Civic Intelligence

Roswell Rotary Foundation

990EZ • Fiscal year 2017 • EIN 58-1716982

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

PO Box 783Roswell, GA 30077

(770) 992-7671

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

10th percentile

-38%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-50%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-62%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$47,781

Down $47,677 (-50%) from 2016

Net Assets

Down

$47,781

Down $47,677 (-50%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$125,458

Down $206,731 (-62%) from 2016

Expenses

Down

$173,135

Down $146,814 (-46%) from 2016

Net Income

Down

-$47,677

Down $59,917 (-490%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $42,780Net Assets 2010: $42,7802010Assets 2011: $32,697Net Assets 2011: $32,6972011Assets 2012: $17,347Net Assets 2012: $17,3472012Assets 2013: $30,746Net Assets 2013: $30,7462013Assets 2014: $39,326Net Assets 2014: $39,3262014Assets 2015: $83,218Net Assets 2015: $83,2182015Assets 2016: $95,458Liabilities 2016: $0Net Assets 2016: $95,4582016Assets 2017: $47,781Net Assets 2017: $47,7812017Assets 2018: $27,538Liabilities 2018: $0Net Assets 2018: $27,5382018Assets 2019: $61,882Liabilities 2019: $0Net Assets 2019: $61,8822019Assets 2020: $63,465Liabilities 2020: $0Net Assets 2020: $63,4652020Assets 2021: $74,823Liabilities 2021: $0Net Assets 2021: $74,8232021Assets 2022: $90,823Liabilities 2022: $0Net Assets 2022: $90,8232022Assets 2023: $92,305Liabilities 2023: $0Net Assets 2023: $92,3052023Assets 2024: $149,327Liabilities 2024: $0Net Assets 2024: $149,3272024

Highlighted filing

2017

Assets$47,781
Liabilities-
Net Assets$47,781

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $101,321Expenses 2010: $77,862Net Income 2010: $23,4592010Revenue 2011: $89,442Expenses 2011: $99,525Net Income 2011: -$10,0832011Revenue 2012: $64,545Expenses 2012: $79,895Net Income 2012: -$15,3502012Revenue 2013: $95,938Expenses 2013: $82,539Net Income 2013: $13,3992013Revenue 2014: $101,826Expenses 2014: $93,246Net Income 2014: $8,5802014Revenue 2015: $145,894Expenses 2015: $102,002Net Income 2015: $43,8922015Revenue 2016: $332,189Expenses 2016: $319,949Net Income 2016: $12,2402016Revenue 2017: $125,458Expenses 2017: $173,135Net Income 2017: -$47,6772017Revenue 2018: $88,648Expenses 2018: $108,891Net Income 2018: -$20,2432018Revenue 2019: $61,294Expenses 2019: $26,950Net Income 2019: $34,3442019Revenue 2020: $28,969Expenses 2020: $27,386Net Income 2020: $1,5832020Revenue 2021: $53,817Expenses 2021: $42,459Net Income 2021: $11,3582021Revenue 2022: $59,417Expenses 2022: $43,417Net Income 2022: $16,0002022Revenue 2023: $20,732Expenses 2023: $19,250Net Income 2023: $1,4822023Revenue 2024: $211,772Expenses 2024: $154,750Net Income 2024: $57,0222024

Highlighted filing

2017

Revenue$125,458
Expenses$173,135
Net Income-$47,677
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.1
Gross Receipts
$125,458
Mission and Program Overview

Mission

The general purpose of the foundation's charitable efforts is to provide support to locally based charitable organizations, designed to provide benevolence and aid the quality of life within the city of roswell and adjacent areas. The foundation also supports honor air and patriot flights for veterans to washington dc.

Donations to charities and honor air and patriot flights for veterans to washington dc.

Program Services

DescriptionGrantsExpenses
HONOR AIR AND PATRIOT FLIGHT PROJECTS-$99,502
CHARITABLE DONATIONS MADE TO VARIOUS ORGANIZATIONS$63,887$63,887
BE THE VOICE ANTI-BULLYING-$8,188
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF MCCOYTrustee-$0--
LOU TABICKMANTrustee-$0--
LISA CARLISLETrustee-$0--
DAVE SCHMITTrustee-$0--
JAMES COYLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roswell Rotary Foundation
EIN
58-1716982
Phone
7709927671
Address
PO BOX 783, ROSWELL, GA 30077

Signing Officer

Name
Jeff Mccoy
Title
Trustee
Phone
7709927671
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Cheryl Greenway CPA Pc
Address
10925 CRABAPPLE RD, ROSWELL, GA 30075-3032
Preparer
Cheryl a Greenway
Phone
7709927671
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Child development association 89 grove way roswell, ga 30075 15,000 0 0 community foundation greater atlant 191 peachtree st ne suite 1000 8,887 0 atlanta, ga 30303 0 north fulton community charities 11270 elkins rd roswell, ga 30076 15,000 0 0 senior services north fulton 3060 royal blvd south suite 130 10,000 0 alpharetta, ga 30022 0

Form 990-ez, Part I, Line 16

Expenses bank/merchant fee 563 total 563

Form 990-ez, Part III

Donations to charities and honor air and patriot flights for veterans to washington dc.

Raw XML Appendix170 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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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0563
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DONATIONS TO CHARITIES AND HONOR AIR AND PATRIOT FLIGHTS FOR VETERANS TO WASHINGTON DC.
IRS990EZ/ProgramServiceRevenueAmt016092
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HONOR AIR AND PATRIOT FLIGHT PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARITABLE DONATIONS MADE TO VARIOUS ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2BE THE VOICE ANTI-BULLYING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt063887
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt099502
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt163887
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28188
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHILD DEVELOPMENT ASSOCIATION 89 GROVE WAY ROSWELL, GA 30075 15,000 0 0 COMMUNITY FOUNDATION GREATER ATLANT 191 PEACHTREE ST NE SUITE 1000 8,887 0 ATLANTA, GA 30303 0 NORTH FULTON COMMUNITY CHARITIES 11270 ELKINS RD ROSWELL, GA 30076 15,000 0 0 SENIOR SERVICES NORTH FULTON 3060 ROYAL BLVD SOUTH SUITE 130 10,000 0 ALPHARETTA, GA 30022 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK/MERCHANT FEE 563 TOTAL 563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATIONS TO CHARITIES AND HONOR AIR AND PATRIOT FLIGHTS FOR VETERANS TO WASHINGTON DC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/PhoneNum07709927671
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ReturnHeader/Filer/EIN0581716982
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL A GREENWAY
ReturnHeader/ReturnTs02018-05-15T14:20:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$2.12$1.55$0.57
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.21$0.19$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.59$0.43$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.54$0.42$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.29$0.27$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.61$0.27$0.34
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.89$1.09$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.48$1.25$1.73$0.48
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$3.32$3.20$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.46$1.02$0.44
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.39$1.02$0.93$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.31$0.96$0.83$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$0.65$0.80$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$0.89$1.00$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.43$1.01$0.78$0.23