Civic Intelligence

Rotary International Habersham County Club

990EZ • Fiscal year 2021 • EIN 23-7404754

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

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

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.03x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-9.5%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

0.0%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$102,038

Down $10,764 (-9.5%) from 2020

Net Assets

Down

$100,024

Down $11,477 (-10%) from 2020

Liabilities

Up

$2,014

Up $713 (+55%) from 2020

Revenue

Up

$74,273

Up $27 (+0.0%) from 2020

Expenses

Down

$85,750

Down $4,561 (-5.1%) from 2020

Net Income

Up

-$11,477

Up $4,588 (+29%) from 2020

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 2018: $141,403Liabilities 2018: $1,702Net Assets 2018: $139,7012018Assets 2020: $112,802Liabilities 2020: $1,301Net Assets 2020: $111,5012020Assets 2021: $102,038Liabilities 2021: $2,014Net Assets 2021: $100,0242021Assets 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

2021

Assets$102,038
Liabilities$2,014
Net Assets$100,024

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 2018: $126,414Expenses 2018: $96,679Net Income 2018: $29,7352018Revenue 2020: $74,246Expenses 2020: $90,311Net Income 2020: -$16,0652020Revenue 2021: $74,273Expenses 2021: $85,750Net Income 2021: -$11,4772021Revenue 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

2021

Revenue$74,273
Expenses$85,750
Net Income-$11,477
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$78,803
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.$90,280-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP SMITHPresidentPT$0--
MELANY WARDTreasurerPT$0--
BRADLEY COOKSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$18,005$18,005$4,530$13,475
Total Events$18,005$18,005$4,530$13,475
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
2021-11-15
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: $13285

Other Expenses.1

MEALS/MEETINGS $30533

Other Expenses.2

MISCELLANEOUS $9552

Other Expenses.3

COMMUNITY SERVICE $8534

Other Expenses.4

Rotary international dues $7800

Other Expenses.5

DISTRICT DUES $4984

Other Expenses.6

OFFICE EXPENSES $3148

Other Expenses.7

FACILITY RENT $3000

Other Expenses.8

MARKETING $1889

Other Expenses.9

INSURANCE $1839

Other Expenses.10

SOCIALS $482

Other Expenses.11

Membership drive $265

Other Expenses.12

SUPPLIES $152

Other Expenses.13

POSTAGE $146

Other Expenses.14

TRAINING EXPENSES $100

Other Expenses.15

GIFT EXPENSES $39

Other Expenses.16

ROUNDING VARIANCE $2

Other Assets.1005

Accounts Receivable - Beginning $33444 Accounts Receivable - Ending $21546

Total Liabilities.1

BIG POT DRAWING - Beginning $1251 BIG POT DRAWING - Ending $1964

Total Liabilities.2

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

Raw XML Appendix160 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $13285
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY SERVICE $8534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROTARY INTERNATIONAL DUES $7800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISTRICT DUES $4984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE EXPENSES $3148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FACILITY RENT $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MARKETING $1889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INSURANCE $1839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SOCIALS $482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Membership drive $265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUPPLIES $152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13POSTAGE $146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TRAINING EXPENSES $100
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18BIG POT DRAWING - Beginning $1251 BIG POT DRAWING - Ending $1964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19GRACE 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
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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/EIN0237404754
ReturnHeader/Filer/PhoneNum07067782129
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
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ReturnHeader/PreparerPersonGrp/PhoneNum07067782129
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark C Payne CPA
ReturnHeader/ReturnTs02021-11-15T12:47:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings