Robertsdale Rotary Foundation Inc

990EZ • Fiscal year 2017 • EIN 20-8145650

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization Profile N/A

PO Box 1133Robertsdale, AL 36567

(251) 947-1040

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.33x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

0.39x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

9.2%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

14%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

10%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets86th percentile

Assets

$65,291

Up $7,812 (+14%) from 2016

Net Assets

$43,644

Up $5,157 (+13%) from 2016

Liabilities

$21,647

Up $2,655 (+14%) from 2016

Revenue And Expenses

Liabilities / Revenue91st percentile Net Margin62nd percentile

Revenue

$56,002

Up $5,212 (+10%) from 2016

Expenses

Down

$50,845

Down $445 (-0.9%) from 2016

Net Income

$5,157

Up $5,657 (+1131%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

Highlighted filing

2017

Assets$65,291

Liabilities$21,647

Net Assets$43,644

Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2017

Revenue$56,002

Expenses$50,845

Net Income$5,157

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2016 to Jun 30, 2017
Signed: Nov 15, 2017
Return Version: 2016v3.0
Gross Receipts: $75,895

Mission and Program Overview

Mission

To provide aide to those in need around baldwin county, through fundraising events that are entertaining and improve the quality of life for citizens of baldwin county.

Program Services

Description	Grants	Expenses
MONETARY DONATIONS TO VARIOUS NON-PROFIT ORGANIZATIONS AND INDIVIDUALS	-	$95

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LEANNE MURRAY	Treasurer	-	$0	-	-
SYLVIA MATTINGLY	Secretary	-	$0	-	-
DOUG BYRD	President	-	$0	-	-
CHARLIE MURPHY	Vice Preside	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Robertsdale Rot	$43,657	$43,657	$14,010	$29,647
Hot Trot Charit	$12,244	$12,244	-	$12,244
Total Events	$55,901	$55,901	$19,693	$36,208

Filing and Contact Details

Filer

Filer Name: Robertsdale Rotary Foundation Inc
EIN: 20-8145650
Phone: 2519471040
Address: PO BOX 1133, ROBERTSDALE, AL 36567

Signing Officer

Name: Leanne Murray
Title: Treasurer
Phone: 2519471040
Signed: 2017-11-15

Preparer

Firm: Gruenloh & Associates Pc
Address: PO BOX 895, ROBERTSDALE, AL 36567
Preparer: Wayne a Gruenloh
Phone: 2519471040

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Robertsdale rotary rodeo advertising and promotion 5,520 repairs and maintenance 625 taxes/licenses 84 hot trot charity run advertising and promotion 3,043 charitable contributions 8,602 raffle charitable contributions 2,351 expenses office 45 haunted swamp supplies 103 storage 95 total 20,468”

Form 990-ez, Part II, Line 24

“Accounts receivable 1,746 4,845 total 1,746 4,845”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 18,992 21,647”

Form 990-ez, Part III

“To provide aide to those in need around baldwin county, through fundraising events that are entertaining and improve the quality of life for citizens of baldwin county.”

Raw XML Appendix174 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	LEANNE MURRAY
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2519471040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO BOX 895
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	ROBERTSDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	36567
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	55733
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	60446
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	17443
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	5157
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	28184
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	57479
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	65291
IRS990EZ/FundraisingGrossIncomeAmt	0	58452
IRS990EZ/GrossReceiptsAmt	0	75895
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	38487
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	43644
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	38487
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	43644
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LEANNE MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	SYLVIA MATTINGLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	DOUG BYRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	CHARLIE MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	VICE PRESIDE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	1746
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	4845
IRS990EZ/OtherExpensesTotalAmt	0	20468
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROVIDE AIDE TO THOSE IN NEED AROUND BALDWIN COUNTY, THROUGH FUNDRAISING EVENTS THAT ARE ENTERTAINING AND IMPROVE THE QUALITY OF LIFE FOR CITIZENS OF BALDWIN COUNTY.
IRS990EZ/PrintingPublicationsPostageAmt	0	2193
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	MONETARY DONATIONS TO VARIOUS NON-PROFIT ORGANIZATIONS AND INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	95
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	19893
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	38559
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	18992
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	21647
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	50845
IRS990EZ/TotalProgramServiceExpensesAmt	0	95
IRS990EZ/TotalRevenueAmt	0	56002
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	0	REIMB. OF CONFERENCE EXPENSES 1,381
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	0	PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	17443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	18982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	4055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	1140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	3506
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	45126
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	10
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	10
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	58452
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	55753
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	45812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	59246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	42369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	261632
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	10
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	10
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	1381
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	1381
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99550
IRS990ScheduleA/PublicSupportPY509Pct	0	0.99500
IRS990ScheduleA/PublicSupportTotal509Amt	0	306758
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	75895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	74735
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	49867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	60386
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	45875
IRS990ScheduleA/Total509Grp/TotalAmt	0	306758
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	75895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	74735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	49867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	60386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	47266
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	308149
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt	0	4100
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt	0	4100
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	19693
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	ROBERTSDALE ROT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	HOT TROT CHARIT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt	0	693
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	43657
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	12244
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	55901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	43657
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	12244
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	55901
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	36208
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	14010
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	14010
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt	0	890
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	ROBERTSDALE ROTARY RODEO ADVERTISING AND PROMOTION 5,520 REPAIRS AND MAINTENANCE 625 TAXES/LICENSES 84 HOT TROT CHARITY RUN ADVERTISING AND PROMOTION 3,043 CHARITABLE CONTRIBUTIONS 8,602 RAFFLE CHARITABLE CONTRIBUTIONS 2,351 EXPENSES OFFICE 45 HAUNTED SWAMP SUPPLIES 103 STORAGE 95 TOTAL 20,468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACCOUNTS RECEIVABLE 1,746 4,845 TOTAL 1,746 4,845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 18,992 21,647
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	TO PROVIDE AIDE TO THOSE IN NEED AROUND BALDWIN COUNTY, THROUGH FUNDRAISING EVENTS THAT ARE ENTERTAINING AND IMPROVE THE QUALITY OF LIFE FOR CITIZENS OF BALDWIN COUNTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LEANNE MURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2519471040
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROBERTSDALE ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	208145650
ReturnHeader/Filer/PhoneNum	0	2519471040
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1133
ReturnHeader/Filer/USAddress/CityNm	0	ROBERTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AL
ReturnHeader/Filer/USAddress/ZIPCd	0	36567
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	93AF553C45902F5DA16D1485CDE69E8EF066A8B8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	2DFE5DB8A14B1B91EA1144154D461515CCAE012B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	631059654
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	GRUENLOH & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 895
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ROBERTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	36567
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2519471040
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WAYNE A GRUENLOH
ReturnHeader/ReturnTs	0	2017-11-15T10:15:07-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-07-01
ReturnHeader/TaxPeriodEndDt	0	2017-06-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $65,291
Liabilities: $21,647
Net assets: $43,644
Revenue: $56,002
Expenses: $50,845
Net income: $5,157

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$66.6		$66.6	$48.2	$20.4	$27.8
2020Summary only. Only limited summary data is available for this year.	$53.4	$14.6		$21.4	$44.8	$23.4
2019Summary only. Only limited summary data is available for this year.	$86.1	$24.0		$69.6	$49.2	$20.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$63.8	$22.1	$41.8	$49.8	$51.6	$1.86
2017Detailed filing. Detailed filing data is available for this year.	$65.3	$21.6	$43.6	$56.0	$50.8	$5.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$57.5	$19.0	$38.5	$50.8	$51.3	$0.50
2015Detailed filing. Detailed filing data is available for this year.	$52.7	$13.7	$39.0	$30.6	$33.9	$3.28
2014Detailed filing. Detailed filing data is available for this year.	$54.5	$12.3	$42.3	$41.3	$36.3	$5.00
2013Summary only. Only limited summary data is available for this year.	$37.3	$0.00		$23.5	$30.4	$6.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$44.1		$44.1	$27.5	$38.1	$10.6
2011Summary only. Only limited summary data is available for this year.	$54.7	$0.00		$25.2	$19.1	$6.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$48.6		$48.6	$5.90	$13.2	$7.28