Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
Rotary International
EIN 57-6021637 • 501(c)4 • Sumter, SC
Profile
Rotary is a worldwide organizationof business and professional leaders that provides humanitarian service, encourages high ethical standards in all vocations, and helps build goodwill and peace in the world.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.09x
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
78th percentile
Faster asset growth than 78% of similar nonprofits.
Revenue Growth
26th percentile
Faster revenue growth than 26% of similar nonprofits.
Balance Sheet
Assets
Up$69,174
Up $9,136 (+15%) from 2024
Liabilities
Up$6,531
Up $5,200 (+391%) from 2024
Net Assets
Up$62,643
Up $3,936 (+6.7%) from 2024
Revenue
Down$57,719
Down $20,475 (-26%) from 2024
Expenses
Down$53,783
Down $133,802 (-71%) from 2024
Net Income
Up$3,936
Up $113,327 (+104%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $69,174
- Liabilities
- $6,531
- Net assets
- $62,643
- Revenue
- $57,719
- Expenses
- $53,783
- Net income
- $3,936
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 13, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $68,611
Mission and Program Overview
Mission
Rotary is a worldwide organization of business and professional leaders that provides humanitarian service, encourages high ethical standards in all vocations, and helps build goodwill and peace in the world.
Rotary is a worldwide organizationof business and professional leaders that provides humanitarian service, encourages high ethical standards in all vocations, and helps build goodwill and peace in the world.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| ROTARY IS A WORLDWIDE ORGANIZATIONOF BUSINESS AND PROFESSIONAL LEADERS THAT PROVIDES HUMANITARIAN SERVICE, ENCOURAGES HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELPS BUILD GOODWILL AND PEACE IN THE WORLD. | $26,904 | $53,233 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHRIS HARDY | President | - | $0 | - | - |
| SHELLY LUNDBERG | Treasurer | - | $0 | - | - |
| STEPHEN WILLIAMSON | President-El | - | $0 | - | - |
| JASON STODDARD | Secretary | - | $0 | - | - |
| CRAIG NESS | Director | - | $0 | - | - |
| KIPPER ACKERMAN | Director | - | $0 | - | - |
| DERRICK URQUHART | Director | - | $0 | - | - |
| ANGUS MCDUFFIE | Director | - | $0 | - | - |
| MELISSA EVANS | Director | - | $0 | - | - |
| CHRIS LEE | Director | - | $0 | - | - |
| ALAN LEWIS | Director | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Farm to Table | $23,939 | $23,939 | $6,502 | $17,437 |
| Onion Sales | $6,089 | $6,089 | $4,390 | $1,699 |
| Total Events | $30,028 | $30,028 | $10,892 | $19,136 |
Filing and Contact Details
Filer
- Filer Name
- Rotary International
- EIN
- 57-6021637
- Phone
- 8034697300
- Address
- PO BOX 1212, SUMTER, SC 29151-1212
Signing Officer
- Name
- Shelly Lundberg
- Title
- Treasurer
- Phone
- 8034697300
- Signed
- 2025-11-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Shelly a Lundberg CPA
- Address
- 2630B HARDEE CV, SUMTER, SC 29150
- Preparer
- Shelly a Lundberg
- Phone
- 8034697300
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Late fee income 570 total 570”
Form 990-ez, Part I, Line 10
“Class of activity: donation name: sumter rotary scholarship address: po box 1212 sumter, sc 29150 cash contribution: 15,249”
Form 990-ez, Part I, Line 16
“Expenses 200 district & intl dues 10,690 database 1,029 supplies 1,908 taxes & licenses 52 convention 6,786 meetings/socials 536 program exp 5,002 postage 277 bank fees 21 total 26,501”
Form 990-ez, Part I, Line 20
“CHG IN INVEST UNREAL 0”
Form 990-ez, Part II, Line 24
“Accounts receivable 1,831 2,984 1,681 1,681 less accumulated depreciation 1,681 1,681 prepaid expenses 0 1,540 total 1,831 4,524”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 1,331 6,531”
Form 990-ez, Part III
“Rotary is a worldwide organizationof business and professional leaders that provides humanitarian service, encourages high ethical standards in all vocations, and helps build goodwill and peace in the world.”
Raw XML Appendix167 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8034697300 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2630-B HARDEE COVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt | 0 | 2630-B HARDEE COVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SUMTER |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | SC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 29150 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 58207 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 64650 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2500 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3936 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 60038 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 69174 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 30028 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 26904 |
| IRS990EZ/GrossReceiptsAmt | 0 | 68611 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1058 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 58707 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 62643 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 58707 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CHRIS HARDY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SHELLY LUNDBERG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | STEPHEN WILLIAMSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JASON STODDARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CRAIG NESS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KIPPER ACKERMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | DERRICK URQUHART |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ANGUS MCDUFFIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | MELISSA EVANS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | CHRIS LEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | ALAN LEWIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT-EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1831 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4524 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 26501 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 570 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | ROTARY IS A WORLDWIDE ORGANIZATIONOF BUSINESS AND PROFESSIONAL LEADERS THAT PROVIDES HUMANITARIAN SERVICE, ENCOURAGES HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELPS BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 378 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 34455 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ROTARY IS A WORLDWIDE ORGANIZATIONOF BUSINESS AND PROFESSIONAL LEADERS THAT PROVIDES HUMANITARIAN SERVICE, ENCOURAGES HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELPS BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 26904 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 53233 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 10892 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 19136 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | SC |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1331 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 6531 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 53783 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 53233 |
| IRS990EZ/TotalRevenueAmt | 0 | 57719 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SUMTERROTARY.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 10892 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | ONION SALES |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | FARM TO TABLE |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 6089 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 23939 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 30028 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 6089 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 23939 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 30028 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 19136 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 10892 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 4390 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 6502 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | LATE FEE INCOME 570 TOTAL 570 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CLASS OF ACTIVITY: DONATION NAME: SUMTER ROTARY SCHOLARSHIP ADDRESS: PO BOX 1212 SUMTER, SC 29150 CASH CONTRIBUTION: 15,249 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES 200 DISTRICT & INTL DUES 10,690 DATABASE 1,029 SUPPLIES 1,908 TAXES & LICENSES 52 CONVENTION 6,786 MEETINGS/SOCIALS 536 PROGRAM EXP 5,002 POSTAGE 277 BANK FEES 21 TOTAL 26,501 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CHG IN INVEST UNREAL 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACCOUNTS RECEIVABLE 1,831 2,984 1,681 1,681 LESS ACCUMULATED DEPRECIATION 1,681 1,681 PREPAID EXPENSES 0 1,540 TOTAL 1,831 4,524 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,331 6,531 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | ROTARY IS A WORLDWIDE ORGANIZATIONOF BUSINESS AND PROFESSIONAL LEADERS THAT PROVIDES HUMANITARIAN SERVICE, ENCOURAGES HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELPS BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SHELLY LUNDBERG |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8034697300 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | SUMTER-GAMECOCK CITY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 576021637 |
| ReturnHeader/Filer/PhoneNum | 0 | 8034697300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1212 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SUMTER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | SC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 291511212 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 300945787 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SHELLY A LUNDBERG CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2630B HARDEE CV |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SUMTER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | SC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 29150 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8034697300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SHELLY A LUNDBERG |
| ReturnHeader/ReturnTs | 0 | 2025-11-13T07:42:28-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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