Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 26-1684721

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 24, 2019

PO Box 2495Blue Ridge, GA 30513

(706) 632-7850

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-4.1%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

23rd percentile

-17%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2019

Assets

Down

$37,109

Down $3,259 (-8.1%) from 2017

Net Assets

Down

$37,109

Down $3,259 (-8.1%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$38,333

Down $17,388 (-31%) from 2017

Expenses

Down

$42,527

Down $12,325 (-22%) from 2017

Net Income

Down

-$4,194

Down $5,063 (-583%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $8,841Net Assets 2012: $8,8412012Assets 2013: $9,632Net Assets 2013: $9,6322013Assets 2014: $18,299Net Assets 2014: $18,2992014Assets 2015: $27,840Net Assets 2015: $27,8402015Assets 2017: $40,368Net Assets 2017: $40,3682017Assets 2019: $37,109Net Assets 2019: $37,1092019Assets 2020: $25,989Net Assets 2020: $25,9892020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2019

Assets$37,109
Liabilities-
Net Assets$37,109

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $42,360Expenses 2012: $35,682Net Income 2012: $6,6782012Revenue 2013: $41,311Expenses 2013: $40,520Net Income 2013: $7912013Revenue 2014: $52,214Expenses 2014: $43,547Net Income 2014: $8,6672014Revenue 2015: $49,804Expenses 2015: $40,263Net Income 2015: $9,5412015Revenue 2017: $55,721Expenses 2017: $54,852Net Income 2017: $8692017Revenue 2019: $38,333Expenses 2019: $42,527Net Income 2019: -$4,1942019Revenue 2020: $30,360Expenses 2020: $41,480Net Income 2020: -$11,1202020Revenue 2021: $14,774Expenses 2021: $40,764Net Income 2021: -$25,9902021

Highlighted filing

2019

Revenue$38,333
Expenses$42,527
Net Income-$4,194
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 24, 2019
Return Version
2018v3.1
Gross Receipts
$63,253
Mission and Program Overview

Mission

To provide community assistance for education, social needs, and other charitable needs throughout our local area. Areas of focus include literacy, water quality, youth development, and international awareness and understanding.

Program Services

DescriptionGrantsExpenses
ROTARY PROJECTS, COMMUNITY SERVICE, AND DONATIONS TO CHARITABLE ORGANIZATIONS$14,000$27,090
LUNCHEONS AND PROGRAMS WITH GUEST SPEAKERS FOR MEMBERS AND COMMUNITY BUSINESS OWNERS-$14,259
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY HUGHESPresident El-$0--
LAURIE MCCLEARENPresident-$0--
SANDY OTTSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blues Train Rid$35,510$35,510$22,148$13,362
Golf Tournament$6,056$6,056$2,772$3,284
Total Events$41,566$41,566$24,920$16,646
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
26-1684721
Phone
7066327850
Address
PO BOX 2495, BLUE RIDGE, GA 30513

Signing Officer

Name
Jackie Self
Title
Treasurer
Phone
7066327850
Signed
2019-10-24
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

Rotary club blue ridge georgia inc

Form 990-ez, Part I, Line 8

Meal income 466 happy dollars 275 total 741

Form 990-ez, Part I, Line 10

Class of activity: community service name: ferest foundation for childhood lit address: po box 1327 madison, ga 30572 cash contribution: 14,000

Form 990-ez, Part I, Line 16

Expenses conferences/meetings 500 supplies 119 rotary district/intl 4,109 member meals 14,259 gifts and donations 15,471 bank charges 59 miscellaneous 500 cart fund 158 grsp 3,625 end polio 276 prior year uncleared item -10,549 total 28,527

Form 990-ez, Part I, Line 20

PRIOR YEAR ADJUSTMENT 0

Form 990-ez, Part III

To provide community assistance for education, social needs, and other charitable needs throughout our local area. Areas of focus include literacy, water quality, youth development, and international awareness and understanding.

Raw XML Appendix122 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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IRS990EZ/BooksInCareOfDetail/PersonNm0JACKIE SELF
IRS990EZ/BooksInCareOfDetail/PhoneNum07066327850
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2495
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLUE RIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030513
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041303
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037109
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02160
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4194
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041303
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037109
IRS990EZ/FundraisingGrossIncomeAmt041566
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014000
IRS990EZ/GrossReceiptsAmt063253
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt0375
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018411
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAY HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURIE MCCLEAREN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028527
IRS990EZ/OtherRevenueTotalAmt0741
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE COMMUNITY ASSISTANCE FOR EDUCATION, SOCIAL NEEDS, AND OTHER CHARITABLE NEEDS THROUGHOUT OUR LOCAL AREA. AREAS OF FOCUS INCLUDE LITERACY, WATER QUALITY, YOUTH DEVELOPMENT, AND INTERNATIONAL AWARENESS AND UNDERSTANDING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY PROJECTS, COMMUNITY SERVICE, AND DONATIONS TO CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LUNCHEONS AND PROGRAMS WITH GUEST SPEAKERS FOR MEMBERS AND COMMUNITY BUSINESS OWNERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027090
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114259
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt016646
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042527
IRS990EZ/TotalProgramServiceExpensesAmt041349
IRS990EZ/TotalRevenueAmt038333
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARYCLUBOFBLUERIDGE.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024920
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLUES TRAIN RID
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06056
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041566
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06056
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041566
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016646
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024920
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022148
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY CLUB BLUE RIDGE GEORGIA INC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEAL INCOME 466 HAPPY DOLLARS 275 TOTAL 741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASS OF ACTIVITY: COMMUNITY SERVICE NAME: FEREST FOUNDATION FOR CHILDHOOD LIT ADDRESS: PO BOX 1327 MADISON, GA 30572 CASH CONTRIBUTION: 14,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES CONFERENCES/MEETINGS 500 SUPPLIES 119 ROTARY DISTRICT/INTL 4,109 MEMBER MEALS 14,259 GIFTS AND DONATIONS 15,471 BANK CHARGES 59 MISCELLANEOUS 500 CART FUND 158 GRSP 3,625 END POLIO 276 PRIOR YEAR UNCLEARED ITEM -10,549 TOTAL 28,527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR YEAR ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO PROVIDE COMMUNITY ASSISTANCE FOR EDUCATION, SOCIAL NEEDS, AND OTHER CHARITABLE NEEDS THROUGHOUT OUR LOCAL AREA. AREAS OF FOCUS INCLUDE LITERACY, WATER QUALITY, YOUTH DEVELOPMENT, AND INTERNATIONAL AWARENESS AND UNDERSTANDING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKIE SELF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07066327850
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0261684721
ReturnHeader/Filer/PhoneNum07066327850
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2495
ReturnHeader/Filer/USAddress/CityNm0BLUE RIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030513
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02019-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:08:57
ReturnHeader/ReturnTs02019-10-24T12:08:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings