Civic Intelligence

Rotary International Sumter-Gamecock City

990EZ • Fiscal year 2016 • EIN 57-6021637

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 17, 2017

P O Box 1212Sumter, SC 29151-1212

(803) 469-7300

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

40th percentile

-0.3%

Higher net margin than 40% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-5.3%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

6.2%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$141,681

Down $7,890 (-5.3%) from 2015

Net Assets

Down

$141,256

Down $7,915 (-5.3%) from 2015

Liabilities

Up

$425

Up $25 (+6.3%) from 2015

Revenue

Up

$56,233

Up $3,277 (+6.2%) from 2015

Expenses

Down

$56,396

Down $990 (-1.7%) from 2015

Net Income

Up

-$163

Up $4,267 (+96%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $141,119Liabilities 2012: $82012Assets 2013: $148,500Liabilities 2013: $2502013Assets 2014: $160,018Liabilities 2014: $300Net Assets 2014: $159,7182014Assets 2015: $149,571Liabilities 2015: $400Net Assets 2015: $149,1712015Assets 2016: $141,681Liabilities 2016: $425Net Assets 2016: $141,2562016Assets 2017: $139,817Liabilities 2017: $290Net Assets 2017: $139,5272017Assets 2018: $147,255Liabilities 2018: $50Net Assets 2018: $147,2052018Assets 2019: $164,065Liabilities 2019: $16,971Net Assets 2019: $147,0942019Assets 2020: $153,072Liabilities 2020: $2,025Net Assets 2020: $151,0472020Assets 2021: $178,554Liabilities 2021: $555Net Assets 2021: $177,9992021Assets 2022: $162,294Liabilities 2022: $789Net Assets 2022: $161,5052022Assets 2023: $188,890Liabilities 2023: $21,949Net Assets 2023: $166,9412023Assets 2024: $60,038Liabilities 2024: $1,331Net Assets 2024: $58,7072024Assets 2025: $69,174Liabilities 2025: $6,531Net Assets 2025: $62,6432025

Highlighted filing

2016

Assets$141,681
Liabilities$425
Net Assets$141,256

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $39,055Expenses 2012: $42,935Net Income 2012: -$3,8802012Revenue 2013: $43,407Expenses 2013: $42,797Net Income 2013: $6102013Revenue 2014: $60,205Expenses 2014: $57,732Net Income 2014: $2,4732014Revenue 2015: $52,956Expenses 2015: $57,386Net Income 2015: -$4,4302015Revenue 2016: $56,233Expenses 2016: $56,396Net Income 2016: -$1632016Revenue 2017: $55,513Expenses 2017: $59,074Net Income 2017: -$3,5612017Revenue 2018: $50,580Expenses 2018: $49,381Net Income 2018: $1,1992018Revenue 2019: $46,446Expenses 2019: $46,897Net Income 2019: -$4512019Revenue 2020: $42,650Expenses 2020: $36,304Net Income 2020: $6,3462020Revenue 2021: $29,206Expenses 2021: $24,535Net Income 2021: $4,6712021Revenue 2022: $35,062Expenses 2022: $36,007Net Income 2022: -$9452022Revenue 2023: $62,149Expenses 2023: $68,233Net Income 2023: -$6,0842023Revenue 2024: $78,194Expenses 2024: $187,585Net Income 2024: -$109,3912024Revenue 2025: $57,719Expenses 2025: $53,783Net Income 2025: $3,9362025

Highlighted filing

2016

Revenue$56,233
Expenses$56,396
Net Income-$163
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 17, 2017
Return Version
2015v3.0
Gross Receipts
$60,665
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.

