Civic Intelligence

Summerville-Trion Rotary Trust

EIN 58-1536894 • 501(c)3 • Summerville, GA

Profile

To provide scholarships to area students

PO Box 92Summerville, GA 30747

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

53rd percentile

3.1%

Higher net margin than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

4.9%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$368,114

Up $17,303 (+4.9%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$368,114

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Up

$71,243

Up $20,696 (+41%) from 2023

Expenses

Up

$69,002

Up $49,002 (+245%) from 2023

Net Income

Down

$2,241

Down $28,306 (-93%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $313,382Net Assets 2010: $313,3822010Assets 2011: $313,640Liabilities 2011: $02011Assets 2012: $314,259Liabilities 2012: $02012Assets 2013: $311,979Liabilities 2013: $02013Assets 2014: $312,319Liabilities 2014: $02014Assets 2015: $312,638Net Assets 2015: $312,6382015Assets 2016: $308,485Net Assets 2016: $308,4852016Assets 2017: $306,576Net Assets 2017: $306,5762017Assets 2018: $305,059Net Assets 2018: $305,0592018Assets 2019: $304,985Net Assets 2019: $304,9852019Assets 2020: $309,515Net Assets 2020: $309,5152020Assets 2021: $309,908Net Assets 2021: $309,9082021Assets 2022: $320,264Net Assets 2022: $320,2642022Assets 2023: $350,811Liabilities 2023: $02023Assets 2024: $368,114Net Assets 2024: $368,1142024

Highlighted filing

2024

Assets$368,114
Liabilities-
Net Assets$368,114
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2010: $27,639Expenses 2010: $25,000Net Income 2010: $2,6392010Revenue 2011: $26,258Expenses 2011: $26,000Net Income 2011: $2582011Revenue 2012: $28,619Expenses 2012: $28,000Net Income 2012: $6192012Revenue 2013: $24,720Expenses 2013: $27,000Net Income 2013: -$2,2802013Revenue 2014: $18,340Expenses 2014: $18,000Net Income 2014: $3402014Revenue 2015: $17,319Expenses 2015: $17,000Net Income 2015: $3192015Revenue 2016: $14,847Expenses 2016: $19,000Net Income 2016: -$4,1532016Revenue 2017: $14,191Expenses 2017: $16,100Net Income 2017: -$1,9092017Revenue 2018: $15,583Expenses 2018: $17,100Net Income 2018: -$1,5172018Revenue 2019: $17,926Expenses 2019: $18,000Net Income 2019: -$742019Revenue 2020: $12,530Expenses 2020: $8,000Net Income 2020: $4,5302020Revenue 2021: $8,393Expenses 2021: $8,000Net Income 2021: $3932021Revenue 2022: $20,356Expenses 2022: $10,000Net Income 2022: $10,3562022Revenue 2023: $50,547Expenses 2023: $20,000Net Income 2023: $30,5472023Revenue 2024: $71,243Expenses 2024: $69,002Net Income 2024: $2,2412024

Highlighted filing

2024

Revenue$71,243
Expenses$69,002
Net Income$2,241
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$368,114
Liabilities
-
Net assets
$368,114
Revenue
$71,243
Expenses
$69,002
Net income
$2,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$3.68$0.71$0.69$0.02
2023Summary only. Only limited summary data is available for this year.$3.51$0.00$0.51$0.20$0.31
2022Detailed filing. Detailed filing data is available for this year.$3.20$3.20$0.20$0.10$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.10$3.10$0.08$0.08$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$3.10$0.13$0.08$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$3.05$0.18$0.18$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.05$3.05$0.16$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.07$3.07$0.14$0.16$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$3.08$0.15$0.19$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$3.13$0.17$0.17$0.00
2014Summary only. Only limited summary data is available for this year.$3.12$0.00$0.18$0.18$0.00
2013Summary only. Only limited summary data is available for this year.$3.12$0.00$0.25$0.27$0.02
2012Summary only. Only limited summary data is available for this year.$3.14$0.00$0.29$0.28$0.01
2011Summary only. Only limited summary data is available for this year.$3.14$0.00$0.26$0.26$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$3.13$0.28$0.25$0.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 1, 2023
Return Version
2022v5.0
Gross Receipts
$20,356
Mission and Program Overview

Mission

To provide scholarships to area students

Program Services

DescriptionGrantsExpenses
10 SCHOLARSHIPS GRANTED TO AREA STUDENTS$10,000$10,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOY HAMPTONTreasurer-$0--
JASON ESPYChair/Presid-$0--
ARCHIBALD FARRAR JRSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Summerville-trion Rotary Trust
EIN
58-1536894
Phone
7065066140
Address
PO BOX 92, SUMMERVILLE, GA 30747

Signing Officer

Name
Joy Hampton
Title
Treasurer
Phone
7065066140
Signed
2023-09-01

Preparer

Firm
Chrysan Thomas CPA Pc
Address
PO BOX 1066, TRION, GA 30753
Preparer
Chrysan Thomas
Phone
7067344377
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: various colleges & universities cash contribution: 10,000”

Raw XML Appendix124 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOY HAMPTON
IRS990EZ/BooksInCareOfDetail/PhoneNum07065066140
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 92
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUMMERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030747
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0309908
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0320264
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010356
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0309908
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0320264
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt020356
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0356
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0309908
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0320264
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0309908
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0320264
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOY HAMPTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASON ESPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ARCHIBALD FARRAR JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR/PRESID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO AREA STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt010 SCHOLARSHIPS GRANTED TO AREA STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010000
IRS990EZ/TotalProgramServiceExpensesAmt010000
IRS990EZ/TotalRevenueAmt020356
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt059500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0356
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0393
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04083
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015285
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0749
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79560
IRS990ScheduleA/PublicSupportPY170Pct00.75050
IRS990ScheduleA/PublicSupportTotal170Amt059500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt059500
IRS990ScheduleA/TotalSupportAmt074785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: VARIOUS COLLEGES & UNIVERSITIES CASH CONTRIBUTION: 10,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOY HAMPTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07065066140
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMERVILLE-TRION ROTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0581536894
ReturnHeader/Filer/PhoneNum07065066140
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 92
ReturnHeader/Filer/USAddress/CityNm0SUMMERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030747
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582526370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRYSAN THOMAS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1066
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030753
ReturnHeader/PreparerPersonGrp/PhoneNum07067344377
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRYSAN THOMAS
ReturnHeader/ReturnTs02023-09-05T16:11:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAMPTON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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