Civic Intelligence

Rotary International Sumter-Gamecock City

990EZ • Fiscal year 2021 • EIN 57-6021637

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

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

62nd percentile

16%

Higher net margin than 62% 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

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

27th percentile

-32%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Up

$178,554

Up $25,482 (+17%) from 2020

Net Assets

Up

$177,999

Up $26,952 (+18%) from 2020

Liabilities

Down

$555

Down $1,470 (-73%) from 2020

Revenue

Down

$29,206

Down $13,444 (-32%) from 2020

Expenses

Down

$24,535

Down $11,769 (-32%) from 2020

Net Income

Down

$4,671

Down $1,675 (-26%) from 2020

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

2021

Assets$178,554
Liabilities$555
Net Assets$177,999

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

2021

Revenue$29,206
Expenses$24,535
Net Income$4,671
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$64,636
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$21,174
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZA BUXTONPresident-$0--
BRYAN HILFERTYVice Pres-$0--
MIKE SONNTAGSecretary-$0--
SHELLY LUNDBERGTreasurer-$0--
WILLIAM CROFTDirector-$0--
DEREK URQUHARTDirector-$0--
CHUCK OVERBYDirector-$0--
CHUCK FIENNINGDirector-$0--
CHRIS HARDYDirector-$0--
STEPHEN WILLIAMSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Farm to Table$500$500-$500
Total Events$500$500-$500
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
2021-11-11
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: 4. Description: DIVIDEND INCOME. Amount: 2,896. Description: LATE FEE INCOME. Amount: 780. Description: MISC INCOME. Amount: 200. Total to Form 990-EZ, line 8: 3,880.

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. Amount Given: 1,325.

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

Activity Classification: DONATION. Grantee Name: VARIOUS LOCAL BUSINESSES. Grantee Address: PO BOX 1212 SUMTER, SC 29150. Amount Given: 1,000.

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. Amount Given: 6,250. Total included on Form 990-EZ, line 10: 8,575.

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

Description: DISTRICT AND INTL DUES. Amount: 5,266. Description: DATABASE. Amount: 349. Description: SUPPLIES. Amount: 412. Description: INSURANCE-BOND. Amount: 210. Description: ANNUAL LICENSE FEE. Amount: 52. Description: DICTIONARY PROJECT. Amount: 6,240. Description: DUES - ATTRITION. Amount: 460. Description: BANK FEES. Amount: 36. Total to Form 990-EZ, line 16: 13,025.

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

Description: UNREALIZED (LOSS) GAIN ON MARKETABLE SECURITIES. Amount: 22,281.

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

Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 1,504. End of Year Amount: 1,137. Description: INVESTMENT IN SECURITIES. Beg. of Year Amount: 95,168. End of Year Amount: 115,648.

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

Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 2,025. End of Year Amount: 555.

Raw XML Appendix185 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZA BUXTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRYAN HILFERTY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM CROFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEREK URQUHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHUCK OVERBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHUCK FIENNING
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9STEPHEN WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
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: 4. Description: DIVIDEND INCOME. Amount: 2,896. Description: LATE FEE INCOME. Amount: 780. Description: MISC INCOME. Amount: 200. Total to Form 990-EZ, line 8: 3,880.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: DONATION. Grantee Name: ROTARY FOUNDATION. Grantee Address: PO BOX 1212 SUMTER, SC 29150. Amount Given: 1,325.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: DONATION. Grantee Name: VARIOUS LOCAL BUSINESSES. Grantee Address: PO BOX 1212 SUMTER, SC 29150. Amount Given: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: DONATION. Grantee Name: SCHOLARSHIPS AWARDED. Grantee Address: PO BOX 1212 SUMTER, SC 29150. Amount Given: 6,250. Total included on Form 990-EZ, line 10: 8,575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: DISTRICT AND INTL DUES. Amount: 5,266. Description: DATABASE. Amount: 349. Description: SUPPLIES. Amount: 412. Description: INSURANCE-BOND. Amount: 210. Description: ANNUAL LICENSE FEE. Amount: 52. Description: DICTIONARY PROJECT. Amount: 6,240. Description: DUES - ATTRITION. Amount: 460. Description: BANK FEES. Amount: 36. Total to Form 990-EZ, line 16: 13,025.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: UNREALIZED (LOSS) GAIN ON MARKETABLE SECURITIES. Amount: 22,281.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 1,504. End of Year Amount: 1,137. Description: INVESTMENT IN SECURITIES. Beg. of Year Amount: 95,168. End of Year Amount: 115,648.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 2,025. End of Year Amount: 555.
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 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUMTER ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0576021637
ReturnHeader/Filer/PhoneNum08034697300
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHELLY A LUNDBERG CPA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029150
ReturnHeader/PreparerPersonGrp/PhoneNum08034697300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly A Lundberg
ReturnHeader/ReturnTs02021-11-11T06:33:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUNDBERG
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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