Civic Intelligence

Brookhaven Rotary 501C3 Foundation

990PF • Fiscal year 2011 • EIN 26-2077680

Jan 01, 2011 to Dec 31, 2011 • Filed on Feb 19, 2012

3114 Marjan Drive30340
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$22,669

Up $2,476 (+12%) from 2010

Net Assets

Up

$22,669

Up $2,476 (+12%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$220

Up $5 (+2.3%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $20,193Liabilities 2010: $0Net Assets 2010: $20,1932010Assets 2011: $22,669Liabilities 2011: $0Net Assets 2011: $22,6692011Assets 2012: $15,178Liabilities 2012: $0Net Assets 2012: $15,1782012Assets 2013: $40,818Liabilities 2013: $0Net Assets 2013: $40,8182013Assets 2014: $75,750Liabilities 2014: $0Net Assets 2014: $75,7502014Assets 2015: $83,938Liabilities 2015: $0Net Assets 2015: $83,9382015Assets 2016: $92,089Liabilities 2016: $0Net Assets 2016: $92,0892016Assets 2017: $90,710Liabilities 2017: $0Net Assets 2017: $90,7102017Assets 2018: $110,474Liabilities 2018: $0Net Assets 2018: $110,4742018Assets 2019: $263,476Liabilities 2019: $163,240Net Assets 2019: $100,2362019Assets 2020: $111,174Liabilities 2020: $0Net Assets 2020: $111,1742020Assets 2021: $103,806Liabilities 2021: $0Net Assets 2021: $103,8062021Assets 2022: $106,197Liabilities 2022: $0Net Assets 2022: $105,2212022Assets 2023: $102,618Liabilities 2023: $0Net Assets 2023: $102,6182023Assets 2024: $102,854Liabilities 2024: $0Net Assets 2024: $102,8542024

Highlighted filing

2011

Assets$22,669
Liabilities$0
Net Assets$22,669

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $2152010Expenses 2011: $2202011Expenses 2012: $2,2192012Revenue 2013: $127,755Expenses 2013: $250Net Income 2013: $127,5052013Revenue 2014: $211,948Expenses 2014: $85,409Net Income 2014: $126,5392014Revenue 2015: $199,097Expenses 2015: $193,630Net Income 2015: $5,4672015Revenue 2016: $230,107Expenses 2016: $221,956Net Income 2016: $8,1512016Revenue 2017: $241,970Expenses 2017: $243,349Net Income 2017: -$1,3792017Revenue 2018: $249,807Expenses 2018: $230,043Net Income 2018: $19,7642018Revenue 2019: $278,625Expenses 2019: $288,863Net Income 2019: -$10,2382019Revenue 2020: $21,721Expenses 2020: $10,783Net Income 2020: $10,9382020Revenue 2021: $7,737Expenses 2021: $15,105Net Income 2021: -$7,3682021Revenue 2022: $4,441Expenses 2022: $3,026Net Income 2022: $1,4152022Revenue 2023: $2,114Expenses 2023: $4,717Net Income 2023: -$2,6032023Revenue 2024: $7,506Expenses 2024: $7,270Net Income 2024: $2362024

Highlighted filing

2011

Revenue-
Expenses$220
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Feb 19, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J SMITHTrusteePT$0--
ROBERT L CUNNINGHAMTrustee-$0--
THOMAS I KENTTrustee-$0--
Filing and Contact Details

Filer

EIN
26-2077680
Raw XML Appendix177 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
AccountingFeesSchedule/AccountingFees/Amount0220
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
CompensationExplanation/Compensation/PersonName0WILLIAM J SMITH
CompensationExplanation/Compensation/PersonName1ROBERT L CUNNINGHAM
CompensationExplanation/Compensation/PersonName2THOMAS I KENT
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0220
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss083717
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses083497
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0220
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses083717
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0220
IRS990PF/BalanceSheets/CashBOY020193
IRS990PF/BalanceSheets/CashEOY022669
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY020193
IRS990PF/BalanceSheets/TotalAssetsEOY022669
IRS990PF/BalanceSheets/TotalAssetsEOYFMV00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY020193
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY022669
IRS990PF/BalanceSheets/TotalNetAssetsBOY020193
IRS990PF/BalanceSheets/TotalNetAssetsEOY022669
IRS990PF/BalanceSheets/UnrestrictedBOY020193
IRS990PF/BalanceSheets/UnrestrictedEOY022669
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses083497
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases081021
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0103690
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY020193
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY022669
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0497
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0497
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0497
IRS990PF/DistributableAmount/MinimumInvestmentReturn0497
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY00
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets010100
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances010100
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0152
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0497
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets09948
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets010100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition13.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM J SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROBERT L CUNNINGHAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2THOMAS I KENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102446 NANCY LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112653 BROOKDALE DRIVE NW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine124213 BERKFORD CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine202446 NANCY LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine212653 BROOKDALE DRIVE NW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine224213 BERKFORD CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0ATLANTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1ATLANTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2ATLANTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0GA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1GA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2GA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode030345
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode130305
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode230319
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ROBERT CUNNINGHAM
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07705228899
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1031014 MARJAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ATLANTA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0GA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode030340
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NONE
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THE SHEPHERD FOUNDATION
IRS990PF/SummaryOfDirectCharitableActy/Expenses1040000
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0497
IRS990PF/UndistributedIncome/UndistributedIncomeCY0497
OtherDecreasesSchedule/OtherDecreases/Amount041021
OtherDecreasesSchedule/OtherDecreases/Amount140000
OtherDecreasesSchedule/OtherDecreases/Description0FUND RAISING EXPENSES
OtherDecreasesSchedule/OtherDecreases/Description1THE SHEPHERD FOUNDATION
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0262077680
ReturnHeader/Filer/Name/BusinessNameLine10BROOKHAVEN ROTARY 501C3 FOUNDATION
ReturnHeader/Filer/NameControl0BROO
ReturnHeader/Filer/Phone07705228899
ReturnHeader/Filer/USAddress/AddressLine103114 MARJAN DRIVE
ReturnHeader/Filer/USAddress/City0ATLANTA
ReturnHeader/Filer/USAddress/State0GA
ReturnHeader/Filer/USAddress/ZIPCode030340
ReturnHeader/Officer/DateSigned02012-02-19
ReturnHeader/Officer/Name0ROBERT CUNNINGHAM
ReturnHeader/Officer/Phone07705228899
ReturnHeader/Officer/Title0BOARD OF DIRECTORS
ReturnHeader/Preparer/DatePrepared02012-03-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MS AHLERT CPA LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10325 SPINDLE COURT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ATLANTA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0GA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode030350
ReturnHeader/Preparer/Name0MARY SUE AHLERT CPA
ReturnHeader/Preparer/Phone07705228899
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-08T15:24:11-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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