Civic Intelligence

Cleveland Rotary Foundation

990EZ • Fiscal year 2019 • EIN 31-1743525

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 26, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-37%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$259,044

Up $131,965 (+104%) from 2017

Net Assets

Up

$259,044

Up $131,965 (+104%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Down

$41,440

Down $12,728 (-23%) from 2017

Expenses

Down

$19,789

Down $30,380 (-61%) from 2017

Net Income

Up

$21,651

Up $17,652 (+441%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2019

Assets$259,044
Liabilities-
Net Assets$259,044
Open 2019 Filing

Operations Trend

Revenue Growth14th 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

2019

Revenue$41,440
Expenses$19,789
Net Income$21,651
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 26, 2020
Return Version
2019v5.0
Gross Receipts
$61,529
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.$3,672$19,221
MONEY GIVEN FOR SCHOLARSHIPS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN STANBERRYPresident-$0--
PAUL MCCORDVice-Preside-$0--
BENTLY THOMASTreasurer-$0--
ZACH BROOKSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$53,281$53,281$2,489$50,792
Total Events$53,281$53,281$20,089$33,192
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
Bently Thomas
Title
Treasurer
Phone
4234726543
Signed
2020-08-26
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 16

“Expenses bank fees 48 office supplies 520 program expenses 15,549 total 16,117”

Form 990-ez, Part I, Line 20

“Prior period adjustment 0 unrealized gain on investment 26,405 unrealized loss on investments 0”

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0BENTLY THOMAS
IRS990EZ/BooksInCareOfDetail/PhoneNum04234726543
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01040 WILLIAM WAY NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLEVELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037312
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0210988
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0259044
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0825
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021651
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt053281
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02921
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03672
IRS990EZ/GrossReceiptsAmt061529
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04502
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0210988
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0259044
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0210988
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0259044
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/PersonNm0JOHN STANBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL MCCORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BENTLY THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ZACH BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt026405
IRS990EZ/OtherExpensesTotalAmt016117
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/GrantsAndAllocationsAmt03672
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019221
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt02921
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020089
IRS990EZ/SpecialEventsNetIncomeLossAmt033192
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019789
IRS990EZ/TotalProgramServiceExpensesAmt019221
IRS990EZ/TotalRevenueAmt041440
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt045147
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01194
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01218
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0199517
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97370
IRS990ScheduleA/PublicSupportPY170Pct00.97400
IRS990ScheduleA/PublicSupportTotal170Amt045147
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015843
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt045147
IRS990ScheduleA/TotalSupportAmt046365
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020089
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012025
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053281
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033192
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02489
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02489
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0575
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 48 OFFICE SUPPLIES 520 PROGRAM EXPENSES 15,549 TOTAL 16,117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 0 UNREALIZED GAIN ON INVESTMENT 26,405 UNREALIZED LOSS ON INVESTMENTS 0
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BENTLY THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04234726543
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-26
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
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ReturnHeader/FilingSecurityInformation/IPDt02020-09-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:48:18
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/PreparationDt02020-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE L HAYES
ReturnHeader/ReturnTs02020-09-16T15:48:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$259,044
Liabilities
-
Net assets
$259,044
Revenue
$41,440
Expenses
$19,789
Net income
$21,651
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
2019Detailed filing. Detailed filing data is available for this year.$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