Civic Intelligence

Cleveland Rotary Foundation

990EZ • Fiscal year 2020 • EIN 31-1743525

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization ProfileWWW.CLEVELANDROTARY.COM
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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

19%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

22%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$309,081

Up $50,037 (+19%) from 2019

Net Assets

Up

$309,081

Up $50,037 (+19%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$50,441

Up $9,001 (+22%) from 2019

Expenses

Down

$19,369

Down $420 (-2.1%) from 2019

Net Income

Up

$31,072

Up $9,421 (+44%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th 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 2020: $309,081Net Assets 2020: $309,0812020Assets 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

2020

Assets$309,081
Liabilities-
Net Assets$309,081
Open 2020 Filing

Operations Trend

Revenue Growth80th 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 2020: $50,441Expenses 2020: $19,369Net Income 2020: $31,0722020Revenue 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

2020

Revenue$50,441
Expenses$19,369
Net Income$31,072
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Gross Receipts
$68,433
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.$18,456$18,456
MONEY GIVEN FOR SCHOLARSHIPS.--
Compensation and Service Providers
Top Officer Pay76th 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$55,134$55,134-$55,134
Total Events$55,134$55,134$17,992$37,142
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
2021-05-10
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

“Name: the boys & girls clubs of the address: 385 third street sw cleveland, tn 37311 cash contribution: 15,000”

Form 990-ez, Part I, Line 16

“Expenses bank fees 48 taxes and licenses 390 total 438”

Form 990-ez, Part I, Line 20

“Unrealized gain on investment 18,965”

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 Appendix154 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/PersonNm0JOHN STANBERRY
CompensationExplanation/CompensationExplanationGrp/PersonNm1PAUL MCCORD
CompensationExplanation/CompensationExplanationGrp/PersonNm2BENTLY THOMAS
CompensationExplanation/CompensationExplanationGrp/PersonNm3ZACH BROOKS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt0259044
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0309081
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01975
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031072
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0259044
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0309081
IRS990EZ/FundraisingGrossIncomeAmt055134
IRS990EZ/GainOrLossFromSaleOfAssetsAmt06358
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018456
IRS990EZ/GrossReceiptsAmt068433
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04966
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0259044
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0309081
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0259044
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0309081
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/OtherChangesInNetAssetsAmt018965
IRS990EZ/OtherExpensesTotalAmt0438
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/GrantsAndAllocationsAmt018456
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018456
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt06358
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017992
IRS990EZ/SpecialEventsNetIncomeLossAmt037142
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019369
IRS990EZ/TotalProgramServiceExpensesAmt018456
IRS990EZ/TotalRevenueAmt050441
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CLEVELANDROTARY.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt031279
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt024
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0259617
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99920
IRS990ScheduleA/PublicSupportPY170Pct00.97370
IRS990ScheduleA/PublicSupportTotal170Amt031279
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07620
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt031279
IRS990ScheduleA/TotalSupportAmt031303
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017992
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt017992
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017992
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055134
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055134
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055134
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055134
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: THE BOYS & GIRLS CLUBS OF THE ADDRESS: 385 THIRD STREET SW CLEVELAND, TN 37311 CASH CONTRIBUTION: 15,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 48 TAXES AND LICENSES 390 TOTAL 438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENT 18,965
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BENTLY THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04234726543
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
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/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/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE L HAYES
ReturnHeader/ReturnTs02021-05-17T05:59:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BENTLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THOMAS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,081
Liabilities
-
Net assets
$309,081
Revenue
$50,441
Expenses
$19,369
Net income
$31,072
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
2020Detailed filing. Detailed filing data is available for this year.$3.09$3.09$0.50$0.19$0.31
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