Program Services

DescriptionGrantsExpenses
AMER RED CROSS, ROTARY FOUND, ACADEMIC SCHOLARSH ALZHEIMERS RESEARCH, OTHER LOCAL COMMUNITY PROJECTS FOR THE BETTERMENT OF THE SUMTER COMMUNITY$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM CROFTPresident-$0--
JACK OSTEENVice Pres-$0--
JONATHAN ZIMPLEMANSecretary-$0--
SHELLY LUNDBERGTreasurer-$0--
SHELLY LUNDBERGPresident-Elect-$0--
MIKE SONNTAGSergeant At Arms-$0--
DAVID SANDERSDirector-$0--
BRYAN HILFERTYDirector-$0--
CHARLIE ALLENDirector-$0--
ELIZA BUXTONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Farm to Table$19,586$19,586$4,432$15,154
Total Events$19,586$19,586$4,432$15,154
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
57-6021637
Phone
8034697300
Address
P O BOX 1212, SUMTER, SC 29151-1212

Signing Officer

Name
Shelly a Lundberg
Title
Treasurer
Phone
8034697300
Signed
2017-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Shelly a Lundberg CPA
Address
2630-B HARDEE COVE, SUMTER, SC 29150
Preparer
Shelly A Lundberg
Phone
8034697300
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: INTEREST INCOME. Amount: 19. Description: DIVIDEND INCOME. Amount: 5,518. Total to Form 990-EZ, line 8: 5,537.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: DONATION. Grantee Name: ROTARY FOUNDATION. Grantee Address: PO BOX 1212 SUMTER, SC 29150. Date of Gift: Various. Amount Given: 2,780.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: DONATION. Grantee Name: CRESTWOOD HIGH SCHOOL. Grantee Address: 2000 OSWEGO RD SUMTER, SC 29150. Date of Gift: 12/07/15. Amount Given: 300.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: DONATION. Grantee Name: SUMTER GREEN. Grantee Address: PO BOX 1449 SUMTER, SC 29151. Date of Gift: 06/23/16. Amount Given: 500.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: DONATION. Grantee Name: CART. Grantee Address: PO BOX 1916 SUMTER, SC 29151. Date of Gift: 06/20/16. Amount Given: 6,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: DONATION. Grantee Name: UNITED MINISTRIES. Grantee Address: PO BOX 1212 SUMTER, SC 29150. Date of Gift: 05/09/16. Amount Given: 3,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: DONATION. Grantee Name: SUMTER COUNTY 4-H. Grantee Address: PO BOX 1212 SUMTER, SC 29150. Date of Gift: 05/09/16. Amount Given: 3,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: DONATION. Grantee Name: WARM HEART FUND. Grantee Address: 500 MILLER RD SUMTER, SC 29150. Date of Gift: 05/09/16. Amount Given: 3,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: DONATION. Grantee Name: YMCA OF SUMTER. Grantee Address: 50 MILLER ROAD SUMTER, SC 29150. Date of Gift: 06/23/16. Amount Given: 500.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: DONATION. Grantee Name: SCHOLARSHIPS AWARDED. Grantee Address: PO BOX 1212 SUMTER, SC 29150. Date of Gift: 07/14/15. Amount Given: 7,250. Total included on Form 990-EZ, line 10: 26,330.

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

Description: CONVENTION EXPENSES. Amount: 7,402. Description: DISTRICT AND INTL DUES. Amount: 7,320. Description: DICTIONARY PROJECT. Amount: 2,055. Description: DATABASE. Amount: 299. Description: BANK FEES. Amount: 34. Description: SUPPLIES. Amount: 916. Description: WEBSITE. Amount: 98. Description: INSURANCE-BOND. Amount: 200. Description: EXCHANGE STUDENT EXPENSES. Amount: 2,000. Description: GRANT EXPENSE. Amount: 5,200. Description: ANNUAL LICENSE FEE. Amount: 52. Total to Form 990-EZ, line 16: 25,576.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: UNREALIZED (LOSS) GAIN ON MARKETABLE SECURITIES. Amount: -7,752.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 249. End of Year Amount: 1,121. Description: INVESTMENT IN SECURITIES. Beg. of Year Amount: 103,169. End of Year Amount: 97,685.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 400. End of Year Amount: 425.

