Civic Intelligence

The Elberton Rotary Club Scholarship Foundation

EIN 23-7173762 • 501(c)3 • Elberton, GA

Profile

To provide scholarships to local students on a continuing basis.

Susan Fortsontrustee 916 Elbert StElberton, GA 30635

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,195 (-100%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $3,195 (-100%) from 2020

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$30K$20K$10K$0Assets 2014: $29,513Liabilities 2014: $0Net Assets 2014: $29,5132014Assets 2015: $8,523Liabilities 2015: $0Net Assets 2015: $8,5232015Assets 2017: $8,271Net Assets 2017: $8,2712017Assets 2018: $5,771Net Assets 2018: $5,7712018Assets 2019: $71Net Assets 2019: $712019Assets 2020: $3,195Net Assets 2020: $3,1952020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities-
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KRevenue 2014: $17,003Expenses 2014: $20,811Net Income 2014: -$3,8082014Revenue 2015: $6,150Expenses 2015: $9,140Net Income 2015: -$2,9902015Revenue 2017: $9,986Expenses 2017: $7,000Net Income 2017: $2,9862017Revenue 2018: $2,500Expenses 2018: $5,000Net Income 2018: -$2,5002018Revenue 2019: $1,000Expenses 2019: $6,700Net Income 2019: -$5,7002019Revenue 2020: $8,624Expenses 2020: $5,500Net Income 2020: $3,1242020

Latest loaded filing

2020

Revenue$8,624
Expenses$5,500
Net Income$3,124
Open 2020 Filing

Filings

Most recent year

2021 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.20$3.20$8.62$5.50$3.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.07$1.00$6.70$5.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$5.77$2.50$5.00$2.50
2017Detailed filing. Detailed filing data is available for this year.$8.27$8.27$9.99$7.00$2.99
2015Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$6.15$9.14$2.99
2014Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$17.0$20.8$3.81
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 16, 2020
Return Version
2019v5.0
Gross Receipts
$8,624
Mission and Program Overview

Mission

To provide scholarships to local students on a continuing basis.

Primary exempt purpose: the foundation provides academic scholarships to elbert county students to encourage their continued education. Scholarships are awarded based upon scholastic merit, citizenship, and financial need.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AWARDED DURING CURRENT FISCAL YEAR ENDED 6/30/19 WERE SIX SCHOLARSHIPS AT 1,000 EACH AND ONE SCHOLARSHIP AT 500.$5,500$5,500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN FORTSONTrustee-$0--
ROBERT LEVERETTTrustee-$0--
GARY JONESTrustee-$0--
LEON JOUROLMON IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Elberton Rotary Club
EIN
23-7173762
Phone
7062139999
Address
SUSAN FORTSONTRUSTEE 916 ELBERT ST, ELBERTON, GA 30635

Signing Officer

Name
Susan Fortson
Title
Trustee
Phone
7062139999
Signed
2020-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Smith Business Consultants LLC
Address
PO BOX 729, ELBERTON, GA 30635-0729
Preparer
Larry E Smith
Phone
7062832413
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 5,500 relationship: none”

Form 990-ez, Part III

“Primary exempt purpose: the foundation provides academic scholarships to elbert county students to encourage their continued education. Scholarships are awarded based upon scholastic merit, citizenship, and financial need.”

Raw XML Appendix149 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/PersonNm0SUSAN FORTSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07062139999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0916 ELBERT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELBERTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030635
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03195
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08624
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03124
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03195
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05500
IRS990EZ/GrossReceiptsAmt08624
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03195
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03195
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN FORTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT LEVERETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GARY JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEON JOUROLMON III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRIMARY EXEMPT PURPOSE: THE FOUNDATION PROVIDES ACADEMIC SCHOLARSHIPS TO ELBERT COUNTY STUDENTS TO ENCOURAGE THEIR CONTINUED EDUCATION. SCHOLARSHIPS ARE AWARDED BASED UPON SCHOLASTIC MERIT, CITIZENSHIP, AND FINANCIAL NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AWARDED DURING CURRENT FISCAL YEAR ENDED 6/30/19 WERE SIX SCHOLARSHIPS AT 1,000 EACH AND ONE SCHOLARSHIP AT 500.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05500
IRS990EZ/TotalProgramServiceExpensesAmt05500
IRS990EZ/TotalRevenueAmt08624
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE INVESTED FUNDS WERE USED TO ALLOW FOR THE AWARDING OF SCHOLARSHIPS. OTHERWISE, THE AWARDING OF THE SCHOLARSHIPS WOULD HAVE NEEDED TO BE HANDLED BY THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2B
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0586073357
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08624
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF ELBERTON INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ROTARY CLUB OF ELBERTON INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt08624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 5,500 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIMARY EXEMPT PURPOSE: THE FOUNDATION PROVIDES ACADEMIC SCHOLARSHIPS TO ELBERT COUNTY STUDENTS TO ENCOURAGE THEIR CONTINUED EDUCATION. SCHOLARSHIPS ARE AWARDED BASED UPON SCHOLASTIC MERIT, CITIZENSHIP, AND FINANCIAL NEED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN FORTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07062139999
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ELBERTON ROTARY CLUB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELBE
ReturnHeader/Filer/EIN0237173762
ReturnHeader/Filer/PhoneNum07062139999
ReturnHeader/Filer/USAddress/AddressLine1Txt0SUSAN FORTSONTRUSTEE 916 ELBERT ST
ReturnHeader/Filer/USAddress/CityNm0ELBERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030635
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06A74D8F7C62651CC3D87F2A3BCE9BCE90A5C81E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A4B166F4B9E28D9E4F04A08414D530D6B6717C3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-10-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:07:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261523409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH BUSINESS CONSULTANTS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 729
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELBERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0306350729
ReturnHeader/PreparerPersonGrp/PhoneNum07062832413
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY E SMITH
ReturnHeader/ReturnTs02020-10-14T13:07:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.