Civic Intelligence

Cleveland Rotary Foundation

990EZ • Fiscal year 2016 • EIN 31-1743525

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 02, 2017

Organization ProfileN/A
1040 William WayCleveland, TN 37320-2561

(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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

4th percentile

-123%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$123,080

Down $58,176 (-32%) from 2015

Net Assets

Down

$123,080

Down $58,176 (-32%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$47,344

Down $11,393 (-19%) from 2015

Expenses

Up

$105,520

Up $57,876 (+121%) from 2015

Net Income

Down

-$58,176

Down $69,269 (-624%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2016

Assets$123,080
Liabilities-
Net Assets$123,080
Open 2016 Filing

Operations Trend

Revenue Growth24th 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

2016

Revenue$47,344
Expenses$105,520
Net Income-$58,176
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 2, 2017
Return Version
2016v3.0
Gross Receipts
$70,630
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.$97,651$97,651
MONEY GIVEN FOR SCHOLARSHIPS.$7,200$7,200
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COOPER HILLPresident-$0--
HAZEL KEYSecretary-$0--
ELIZABETH HARTINGTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$59,224$59,224$2,420$56,804
Total Events$59,224$59,224$21,489$37,735
Filing and Contact Details

Filer

Filer Name
Cleveland Rotary Foundation
EIN
31-1743525
Phone
4234726543
Address
1040 WILLIAM WAY, CLEVELAND, TN 37320-2561

Signing Officer

Name
Elizabeth Harting
Title
Treasurer
Phone
4234726543
Signed
2017-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Harting Bishop & Arrendale Pllc
Address
1040 WILLIAM WAY, CLEVELAND, TN 37312-4363
Preparer
Janice L Hayes
Phone
4234726543
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“6,000 0 0”

Form 990-ez, Part I, Line 10

“Boys and girls club ocoee region 385 3rd st nw cleveland, tn 37311 15,000 0 0 bradley county schools 800 s lee hwy cleveland, tn 37311 10,000 0 0 junior achievement 850 raider dr cleveland, tn 37312 7,000 0 0 ludic/coe po box 3450 cleveland, tn 37320 5,386 0 0 one heart africa po box 701 charleston, tn 37310 10,000 0 0 the refuge 1075 blythe ave cleveland, tn 37311 7,307 0 0 ymca 220 urbane road cleveland, tn 37311 13,000 0 0 united way of bradley county 85 s ocoee st cleveland, tn 37311 5,710 0 0”

Form 990-ez, Part I, Line 16

“Expenses bank fees 48 fees 119 total 167”

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 Appendix159 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH HARTING
IRS990EZ/BooksInCareOfDetail/PhoneNum04234726543
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01040 WILLIAM WAY NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLEVELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037312
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0181256
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0123080
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07620
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-58176
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0502
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0181256
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0123080
IRS990EZ/FundraisingGrossIncomeAmt062986
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0104851
IRS990EZ/GrossReceiptsAmt070630
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt024
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0181256
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0123080
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0181256
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0123080
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COOPER HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HAZEL KEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH HARTING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0167
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/GrantsAndAllocationsAmt07200
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt197651
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt197651
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023286
IRS990EZ/SpecialEventsNetIncomeLossAmt039700
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105520
IRS990EZ/TotalProgramServiceExpensesAmt0104851
IRS990EZ/TotalRevenueAmt047344
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020851
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt070546
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0217
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01435
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt062986
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98010
IRS990ScheduleA/PublicSupportPY170Pct00.98470
IRS990ScheduleA/PublicSupportTotal170Amt070546
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020851
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt070546
IRS990ScheduleA/TotalSupportAmt071981
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/DirectExpenseSummaryEventsAmt021489
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06351
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt06351
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010766
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059224
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037735
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02420
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02420
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01952
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOYS AND GIRLS CLUB OCOEE REGION 385 3RD ST NW CLEVELAND, TN 37311 15,000 0 0 BRADLEY COUNTY SCHOOLS 800 S LEE HWY CLEVELAND, TN 37311 10,000 0 0 JUNIOR ACHIEVEMENT 850 RAIDER DR CLEVELAND, TN 37312 7,000 0 0 LUDIC/COE PO BOX 3450 CLEVELAND, TN 37320 5,386 0 0 ONE HEART AFRICA PO BOX 701 CHARLESTON, TN 37310 10,000 0 0 THE REFUGE 1075 BLYTHE AVE CLEVELAND, TN 37311 7,307 0 0 YMCA 220 URBANE ROAD CLEVELAND, TN 37311 13,000 0 0 UNITED WAY OF BRADLEY COUNTY 85 S OCOEE ST CLEVELAND, TN 37311 5,710 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BANK FEES 48 FEES 119 TOTAL 167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH HARTING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04234726543
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLEVELAND ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLEV
ReturnHeader/Filer/EIN0311743525
ReturnHeader/Filer/PhoneNum04234726543
ReturnHeader/Filer/USAddress/AddressLine1Txt01040 WILLIAM WAY
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0373202561
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E999E88FCAA6C42A83F8E64F662B7FF6FB1C67A4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FCAFB07017455CCE723B02F87E6DA6F90F68038C
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621551418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARTING BISHOP & ARRENDALE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01040 WILLIAM WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0373124363
ReturnHeader/PreparerPersonGrp/PhoneNum04234726543
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE L HAYES
ReturnHeader/ReturnTs02017-03-21T21:13:02+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,080
Liabilities
-
Net assets
$123,080
Revenue
$47,344
Expenses
$105,520
Net income
-$58,176
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
2016Detailed filing. Detailed filing data is available for this year.$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