Civic Intelligence

Rotary International

EIN 36-3982034 • 501(c)4 • Monteagle, TN

990-N Coverage

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.

PO Box 336Monteagle, TN 37356
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.20x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.09x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

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.

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2025: $25,732Liabilities 2025: $5,118Net Assets 2025: $20,6142025

Highlighted filing

2025

Assets$25,732
Liabilities$5,118
Net Assets$20,614

Operations Trend

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

$60K$40K$20K$0Revenue 2025: $54,518Expenses 2025: $45,433Net Income 2025: $9,0852025

Highlighted filing

2025

Revenue$54,518
Expenses$45,433
Net Income$9,085

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.7$5.12$20.6$54.5$45.4$9.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 27, 2025
Return Version
2024v5.1
Gross Receipts
$54,518
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Celia KeenPresidentPT$0--
Mary Beth TatePresident Elect-$0--
Lacy CampPast President-$0--
Rick DulaneyTreasurerPT$0--
Anna KingSecretary-$0--
John SolomonOther Past President-$0--
John WaltersMember At Large-$0--
Kathy HensleePresident Nominee-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
36-3982034
Address
PO BOX 336, MONTEAGLE, TN 37356

Signing Officer

Name
Richard T Dulaney
Title
Treasurer
Phone
8653685176
Signed
2025-09-27
Supplemental Narrative

Additional Explanations

Doing Business As Names

Monteagle-sewanee rotary club

Part I, line 8

| 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|

Part I, line 10

| 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|

Part I, line 16

| 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|

Part II, line 24

| Explanation:, BOYAmount:, EOYAmount:| Committed Fund Balance - Annual Fund, $165, $0| Polio Plus, $962, $874| Committed Fund Balance - Rotary International, $4374, $4245|

Part II, line 26

| 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|

Raw XML Appendix167 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Celia Keen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Beth Tate
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IRS990EZ/PrimaryExemptPurposeTxt0The 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/PrintingPublicationsPostageAmt0113
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Donation to Rotary International Annual Fund which provides grants and services in the U.S. and around the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Polio + and Purple Pinkie - Donations to Rotary International to combat and eradicate polio globally.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Donation to District Annual Golf Tournament - Hole sponsor honoring a long-time Club member.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MONTEAGLE-SEWANEE ROTARY CLUB
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| 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/ExplanationTxt2| 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/ExplanationTxt3| 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/ExplanationTxt4| Explanation:, BOYAmount:, EOYAmount:| Committed Fund Balance - Annual Fund, $165, $0| Polio Plus, $962, $874| Committed Fund Balance - Rotary International, $4374, $4245|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5| 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/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part II, line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard T Dulaney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08653685176
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0363982034
ReturnHeader/Filer/ForeignPhoneNum08653685176
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 336
ReturnHeader/Filer/USAddress/CityNm0MONTEAGLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037356
ReturnHeader/ReturnTs02025-09-26T10:54:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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