Civic Intelligence

Rotary International Habersham County Club

990EZ • Fiscal year 2020 • EIN 23-7404754

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization ProfileN/A
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

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

22nd percentile

-22%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-25%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$112,802

Down $28,601 (-20%) from 2018

Net Assets

Down

$111,501

Down $28,200 (-20%) from 2018

Liabilities

Down

$1,301

Down $401 (-24%) from 2018

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin22nd percentile

Revenue

Down

$74,246

Down $52,168 (-41%) from 2018

Expenses

Down

$90,311

Down $6,368 (-6.6%) from 2018

Net Income

Down

-$16,065

Down $45,800 (-154%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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 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

2020

Assets$112,802
Liabilities$1,301
Net Assets$111,501
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

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 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

2020

Revenue$74,246
Expenses$90,311
Net Income-$16,065
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$78,666
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, SUPPORTING INTERACT & IMPLEMENTING FIRST EARLYACT PROGRAM IN LOCAL SCHOOL AND DONATION TO HABERSHAM CHRISTIAN LEARNING CENTER. WE ESTIMATE THAT APPROXIMATELY 5,000 PEOPLE WERE DIRECTLY BENEFITTED.$94,731-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN SCHUBRINGPresidentPT$0--
MELANY WARDTreasurerPT$0--
BRADLEY COOKSecretaryPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Melany Ward
Title
Treasurer
Signed
2020-11-13
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: $16728”

Other Expenses.1

“MEALS/MEETINGS $31645”

Other Expenses.2

“Rotary international dues $19198”

Other Expenses.3

“BAD DEBT $5461”

Other Expenses.4

“DISTRICT DUES $5454”

Other Expenses.5

“COMMUNITY SERVICE $4274”

Other Expenses.6

“FACILITY RENT $3118”

Other Expenses.7

“INSURANCE $1696”

Other Expenses.8

“SOCIALS $770”

Other Expenses.9

“TRAINING EXPENSES $602”

Other Expenses.10

“MARKETING $561”

Other Expenses.11

“SUPPLIES $317”

Other Expenses.12

“MISCELLANEOUS $175”

Other Expenses.13

“World com service project $120”

Other Expenses.14

“POSTAGE $110”

Other Expenses.15

“OFFICE EXPENSES $82”

Other Assets.1005

“Accounts Receivable - Beginning $39618 Accounts Receivable - Ending $33444”

Total Liabilities.1

“BIG POT DRAWING - Beginning $1281 BIG POT DRAWING - Ending $1251”

Total Liabilities.2

“GRACE GATE - Beginning $50 GRACE GATE - Ending $50”

Raw XML Appendix143 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/PersonNm0MELANY WARD
IRS990EZ/BooksInCareOfDetail/PhoneNum07067782129
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 874
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORNELIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030531
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089279
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079358
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16065
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0128897
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112802
IRS990EZ/FundraisingGrossIncomeAmt01180
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016728
IRS990EZ/GrossReceiptsAmt078666
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127566
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0111501
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127566
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0111501
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEN SCHUBRING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANY WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRADLEY COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt039618
IRS990EZ/OtherAssetsTotalDetail/EOYAmt033444
IRS990EZ/OtherExpensesTotalAmt073583
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS COMMUNITY SERVICE.
IRS990EZ/ProgramServiceRevenueAmt077481
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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, SUPPORTING INTERACT & IMPLEMENTING FIRST EARLYACT PROGRAM IN LOCAL SCHOOL AND DONATION TO HABERSHAM CHRISTIAN LEARNING CENTER. WE ESTIMATE THAT APPROXIMATELY 5,000 PEOPLE WERE DIRECTLY BENEFITTED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt094731
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04420
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3240
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01331
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01301
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt090311
IRS990EZ/TotalProgramServiceExpensesAmt094731
IRS990EZ/TotalRevenueAmt074246
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $16728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEALS/MEETINGS $31645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY INTERNATIONAL DUES $19198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BAD DEBT $5461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISTRICT DUES $5454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY SERVICE $4274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FACILITY RENT $3118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE $1696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SOCIALS $770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRAINING EXPENSES $602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MARKETING $561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUPPLIES $317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13WORLD COM SERVICE PROJECT $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14POSTAGE $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15OFFICE EXPENSES $82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Receivable - Beginning $39618 Accounts Receivable - Ending $33444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BIG POT DRAWING - Beginning $1281 BIG POT DRAWING - Ending $1251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18GRACE GATE - Beginning $50 GRACE GATE - Ending $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.2
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELANY WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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/PreparerFirmEIN0263508409
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/ReturnTs02020-11-13T07:52:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,802
Liabilities
$1,301
Net assets
$111,501
Revenue
$74,246
Expenses
$90,311
Net income
-$16,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.73$0.72$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.35$0.04$0.31$0.87$1.03$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.03$0.65$0.89$1.11$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.03$0.86$0.61$0.75$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.12$0.74$0.90$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.02$1.40$1.26$0.97$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.01$0.77$0.99$0.70$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.04$0.48$0.92$0.76$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.01$0.44$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$1.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • <$500k nonprofits