Civic Intelligence

Cleveland Rotary Foundation

990EZ • Fiscal year 2013 • EIN 31-1743525

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 01, 2014

Organization ProfileN/A
1040 William Way37320-2561

(423) 472-6543

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

79th percentile

31%

Faster asset growth than 79% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

82nd percentile

40%

Faster revenue growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$162,945

Up $38,276 (+31%) from 2012

Net Assets

Up

$162,945

Up $38,276 (+31%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$83,883

Up $24,063 (+40%) from 2012

Expenses

Down

$45,607

Down $8,378 (-16%) from 2012

Net Income

Up

$38,276

Up $32,441 (+556%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$400K$300K$200K$100K$0Assets 2012: $124,669Net Assets 2012: $124,6692012Assets 2013: $162,945Net Assets 2013: $162,9452013Assets 2014: $170,163Net Assets 2014: $170,1632014Assets 2015: $181,256Net Assets 2015: $181,2562015Assets 2016: $123,080Net Assets 2016: $123,0802016Assets 2017: $127,079Net Assets 2017: $127,0792017Assets 2019: $259,044Net Assets 2019: $259,0442019Assets 2021: $329,311Net Assets 2021: $329,3112021Assets 2022: $317,982Net Assets 2022: $317,9822022Assets 2024: $393,862Liabilities 2024: $0Net Assets 2024: $393,8622024

Highlighted filing

2013

Assets$162,945
Liabilities-
Net Assets$162,945
Open 2013 Filing

Operations Trend

Revenue Growth82nd percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $59,820Expenses 2012: $53,985Net Income 2012: $5,8352012Revenue 2013: $83,883Expenses 2013: $45,607Net Income 2013: $38,2762013Revenue 2014: $57,507Expenses 2014: $50,289Net Income 2014: $7,2182014Revenue 2015: $58,737Expenses 2015: $47,644Net Income 2015: $11,0932015Revenue 2016: $47,344Expenses 2016: $105,520Net Income 2016: -$58,1762016Revenue 2017: $54,168Expenses 2017: $50,169Net Income 2017: $3,9992017Revenue 2019: $41,440Expenses 2019: $19,789Net Income 2019: $21,6512019Revenue 2021: $26,192Expenses 2021: $25,808Net Income 2021: $3842021Revenue 2022: $73,583Expenses 2022: $36,855Net Income 2022: $36,7282022Revenue 2024: $88,080Expenses 2024: $75,907Net Income 2024: $12,1732024

Highlighted filing

2013

Revenue$83,883
Expenses$45,607
Net Income$38,276
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 1, 2014
Return Version
2013v3.1
Gross Receipts
$95,865
Mission and Program Overview

Mission

The purpose of promoting general interest in local, state, national, and international educational and benelovent projects and such.

Program Services

DescriptionGrantsExpenses
VARIOUS PROJECTS THAT ARE LOCAL, STATE, NATIONAL AND INTERNATIONAL BENEVOLENT PROJECTS.$34,482$34,482
MONEY GIVEN FOR SCHOLARSHIPS.$10,000$10,000
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE WILHELMPresident-$0--
BILL GEORGEVice Preside-$0--
COOPER HILLSecretary-$0--
TOMMY ARRENDALETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$67,050$67,050$10,567$56,483
Total Events$67,050$67,050$10,567$56,483
Filing and Contact Details

Filer

EIN
31-1743525
Phone
4234726543

Signing Officer

Name
Thomas Arrendale
Title
Treasurer
Phone
4234726543
Signed
2014-07-01

Preparer

Preparer
Thomas H Arrendale Jr
Phone
4234726543
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Various scholarships po box 2561 cleveland, tn 37311 5,500 0 0 caring place 130 wildwood ave cleveland, tn 37311 6,793 0 0 boys and girls club of cleveland 385 3rd street sw cleveland, tn 37311 5,500 0 0 hiwassee heritage center 8746 hiwassee st charleston, tn 37310 9,579 0 0”

Form 990-ez, Part I, Line 16

“Expenses taxes and licenses 170 bank charges 30 total 200”

Form 990-ez, Part III

“The purpose of promoting general interest in local, state, national, and international educational and benelovent projects and such.”

