Civic Intelligence

Rotary Club of Bristol VA-Tn

EIN 27-3583506 • 501(c)4 • Bristol, VA

Profile

to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

PO Box 1225Bristol, VA 24203

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.01x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

32nd percentile

-8.0%

Higher net margin than 32% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$6,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

24th percentile

-25%

Faster asset growth than 24% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

3.6%

Faster revenue growth than 59% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$28,378

Down $9,625 (-25%) from 2024

Liabilities

$1,336

No earlier filing loaded for comparison.

Net Assets

Down

$27,042

Down $10,961 (-29%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin32nd percentile

Revenue

Up

$136,491

Up $4,704 (+3.6%) from 2024

Expenses

Up

$147,452

Up $785 (+0.5%) from 2024

Net Income

Up

-$10,961

Up $3,919 (+26%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2019: $76,723Net Assets 2019: $76,7232019Assets 2020: $89,606Net Assets 2020: $89,6062020Assets 2021: $70,415Net Assets 2021: $70,4152021Assets 2022: $58,446Net Assets 2022: $58,4462022Assets 2023: $52,883Net Assets 2023: $52,8832023Assets 2024: $38,003Net Assets 2024: $38,0032024Assets 2025: $28,378Liabilities 2025: $1,336Net Assets 2025: $27,0422025

Highlighted filing

2025

Assets$28,378
Liabilities$1,336
Net Assets$27,042
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2019: $137,980Expenses 2019: $147,140Net Income 2019: -$9,1602019Revenue 2020: $119,219Expenses 2020: $106,336Net Income 2020: $12,8832020Revenue 2021: $126,843Expenses 2021: $146,034Net Income 2021: -$19,1912021Revenue 2022: $133,923Expenses 2022: $145,892Net Income 2022: -$11,9692022Revenue 2023: $130,435Expenses 2023: $135,998Net Income 2023: -$5,5632023Revenue 2024: $131,787Expenses 2024: $146,667Net Income 2024: -$14,8802024Revenue 2025: $136,491Expenses 2025: $147,452Net Income 2025: -$10,9612025

Highlighted filing

2025

Revenue$136,491
Expenses$147,452
Net Income-$10,961
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,378
Liabilities
$1,336
Net assets
$27,042
Revenue
$136,491
Expenses
$147,452
Net income
-$10,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.27$1.36$1.47$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.38$1.32$1.47$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.30$1.36$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.58$1.34$1.46$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.70$1.27$1.46$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.90$1.19$1.06$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.38$1.47$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 11, 2025
Return Version
2024v5.2
Gross Receipts
$136,491
Mission and Program Overview

Mission

to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

Program Services

DescriptionGrantsExpenses
Academic Achievement Awards: recognizes outstanding students from two city public high schools for their academic achievement with a breakfast or lunch event. The two top math students in each school receive a $500 scholarship.--
Rotary Foundation--
Teachers Award Banquet--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark KarwowskiSecretary-$6,000-$6,000
Philip HartleyTreasurer-$4,000-$4,000
Kenny SchweitzerDirector-$0--
Lola McVeyPresident-$0--
Rita KiscadenDirector-$0--
Kris AaronDirector-$0--
Todd PeakDirector-$0--
Tom DavenportDirector-$0--
Pete HollerDirector-$0--
Erin DownsDirector-$0--
Clayton DowellDirector-$0--
Dan BiegerDirector-$0--
Tom KingVice President-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Bristol VA-TN
EIN
27-3583506
Address
PO Box 1225, Bristol, VA 24203

Signing Officer

Name
Philip Hartley
Title
Treasurer
Signed
2025-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Summit CPA Services Inc
Address
1227 Volunteer Parkway, BRISTOL, TN 37620
Preparer
Eric Fields
Phone
4232740700
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Rotary Foundation | Cash Amount Given: $11450”

Grants and Similar Amounts Paid In Excess of $5,000.8

“| Donee's Name: Teacher Awards | Cash Amount Given: $19081”

Other Expenses.1

“Monthly Meals $59607”

Other Expenses.2

“Dues $17707”

Other Expenses.4

“Banquet $2574”

Other Expenses.5

“District Conference $1575”

Other Expenses.6

“Academic Achievement $1000”

Other Expenses.7

“Officer Training $745”

Other Expenses.8

“Software $525”

Other Expenses.9

“Rotary Youth Leadership $287”

Other Expenses.10

“Speaker Gifts $277”

Other Expenses.11

“Miscellaneous $175”

Total Liabilities.1

“- Beginning $0 - Ending $1336”

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01159 Volunteer Parkway Suite C3
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bristol
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037620
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038003
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020060
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10961
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsAmt0136491
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt098713
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038003
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027042
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IRS990EZ/OccupancyRentUtltsAndMaintAmt016656
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt26000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kenny Schweitzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lola McVey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mark Karwowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Philip Hartley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rita Kiscaden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kris Aaron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Todd Peak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Tom Davenport
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Pete Holler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Erin Downs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Clayton Dowell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Dan Bieger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Tom King
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt084472
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.
IRS990EZ/PrintingPublicationsPostageAmt02681
IRS990EZ/ProgramServiceRevenueAmt016000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Rotary Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teachers Award Banquet
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01336
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0136491
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Rotary Foundation | Cash Amount Given: $11450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Teacher Awards | Cash Amount Given: $19081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Monthly Meals $59607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues $17707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Banquet $2574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5District Conference $1575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Academic Achievement $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Officer Training $745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Software $525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Rotary Youth Leadership $287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Speaker Gifts $277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12- Beginning $0 - Ending $1336
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip Hartley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Bristol VA-TN
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0273583506
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1225
ReturnHeader/Filer/USAddress/CityNm0Bristol
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272780272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Summit CPA Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01227 Volunteer Parkway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRISTOL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037620
ReturnHeader/PreparerPersonGrp/PhoneNum04232740700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric Fields
ReturnHeader/ReturnTs02025-10-11T11:17:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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