Raw XML Appendix193 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM CROFT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0ROTARY 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 19. Description: DIVIDEND INCOME. Amount: 5,518. Total to Form 990-EZ, line 8: 5,537.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: DONATION. Grantee Name: ROTARY FOUNDATION. Grantee Address: PO BOX 1212 SUMTER, SC 29150. Date of Gift: Various. Amount Given: 2,780.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: DONATION. Grantee Name: CRESTWOOD HIGH SCHOOL. Grantee Address: 2000 OSWEGO RD SUMTER, SC 29150. Date of Gift: 12/07/15. Amount Given: 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: DONATION. Grantee Name: SUMTER GREEN. Grantee Address: PO BOX 1449 SUMTER, SC 29151. Date of Gift: 06/23/16. Amount Given: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: DONATION. Grantee Name: CART. Grantee Address: PO BOX 1916 SUMTER, SC 29151. Date of Gift: 06/20/16. Amount Given: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Activity Classification: DONATION. Grantee Name: UNITED MINISTRIES. Grantee Address: PO BOX 1212 SUMTER, SC 29150. Date of Gift: 05/09/16. Amount Given: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Activity Classification: DONATION. Grantee Name: SUMTER COUNTY 4-H. Grantee Address: PO BOX 1212 SUMTER, SC 29150. Date of Gift: 05/09/16. Amount Given: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Activity Classification: DONATION. Grantee Name: WARM HEART FUND. Grantee Address: 500 MILLER RD SUMTER, SC 29150. Date of Gift: 05/09/16. Amount Given: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Activity Classification: DONATION. Grantee Name: YMCA OF SUMTER. Grantee Address: 50 MILLER ROAD SUMTER, SC 29150. Date of Gift: 06/23/16. Amount Given: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Activity Classification: DONATION. Grantee Name: SCHOLARSHIPS AWARDED. Grantee Address: PO BOX 1212 SUMTER, SC 29150. Date of Gift: 07/14/15. Amount Given: 7,250. Total included on Form 990-EZ, line 10: 26,330.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description: CONVENTION EXPENSES. Amount: 7,402. Description: DISTRICT AND INTL DUES. Amount: 7,320. Description: DICTIONARY PROJECT. Amount: 2,055. Description: DATABASE. Amount: 299. Description: BANK FEES. Amount: 34. Description: SUPPLIES. Amount: 916. Description: WEBSITE. Amount: 98. Description: INSURANCE-BOND. Amount: 200. Description: EXCHANGE STUDENT EXPENSES. Amount: 2,000. Description: GRANT EXPENSE. Amount: 5,200. Description: ANNUAL LICENSE FEE. Amount: 52. Total to Form 990-EZ, line 16: 25,576.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description: UNREALIZED (LOSS) GAIN ON MARKETABLE SECURITIES. Amount: -7,752.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 249. End of Year Amount: 1,121. Description: INVESTMENT IN SECURITIES. Beg. of Year Amount: 103,169. End of Year Amount: 97,685.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 400. End of Year Amount: 425.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 26 - Other Liabilities
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY A LUNDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08034697300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUMTER ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0576021637
ReturnHeader/Filer/PhoneNum08034697300
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1212
ReturnHeader/Filer/USAddress/CityNm0SUMTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0291511212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300945787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHELLY A LUNDBERG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02630-B HARDEE COVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUMTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029150
ReturnHeader/PreparerPersonGrp/PhoneNum08034697300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly A Lundberg
ReturnHeader/ReturnTs02017-01-19T16:55:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.69$0.07$0.63$0.58$0.54$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.01$0.59$0.78$1.88$1.09
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.22$1.67$0.62$0.68$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.62$0.35$0.36$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.01$1.78$0.29$0.25$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.02$1.51$0.43$0.36$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.17$1.47$0.46$0.47$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.51$0.49$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.56$0.59$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.41$0.56$0.56$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.49$0.53$0.57$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.60$0.58$0.02
2013Summary only. Only limited summary data is available for this year.$1.49$0.00$0.43$0.43$0.01
2012Summary only. Only limited summary data is available for this year.$1.41$0.00$0.39$0.43$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits