Civic Intelligence

The Smyrna Rotary Club Charitable Foundation

EIN 45-0565739 • 501(c)3 • Smyrna, TN

Profile

Provide funds for local non-profits and for scholarships

PO Box 353Smyrna, TN 37167

n/a

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

84th percentile

41%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

35th percentile

-19%

Faster revenue growth than 35% of similar nonprofits.

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

Assets

Up

$140,931

Up $41,287 (+41%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$140,931

Up $41,287 (+41%) from 2024

Revenue

Down

$118,928

Down $27,178 (-19%) from 2024

Expenses

Down

$77,641

Down $101,431 (-57%) from 2024

Net Income

Up

$41,287

Up $74,253 (+225%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $18,989Liabilities 2011: $719Net Assets 2011: $18,2702011Assets 2012: $7,979Liabilities 2012: $2,050Net Assets 2012: $5,9292012Assets 2013: $7,115Net Assets 2013: $7,1152013Assets 2014: $4,096Liabilities 2014: $0Net Assets 2014: $4,0962014Assets 2015: $4,422Liabilities 2015: $0Net Assets 2015: $4,4222015Assets 2016: $4,004Liabilities 2016: $0Net Assets 2016: $4,0042016Assets 2017: $400,793Liabilities 2017: $0Net Assets 2017: $400,7932017Assets 2018: $3,189Liabilities 2018: $0Net Assets 2018: $3,1892018Assets 2019: $82,559Liabilities 2019: $0Net Assets 2019: $82,5592019Assets 2020: $299,232Liabilities 2020: $0Net Assets 2020: $299,2322020Assets 2021: $141,760Liabilities 2021: $0Net Assets 2021: $141,7602021Assets 2022: $130,557Liabilities 2022: $0Net Assets 2022: $130,5572022Assets 2023: $132,611Liabilities 2023: $0Net Assets 2023: $132,6112023Assets 2024: $99,644Liabilities 2024: $0Net Assets 2024: $99,6442024Assets 2025: $140,931Liabilities 2025: $0Net Assets 2025: $140,9312025

Highlighted filing

2025

Assets$140,931
Liabilities$0
Net Assets$140,931

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $57,880Expenses 2011: $64,300Net Income 2011: -$6,4202011Revenue 2012: $56,872Expenses 2012: $69,213Net Income 2012: -$12,3412012Revenue 2013: $62,496Expenses 2013: $61,310Net Income 2013: $1,1862013Revenue 2014: $77,881Expenses 2014: $80,900Net Income 2014: -$3,0192014Revenue 2015: $93,323Expenses 2015: $92,997Net Income 2015: $3262015Revenue 2016: $106,260Expenses 2016: $106,678Net Income 2016: -$4182016Revenue 2017: $517,824Expenses 2017: $121,035Net Income 2017: $396,7892017Revenue 2018: $640,293Expenses 2018: $1,037,897Net Income 2018: -$397,6042018Revenue 2019: $258,255Expenses 2019: $178,885Net Income 2019: $79,3702019Revenue 2020: $308,955Expenses 2020: $92,283Net Income 2020: $216,6722020Revenue 2021: $233,233Expenses 2021: $381,605Net Income 2021: -$148,3722021Revenue 2022: $171,891Expenses 2022: $183,094Net Income 2022: -$11,2032022Revenue 2023: $149,331Expenses 2023: $147,277Net Income 2023: $2,0542023Revenue 2024: $146,106Expenses 2024: $179,072Net Income 2024: -$32,9662024Revenue 2025: $118,928Expenses 2025: $77,641Net Income 2025: $41,2872025

Highlighted filing

2025

Revenue$118,928
Expenses$77,641
Net Income$41,287

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.12$0.08$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.15$0.18$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.15$0.15$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.17$0.18$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.23$0.38$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.31$0.09$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.26$0.18$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.64$1.04$0.40
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.52$0.12$0.40
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$0.08$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.01$0.06$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.06$0.07$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.06$0.06$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.2
Gross Receipts
$165,803
Mission and Program Overview

Mission

Provide funds for local non-profits and for scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$99,644$140,931▲ $41,287
Total Assets$99,644$140,931▲ $41,287
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$99,644$140,931▲ $41,287
Total Net Assets Fund Balance$99,644$140,931▲ $41,287
Total Liabilities and Net Assets / Fund Balance$99,644$140,931▲ $41,287

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,053-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marc MichaelsonChairman
Eric BrownClub President
Sean HartClub President Elect
Gerry ShortTrustee
Phil WilsonTrustee
Robert ElliottTrustee
Wayne BlairTrustee
Fran DunneSecretary
Michael WilsonService Projects
Derek BlakeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$108,428
All Other Contributions
$10,500
Change in Net Assets
$41,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,000
Other Expenses$1,641
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$76,000--$76,000
Fees for Services Other-$710-$710
Office Expenses-$533-$533
Other Expenses-$35-$35
Total Functional Expenses$76,000$1,641$0$77,641
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Smyrna Rotary Endowment FundSmyrna, TN-Scholarship funds$20,000
Meals on WheelsNashville, TN-Financial assistance$10,000
Rutherford Cty Schools ATLAS PrgmMurfreesboro, TN-Financial assistance$9,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$155,303
Fundraising Direct Expenses$46,875
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fish Fry$155,303$155,303$10,410$144,893
Total Events$155,303$155,303$46,875$108,428
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 governing body review Part VI line 11

A complete copy of this Form 990 is reviewed by members of its governing body before filing.

Governing documents etc available to public Part VI line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Smyrna Rotary Club Charitable Foundation
EIN
45-0565739
In Care Of
% Sean Hart
Phone
6154590073
Address
PO Box 353, Smyrna, TN 37167

Signing Officer

Name
Sean Hart
Title
Chairman
Phone
6154590073
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
Tn
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
100

Preparer

Firm
Parks & Company CPAs PC
Address
752 Jim Parker Dr, Smyrna, TN 37167
Preparer
Joel D Parks CPA
Phone
6154598248
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Rounding

Part XI response or note to any line in Part XI

Rounding

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IRS990ScheduleA/Total509Grp/TotalAmt01044268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0165803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0200579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0206542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0227475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0245283
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01045682
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05053
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt05053
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt046875
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01250
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01250
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fish Fry
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03610
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0155303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0155303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0155303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0155303
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0108428
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010410
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010410
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt031605
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt031605
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt29000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Scholarship funds
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Financial assistance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Financial assistance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Smyrna Rotary Endowment Fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Meals on Wheels
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Rutherford Cty Schools ATLAS Prgm
IRS990ScheduleI/RecipientTable/RecipientEIN0237156567
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 353
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11101 Kermit Drive Suite 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22240 Southpark Drive
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Smyrna
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Nashville
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Murfreesboro
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037167
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd137217
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd237128
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A complete copy of this Form 990 is reviewed by members of its governing body before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rounding
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rounding
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XI response or note to any line in Part XI
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0None
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0None
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0None
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Rotary International Smyrna Rotary
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237156567
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Encourage and foster ideal of service
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 353
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Smyrna
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd037167
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt099644
IRS990/TotalAssetsEOYAmt0140931
IRS990/TotalAssetsGrp/BOYAmt099644
IRS990/TotalAssetsGrp/EOYAmt0140931
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01641
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt076000
IRS990/TotalFunctionalExpensesGrp/TotalAmt077641
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt099644
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0140931
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt076000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0108428
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118928
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt099644
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0140931
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010

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