Civic Intelligence

Rotary International Habersham County Club

990EZ • Fiscal year 2024 • EIN 23-7404754

Jul 01, 2023 to Jun 30, 2024 • Filed on May 22, 2025

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

76th percentile

0.10x

Higher debt load relative to assets than 76% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

8th percentile

-49%

Faster asset growth than 8% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-3.2%

Faster revenue growth than 38% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$34,683

Down $32,925 (-49%) from 2023

Net Assets

Down

$31,112

Down $33,455 (-52%) from 2023

Liabilities

Up

$3,571

Up $530 (+17%) from 2023

Revenue

Down

$86,506

Down $2,840 (-3.2%) from 2023

Expenses

Down

$102,754

Down $8,019 (-7.2%) from 2023

Net Income

Up

-$16,248

Up $5,179 (+24%) from 2023

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 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

2024

Assets$34,683
Liabilities$3,571
Net Assets$31,112

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 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

2024

Revenue$86,506
Expenses$102,754
Net Income-$16,248
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 22, 2025
Return Version
2023v6.0
Gross Receipts
$98,976
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 & EARLYACT PROGRAM IN LOCAL SCHOOLS AND DONATION TO HABERSHAM CHRISTIAN LEARNING CENTER. DONATING SHOES TO ALL OF THE ELEMENTARY SCHOOLS IN HABERSHAM COUNTY. WE ESTIMATE THAT APPROXIMATELY 5,000 PEOPLE WERE DIRECTLY BENEFITTED.-$102,754
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY HULSEYPresidentPT$0--
JANICE BARDENTreasurerPT$0--
FRAN CHASTAINSecretaryPT$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
Janice Barden
Title
Treasurer
Signed
2025-05-22
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

| Donee's Name: GRSP TUITION & BOOKS | Cash Amount Given: $7900

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: SCHOLARSHIPS | Cash Amount Given: $5400

Other Expenses.1

MEALS/MEETINGS $30780

Other Expenses.2

BAD DEBT $16174

Other Expenses.3

Rotary international dues $9016

Other Expenses.4

END POLIO $8800

Other Expenses.5

DISTRICT DUES $5702

Other Expenses.6

MARKETING $4573

Other Expenses.7

Miscellaneous expense $2539

Other Expenses.8

COMMUNITY SERVICE $2000

Other Expenses.9

INSURANCE $1989

Other Expenses.10

Student recognition $1182

Other Expenses.11

Membership drive $1071

Other Expenses.12

District conference $1020

Other Expenses.13

HCLC SUPPORT $1000

Other Expenses.14

Training expenses-pets $661

Other Expenses.15

HOMELESS TASK FORCE $425

Other Expenses.16

SUPPLIES $370

Other Expenses.17

GOAL RECOGNITION $325

Other Expenses.18

POSTAGE $200

Other Expenses.19

OFFICE EXPENSES $182

Other Expenses.20

SPEAKER EXPENSES $100

Other Expenses.21

FCA $75

Other Expenses.22

DUES AND FEES $30

Other Assets.1005

Accounts Receivable - Beginning $28198 Accounts Receivable - Ending $9383

Total Liabilities.1

BIG POT DRAWING - Beginning $2916 BIG POT DRAWING - Ending $0

Total Liabilities.2

GRACE GATE - Beginning $50 GRACE GATE - Ending $0

Total Liabilities.3

SCHOLARSHIP FUND - Beginning $75 SCHOLARSHIP FUND - Ending $3590

Total Liabilities.4

ROTARY DISTRICT DUES INVOICED TO MEMBERS - Beginning $0 ROTARY DISTRICT DUES INVOICED TO MEMBERS - Ending $-16

Total Liabilities.5

RI DUES INVOICED TO MEMBERS - Beginning $0 RI DUES INVOICED TO MEMBERS - Ending $-26

Total Liabilities.6

ROTARY FOUNDATION CONTRIBUTIONS - Beginning $0 ROTARY FOUNDATION CONTRIBUTIONS - Ending $25

Total Liabilities.7

HCLC MEMBER CONTRIBUTIONS - Beginning $0 HCLC MEMBER CONTRIBUTIONS - Ending $-2

Raw XML Appendix172 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| Donee's Name: GRSP TUITION & BOOKS | Cash Amount Given: $7900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: SCHOLARSHIPS | Cash Amount Given: $5400
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BAD DEBT $16174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROTARY INTERNATIONAL DUES $9016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5END POLIO $8800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DISTRICT DUES $5702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MARKETING $4573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS EXPENSE $2539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COMMUNITY SERVICE $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INSURANCE $1989
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STUDENT RECOGNITION $1182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Membership drive $1071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DISTRICT CONFERENCE $1020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14HCLC SUPPORT $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TRAINING EXPENSES-PETS $661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16HOMELESS TASK FORCE $425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17SUPPLIES $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18GOAL RECOGNITION $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19POSTAGE $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20OFFICE EXPENSES $182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21SPEAKER EXPENSES $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22FCA $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23DUES AND FEES $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Accounts Receivable - Beginning $28198 Accounts Receivable - Ending $9383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25BIG POT DRAWING - Beginning $2916 BIG POT DRAWING - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26GRACE GATE - Beginning $50 GRACE GATE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27SCHOLARSHIP FUND - Beginning $75 SCHOLARSHIP FUND - Ending $3590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28ROTARY DISTRICT DUES INVOICED TO MEMBERS - Beginning $0 ROTARY DISTRICT DUES INVOICED TO MEMBERS - Ending $-16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29RI DUES INVOICED TO MEMBERS - Beginning $0 RI DUES INVOICED TO MEMBERS - Ending $-26
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30ROTARY FOUNDATION CONTRIBUTIONS - Beginning $0 ROTARY FOUNDATION CONTRIBUTIONS - Ending $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31HCLC MEMBER CONTRIBUTIONS - Beginning $0 HCLC MEMBER CONTRIBUTIONS - Ending $-2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Total Liabilities.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Total Liabilities.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Total Liabilities.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Total Liabilities.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Total Liabilities.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANICE BARDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HABERSHAM COUNTY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237404754
ReturnHeader/Filer/PhoneNum07067782129
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263508409
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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/ReturnTs02025-05-22T10:19:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)4 • <$500k nonprofits