Civic Intelligence

Rotary Club of Florence

EIN 93-6032286 • 501(c)4 • Florence, OR

Profile

Rotarians provide humanitarian services, encourage high ethical standards in all vocations and help build goodwill and peace in the world.

PO Box 294Florence, OR 97439

theflorencerotary.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.14x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.24x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

57th percentile

5.3%

Higher net margin than 57% 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

67th percentile

6.2%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

40th percentile

-8.5%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$235,031

Up $13,659 (+6.2%) from 2024

Liabilities

Up

$33,888

Up $6,176 (+22%) from 2024

Net Assets

Up

$201,143

Up $7,483 (+3.9%) from 2024

Operations
Liabilities / Revenue86th percentileNet Margin57th percentile

Revenue

Down

$140,652

Down $13,021 (-8.5%) from 2024

Expenses

Down

$133,170

Down $6,039 (-4.3%) from 2024

Net Income

Down

$7,482

Down $6,982 (-48%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$300K$200K$100K$0Assets 2010: $124,467Liabilities 2010: $74,383Net Assets 2010: $50,0842010Assets 2011: $113,632Liabilities 2011: $61,144Net Assets 2011: $52,4882011Assets 2012: $106,226Liabilities 2012: $40,700Net Assets 2012: $65,5262012Assets 2013: $76,361Liabilities 2013: $1,441Net Assets 2013: $74,9202013Assets 2014: $92,195Liabilities 2014: $1,796Net Assets 2014: $90,3992014Assets 2015: $110,324Liabilities 2015: $4,557Net Assets 2015: $105,7672015Assets 2016: $158,003Liabilities 2016: $27,142Net Assets 2016: $130,8612016Assets 2017: $173,685Liabilities 2017: $8,188Net Assets 2017: $165,4972017Assets 2018: $175,898Liabilities 2018: $8,427Net Assets 2018: $167,4712018Assets 2019: $199,379Liabilities 2019: $19,441Net Assets 2019: $179,9382019Assets 2020: $149,183Liabilities 2020: $2,417Net Assets 2020: $146,7662020Assets 2021: $137,594Liabilities 2021: $30,789Net Assets 2021: $106,8052021Assets 2022: $180,037Liabilities 2022: $13,853Net Assets 2022: $166,1842022Assets 2023: $199,317Liabilities 2023: $20,120Net Assets 2023: $179,1972023Assets 2024: $221,372Liabilities 2024: $27,712Net Assets 2024: $193,6602024Assets 2025: $235,031Liabilities 2025: $33,888Net Assets 2025: $201,1432025

Highlighted filing

2025

Assets$235,031
Liabilities$33,888
Net Assets$201,143
Open 2025 Filing

Operations Trend

Revenue Growth40th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $150,8292010Revenue 2011: $154,943Expenses 2011: $152,539Net Income 2011: $2,4042011Expenses 2012: $115,2292012Expenses 2013: $112,2972013Revenue 2014: $135,775Expenses 2014: $112,694Net Income 2014: $23,0812014Revenue 2015: $141,834Expenses 2015: $118,027Net Income 2015: $23,8072015Revenue 2016: $164,118Expenses 2016: $138,024Net Income 2016: $26,0942016Revenue 2017: $156,888Expenses 2017: $123,252Net Income 2017: $33,6362017Revenue 2018: $212,870Expenses 2018: $202,745Net Income 2018: $10,1252018Revenue 2019: $180,817Expenses 2019: $167,769Net Income 2019: $13,0482019Revenue 2020: $70,250Expenses 2020: $103,422Net Income 2020: -$33,1722020Revenue 2021: $45,016Expenses 2021: $84,977Net Income 2021: -$39,9612021Revenue 2022: $161,320Expenses 2022: $101,941Net Income 2022: $59,3792022Revenue 2023: $148,611Expenses 2023: $135,598Net Income 2023: $13,0132023Revenue 2024: $153,673Expenses 2024: $139,209Net Income 2024: $14,4642024Revenue 2025: $140,652Expenses 2025: $133,170Net Income 2025: $7,4822025

Highlighted filing

2025

Revenue$140,652
Expenses$133,170
Net Income$7,482
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$235,031
Liabilities
$33,888
Net assets
$201,143
Revenue
$140,652
Expenses
$133,170
Net income
$7,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.35$0.34$2.01$1.41$1.33$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.21$0.28$1.94$1.54$1.39$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.20$1.79$1.49$1.36$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.14$1.66$1.61$1.02$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.31$1.07$0.45$0.85$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.02$1.47$0.70$1.03$0.33
2019Summary only. Only limited summary data is available for this year.$1.99$0.19$1.80$1.81$1.68$0.13
2018Summary only. Only limited summary data is available for this year.$1.76$0.08$1.67$2.13$2.03$0.10
2017Summary only. Only limited summary data is available for this year.$1.74$0.08$1.65$1.57$1.23$0.34
2016Summary only. Only limited summary data is available for this year.$1.58$0.27$1.31$1.64$1.38$0.26
2015Summary only. Only limited summary data is available for this year.$1.10$0.05$1.06$1.42$1.18$0.24
2014Summary only. Only limited summary data is available for this year.$0.92$0.02$0.90$1.36$1.13$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.01$0.75$1.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.41$0.66$1.15
2011Summary only. Only limited summary data is available for this year.$1.14$0.61$0.52$1.55$1.53$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.74$0.50$1.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.0
Gross Receipts
$189,423
Mission and Program Overview

