Civic Intelligence

Rotary Club of Harbor Heights - Peace River Inc

EIN 91-1890218 • 501(c)4 • Punta Gorda, FL

Profile

Community service, charity and educational activities.

PO Box 512718Punta Gorda, FL 33951-2718

peaceriverrotary.org

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

14th percentile

-45%

Higher net margin than 14% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

27th percentile

-20%

Faster asset growth than 27% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-35%

Faster revenue growth than 21% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$46,892

Down $11,925 (-20%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$46,892

Down $11,925 (-20%) from 2024

Revenue

Down

$26,217

Down $14,302 (-35%) from 2024

Expenses

Up

$38,142

Up $164 (+0.4%) from 2024

Net Income

Down

-$11,925

Down $14,466 (-569%) from 2024

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $31,564Liabilities 2011: $1,908Net Assets 2011: $29,6562011Assets 2012: $34,933Net Assets 2012: $34,9332012Assets 2013: $39,989Liabilities 2013: $2,474Net Assets 2013: $37,5152013Assets 2014: $32,076Net Assets 2014: $32,0762014Assets 2015: $35,438Net Assets 2015: $35,4382015Assets 2016: $44,979Net Assets 2016: $44,9792016Assets 2017: $40,976Net Assets 2017: $40,9762017Assets 2018: $43,306Liabilities 2018: $500Net Assets 2018: $42,8062018Assets 2019: $47,492Net Assets 2019: $47,4922019Assets 2020: $55,081Net Assets 2020: $55,0812020Assets 2021: $53,943Liabilities 2021: $1,411Net Assets 2021: $52,5322021Assets 2022: $61,507Liabilities 2022: $5,500Net Assets 2022: $56,0072022Assets 2023: $59,276Liabilities 2023: $3,000Net Assets 2023: $56,2762023Assets 2024: $58,817Net Assets 2024: $58,8172024Assets 2025: $46,892Net Assets 2025: $46,8922025

Highlighted filing

2025

Assets$46,892
Liabilities-
Net Assets$46,892

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $30,565Expenses 2011: $27,289Net Income 2011: $3,2762011Revenue 2012: $30,613Expenses 2012: $25,336Net Income 2012: $5,2772012Revenue 2013: $37,673Expenses 2013: $35,091Net Income 2013: $2,5822013Revenue 2014: $29,959Expenses 2014: $35,398Net Income 2014: -$5,4392014Revenue 2015: $29,044Expenses 2015: $25,682Net Income 2015: $3,3622015Revenue 2016: $66,635Expenses 2016: $57,094Net Income 2016: $9,5412016Revenue 2017: $56,744Expenses 2017: $60,747Net Income 2017: -$4,0032017Revenue 2018: $28,240Expenses 2018: $26,410Net Income 2018: $1,8302018Revenue 2019: $25,940Expenses 2019: $24,460Net Income 2019: $1,4802019Revenue 2020: $35,644Expenses 2020: $28,055Net Income 2020: $7,5892020Revenue 2021: $38,063Expenses 2021: $40,612Net Income 2021: -$2,5492021Revenue 2022: $40,264Expenses 2022: $36,789Net Income 2022: $3,4752022Revenue 2023: $32,940Expenses 2023: $32,671Net Income 2023: $2692023Revenue 2024: $40,519Expenses 2024: $37,978Net Income 2024: $2,5412024Revenue 2025: $26,217Expenses 2025: $38,142Net Income 2025: -$11,9252025

