Civic Intelligence

Fort MILL Rotary Club

EIN 57-0980324 • 501(c)4 • Fort Mill, SC

Profile

To provide community service

PO Box 342Fort Mill, SC 29716

www.facebook.com/FortMillRotaryClub

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

60th percentile

0.00x

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

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

Net Margin

49th percentile

1.3%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

58th percentile

2.3%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

38th percentile

-7.9%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$27,611

Up $618 (+2.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$27,611

Up $618 (+2.3%) from 2024

Operations
Liabilities / Revenue60th percentileNet Margin49th percentile

Revenue

Down

$46,698

Down $4,027 (-7.9%) from 2024

Expenses

Down

$46,080

Down $3,208 (-6.5%) from 2024

Net Income

Down

$618

Down $819 (-57%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$60K$40K$20K$0Assets 2010: $25,852Net Assets 2010: $25,8522010Assets 2011: $19,427Liabilities 2011: $02011Assets 2012: $17,495Liabilities 2012: $02012Assets 2013: $30,630Liabilities 2013: $02013Assets 2014: $32,158Liabilities 2014: $02014Assets 2015: $37,230Net Assets 2015: $37,2302015Assets 2016: $39,803Net Assets 2016: $39,8032016Assets 2017: $42,534Net Assets 2017: $42,5342017Assets 2018: $51,413Liabilities 2018: $02018Assets 2019: $39,498Net Assets 2019: $39,4982019Assets 2020: $44,501Net Assets 2020: $44,5012020Assets 2021: $33,816Net Assets 2021: $33,8162021Assets 2022: $16,102Net Assets 2022: $16,1022022Assets 2023: $25,556Liabilities 2023: $0Net Assets 2023: $25,5562023Assets 2024: $26,993Liabilities 2024: $0Net Assets 2024: $26,9932024Assets 2025: $27,611Liabilities 2025: $0Net Assets 2025: $27,6112025

Highlighted filing

2025

Assets$27,611
Liabilities$0
Net Assets$27,611
Open 2025 Filing

Operations Trend

Revenue Growth38th percentile

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

$100K$50K$0-$50KRevenue 2010: $74,267Expenses 2010: $69,668Net Income 2010: $4,5992010Revenue 2011: $67,534Expenses 2011: $73,959Net Income 2011: -$6,4252011Revenue 2012: $65,387Expenses 2012: $67,319Net Income 2012: -$1,9322012Revenue 2013: $71,970Expenses 2013: $58,835Net Income 2013: $13,1352013Revenue 2014: $59,798Expenses 2014: $58,270Net Income 2014: $1,5282014Revenue 2015: $65,931Expenses 2015: $60,859Net Income 2015: $5,0722015Revenue 2016: $60,109Expenses 2016: $57,536Net Income 2016: $2,5732016Revenue 2017: $66,392Expenses 2017: $63,661Net Income 2017: $2,7312017Revenue 2018: $72,443Expenses 2018: $63,564Net Income 2018: $8,8792018Revenue 2019: $56,043Expenses 2019: $67,958Net Income 2019: -$11,9152019Revenue 2020: $76,801Expenses 2020: $71,798Net Income 2020: $5,0032020Revenue 2021: $68,005Expenses 2021: $78,690Net Income 2021: -$10,6852021Revenue 2022: $64,424Expenses 2022: $82,138Net Income 2022: -$17,7142022Revenue 2023: $70,004Expenses 2023: $60,550Net Income 2023: $9,4542023Revenue 2024: $50,725Expenses 2024: $49,288Net Income 2024: $1,4372024Revenue 2025: $46,698Expenses 2025: $46,080Net Income 2025: $6182025

