Civic Intelligence

Rotary International Habersham County Club

990EZ • Fiscal year 2017 • EIN 23-7404754

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

PO Box 874Cornelia, GA 30531

(706) 778-2129

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

86th percentile

28%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

89th percentile

44%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

21%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$111,644

Up $33,883 (+44%) from 2016

Net Assets

Up

$109,966

Up $33,115 (+43%) from 2016

Liabilities

Up

$1,678

Up $768 (+84%) from 2016

Revenue

Up

$119,592

Up $20,767 (+21%) from 2016

Expenses

Up

$86,477

Up $16,263 (+23%) from 2016

Net Income

Up

$33,115

Up $4,504 (+16%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $53,034Liabilities 2011: $13Net Assets 2011: $53,0212011Assets 2013: $45,289Liabilities 2013: $1,470Net Assets 2013: $43,8192013Assets 2015: $52,257Liabilities 2015: $4,017Net Assets 2015: $48,2402015Assets 2016: $77,761Liabilities 2016: $910Net Assets 2016: $76,8512016Assets 2017: $111,644Liabilities 2017: $1,678Net Assets 2017: $109,9662017Assets 2018: $141,403Liabilities 2018: $1,702Net Assets 2018: $139,7012018Assets 2020: $112,802Liabilities 2020: $1,301Net Assets 2020: $111,5012020Assets 2022: $88,960Liabilities 2022: $2,966Net Assets 2022: $85,9942022Assets 2023: $67,608Liabilities 2023: $3,041Net Assets 2023: $64,5672023Assets 2024: $34,683Liabilities 2024: $3,571Net Assets 2024: $31,1122024Assets 2025: $32,858Net Assets 2025: $32,8582025

Highlighted filing

2017

Assets$111,644
Liabilities$1,678
Net Assets$109,966

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $103,8292011Expenses 2013: $79,7202013Revenue 2015: $92,197Expenses 2015: $76,231Net Income 2015: $15,9662015Revenue 2016: $98,825Expenses 2016: $70,214Net Income 2016: $28,6112016Revenue 2017: $119,592Expenses 2017: $86,477Net Income 2017: $33,1152017Revenue 2018: $126,414Expenses 2018: $96,679Net Income 2018: $29,7352018Revenue 2020: $74,246Expenses 2020: $90,311Net Income 2020: -$16,0652020Revenue 2022: $60,523Expenses 2022: $74,553Net Income 2022: -$14,0302022Revenue 2023: $89,346Expenses 2023: $110,773Net Income 2023: -$21,4272023Revenue 2024: $86,506Expenses 2024: $102,754Net Income 2024: -$16,2482024Revenue 2025: $73,302Expenses 2025: $71,556Net Income 2025: $1,7462025

Highlighted filing

2017

Revenue$119,592
Expenses$86,477
Net Income$33,115
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$128,673
Mission and Program Overview

Mission

The organization's primary exempt purpose is community service.

Program Services

DescriptionGrantsExpenses
THE HABERSHAM COUNTY ROTARY CLUB PROVIDES OPPORTUNITY FOR ITS MEMBERS TO MEET, ENJOY FELLOWSHIP AND TO CARRY OUT PROJECTS THAT HELP OUR COMMUNITY AND OUR WORLD. CURRENT YEAR PROJECTS INCLUDE FUNDING LOCAL SCHOLARSHIPS AND THE SPONSORING OF A FOREIGN EXCHANGE STUDENT AT A LOCAL COLLEGE; RECOGNIZING CURRENT HIGH SCHOOL STUDENTS FOR ACADEMIC EXCELLANCE, SPONSORING LEADER IN ME PROGRAM IN CORNELIA ELEMENTARY SCHOOL, DONATION TO HABERSHAM CHRISTIAN LEARNING CENTER AND PROVIDING FARM EQUIPMENT TO LOCAL HIGH SCHOOL. WE ESTIMATE THAT APPROXIMATELY 5,000 PEOPLE WERE DIRECTLY BENEFITTED.$95,558-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN LEDFORDPresidentPT$0--
MARK PAYNETreasurerPT$0--
JUNE BLACKSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dancing With the Stars$79,975$79,975$9,081$70,894
Total Events$79,975$79,975$9,081$70,894
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
23-7404754
Phone
7067782129
Address
PO BOX 874, CORNELIA, GA 30531

Signing Officer

Name
Mark Payne
Title
Treasurer
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Amos Maney & Payne CPAs LLC
Address
PO Box 520, Baldwin, GA 30511
Preparer
Mark C Payne CPA
Phone
7067782129
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Cash Amount Given: $18424

Other Expenses.1001

Advertising and Promotion $1567

Other Expenses.1007

Conferences, Conventions, and Meetings $629

Other Expenses.1

MEALS/MEETINGS $31065

Other Expenses.2

Rotary international dues $11391

Other Expenses.3

COMMUNITY SERVICE $9000

Other Expenses.4

DISTRICT DUES $5179

Other Expenses.5

FACILITY RENT $4000

Other Expenses.6

SOCIALS $2172

Other Expenses.7

INSURANCE $1696

Other Expenses.8

SUPPLIES $365

Other Expenses.9

SPEAKER GIFTS $275

Other Expenses.10

BAD DEBT $261

Other Expenses.11

POSTAGE $186

Other Expenses.12

Rotary international $185

Other Expenses.13

BANNER COMMITTEE $52

Other Expenses.14

MISCELLANEOUS $30

Other Assets.1005

Accounts Receivable - Beginning $782 Accounts Receivable - Ending $9829

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $835

Total Liabilities.1

BIG POT DRAWING - Beginning $860 BIG POT DRAWING - Ending $793

Total Liabilities.2

GRACE GATE - Beginning $50 GRACE GATE - Ending $50

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MARK PAYNE
IRS990EZ/BooksInCareOfDetail/PhoneNum07067782129
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 874
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORNELIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030531
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076979
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033115
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IRS990EZ/FundraisingGrossIncomeAmt079975
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076851
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0109966
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0782
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09829
IRS990EZ/OtherExpensesTotalAmt068053
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS COMMUNITY SERVICE.
IRS990EZ/ProgramServiceRevenueAmt048692
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt095558
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09081
IRS990EZ/SpecialEventsNetIncomeLossAmt070894
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0910
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt0119592
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09081
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DANCING WITH THE STARS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt079975
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt079975
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt079975
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt079975
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09081
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $18424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEALS/MEETINGS $31065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROTARY INTERNATIONAL DUES $11391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY SERVICE $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DISTRICT DUES $5179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FACILITY RENT $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SOCIALS $2172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INSURANCE $1696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES $365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SPEAKER GIFTS $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BAD DEBT $261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13POSTAGE $186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ROTARY INTERNATIONAL $185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15BANNER COMMITTEE $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MISCELLANEOUS $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Receivable - Beginning $782 Accounts Receivable - Ending $9829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19BIG POT DRAWING - Beginning $860 BIG POT DRAWING - Ending $793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20GRACE GATE - Beginning $50 GRACE GATE - Ending $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Total Liabilities.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK PAYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HABERSHAM COUNTY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237404754
ReturnHeader/Filer/PhoneNum07067782129
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 874
ReturnHeader/Filer/USAddress/CityNm0CORNELIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030531
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Amos Maney & Payne CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 520
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baldwin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030511
ReturnHeader/PreparerPersonGrp/PhoneNum07067782129
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark C Payne CPA
ReturnHeader/ReturnTs02017-11-13T05:44:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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No mirrored PDF or thumbnail assets are attached yet.

Filings