Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
EIN 36-3982034 • 501(c)4 • Monteagle, TN
Profile
The primary exempt purpose of the Monteagle-Sewanee Rotary Club is to promote social welfare through community service civic engagement and charitable activities. The Club unites retired business and professional leaders to advance goodwill and peace support local and international humanitarian projects and foster fellowship among members. We also maintain affiliated 501c3 foundation the Monteagle-Sewanee Rotary Foundation Inc. to facilitate virtually all our charitable giving and fund public benefit initiatives.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Liabilities / Revenue
79th percentile
Higher debt load relative to revenue than 79% of similar nonprofits.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
91st percentile
Higher top officer pay than 91% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
$25,732
No earlier filing loaded for comparison.
Liabilities
$5,118
No earlier filing loaded for comparison.
Net Assets
$20,614
No earlier filing loaded for comparison.
Revenue
$54,518
No earlier filing loaded for comparison.
Expenses
$45,433
No earlier filing loaded for comparison.
Net Income
$9,085
No earlier filing loaded for comparison.
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
The primary exempt purpose of the Monteagle-Sewanee Rotary Club is to promote social welfare through community service civic engagement and charitable activities. The Club unites retired business and professional leaders to advance goodwill and peace support local and international humanitarian projects and foster fellowship among members. We also maintain affiliated 501c3 foundation the Monteagle-Sewanee Rotary Foundation Inc. to facilitate virtually all our charitable giving and fund public benefit initiatives.
| Description | Grants | Expenses |
|---|---|---|
| Donation to Rotary International Annual Fund which provides grants and services in the U.S. and around the world. | $0 | $7,425 |
| Polio + and Purple Pinkie - Donations to Rotary International to combat and eradicate polio globally. | $0 | $3,494 |
| Donation to District Annual Golf Tournament - Hole sponsor honoring a long-time Club member. | $0 | $300 |
| None | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Celia Keen | President | PT | $0 | - | - |
| Mary Beth Tate | President Elect | - | $0 | - | - |
| Lacy Camp | Past President | - | $0 | - | - |
| Rick Dulaney | Treasurer | PT | $0 | - | - |
| Anna King | Secretary | - | $0 | - | - |
| John Solomon | Other Past President | - | $0 | - | - |
| John Walters | Member At Large | - | $0 | - | - |
| Kathy Henslee | President Nominee | - | $0 | - | - |
“Monteagle-sewanee rotary club”
“| Other Revenues:, Amount:| Guest Meals at the Door, $700| Miscellaneous - Gift erroneously deposited to Club account Boys State, $200| Portion of Gross Club Dues for Meals and Operating Expenses, $32143|”
“| Grants And Similar Amounts Paid:, Amount:| District Purple Pinkie Donation, $1550| Rotary District Golf Tournament - Hole Sponsorship, $300| Rotary International Polio Plus Donation, $1944| Rotary International - Annual Fund Donation, $7479|”
“| Other Expenses:, Amount:| Office Supplies, $84| Membership Pins, $265| Payment to Monteagle - Sewanee Rotary Foundation for Cash Gift Incorrectly Deposited in Club Account Boys State, $200| Club Social Events Food and Refreshments, $1705| Rotary International Dues, $7351| Rotary District Dues, $1608| Club Meals Paid to St. Marys Sewanee or Blue Chair for Catering - Weekly Meeting Breakfasts, $20225| District Workshops and Conferences - PETS, $700| Polio Plus Payment to Members, $1350| Write-offs Uncollectible Charges, $307|”
“| Explanation:, BOYAmount:, EOYAmount:| Committed Fund Balance - Annual Fund, $165, $0| Polio Plus, $962, $874| Committed Fund Balance - Rotary International, $4374, $4245|”
“| Explanation:, BOYAmount:, EOYAmount:| Committed Fund Balance - Polio Plus, $962, $874| Committed Fund Balance - Rotary International Dues, $4374, $4244| Committed Fund Balance - RI Annual Fund, $165, $0|”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Rick Dulaney |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8653685176 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1710 Stage Coach Road |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Sewanee |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 373756020 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 11529 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 20613 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 9809 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 9085 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 252 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 17030 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 25732 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 2707 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 11273 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 54518 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 8959 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 11529 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 20614 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 11529 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 20614 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 8 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Celia Keen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Mary Beth Tate |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Lacy Camp |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Rick Dulaney |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Anna King |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | John Solomon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | John Walters |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Kathy Henslee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Other Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Member at Large |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | President Nominee |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | true |
| IRS990EZ/OrganizationHadUBIInd | 0 | true |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 5501 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 5119 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 33795 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 33043 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The primary exempt purpose of the Monteagle-Sewanee Rotary Club is to promote social welfare through community service civic engagement and charitable activities. The Club unites retired business and professional leaders to advance goodwill and peace support local and international humanitarian projects and foster fellowship among members. We also maintain affiliated 501c3 foundation the Monteagle-Sewanee Rotary Foundation Inc. to facilitate virtually all our charitable giving and fund public benefit initiatives. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 113 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Donation to Rotary International Annual Fund which provides grants and services in the U.S. and around the world. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Polio + and Purple Pinkie - Donations to Rotary International to combat and eradicate polio globally. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Donation to District Annual Golf Tournament - Hole sponsor honoring a long-time Club member. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | None |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 3 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 7425 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 3494 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 300 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 2707 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 5501 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 5118 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 45433 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 11219 |
| IRS990EZ/TotalRevenueAmt | 0 | 54518 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MONTEAGLE-SEWANEE ROTARY CLUB |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Other Revenues:, Amount:| Guest Meals at the Door, $700| Miscellaneous - Gift erroneously deposited to Club account Boys State, $200| Portion of Gross Club Dues for Meals and Operating Expenses, $32143| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | | Grants And Similar Amounts Paid:, Amount:| District Purple Pinkie Donation, $1550| Rotary District Golf Tournament - Hole Sponsorship, $300| Rotary International Polio Plus Donation, $1944| Rotary International - Annual Fund Donation, $7479| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | | Other Expenses:, Amount:| Office Supplies, $84| Membership Pins, $265| Payment to Monteagle - Sewanee Rotary Foundation for Cash Gift Incorrectly Deposited in Club Account Boys State, $200| Club Social Events Food and Refreshments, $1705| Rotary International Dues, $7351| Rotary District Dues, $1608| Club Meals Paid to St. Marys Sewanee or Blue Chair for Catering - Weekly Meeting Breakfasts, $20225| District Workshops and Conferences - PETS, $700| Polio Plus Payment to Members, $1350| Write-offs Uncollectible Charges, $307| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | | Explanation:, BOYAmount:, EOYAmount:| Committed Fund Balance - Annual Fund, $165, $0| Polio Plus, $962, $874| Committed Fund Balance - Rotary International, $4374, $4245| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | | Explanation:, BOYAmount:, EOYAmount:| Committed Fund Balance - Polio Plus, $962, $874| Committed Fund Balance - Rotary International Dues, $4374, $4244| Committed Fund Balance - RI Annual Fund, $165, $0| |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Doing Business As Names |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part I, line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Part I, line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Part II, line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Part II, line 26 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Richard T Dulaney |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8653685176 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Rotary International |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 363982034 |
| ReturnHeader/Filer/ForeignPhoneNum | 0 | 8653685176 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 336 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MONTEAGLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 37356 |
| ReturnHeader/ReturnTs | 0 | 2025-09-26T10:54:41-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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