Civic Intelligence

New Albany Rotary Club

EIN 35-6044755 • 501(c)4 • New Albany, IN

Profile

Rotarians develope community service projects that address many of today's most critical issues, such as children at risk, poverty and hunger, the environment, illiteracy, and violence. We also support programs for youth, education opportunities and international exchanges for students, teachers, and other professionals, and vocational and career development.

PO Box 141New Albany, IN 47151-0141

www.rcna.us

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

30th percentile

-11%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

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

Asset Growth

39th percentile

-7.8%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

54th percentile

1.1%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$35,230

Down $2,968 (-7.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$35,230

Down $2,968 (-7.8%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin30th percentile

Revenue

Up

$28,202

Up $302 (+1.1%) from 2024

Expenses

Up

$31,170

Up $2,872 (+10%) from 2024

Net Income

Down

-$2,968

Down $2,570 (-646%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$60K$40K$20K$0Assets 2021: $49,323Net Assets 2021: $49,3232021Assets 2022: $48,208Liabilities 2022: $0Net Assets 2022: $48,2082022Assets 2024: $38,198Liabilities 2024: $0Net Assets 2024: $38,1982024Assets 2025: $35,230Liabilities 2025: $0Net Assets 2025: $35,2302025

Highlighted filing

2025

Assets$35,230
Liabilities$0
Net Assets$35,230
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$40K$20K$0-$20KRevenue 2021: $38,652Expenses 2021: $22,448Net Income 2021: $16,2042021Revenue 2022: $29,623Expenses 2022: $30,739Net Income 2022: -$1,1162022Revenue 2024: $27,900Expenses 2024: $28,298Net Income 2024: -$3982024Revenue 2025: $28,202Expenses 2025: $31,170Net Income 2025: -$2,9682025

Highlighted filing

2025

Revenue$28,202
Expenses$31,170
Net Income-$2,968
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$35,230
Liabilities
$0
Net assets
$35,230
Revenue
$28,202
Expenses
$31,170
Net income
-$2,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$28.2$31.2$2.97
2024Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$27.9$28.3$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.2$0.00$48.2$29.6$30.7$1.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.3$49.3$38.7$22.4$16.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$46,338
Mission and Program Overview

Mission

Rotarians develop community service projects that address many of today's most critical issues, such as children at risk, poverty and hunger, the environment, illiteracy, and violence. We also support programs for youth, education opportunities and international exchanges for students, teachers, and other professionals, and vocational and career development.

Rotarians develope community service projects that address many of today's most critical issues, such as children at risk, poverty and hunger, the environment, illiteracy, and violence. We also support programs for youth, education opportunities and international exchanges for students, teachers, and other professionals, and vocational and career development.

Program Services

DescriptionGrantsExpenses
OTHER PROGRAM EXPENSES THAT SUPPORT THE ROTARY CLUB MISSION.$0$6,485
DONATIONS TO COMMUNITY CAUSES.$0$5,519
STUDENT SCHOLARSHIPS.$0$3,057
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT MILLIESPast-President-$0--
SALLY NEWKIRKDirector-$0--
GREG NASHDirector-$0--
JANIE WHALEYSecretaryPT$0--
SUZANNA JACOBSONPresident-Elect-$0--
DAVID L COLTERTreasurerPT$0--
CORY COCHRANPresidentPT$0--
JIM PLITZVice-President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Meals$16,167$16,167-$16,167
Total Events$16,167$16,167$18,136$-1,969
Filing and Contact Details

Filer

Filer Name
New Albany Rotary Club
EIN
35-6044755
Phone
5025523015
Address
PO BOX 141, NEW ALBANY, IN 47151-0141

Signing Officer

Name
David Colter
Title
Treasurer
Phone
5025523015
Signed
2025-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
301 E ELM STREET, NEW ALBANY, IN 47150
Preparer
Terry L Graham
Phone
8129455236
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 280.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: other income. Amount: 254.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: district 6580 dues. Amount: 2,276. Description: international dues. Amount: 5,896. Description: district conference expense. Amount: 640. Description: ac-square user fees. Amount: 317. Description: program gifts. Amount: 500. Description: donations to community causes. Amount: 5,000. Description: rotary foundation drawing. Amount: 6,245. Description: rotary foundation donations. Amount: 240. Description: scholarship banquets. Amount: 3,057. Description: ronald mcdonald house expenses. Amount: 519. Description: district speech contest. Amount: 100. Description: international convention. Amount: 500. Total to form 990-ez, line 16: 25,290.”