Highlighted filing

2025

Revenue$46,698
Expenses$46,080
Net Income$618
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$27,611
Liabilities
$0
Net assets
$27,611
Revenue
$46,698
Expenses
$46,080
Net income
$618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$46.7$46.1$0.62
2024Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$50.7$49.3$1.44
2023Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$70.0$60.6$9.45
2022Detailed filing. Detailed filing data is available for this year.$16.1$16.1$64.4$82.1$17.7
2021Detailed filing. Detailed filing data is available for this year.$33.8$33.8$68.0$78.7$10.7
2020Detailed filing. Detailed filing data is available for this year.$44.5$44.5$76.8$71.8$5.00
2019Detailed filing. Detailed filing data is available for this year.$39.5$39.5$56.0$68.0$11.9
2018Summary only. Only limited summary data is available for this year.$51.4$0.00$72.4$63.6$8.88
2017Detailed filing. Detailed filing data is available for this year.$42.5$42.5$66.4$63.7$2.73
2016Detailed filing. Detailed filing data is available for this year.$39.8$39.8$60.1$57.5$2.57
2015Detailed filing. Detailed filing data is available for this year.$37.2$37.2$65.9$60.9$5.07
2014Summary only. Only limited summary data is available for this year.$32.2$0.00$59.8$58.3$1.53
2013Summary only. Only limited summary data is available for this year.$30.6$0.00$72.0$58.8$13.1
2012Summary only. Only limited summary data is available for this year.$17.5$0.00$65.4$67.3$1.93
2011Summary only. Only limited summary data is available for this year.$19.4$0.00$67.5$74.0$6.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$25.9$74.3$69.7$4.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 28, 2025
Return Version
2024v5.2
Gross Receipts
$46,698
Mission and Program Overview

Mission

To provide community service

Program Services

DescriptionGrantsExpenses
NETWORKING, FELLOWSHIP, SPEAKERS, MEALS, 50 WEEKS A YEAR BENEFITING 65 MEMBERS SUPPORTING LOCAL CHARITIES AND SCHOOL ACTIVITIES INVOLVING OVER 1000 PEOPLE.$0$0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wayne BouldinPresident Elect-$0--
Tanya TrachtenbergDirector-$0--
Matt CurtisDirector-$0--
John GordonDirector-$0--
John CorbDirector-$0--
James WarrenDirector-$0--
Doug ChambersDirector-$0--
Bill PaceDirector-$0--
Al SteeleDirector-$0--
Ben FicklenTreasurer-$0--
Joanne SizooSecretary-$0--
Chris MalleryPresident-$0--
Filing and Contact Details

Filer

Filer Name
Fort Mill Rotary Club
EIN
57-0980324
Phone
8035478434
Address
PO Box 342, Fort Mill, SC 29716

Signing Officer

Name
Ben Ficklen
Title
Treasurer
Phone
8035478434
Signed
2025-07-28
Discuss with paid preparer
Yes

Preparer

Firm
BNA CPAs & Advisors
Address
596 Herrons Ferry Rd 5th Floor, Rock Hill, SC 29730
Preparer
Bernard N Ackerman CPA
Phone
8033668371
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 393.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Awards, Badges, & Plaques. Amount: 599. Description: Bank & Merchant Card Fees. Amount: 3,589. Description: Club Administration. Amount: 1,286. Description: Club Meetings & Meals. Amount: 28,545. Description: Conference/Convention Fees. Amount: 1,030. Description: Rotary International Dues. Amount: 7,181. Description: Rotary District Dues. Amount: 3,250. Total to Form 990-EZ, line 16: 45,480.”

Raw XML Appendix164 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Mill
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Chris Mallery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Elect
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt045480
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0280
IRS990EZ/ProgramServiceRevenueAmt046305
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046080
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt046698
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.facebook.com/FortMillRotaryClub/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 393.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Awards, Badges, & Plaques. Amount: 599. Description: Bank & Merchant Card Fees. Amount: 3,589. Description: Club Administration. Amount: 1,286. Description: Club Meetings & Meals. Amount: 28,545. Description: Conference/Convention Fees. Amount: 1,030. Description: Rotary International Dues. Amount: 7,181. Description: Rotary District Dues. Amount: 3,250. Total to Form 990-EZ, line 16: 45,480.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08035478434
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
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ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0570980324
ReturnHeader/Filer/PhoneNum08035478434
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 342
ReturnHeader/Filer/USAddress/CityNm0Fort Mill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029716
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rock Hill
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ReturnHeader/PreparerPersonGrp/PhoneNum08033668371
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bernard N Ackerman CPA
ReturnHeader/ReturnTs02025-07-28T15:47:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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