Mission

Rotarians provide humanitarian services, encourage high ethical standards in all vocations and help build goodwill and peace in the world.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICES AND LOCAL CHARITY ORGANIZATIONS-$82,437
WORLD SERVICE-$10,000
YOUTH SERVICES-$8,529
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB TETERPresidentPT$0--
SALLY WENTZPast PresidePT$0--
JENNA BARTLETTPresident ElPT$0--
DOROTHY HOSKINGSecretary-$0--
JOHN ROBERTSONSergeant At-$0--
RICK YECNYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Florence
EIN
93-6032286
Address
PO BOX 294, FLORENCE, OR 97439

Signing Officer

Name
Jenna Bartlett
Title
President Elect
Signed
2025-10-22
Discuss with paid preparer
Yes

Preparer

Firm
HOLLOWAY & ASSOCIATES LLC CPA'S
Address
733 HIGHWAY 101, FLORENCE, OR 97439-7626
Preparer
Karla D Holloway
Phone
5419973434
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 1,400 handbooks, new member packets 1,905 bulletin/web page 1,200 fixtures and supplies 242 travel 1,840 insurance 364 community support 92,437 youth support 8,529 bank fees 1,158 flowers and gifts 50 other miscellaneous 550 dues and fees 1,149 social committee 2,503 total 113,327”

Form 990-ez, Part II, Line 24

“Accounts receivable 22,400 29,510 interest receivable 2,800 2,800 prepaid expenses 2,316 0 total 27,516 32,310”

Form 990-ez, Part II, Line 26

“Deferred revenue 27,712 33,888”

Form 990-ez, Part III

“Rotarians provide humanitarian services, encourage high ethical standards in all vocations and help build goodwill and peace in the world.”

Raw XML Appendix124 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/PersonNm0RICK YECNY
IRS990EZ/BooksInCareOfDetail/PhoneNum05419993109
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0733 HWY 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FLORENCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097439
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0193857
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0202721
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037332
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07482
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0745
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0221373
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0235031
IRS990EZ/GrossReceiptsAmt0189423
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05490
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0193661
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0201143
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0193661
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0201143
IRS990EZ/OccupancyRentUtltsAndMaintAmt017148
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BOB TETER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALLY WENTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNA BARTLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOROTHY HOSKING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICK YECNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SERGEANT AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt027516
IRS990EZ/OtherAssetsTotalDetail/EOYAmt032310
IRS990EZ/OtherExpensesTotalAmt0113327
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARIANS PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990EZ/PrintingPublicationsPostageAmt01950
IRS990EZ/ProgramServiceRevenueAmt0146601
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YOUTH SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICES AND LOCAL CHARITY ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WORLD SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08529
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt182437
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt048771
IRS990EZ/SpecialEventsNetIncomeLossAmt0-48771
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt027712
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt033888
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0133170
IRS990EZ/TotalProgramServiceExpensesAmt0100966
IRS990EZ/TotalRevenueAmt0140652
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0THEFLORENCEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,400 HANDBOOKS, NEW MEMBER PACKETS 1,905 BULLETIN/WEB PAGE 1,200 FIXTURES AND SUPPLIES 242 TRAVEL 1,840 INSURANCE 364 COMMUNITY SUPPORT 92,437 YOUTH SUPPORT 8,529 BANK FEES 1,158 FLOWERS AND GIFTS 50 OTHER MISCELLANEOUS 550 DUES AND FEES 1,149 SOCIAL COMMITTEE 2,503 TOTAL 113,327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 22,400 29,510 INTEREST RECEIVABLE 2,800 2,800 PREPAID EXPENSES 2,316 0 TOTAL 27,516 32,310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 27,712 33,888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARIANS PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNA BARTLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF FLORENCE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0936032286
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 294
ReturnHeader/Filer/USAddress/CityNm0FLORENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097439
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201567266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLLOWAY & ASSOCIATES LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0733 HIGHWAY 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974397626
ReturnHeader/PreparerPersonGrp/PhoneNum05419973434
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARLA D HOLLOWAY
ReturnHeader/ReturnTs02025-11-03T16:55:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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