Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 57-0635335

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

PO Box 34Sumter, SC 29151

(803) 847-0780

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.23x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

71%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

25%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

247%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$496,190

Up $99,299 (+25%) from 2020

Net Assets

$467,951

No earlier filing loaded for comparison.

Liabilities

Up

$28,239

Up $10,730 (+61%) from 2020

Revenue

Up

$124,022

Up $88,239 (+247%) from 2020

Expenses

Down

$35,453

Down $1,959 (-5.2%) from 2020

Net Income

Up

$88,569

Up $90,198 (+5537%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $247,486Liabilities 2011: $12,3872011Assets 2012: $252,076Liabilities 2012: $14,1322012Assets 2013: $276,276Liabilities 2013: $22,4962013Assets 2014: $308,958Liabilities 2014: $4,1262014Assets 2015: $307,076Liabilities 2015: $9,2132015Assets 2016: $336,256Liabilities 2016: $23,6892016Assets 2017: $357,225Liabilities 2017: $28,1322017Assets 2018: $388,981Liabilities 2018: $26,3622018Assets 2019: $409,088Liabilities 2019: $28,0772019Assets 2020: $396,891Liabilities 2020: $17,5092020Assets 2021: $496,190Liabilities 2021: $28,239Net Assets 2021: $467,9512021Assets 2023: $490,094Liabilities 2023: $18,948Net Assets 2023: $471,1462023

Highlighted filing

2021

Assets$496,190
Liabilities$28,239
Net Assets$467,951

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $77,257Expenses 2011: $52,912Net Income 2011: $24,3452011Revenue 2012: $56,640Expenses 2012: $53,795Net Income 2012: $2,8452012Revenue 2013: $65,204Expenses 2013: $55,786Net Income 2013: $9,4182013Revenue 2014: $89,402Expenses 2014: $48,838Net Income 2014: $40,5642014Revenue 2015: $44,614Expenses 2015: $43,634Net Income 2015: $9802015Revenue 2016: $60,128Expenses 2016: $42,501Net Income 2016: $17,6272016Revenue 2017: $54,490Expenses 2017: $37,964Net Income 2017: $16,5262017Revenue 2018: $74,130Expenses 2018: $40,606Net Income 2018: $33,5242018Revenue 2019: $59,573Expenses 2019: $41,179Net Income 2019: $18,3942019Revenue 2020: $35,783Expenses 2020: $37,412Net Income 2020: -$1,6292020Revenue 2021: $124,022Expenses 2021: $35,453Net Income 2021: $88,5692021Revenue 2023: $51,536Expenses 2023: $43,610Net Income 2023: $7,9262023

Highlighted filing

2021

Revenue$124,022
Expenses$35,453
Net Income$88,569
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Mission and Program Overview

Mission

Granting college scholarships to local students support Rotary International Foundation provide local public schools with supplies and at risk students with materials shoes for students from low income families Support local soup kitchen

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph JamesPresident ElectPT$0--
Earl WilsonPresidentPT$0--
Barry M ReynoldsTreasurerPT$0--
Daniel DavisSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
57-0635335
Address
PO Box 34, Sumter, SC 29151

Signing Officer

Name
Barry M Reynolds
Title
Treasurer
Signed
2021-11-11
Supplemental Narrative

Additional Explanations

Schedule O:

Rotary Club of Sumter Palmetto 990EZ 2017-2018 EIN57-0635335 Period July 1 2020-June 302021 IRS Tax Exemption Status Exempt under Group Tax Exemption Status Rotary International 501 C4 GEN 0573 Statement 1 Schedule O- other expenses Club Operations 6010-Meals MembersVisitors Guest 8349 6011-Law Enforcement Day Expense 639 6012-Club Social Expenses 527 6013-Joint Board Meeting Expense 0 6020-District Meeting Expenses PET 0 6021-Service Awards Expense 146 6050-FeesLicenses Expense 55 6051-Postage Expense 134 6052-Presidents Expense 652 6055-Website DAB db Expense 565 6054 - Public Relations Project Green 0 6200- Bank Fees 0 Total Expenses 11067 COMMUNITY SERVICE 6301-Project HAPPY FEET 5000 6303-Emmunual Soup Kitchen 869 6305-Dictionary Project -Vocational Service 517 Total COMMUNITY SERVICE 6386 GRANTS SCHOLARSHIPS 7051-Scholarships USC - Sumter 4000 7052-Scholarship - CCTC 2000 7053-Scholarships - Morris College 1000 7054-Scholarships - At Large 4500 Total GRANTS SCHOLARSHIPS 11500 INTERNATIONAL SERVICE 7101-Rotary Foundation - International Service 6000 7102-End Polio Now Matching Gift 500 Total INTERNATIONAL SERVICE 6500 Total EXPENSE ACCOUNTS 35453 Statement 4 Granting college scholarships to local students support Rotary International provide local schools with supplies and at risk students with materials Shoes for low income families Support for local soup kitchen

Raw XML Appendix135 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rotary Club of Sumter Palmetto 990EZ 2017-2018 EIN57-0635335 Period July 1 2020-June 302021 IRS Tax Exemption Status Exempt under Group Tax Exemption Status Rotary International 501 C4 GEN 0573 Statement 1 Schedule O- other expenses Club Operations 6010-Meals MembersVisitors Guest 8349 6011-Law Enforcement Day Expense 639 6012-Club Social Expenses 527 6013-Joint Board Meeting Expense 0 6020-District Meeting Expenses PET 0 6021-Service Awards Expense 146 6050-FeesLicenses Expense 55 6051-Postage Expense 134 6052-Presidents Expense 652 6055-Website DAB db Expense 565 6054 - Public Relations Project Green 0 6200- Bank Fees 0 Total Expenses 11067 COMMUNITY SERVICE 6301-Project HAPPY FEET 5000 6303-Emmunual Soup Kitchen 869 6305-Dictionary Project -Vocational Service 517 Total COMMUNITY SERVICE 6386 GRANTS SCHOLARSHIPS 7051-Scholarships USC - Sumter 4000 7052-Scholarship - CCTC 2000 7053-Scholarships - Morris College 1000 7054-Scholarships - At Large 4500 Total GRANTS SCHOLARSHIPS 11500 INTERNATIONAL SERVICE 7101-Rotary Foundation - International Service 6000 7102-End Polio Now Matching Gift 500 Total INTERNATIONAL SERVICE 6500 Total EXPENSE ACCOUNTS 35453 Statement 4 Granting college scholarships to local students support Rotary International provide local schools with supplies and at risk students with materials Shoes for low income families Support for local soup kitchen
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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ReturnHeader/Filer/USAddress/ZIPCd029151
ReturnHeader/ReturnTs02021-11-11T21:00:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings