Civic Intelligence

Rotary District 6820 Foundation

990 • Fiscal year 2023 • EIN 43-1971329

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 03, 2023

16465 West MainLouisville, MS 39339

(601) 856-5059

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.56x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

4.04x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Assets

$506,161

No earlier filing loaded for comparison.

Net Assets

$224,930

No earlier filing loaded for comparison.

Liabilities

$281,231

No earlier filing loaded for comparison.

Revenue

$69,675

No earlier filing loaded for comparison.

Expenses

$77,288

No earlier filing loaded for comparison.

Net Income

-$7,613

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2023: $506,161Liabilities 2023: $281,231Net Assets 2023: $224,9302023Assets 2024: $296,308Liabilities 2024: $43,747Net Assets 2024: $252,5612024Assets 2025: $305,983Liabilities 2025: $40,269Net Assets 2025: $265,7142025

Highlighted filing

2023

Assets$506,161
Liabilities$281,231
Net Assets$224,930

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2023: $69,675Expenses 2023: $77,288Net Income 2023: -$7,6132023Revenue 2024: $50,965Expenses 2024: $23,334Net Income 2024: $27,6312024Revenue 2025: $50,776Expenses 2025: $37,623Net Income 2025: $13,1532025

Highlighted filing

2023

Revenue$69,675
Expenses$77,288
Net Income-$7,613
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 3, 2023
Return Version
2022v5.0
Gross Receipts
$69,675
Mission and Program Overview

Mission

Support local rotary clubs and natural disasters fund raising in our district

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$84,189$307,466▲ $223,277
Savings and Temporary Cash Investments$191,345$198,695▲ $7,350
Total Assets$275,534$506,161▲ $230,627
Liabilities
Other Liabilities$42,991$281,231▲ $238,240
Total Liabilities$42,991$281,231▲ $238,240
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$232,543$224,930▼ $7,613
Total Net Assets Fund Balance$232,543$224,930▼ $7,613
Total Liabilities and Net Assets / Fund Balance$275,534$506,161▲ $230,627
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bill WalkerPresident
John FairIncorporator
Robert M FieldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$47,163
Program Service Revenue
$0
Investment Income
$22,512
Other Revenue
$0
All Other Contributions
$44,395
Change in Net Assets
$-7,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,288
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$4,063$13,775-$4,063
All Other Expenses$3,200--$3,200
Fees for Service Investment Mgmnt Fees-$2,662-$2,662
Total Functional Expenses$60,851$16,437$0$77,288
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Restricted Funds - Rolling Fork$225,328
Restricted Funds - Future Disaster$26,491
Restricted Funds - Mexico Service$15,478
Restricted Funds - Jackson Water$13,934
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Rotary District 6820 Foundation
EIN
43-1971329
Address
16465 WEST MAIN, LOUISVILLE, MS 39339

Signing Officer

Name
Bill Walker
Title
President
Signed
2023-08-03

Organization Details

Principal Officer
Bill Walker
Formed
2012
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Lightheart Sanders
Address
PO BOX 2385, MADISON, MS 39130-2385
Preparer
Kevin Lightheart
Phone
6018982727
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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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