Highlighted filing

2025

Revenue$26,217
Expenses$38,142
Net Income-$11,925

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.9$46.9$26.2$38.1$11.9
2024Detailed filing. Detailed filing data is available for this year.$58.8$58.8$40.5$38.0$2.54
2023Detailed filing. Detailed filing data is available for this year.$59.3$3.00$56.3$32.9$32.7$0.27
2022Detailed filing. Detailed filing data is available for this year.$61.5$5.50$56.0$40.3$36.8$3.48
2021Detailed filing. Detailed filing data is available for this year.$53.9$1.41$52.5$38.1$40.6$2.55
2020Detailed filing. Detailed filing data is available for this year.$55.1$55.1$35.6$28.1$7.59
2019Detailed filing. Detailed filing data is available for this year.$47.5$47.5$25.9$24.5$1.48
2018Detailed filing. Detailed filing data is available for this year.$43.3$0.50$42.8$28.2$26.4$1.83
2017Detailed filing. Detailed filing data is available for this year.$41.0$41.0$56.7$60.7$4.00
2016Detailed filing. Detailed filing data is available for this year.$45.0$45.0$66.6$57.1$9.54
2015Detailed filing. Detailed filing data is available for this year.$35.4$35.4$29.0$25.7$3.36
2014Detailed filing. Detailed filing data is available for this year.$32.1$32.1$30.0$35.4$5.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.0$2.47$37.5$37.7$35.1$2.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.9$34.9$30.6$25.3$5.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.6$1.91$29.7$30.6$27.3$3.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 24, 2025
Return Version
2024v5.0
Gross Receipts
$26,217
Mission and Program Overview

Mission

Community service, charity and educational activities.

Program Services

DescriptionGrantsExpenses
THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS.$4,636$35,570
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS WALLACEImmed Past PPT$0--
FRANK LEONTITSISSecretaryPT$0--
CINDY RUBINPresident ElPT$0--
DAVID IVANKOVICMembershp ChPT$0--
FRANK CLARKPresidentPT$0--
GEOFFREY LORAHTreasurer-$0--
KATIE WALLACEFoundation C-$0--
ELIAS MAHSHIEService Chai-$0--
LEONARD JOHNSONSergeat At A-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Harbor Heights -
EIN
91-1890218
Phone
9416378884
Address
PO BOX 512718, PUNTA GORDA, FL 33951-2718

Signing Officer

Name
Frank Clark
Title
President
Phone
9416390680
Signed
2025-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Mcmillan Whiteman & Associates Pllc
Address
1107 W MARION AVE UNIT 115, PUNTA GORDA, FL 33950
Preparer
Geoffrey L Lorah
Phone
9416378884
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Meetings/events cost of goods sold 9,364 polio plus dart tournament cost of goods sold 325 sgt. Diaz fundraiser cost of goods sold 4,567 expenses dues paid to district 2,025 dues paid to ri 2,361 badges and engraving 1,217 misc expenses 1,087 charity contributions 11,317 total 32,263

Form 990-ez, Part II, Line 24

Accounts receivable 5,793 5,924 prepaid expenses and deferred charges 956 0 video projector 1,050 1,142 total 7,799 7,066

Form 990-ez, Part III, Line 28

The club actively participates in charitable, educational and community service projects. Various local schools and organizations benefit from contributions, volunteer work and support. Numerous functions are held throughout the year which assist in developing a good relationship within the community and other individuals, businesses, institutions and organizations.

Raw XML Appendix129 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/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MembershipDuesAmt010830
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058817
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046892
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE, CHARITY AND EDUCATIONAL ACTIVITIES.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://PEACERIVERROTARY.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS/EVENTS COST OF GOODS SOLD 9,364 POLIO PLUS DART TOURNAMENT COST OF GOODS SOLD 325 SGT. DIAZ FUNDRAISER COST OF GOODS SOLD 4,567 EXPENSES DUES PAID TO DISTRICT 2,025 DUES PAID TO RI 2,361 BADGES AND ENGRAVING 1,217 MISC EXPENSES 1,087 CHARITY CONTRIBUTIONS 11,317 TOTAL 32,263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 5,793 5,924 PREPAID EXPENSES AND DEFERRED CHARGES 956 0 VIDEO PROJECTOR 1,050 1,142 TOTAL 7,799 7,066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-09-24T10:26:39-04:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits