Civic Intelligence

Rotary International Summerville

EIN 57-0937629 • 501(c)4 • Summerville, SC

Profile

The summerville oakbrook breakfast rotary club operates under the rotary international exemption umbrella. Our purpose is to promote social welfare through various programs designed facilitate community outreach, service projects and charitable giving. The club also supports rotary internation projects such as polio eradication and clean water projects around the world.

P O Box 50101Summerville, SC 29485

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

88th percentile

36%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

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

Asset Growth

99th percentile

338%

Faster asset growth than 99% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-1.7%

Faster revenue growth than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$18,353

Up $14,165 (+338%) from 2024

Liabilities

Down

$235

Down $244 (-51%) from 2024

Net Assets

Up

$18,118

Up $14,409 (+388%) from 2024

Operations
Liabilities / Revenue65th percentileNet Margin88th percentile

Revenue

Down

$40,238

Down $696 (-1.7%) from 2024

Expenses

Down

$25,830

Down $17,541 (-40%) from 2024

Net Income

Up

$14,408

Up $16,845 (+691%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$20K$15K$10K$5.0K$0Assets 2017: $18,947Liabilities 2017: $1,262Net Assets 2017: $17,6852017Assets 2018: $18,637Net Assets 2018: $18,6372018Assets 2019: $16,050Net Assets 2019: $16,0502019Assets 2020: $16,226Net Assets 2020: $16,2262020Assets 2021: $10,007Liabilities 2021: $336Net Assets 2021: $9,6712021Assets 2022: $3,841Liabilities 2022: $202Net Assets 2022: $3,6392022Assets 2023: $6,144Net Assets 2023: $6,1442023Assets 2024: $4,188Liabilities 2024: $479Net Assets 2024: $3,7092024Assets 2025: $18,353Liabilities 2025: $235Net Assets 2025: $18,1182025

Highlighted filing

2025

Assets$18,353
Liabilities$235
Net Assets$18,118
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $58,983Expenses 2017: $61,551Net Income 2017: -$2,5682017Revenue 2018: $53,203Expenses 2018: $52,250Net Income 2018: $9532018Revenue 2019: $63,584Expenses 2019: $66,171Net Income 2019: -$2,5872019Revenue 2020: $31,810Expenses 2020: $31,634Net Income 2020: $1762020Revenue 2021: $17,803Expenses 2021: $24,358Net Income 2021: -$6,5552021Revenue 2022: $38,687Expenses 2022: $44,721Net Income 2022: -$6,0342022Revenue 2023: $35,923Expenses 2023: $33,416Net Income 2023: $2,5072023Revenue 2024: $40,934Expenses 2024: $43,371Net Income 2024: -$2,4372024Revenue 2025: $40,238Expenses 2025: $25,830Net Income 2025: $14,4082025

Highlighted filing

2025

Revenue$40,238
Expenses$25,830
Net Income$14,408
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$18,353
Liabilities
$235
Net assets
$18,118
Revenue
$40,238
Expenses
$25,830
Net income
$14,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.4$0.24$18.1$40.2$25.8$14.4
2024Detailed filing. Detailed filing data is available for this year.$4.19$0.48$3.71$40.9$43.4$2.44
2023Detailed filing. Detailed filing data is available for this year.$6.14$6.14$35.9$33.4$2.51
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.20$3.64$38.7$44.7$6.03
2021Detailed filing. Detailed filing data is available for this year.$10.0$0.34$9.67$17.8$24.4$6.56
2020Detailed filing. Detailed filing data is available for this year.$16.2$16.2$31.8$31.6$0.18
2019Detailed filing. Detailed filing data is available for this year.$16.1$16.1$63.6$66.2$2.59
2018Detailed filing. Detailed filing data is available for this year.$18.6$18.6$53.2$52.3$0.95
2017Detailed filing. Detailed filing data is available for this year.$18.9$1.26$17.7$59.0$61.6$2.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$40,398
Mission and Program Overview

Mission

The summerville oakbrook breakfast rotary club operates under the rotary international exemption umbrella. Our purpose is to promote social welfare through various programs designed facilitate community outreach, service projects and charitable giving. The club also supports rotary internation projects such as polio eradication and clean water projects around the world.

Program Services

DescriptionGrantsExpenses
PROVIDE COMMUNITY OUTREACH AND SUPPORT THROUGH VARIOUS SERVICE PROJECTS AND DONATIONS.-$24,100
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK DREYERSecretary-$0--
DAWN J MAYERSTreasurer-$0--
PAUL BROUTHERSBoard Member-$0--
SEAN HARRINGTONTrustee/Dire-$0--
ED CARLTONBoard Member-$0--
FRANK BOUKNIGHTBoard Member-$0--
MATT COAKLEYBoard Member-$0--
RYAN TEMPLETONPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oktoberfest/gol$24,545$24,545$160$24,385
Total Events$24,545$24,545$160$24,385
Filing and Contact Details

Filer

Filer Name
Rotary International Summerville
EIN
57-0937629
Phone
8438751774
Address
P O BOX 50101, SUMMERVILLE, SC 29485

Signing Officer

Name
Dawn J Mayers
Title
Treasurer
Phone
8438751774
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Taylor Miles & Associates Pa
Address
1940 OLD TROLLEY RD STE A, SUMMERVILLE, SC 29485
Preparer
Dawn J Mayers CPA
Phone
8438751774
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conferences/meetings 775 bad debt 550 banquet/social 1,705 breakfast meetings 1,120 cart contributions 800 credit card fees 80 direct grant expense 6,096 donations 3,149 dues 3,926 foundation dues 2,350 polio plus donation 1,000 supplies 430 hs athletic awards 2,894 total 24,875”

Form 990-ez, Part II, Line 24

“Accounts receivable 3,188 4,020 total 3,188 4,020”

Form 990-ez, Part II, Line 26

“Bank overdraft 285 0 due to cart fund 194 235”

Form 990-ez, Part III

“The summerville oakbrook breakfast rotary club operates under the rotary international exemption umbrella. Our purpose is to promote social welfare through various programs designed facilitate community outreach, service projects and charitable giving. The club also supports rotary internation projects such as polio eradication and clean water projects around the world.”

Raw XML Appendix138 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAWN J MAYERS
IRS990EZ/BooksInCareOfDetail/PhoneNum08438751774
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01940 TROLLEY RD STE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUMMERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029485
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01001
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014333
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014761
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014408
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04189
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018353
IRS990EZ/FundraisingGrossIncomeAmt024545
IRS990EZ/GrossReceiptsAmt040398
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03710
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018118
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03710
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018118
IRS990EZ/OccupancyRentUtltsAndMaintAmt0955
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANK DREYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN J MAYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL BROUTHERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SEAN HARRINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ED CARLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FRANK BOUKNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATT COAKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RYAN TEMPLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE/DIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03188
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04020
IRS990EZ/OtherExpensesTotalAmt024875
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SUMMERVILLE OAKBROOK BREAKFAST ROTARY CLUB OPERATES UNDER THE ROTARY INTERNATIONAL EXEMPTION UMBRELLA. OUR PURPOSE IS TO PROMOTE SOCIAL WELFARE THROUGH VARIOUS PROGRAMS DESIGNED FACILITATE COMMUNITY OUTREACH, SERVICE PROJECTS AND CHARITABLE GIVING. THE CLUB ALSO SUPPORTS ROTARY INTERNATION PROJECTS SUCH AS POLIO ERADICATION AND CLEAN WATER PROJECTS AROUND THE WORLD.
IRS990EZ/ProgramServiceRevenueAmt01091
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE COMMUNITY OUTREACH AND SUPPORT THROUGH VARIOUS SERVICE PROJECTS AND DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0160
IRS990EZ/SpecialEventsNetIncomeLossAmt024385
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0479
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0235
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025830
IRS990EZ/TotalProgramServiceExpensesAmt024100
IRS990EZ/TotalRevenueAmt040238
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0160
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OKTOBERFEST/GOL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024545
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024385
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0160
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES/MEETINGS 775 BAD DEBT 550 BANQUET/SOCIAL 1,705 BREAKFAST MEETINGS 1,120 CART CONTRIBUTIONS 800 CREDIT CARD FEES 80 DIRECT GRANT EXPENSE 6,096 DONATIONS 3,149 DUES 3,926 FOUNDATION DUES 2,350 POLIO PLUS DONATION 1,000 SUPPLIES 430 HS ATHLETIC AWARDS 2,894 TOTAL 24,875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 3,188 4,020 TOTAL 3,188 4,020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK OVERDRAFT 285 0 DUE TO CART FUND 194 235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SUMMERVILLE OAKBROOK BREAKFAST ROTARY CLUB OPERATES UNDER THE ROTARY INTERNATIONAL EXEMPTION UMBRELLA. OUR PURPOSE IS TO PROMOTE SOCIAL WELFARE THROUGH VARIOUS PROGRAMS DESIGNED FACILITATE COMMUNITY OUTREACH, SERVICE PROJECTS AND CHARITABLE GIVING. THE CLUB ALSO SUPPORTS ROTARY INTERNATION PROJECTS SUCH AS POLIO ERADICATION AND CLEAN WATER PROJECTS AROUND THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN J MAYERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08438751774
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL SUMMERVILLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BREAKFAST
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0570937629
ReturnHeader/Filer/PhoneNum08438751774
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 50101
ReturnHeader/Filer/USAddress/CityNm0SUMMERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029485
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571036627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAYLOR MILES & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 OLD TROLLEY RD STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUMMERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029485
ReturnHeader/PreparerPersonGrp/PhoneNum08438751774
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN J MAYERS CPA
ReturnHeader/ReturnTs02025-11-17T21:54:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.