Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
Rotary International Sumter-Gamecock City
990EZ • Fiscal year 2022 • EIN 57-6021637
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
66th percentile
Higher debt load relative to revenue than 66% of similar nonprofits.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
87th percentile
Higher top officer pay than 87% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Balance Sheet
Assets
Down$162,294
Down $16,260 (-9.1%) from 2021
Net Assets
Down$161,505
Down $16,494 (-9.3%) from 2021
Liabilities
Up$789
Up $234 (+42%) from 2021
Revenue And Expenses
Revenue
Up$35,062
Up $5,856 (+20%) from 2021
Expenses
Up$36,007
Up $11,472 (+47%) from 2021
Net Income
Down-$945
Down $5,616 (-120%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2021 to Jun 30, 2022
- Signed
- Aug 30, 2022
- Return Version
- 2021v4.0
- Gross Receipts
- $125,924
Mission and Program Overview
Mission
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. | $15,650 | $32,106 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRYAN HILFERTY | President | - | $0 | - | - |
| SHELLY LUNDBERG | Treasurer | - | $0 | - | - |
| MICHAEL SONNTAG | President-El | - | $0 | - | - |
| CHRIS HARDY | Secretary | - | $0 | - | - |
| STEPHEN WILLIAMSON | Director | - | $0 | - | - |
| CHUCK OVERBY | Director | - | $0 | - | - |
| DERRICK URQUHART | Director | - | $0 | - | - |
| ANGUS MCDUFFIE | Director | - | $0 | - | - |
| CHUCK FIENNING | Director | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Centennial Gala | $90,700 | $90,700 | $90,862 | $-162 |
| Total Events | $90,700 | $90,700 | $90,862 | $-162 |
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
- 2022-08-30
- 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
“Dividend income 4,257 late fee income 720 interest income 5 total 4,982”
Form 990-ez, Part I, Line 10
“Class of activity: donation address: po box 1212 sumter, sc 29150 cash contribution: 5,400 class of activity: donation address: po box 1212 sumter, sc 29150 cash contribution: 6,250”
Form 990-ez, Part I, Line 16
“Expenses district & intl dues 6,887 database 349 supplies 465 insurance - bond 200 taxes & licenses 384 dictionary project 6,756 dues - attrition 160 pets convention 325 meetings/socials 642 printing 642 postage 247 total 17,057”
Form 990-ez, Part I, Line 20
“OTHER DECREASES -15,549”
Form 990-ez, Part II, Line 24
“Projector 0 1,059 less accumulated depreciation 0 1,059 laptop-mtg slideshow 0 622 less accumulated depreciation 0 622 accounts receivable 1,137 1,447 investment in securities 115,648 105,106 total 116,785 106,553”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 555 789”
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 Appendix154 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | SHELLY A LUNDBERG CPA |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt | 0 | SHELLY A LUNDBERG CPA |
| 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 | 61769 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 55741 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2700 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -945 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3300 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 178554 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 162294 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 90700 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 15650 |
| IRS990EZ/GrossReceiptsAmt | 0 | 125924 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 27542 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 177999 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 161505 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 177999 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 161505 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| 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/PersonNm | 0 | BRYAN HILFERTY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SHELLY LUNDBERG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MICHAEL SONNTAG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CHRIS HARDY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | STEPHEN WILLIAMSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CHUCK OVERBY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | DERRICK URQUHART |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ANGUS MCDUFFIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | CHUCK FIENNING |
| 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/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 116785 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 106553 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -15549 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 17057 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 4982 |
| 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/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 | 15650 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 32106 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 90862 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -162 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | SC |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 555 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 789 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 36007 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 32106 |
| IRS990EZ/TotalRevenueAmt | 0 | 35062 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SUMTERROTARY.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 90862 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | CENTENNIAL GALA |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 90700 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 90700 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 90700 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 90700 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | -162 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 90862 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 90862 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DIVIDEND INCOME 4,257 LATE FEE INCOME 720 INTEREST INCOME 5 TOTAL 4,982 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CLASS OF ACTIVITY: DONATION ADDRESS: PO BOX 1212 SUMTER, SC 29150 CASH CONTRIBUTION: 5,400 CLASS OF ACTIVITY: DONATION ADDRESS: PO BOX 1212 SUMTER, SC 29150 CASH CONTRIBUTION: 6,250 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES DISTRICT & INTL DUES 6,887 DATABASE 349 SUPPLIES 465 INSURANCE - BOND 200 TAXES & LICENSES 384 DICTIONARY PROJECT 6,756 DUES - ATTRITION 160 PETS CONVENTION 325 MEETINGS/SOCIALS 642 PRINTING 642 POSTAGE 247 TOTAL 17,057 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | OTHER DECREASES -15,549 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PROJECTOR 0 1,059 LESS ACCUMULATED DEPRECIATION 0 1,059 LAPTOP-MTG SLIDESHOW 0 622 LESS ACCUMULATED DEPRECIATION 0 622 ACCOUNTS RECEIVABLE 1,137 1,447 INVESTMENT IN SECURITIES 115,648 105,106 TOTAL 116,785 106,553 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 555 789 |
| 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 | 2022-09-23 18:48:47Z |
| 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 | 2022-08-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL |
| 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/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 | 2022-10-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SHELLY A LUNDBERG |
| ReturnHeader/ReturnTs | 0 | 2022-10-25T10:29:04-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | SHELLY |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | LUNDBERG |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $162,294
- Liabilities
- $789
- Net assets
- $161,505
- Revenue
- $35,062
- Expenses
- $36,007
- Net income
- -$945
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