Raw XML Appendix156 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0WAYNE WILHELM
CompensationExplanation/CompensationExplanationGrp/PersonNm1BILL GEORGE
CompensationExplanation/CompensationExplanationGrp/PersonNm2COOPER HILL
CompensationExplanation/CompensationExplanationGrp/PersonNm3TOMMY ARRENDALE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THOMAS ARRENDALE JR
IRS990EZ/BooksInCareOfDetail/PhoneNum04234726543
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101040 WILLIAM WAY NW
IRS990EZ/BooksInCareOfDetail/USAddress/City0CLEVELAND
IRS990EZ/BooksInCareOfDetail/USAddress/State0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode037312
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0124669
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0162945
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024933
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt038276
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0925
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0124669
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0162945
IRS990EZ/FundraisingGrossIncomeAmt070885
IRS990EZ/GrantsAndSimilarAmountsPaidAmt044482
IRS990EZ/GrossReceiptsAmt095865
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt047
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0124669
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0162945
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0124669
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162945
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WAYNE WILHELM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COOPER HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOMMY ARRENDALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0200
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF PROMOTING GENERAL INTEREST IN LOCAL, STATE, NATIONAL, AND INTERNATIONAL EDUCATIONAL AND BENELOVENT PROJECTS AND SUCH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONEY GIVEN FOR SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1VARIOUS PROJECTS THAT ARE LOCAL, STATE, NATIONAL AND INTERNATIONAL BENEVOLENT PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt134482
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt134482
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011982
IRS990EZ/SpecialEventsNetIncomeLossAmt058903
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045607
IRS990EZ/TotalProgramServiceExpensesAmt044482
IRS990EZ/TotalRevenueAmt083883
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020851
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0115894
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0217
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0419
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0850
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01503
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt091345
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98720
IRS990ScheduleA/PublicSupportPY170Pct00.96800
IRS990ScheduleA/PublicSupportTotal170Amt0115894
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020851
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037114
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0115894
IRS990ScheduleA/TotalSupportAmt0117397
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt067050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067050
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056483
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010567
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS SCHOLARSHIPS PO BOX 2561 CLEVELAND, TN 37311 5,500 0 0 CARING PLACE 130 WILDWOOD AVE CLEVELAND, TN 37311 6,793 0 0 BOYS AND GIRLS CLUB OF CLEVELAND 385 3RD STREET SW CLEVELAND, TN 37311 5,500 0 0 HIWASSEE HERITAGE CENTER 8746 HIWASSEE ST CHARLESTON, TN 37310 9,579 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TAXES AND LICENSES 170 BANK CHARGES 30 TOTAL 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF PROMOTING GENERAL INTEREST IN LOCAL, STATE, NATIONAL, AND INTERNATIONAL EDUCATIONAL AND BENELOVENT PROJECTS AND SUCH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS ARRENDALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04234726543
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10CLEVELAND ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLEV
ReturnHeader/Filer/EIN0311743525
ReturnHeader/Filer/PhoneNum04234726543
ReturnHeader/Filer/USAddress/AddressLine101040 WILLIAM WAY
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode0373202561
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HARTING BISHOP & ARRENDALE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101040 WILLIAM WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0373124363
ReturnHeader/PreparerPersonGrp/PhoneNum04234726543
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS H ARRENDALE JR
ReturnHeader/ReturnTs02014-07-01T12:36:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,945
Liabilities
-
Net assets
$162,945
Revenue
$83,883
Expenses
$45,607
Net income
$38,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.88$0.76$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.18$3.18$0.74$0.37$0.37
2021Detailed filing. Detailed filing data is available for this year.$3.29$3.29$0.26$0.26$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$2.59$0.41$0.20$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$1.27$0.54$0.50$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$1.23$0.47$1.06$0.58
2015Detailed filing. Detailed filing data is available for this year.$1.81$1.81$0.59$0.48$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.70$1.70$0.58$0.50$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.63$1.63$0.84$0.46$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$1.25$0.60$0.54$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits