Robertsdale Rotary Foundation Inc

990EZ • Fiscal year 2018 • EIN 20-8145650

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

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.

0.35x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

0.44x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

-3.7%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

-2.2%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

-11%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets87th percentile

Assets

Down

$63,849

Down $1,442 (-2.2%) from 2017

Net Assets

Down

$41,781

Down $1,863 (-4.3%) from 2017

Liabilities

$22,068

Up $421 (+1.9%) from 2017

Revenue And Expenses

Liabilities / Revenue92nd percentile Net Margin32nd percentile

Revenue

Down

$49,772

Down $6,230 (-11%) from 2017

Expenses

$51,635

Up $790 (+1.6%) from 2017

Net Income

Down

-$1,863

Down $7,020 (-136%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

Highlighted filing

2018

Assets$63,849

Liabilities$22,068

Net Assets$41,781

Open 2018 Filing

Operations Trend

Revenue Growth33rd percentile

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

Highlighted filing

2018

Revenue$49,772

Expenses$51,635

Net Income-$1,863

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Nov 6, 2018
Return Version: 2017v2.3
Gross Receipts: $74,134

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	$20,625	$21,165

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LEANNE MURRAY	Treasurer	-	$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	$38,820	$38,820	$13,430	$25,390
Hot Trot Charit	$11,696	$11,696	$599	$11,097
Total Events	$50,516	$50,516	$24,054	$26,462

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: 2018-11-06

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 10

“Cash contribution: 10,500 relationship: none”

Form 990-ez, Part I, Line 16

“Robertsdale rotary rodeo advertising and promotion 4,512 repairs and maintenance 500 taxes/licenses 84 charitable contributions 1,000 hot trot charity run charitable contributions 7,362 raffle charitable contributions 4,013 expenses office 33 storage 540 total 18,044”

Form 990-ez, Part II, Line 24

“Accounts receivable 4,845 2,450 total 4,845 2,450”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 21,647 22,068”

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 Appendix175 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	60446
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	61399
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	19277
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-1863
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	9734
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	65291
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	63849
IRS990EZ/FundraisingGrossIncomeAmt	0	54837
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	20625
IRS990EZ/GrossReceiptsAmt	0	74134
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	20
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	43644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	41781
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	43644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	41781
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LEANNE MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	DOUG BYRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	CHARLIE MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	VICE PRESIDE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	4845
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	2450
IRS990EZ/OtherExpensesTotalAmt	0	18044
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	3232
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	MONETARY DONATIONS TO VARIOUS NON-PROFIT ORGANIZATIONS AND INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	20625
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	21165
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	24362
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	30475
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	21647
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	22068
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	51635
IRS990EZ/TotalProgramServiceExpensesAmt	0	21165
IRS990EZ/TotalRevenueAmt	0	49772
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	19277
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	17443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	18982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	4055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	1140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	60897
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	54857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	58452
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	55753
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	45812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	59246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	274120
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	0.99550
IRS990ScheduleA/PublicSupportTotal509Amt	0	335017
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	74134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	75895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	74735
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	49867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	60386
IRS990ScheduleA/Total509Grp/TotalAmt	0	335017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	74134
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	75895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	74735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	49867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	60386
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	335017
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt	0	4100
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt	0	4100
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	24054
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	ROBERTSDALE ROT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	HOT TROT CHARIT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt	0	915
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	38820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	11696
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	50516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	38820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	11696
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	50516
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	26462
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt	0	3935
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt	0	3935
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	14029
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	13430
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	599
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt	0	1075
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	1075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	CASH CONTRIBUTION: 10,500 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ROBERTSDALE ROTARY RODEO ADVERTISING AND PROMOTION 4,512 REPAIRS AND MAINTENANCE 500 TAXES/LICENSES 84 CHARITABLE CONTRIBUTIONS 1,000 HOT TROT CHARITY RUN CHARITABLE CONTRIBUTIONS 7,362 RAFFLE CHARITABLE CONTRIBUTIONS 4,013 EXPENSES OFFICE 33 STORAGE 540 TOTAL 18,044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACCOUNTS RECEIVABLE 4,845 2,450 TOTAL 4,845 2,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 21,647 22,068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LEANNE MURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2519471040
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-11-06
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	2DFE5DB8A14B1B91EA1144154D461515CCAE012B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	108EAE6F29BAEC832213F58242968E43DFB922C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	216.231.171.74
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CS
ReturnHeader/FilingSecurityInformation/IPTm	0	09:19:26
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	2018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WAYNE A GRUENLOH
ReturnHeader/ReturnTs	0	2018-11-06T09:19:26-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $63,849
Liabilities: $22,068
Net assets: $41,781
Revenue: $49,772
Expenses: $51,635
Net income: -$1,863

	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
2018Detailed filing. Detailed filing data is available for this year.	$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