Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
Rotary International Sumter-Gamecock City
990EZ • Fiscal year 2023 • EIN 57-6021637
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.12x
Liabilities / Revenue
88th percentile
Higher debt load relative to revenue than 88% of similar nonprofits.
Net Margin
27th percentile
Higher net margin than 27% 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
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
91st percentile
Faster revenue growth than 91% of similar nonprofits.
Balance Sheet
Assets
Up$188,890
Up $26,596 (+16%) from 2022
Net Assets
Up$166,941
Up $5,436 (+3.4%) from 2022
Liabilities
Up$21,949
Up $21,160 (+2682%) from 2022
Revenue And Expenses
Revenue
Up$62,149
Up $27,087 (+77%) from 2022
Expenses
Up$68,233
Up $32,226 (+89%) from 2022
Net Income
Down-$6,084
Down $5,139 (-544%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Jan 31, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $68,662
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. | $44,174 | $66,761 |
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 |
|---|---|---|---|---|
| Farm to Table | $35,782 | $35,782 | $6,513 | $29,269 |
| Total Events | $35,782 | $35,782 | $6,513 | $29,269 |
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
- 2024-01-31
- 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 610 total 610”
Form 990-ez, Part I, Line 10
“Class of activity: donation address: po box 1212 sumter, sc 29150 cash contribution: 16,494 class of activity: donation address: po box 1212 sumter, sc 29150 cash contribution: 6,250 address: po box 1212 sumter, sc 29151 cash contribution: 9,000 address: po box 1212 sumter, sc 29151 cash contribution: 9,000”
Form 990-ez, Part I, Line 16
“Expenses 8,595 200 district & intl dues 7,197 database 395 supplies 1,194 taxes & licenses 52 meetings/socials 355 postage 246 grant exp-happy feet 5,000 total 23,234”
Form 990-ez, Part I, Line 20
“11,519 change in fmv of invest 0”
Form 990-ez, Part II, Line 24
“Accounts receivable 1,447 2,274 1,681 1,681 less accumulated depreciation 1,681 1,681 prepaid exp 0 300 total 1,447 2,574”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 788 21,949”
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 Appendix156 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 | 160847 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 186316 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2500 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6084 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 825 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 162294 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 188890 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 35782 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 44174 |
| IRS990EZ/GrossReceiptsAmt | 0 | 68662 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1885 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 27885 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 161506 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 166941 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 161506 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 166941 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| 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/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 | 1447 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 2574 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 11519 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 23234 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 610 |
| 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 | 44174 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 66761 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 6513 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 29269 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | SC |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 788 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 21949 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 68233 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 66761 |
| IRS990EZ/TotalRevenueAmt | 0 | 62149 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SUMTERROTARY.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 6513 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FARM TO TABLE |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 35782 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 35782 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 35782 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 35782 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 29269 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 6513 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 6513 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | LATE FEE INCOME 610 TOTAL 610 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CLASS OF ACTIVITY: DONATION ADDRESS: PO BOX 1212 SUMTER, SC 29150 CASH CONTRIBUTION: 16,494 CLASS OF ACTIVITY: DONATION ADDRESS: PO BOX 1212 SUMTER, SC 29150 CASH CONTRIBUTION: 6,250 ADDRESS: PO BOX 1212 SUMTER, SC 29151 CASH CONTRIBUTION: 9,000 ADDRESS: PO BOX 1212 SUMTER, SC 29151 CASH CONTRIBUTION: 9,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES 8,595 200 DISTRICT & INTL DUES 7,197 DATABASE 395 SUPPLIES 1,194 TAXES & LICENSES 52 MEETINGS/SOCIALS 355 POSTAGE 246 GRANT EXP-HAPPY FEET 5,000 TOTAL 23,234 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 11,519 CHANGE IN FMV OF INVEST 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACCOUNTS RECEIVABLE 1,447 2,274 1,681 1,681 LESS ACCUMULATED DEPRECIATION 1,681 1,681 PREPAID EXP 0 300 TOTAL 1,447 2,574 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 788 21,949 |
| 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 | 2023-04-26 12:10:37Z |
| 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 | 2024-01-31 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| 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 | 2024-01-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SHELLY A LUNDBERG |
| ReturnHeader/ReturnTs | 0 | 2024-01-31T15:15:10-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | SHELLY |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | LUNDBERG |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $188,890
- Liabilities
- $21,949
- Net assets
- $166,941
- Revenue
- $62,149
- Expenses
- $68,233
- Net income
- -$6,084