Civic Intelligence

Rotary District 6820 Foundation

990 • Fiscal year 2025 • EIN 43-1971329

Jul 01, 2024 to Jun 30, 2025 • Filed on Feb 07, 2026

Organization Profile
16465 West MainLouisville, MS 39339

(601) 918-2704

Siviq Scores

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

Liabilities / Assets

85th percentile

0.13x

Higher debt load relative to assets than 85% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

95th percentile

0.79x

Higher debt load relative to revenue than 95% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

-0.4%

Faster revenue growth than 46% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$305,983

Up $9,675 (+3.3%) from 2024

Net Assets

Up

$265,714

Up $13,153 (+5.2%) from 2024

Liabilities

Down

$40,269

Down $3,478 (-8.0%) from 2024

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin81st percentile

Revenue

Down

$50,776

Down $189 (-0.4%) from 2024

Expenses

Up

$37,623

Up $14,289 (+61%) from 2024

Net Income

Down

$13,153

Down $14,478 (-52%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2025

Assets$305,983
Liabilities$40,269
Net Assets$265,714
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

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

2025

Revenue$50,776
Expenses$37,623
Net Income$13,153
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 7, 2026
Return Version
2024v5.0
Gross Receipts
$50,776
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$226,459$242,715▲ $16,256
Cash and Non-Interest-Bearing Accounts$69,849$63,268▼ $6,581
Total Assets$296,308$305,983▲ $9,675
Liabilities
Other Liabilities$43,747$40,269▼ $3,478
Total Liabilities$43,747$40,269▼ $3,478
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$252,561$265,714▲ $13,153
Total Net Assets Fund Balance$252,561$265,714▲ $13,153
Total Liabilities and Net Assets / Fund Balance$296,308$305,983▲ $9,675
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
Bill WalkerPresident
John FairIncorporator
Robert M FieldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,778
Program Service Revenue
$0
Investment Income
$19,998
Other Revenue
$0
Change in Net Assets
$13,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$37,623
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$5,120--$5,120
All Other Expenses$3,810$867-$4,677
Fees for Service Investment Mgmnt Fees-$947-$947
Office Expenses-$804-$804
Total Functional Expenses$35,005$2,618$0$37,623
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 - Future Disaster$22,491
Restricted Funds - Jackson Water$13,934
Restricted Funds - Rolling Fork$3,844
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
Phone
6019182704
Address
16465 WEST MAIN, LOUISVILLE, MS 39339

Signing Officer

Name
Robert M Fields
Title
Treasurer
Phone
6019182704
Signed
2026-02-07

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
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Donations 3,010 0 0 grants other 0 985 0 membership grants 800 0 0 uncategorized expenses 0 -118 0 total 3,810 867 0”

Raw XML Appendix263 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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IRS990/AllOtherExpensesGrp/TotalAmt04677
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IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt030778
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt050776
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt08
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019998
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc2MEXICO SERVICE
IRS990/OtherExpensesGrp/Desc3RYLA GRANTS
IRS990/OtherExpensesGrp/ProgramServicesAmt010017
IRS990/OtherExpensesGrp/ProgramServicesAmt19536
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BILL WALKER
IRS990/ProfessionalFundraisingInd0false
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IRS990/PYContributionsGrantsAmt013747
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IRS990/PYInvestmentIncomeAmt037218
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IRS990/PYTotalRevenueAmt050965
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0226459
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt091688
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt079728
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt030778
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt091688
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022491
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113934
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23844
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RESTRICTED FUNDS - JACKSON WATER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RESTRICTED FUNDS - ROLLING FORK
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATIONS 3,010 0 0 GRANTS OTHER 0 985 0 MEMBERSHIP GRANTS 800 0 0 UNCATEGORIZED EXPENSES 0 -118 0 TOTAL 3,810 867 0
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06019182704
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 6820 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0431971329
ReturnHeader/Filer/PhoneNum06019182704
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ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039339
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0391302385
ReturnHeader/PreparerPersonGrp/PhoneNum06018982727
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN LIGHTHEART
ReturnHeader/ReturnTs02026-02-11T17:50:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$305,983
Liabilities
$40,269
Net assets
$265,714
Revenue
$50,776
Expenses
$37,623
Net income
$13,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.06$0.40$2.66$0.51$0.38$0.13
2024Detailed filing. Detailed filing data is available for this year.$2.96$0.44$2.53$0.51$0.23$0.28
2023Detailed filing. Detailed filing data is available for this year.$5.06$2.81$2.25$0.70$0.77$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • <$500k nonprofits