Brookhaven Rotary 501C3 Foundation

990PF • Fiscal year 2014 • EIN 26-2077680

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 11, 2015

Organization Profile

PO Box 29203Atlanta, GA 30359

(770) 522-8899

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

60%

Higher net margin than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

86%

Faster asset growth than 92% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

66%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets58th percentile

Assets

$75,750

Up $34,932 (+86%) from 2013

Net Assets

$75,750

Up $34,932 (+86%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin93rd percentile

Revenue

$211,948

Up $84,193 (+66%) from 2013

Expenses

$85,409

Up $85,159 (+34064%) from 2013

Net Income

Down

$126,539

Down $966 (-0.8%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

Highlighted filing

2014

Assets$75,750

Liabilities$0

Net Assets$75,750

Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

Highlighted filing

2014

Revenue$211,948

Expenses$85,409

Net Income$126,539

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Aug 11, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WILLIAM J SMITH	Trustee	-	$0	-	-
JONATHAN BYRD	Trustee	-	$0	-	-
BONNIS HARDAGE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Brookhaven Rotary 501c3 Foundation
EIN: 26-2077680
Phone: 7705228899
Address: PO BOX 29203, ATLANTA, GA 30359

Signing Officer

Name: William J Smith
Title: Board of Directors
Phone: 7705228899
Signed: 2015-08-11

Preparer

Firm: Ms Ahlert CPA LLC
Address: 325 SPINDLE COURT, ATLANTA, GA 30350
Preparer: Mary Sue Ahlert CPA
Phone: 7705228899

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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	IDA
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	52
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IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	58912
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	36412
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	22500
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	884
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	2901
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	26
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	30340
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4043106285
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	NONE
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	2849
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	4151
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	2849
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	4151
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	85000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	5000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	2	240
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	3	1377
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	THE SHEPHERD FOUNDATION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	MERCY CANCER CENTER
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	2	SCHOLARSHIP
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	3	UNREALIZED LOSS ON INVESTMENT (NET)
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	85144
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	GOLF TOURNAMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	COST OF GOODS SOLD
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	85144
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WILLIAM J SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	BOARD OF DIRECTORS
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7705228899
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-08-11
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ReturnHeader/Filer/BusinessNameControlTxt	0	BROO
ReturnHeader/Filer/EIN	0	262077680
ReturnHeader/Filer/PhoneNum	0	7705228899
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ReturnHeader/Filer/USAddress/CityNm	0	ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	GA
ReturnHeader/Filer/USAddress/ZIPCd	0	30359
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	061646001
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MS AHLERT CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	325 SPINDLE COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	30350
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7705228899
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MARY SUE AHLERT CPA
ReturnHeader/ReturnTs	0	2015-08-14T10:36:22-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $75,750
Liabilities: $0
Net assets: $75,750
Revenue: $211,948
Expenses: $85,409
Net income: $126,539

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.03	$0.00	$1.03	$0.08	$0.07	$0.00
2023Detailed filing. Detailed filing data is available for this year.	$1.03	$0.00	$1.03	$0.02	$0.05	$0.03
2022Detailed filing. Detailed filing data is available for this year.	$1.06	$0.00	$1.05	$0.04	$0.03	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$1.04	$0.00	$1.04	$0.08	$0.15	$0.07
2020Detailed filing. Detailed filing data is available for this year.	$1.11	$0.00	$1.11	$0.22	$0.11	$0.11
2019Detailed filing. Detailed filing data is available for this year.	$2.63	$1.63	$1.00	$2.79	$2.89	$0.10
2018Detailed filing. Detailed filing data is available for this year.	$1.10	$0.00	$1.10	$2.50	$2.30	$0.20
2017Detailed filing. Detailed filing data is available for this year.	$0.91	$0.00	$0.91	$2.42	$2.43	$0.01
2016Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$2.30	$2.22	$0.08
2015Detailed filing. Detailed filing data is available for this year.	$0.84	$0.00	$0.84	$1.99	$1.94	$0.05
2014Detailed filing. Detailed filing data is available for this year.	$0.76	$0.00	$0.76	$2.12	$0.85	$1.27
2013Detailed filing. Detailed filing data is available for this year.	$0.41	$0.00	$0.41	$1.28	$0.00	$1.28
2012Detailed filing. Detailed filing data is available for this year.	$0.15	$0.00	$0.15		$0.02
2011Detailed filing. Detailed filing data is available for this year.	$0.23	$0.00	$0.23		$0.00
2010Detailed filing. Detailed filing data is available for this year.	$0.20	$0.00	$0.20		$0.00