Civic Intelligence

Rotary International Martinez-Evans

990 • Fiscal year 2021 • EIN 58-1378357

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 01, 2023

Organization ProfileN/A
PO Box 204145Martinez, GA 30917

(706) 855-9500

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

19th percentile

-20%

Higher net margin than 19% 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

47th percentile

1.7%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

32nd percentile

-22%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$71,366

Up $2,396 (+3.5%) from 2019

Net Assets

Up

$71,366

Up $2,396 (+3.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin19th percentile

Revenue

Down

$34,704

Down $22,707 (-40%) from 2019

Expenses

Down

$41,758

Down $150 (-0.4%) from 2019

Net Income

Down

-$7,054

Down $22,557 (-146%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$100K$50K$0Assets 2011: $83,431Liabilities 2011: $5,225Net Assets 2011: $78,2062011Assets 2012: $66,099Liabilities 2012: $5,258Net Assets 2012: $60,8412012Assets 2013: $76,017Liabilities 2013: $5,208Net Assets 2013: $70,8092013Assets 2014: $69,662Liabilities 2014: $6,364Net Assets 2014: $63,2982014Assets 2015: $69,878Liabilities 2015: $0Net Assets 2015: $69,8782015Assets 2016: $64,699Liabilities 2016: $7,185Net Assets 2016: $57,5142016Assets 2017: $66,285Liabilities 2017: $0Net Assets 2017: $66,2852017Assets 2018: $54,468Liabilities 2018: $1,001Net Assets 2018: $53,4672018Assets 2019: $68,970Liabilities 2019: $0Net Assets 2019: $68,9702019Assets 2021: $71,366Liabilities 2021: $0Net Assets 2021: $71,3662021Assets 2022: $46,621Liabilities 2022: $0Net Assets 2022: $46,6212022Assets 2023: $38,420Liabilities 2023: $0Net Assets 2023: $38,4202023

Highlighted filing

2021

Assets$71,366
Liabilities$0
Net Assets$71,366
Open 2021 Filing

Operations Trend

Revenue Growth32nd percentile

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

$100K$50K$0-$50KExpenses 2011: $52,2762011Expenses 2012: $43,4072012Expenses 2013: $36,8332013Revenue 2014: $53,857Expenses 2014: $42,892Net Income 2014: $10,9652014Revenue 2015: $36,292Expenses 2015: $33,968Net Income 2015: $2,3242015Revenue 2016: $40,369Expenses 2016: $52,733Net Income 2016: -$12,3642016Revenue 2017: $48,190Expenses 2017: $39,419Net Income 2017: $8,7712017Revenue 2018: $26,308Expenses 2018: $39,126Net Income 2018: -$12,8182018Revenue 2019: $57,411Expenses 2019: $41,908Net Income 2019: $15,5032019Revenue 2021: $34,704Expenses 2021: $41,758Net Income 2021: -$7,0542021Revenue 2022: $22,397Expenses 2022: $47,142Net Income 2022: -$24,7452022Revenue 2023: $35,019Expenses 2023: $43,220Net Income 2023: -$8,2012023

Highlighted filing

2021

Revenue$34,704
Expenses$41,758
Net Income-$7,054
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2023
Return Version
2020v4.0
Gross Receipts
$34,704
Mission and Program Overview

Mission

CIVIC ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$44,920-
Cash and Non-Interest-Bearing Accounts-$15,656-
Accounts Receivable-$10,790-
Total Assets$0$71,366▲ $71,366
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$71,366-
Total Net Assets Fund Balance$0$71,366▲ $71,366
Total Liabilities and Net Assets / Fund Balance$0$71,366▲ $71,366
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Ed BurrPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$34,676
Program Service Revenue
$0
Investment Income
$28
Other Revenue
$0
All Other Contributions
$3,108
Change in Net Assets
$-7,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,758
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$23,399--$23,399
Fees for Services Other$8,750--$8,750
Payments to Affiliates$7,964--$7,964
Office Expenses$1,645--$1,645
Total Functional Expenses$41,758$0$0$41,758
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Rotary International Martinez-evans
EIN
58-1378357
Phone
7068559500
Address
PO BOX 204145, MARTINEZ, GA 30917

Signing Officer

Name
Ed Burr
Title
President
Phone
7068559500
Signed
2023-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Burr
Voting Board Members
38
Independent Board Members
38
Employees
0

Preparer

Firm
Lawhorn CPA Group LLC
Address
6312 KINGSTON PIKE STE 100, KNOXVILLE, TN 37919-4958
Preparer
Jeffery J Lawhorn CPA
Phone
8652124867
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Charitable contributions 7,472 0 0 other 1,278 0 0 total 8,750 0 0”

Raw XML Appendix208 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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IRS990/GrantsToIndividualsInd0false
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IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt034704
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IRS990/IndependentVotingMemberCnt038
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/MembershipDuesAmt031568
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0CIVIC ORGANIZATION
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt071366
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt071366
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
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IRS990/PoliticalCampaignActyInd0false
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,366
Liabilities
$0
Net assets
$71,366
Revenue
$34,704
Expenses
$41,758
Net income
-$7,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$38.4$0.00$38.4$35.0$43.2$8.20
2022Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$22.4$47.1$24.7
2021Detailed filing. Detailed filing data is available for this year.$71.4$0.00$71.4$34.7$41.8$7.05
2019Detailed filing. Detailed filing data is available for this year.$69.0$0.00$69.0$57.4$41.9$15.5
2018Detailed filing. Detailed filing data is available for this year.$54.5$1.00$53.5$26.3$39.1$12.8
2017Detailed filing. Detailed filing data is available for this year.$66.3$0.00$66.3$48.2$39.4$8.77
2016Detailed filing. Detailed filing data is available for this year.$64.7$7.19$57.5$40.4$52.7$12.4
2015Detailed filing. Detailed filing data is available for this year.$69.9$0.00$69.9$36.3$34.0$2.32
2014Detailed filing. Detailed filing data is available for this year.$69.7$6.36$63.3$53.9$42.9$11.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.0$5.21$70.8$36.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.1$5.26$60.8$43.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.4$5.23$78.2$52.3