4,253 MEETING EXPENSE 7,005 DISTRICT EVENTS 434 PET/OTHER TRAINING 900 ROTARY INT'L CONVENTION 1,523 MEMBERSHIP MATERIALS 658 BANK FEES 672 POSTAGE 10 RECOGNITION/AWARDS 4,534 ROTARY DUES 20,358 MEMBER GIFTS 1,083 CHARITABLE DONATIONS 4,567 OTHER EXPENSES 2,052 TOTAL 52,130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO CARRY OUT THE OBJECT OF ROTARY INTERNATIONAL THROUGH ACTS OF SERVICE IN THE LOCAL COMMUNITY AND AROUND THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE JO LOBEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF DOWNTOWN INVERNESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CITRUS COUNTY FL USA INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0871264204
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2878
ReturnHeader/Filer/USAddress/CityNm0INVERNESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034451
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591638720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARDLOW & CASH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09030 W FORT ISLAND TRL STE 11C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CRYSTAL RIVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034429
ReturnHeader/PreparerPersonGrp/PhoneNum03527953212
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN PAUL CASH
ReturnHeader/ReturnTs02025-04-30T11:01:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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