Civic Intelligence

Rotary International Vestavia Hills

EIN 23-7182909 • 501(c)4 • Vestavia Hills, AL

Profile

Community service to promote social welfare

PO Box 660216Vestavia Hills, AL 35266

www.vestaviarotary.com

Siviq Scores

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

Liabilities / Assets

100th percentile

94.27x

Higher debt load relative to assets than 100% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

1.55x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

21st percentile

-22%

Higher net margin than 21% 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

11th percentile

-89%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$572

Down $13,570 (-96%) from 2017

Liabilities

Up

$53,925

Up $50,701 (+1573%) from 2017

Net Assets

Down

-$53,353

Down $64,271 (-589%) from 2017

Operations
Liabilities / Revenue97th percentileNet Margin21st percentile

Revenue

Down

$34,742

Down $7,940 (-19%) from 2017

Expenses

Up

$42,472

Up $7,907 (+23%) from 2017

Net Income

Down

-$7,730

Down $15,847 (-195%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$100K$50K$0-$50K-$100KAssets 2010: $12,937Liabilities 2010: $1,267Net Assets 2010: $11,6702010Assets 2011: $20,795Liabilities 2011: $3,009Net Assets 2011: $17,7862011Assets 2014: $5,630Liabilities 2014: $0Net Assets 2014: $5,6302014Assets 2015: $8,232Liabilities 2015: $0Net Assets 2015: $8,2322015Assets 2016: $4,316Liabilities 2016: $1,515Net Assets 2016: $2,8012016Assets 2017: $14,142Liabilities 2017: $3,224Net Assets 2017: $10,9182017Assets 2025: $572Liabilities 2025: $53,925Net Assets 2025: -$53,3532025

Highlighted filing

2025

Assets$572
Liabilities$53,925
Net Assets-$53,353
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $62,281Expenses 2010: $64,250Net Income 2010: -$1,9692010Revenue 2011: $59,409Expenses 2011: $53,293Net Income 2011: $6,1162011Revenue 2014: $42,906Expenses 2014: $52,362Net Income 2014: -$9,4562014Revenue 2015: $49,408Expenses 2015: $46,806Net Income 2015: $2,6022015Revenue 2016: $40,778Expenses 2016: $46,209Net Income 2016: -$5,4312016Revenue 2017: $42,682Expenses 2017: $34,565Net Income 2017: $8,1172017Revenue 2025: $34,742Expenses 2025: $42,472Net Income 2025: -$7,7302025

Highlighted filing

2025

Revenue$34,742
Expenses$42,472
Net Income-$7,730
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$572
Liabilities
$53,925
Net assets
-$53,353
Revenue
$34,742
Expenses
$42,472
Net income
-$7,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.57$53.9$53.4$34.7$42.5$7.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$3.22$10.9$42.7$34.6$8.12
2016Detailed filing. Detailed filing data is available for this year.$4.32$1.52$2.80$40.8$46.2$5.43
2015Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$49.4$46.8$2.60
2014Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$42.9$52.4$9.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$3.01$17.8$59.4$53.3$6.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$1.27$11.7$62.3$64.3$1.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 18, 2025
Return Version
2024v5.2
Gross Receipts
$34,742
Mission and Program Overview

Mission

Community service to promote social welfare

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE TO PROMOTE SOCIAL WELFARE$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE BERTHONPresident-$0--
DAVID MASONPast President-$0--
MARTIN OWENVice-President-$0--
JOE PEREZTreasurer-$0--
STACY BERTHONDirector-$0--
DAVID WHITTDirector-$0--
KENT HOWARDDirector-$0--
GARY JORDANDirector-$0--
DON WIGINTONDirector-$0--
MAURY WALDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Vestavia Hills
EIN
23-7182909
Phone
2058711210
Address
PO BOX 660216, VESTAVIA HILLS, AL 35266

Signing Officer

Name
Joe Perez
Title
Treasurer
Phone
2058711210
Signed
2025-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Advisory Group LLC
Address
3049 MASSEY ROAD, VESTAVIA HILLS, AL 35216
Preparer
Kyle Melvin
Phone
4048929651
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: various grants and awards. Amount: 320. Description: supplies. Amount: 1,622. Description: district and international dues. Amount: 16,470. Description: meals and meeting expenses. Amount: 19,337. Total to form 990-ez, line 16: 37,749.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: due from members. Beg. Of year amount: 300. End of year amount: 0.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to rotary foundation. Beg. Of year amount: 50,706. End of year amount: 53,925.”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JOE PEREZ
IRS990EZ/BooksInCareOfDetail/PhoneNum02059024516
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 660216
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VESTAVIA HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035266
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04783
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0572
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7730
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0840
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05083
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0572
IRS990EZ/GrossReceiptsAmt034742
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt034742
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-45623
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-53353
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-45623
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-53353
IRS990EZ/OccupancyRentUtltsAndMaintAmt02005
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRUCE BERTHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTIN OWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STACY BERTHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID WHITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KENT HOWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GARY JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DON WIGINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MAURY WALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0300
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037749
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE TO PROMOTE SOCIAL WELFARE
IRS990EZ/PrintingPublicationsPostageAmt01878
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE TO PROMOTE SOCIAL WELFARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt050706
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt053925
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt042472
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt034742
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VESTAVIAROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: VARIOUS GRANTS AND AWARDS. AMOUNT: 320. DESCRIPTION: SUPPLIES. AMOUNT: 1,622. DESCRIPTION: DISTRICT AND INTERNATIONAL DUES. AMOUNT: 16,470. DESCRIPTION: MEALS AND MEETING EXPENSES. AMOUNT: 19,337. TOTAL TO FORM 990-EZ, LINE 16: 37,749.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE FROM MEMBERS. BEG. OF YEAR AMOUNT: 300. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO ROTARY FOUNDATION. BEG. OF YEAR AMOUNT: 50,706. END OF YEAR AMOUNT: 53,925.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE PEREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058711210
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL VESTAVIA HILLS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237182909
ReturnHeader/Filer/PhoneNum02058711210
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 660216
ReturnHeader/Filer/USAddress/CityNm0VESTAVIA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035266
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APRIO ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03049 MASSEY ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VESTAVIA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035216
ReturnHeader/PreparerPersonGrp/PhoneNum04048929651
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE MELVIN
ReturnHeader/ReturnTs02025-07-18T12:00:50-05:00
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