Raw XML Appendix162 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID COLTER
IRS990EZ/BooksInCareOfDetail/PhoneNum05025523015
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 141
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW ALBANY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047151
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038198
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035230
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt08423
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2968
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03350
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038198
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035230
IRS990EZ/FundraisingGrossIncomeAmt016167
IRS990EZ/GrossReceiptsAmt046338
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0280
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt021214
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038198
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035230
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038198
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATT MILLIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALLY NEWKIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG NASH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANIE WHALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUZANNA JACOBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID L COLTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CORY COCHRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIM PLITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE-PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025290
IRS990EZ/OtherRevenueTotalAmt0254
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ROTARIANS DEVELOPE COMMUNITY SERVICE PROJECTS THAT ADDRESS MANY OF TODAY'S MOST CRITICAL ISSUES, SUCH AS CHILDREN AT RISK, POVERTY AND HUNGER, THE ENVIRONMENT, ILLITERACY, AND VIOLENCE. WE ALSO SUPPORT PROGRAMS FOR YOUTH, EDUCATION OPPORTUNITIES AND INTERNATIONAL EXCHANGES FOR STUDENTS, TEACHERS, AND OTHER PROFESSIONALS, AND VOCATIONAL AND CAREER DEVELOPMENT.
IRS990EZ/PrintingPublicationsPostageAmt02530
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO COMMUNITY CAUSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OTHER PROGRAM EXPENSES THAT SUPPORT THE ROTARY CLUB MISSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05519
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16485
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23057
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt018136
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1969
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031170
IRS990EZ/TotalProgramServiceExpensesAmt015061
IRS990EZ/TotalRevenueAmt028202
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.RCNA.US
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018136
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MEALS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt018136
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018136
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016167
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 254.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DISTRICT 6580 DUES. AMOUNT: 2,276. DESCRIPTION: INTERNATIONAL DUES. AMOUNT: 5,896. DESCRIPTION: DISTRICT CONFERENCE EXPENSE. AMOUNT: 640. DESCRIPTION: AC-SQUARE USER FEES. AMOUNT: 317. DESCRIPTION: PROGRAM GIFTS. AMOUNT: 500. DESCRIPTION: DONATIONS TO COMMUNITY CAUSES. AMOUNT: 5,000. DESCRIPTION: ROTARY FOUNDATION DRAWING. AMOUNT: 6,245. DESCRIPTION: ROTARY FOUNDATION DONATIONS. AMOUNT: 240. DESCRIPTION: SCHOLARSHIP BANQUETS. AMOUNT: 3,057. DESCRIPTION: RONALD MCDONALD HOUSE EXPENSES. AMOUNT: 519. DESCRIPTION: DISTRICT SPEECH CONTEST. AMOUNT: 100. DESCRIPTION: INTERNATIONAL CONVENTION. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 25,290.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID COLTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05025523015
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW ALBANY ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0NEWA
ReturnHeader/Filer/EIN0356044755
ReturnHeader/Filer/PhoneNum05025523015
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 141
ReturnHeader/Filer/USAddress/CityNm0NEW ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0471510141
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611064249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMING MALONE LIVESAY & OSTROFF PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 E ELM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047150
ReturnHeader/PreparerPersonGrp/PhoneNum08129455236
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY L GRAHAM
ReturnHeader/ReturnTs02025-10-28T12:00:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.