Civic Intelligence

Brookhaven Rotary Club Formerely West Dekalb Rotary Club

EIN 58-1833816 • 501(c)4 • Brookhaven, GA

Profile

The organization is a civic organization which is affiliated with rotary international. It supports various local charitable needs in the community. Members meet weekly for lunch and guest speakers. The cost of these meals are paid by member assessments.

1920 Dresden Dr NE No 190695Brookhaven, GA 31119

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

22nd percentile

-21%

Higher net margin than 22% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

14th percentile

-46%

Faster asset growth than 14% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-18%

Faster revenue growth than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$10,532

Down $8,949 (-46%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$10,532

Down $8,949 (-46%) from 2019

Operations
Liabilities / Revenue60th percentileNet Margin22nd percentile

Revenue

Down

$43,288

Down $9,254 (-18%) from 2019

Expenses

Down

$52,237

Down $10,561 (-17%) from 2019

Net Income

Up

-$8,949

Up $1,307 (+13%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$30K$20K$10K$0Assets 2011: $10,287Liabilities 2011: $730Net Assets 2011: $9,5572011Assets 2012: $8,645Liabilities 2012: $02012Assets 2013: $10,325Liabilities 2013: $0Net Assets 2013: $10,3252013Assets 2014: $11,266Liabilities 2014: $0Net Assets 2014: $11,2662014Assets 2015: $21,889Liabilities 2015: $0Net Assets 2015: $21,8892015Assets 2016: $19,947Liabilities 2016: $1,001Net Assets 2016: $18,9462016Assets 2017: $23,555Net Assets 2017: $23,5552017Assets 2018: $29,737Liabilities 2018: $0Net Assets 2018: $29,7372018Assets 2019: $19,481Liabilities 2019: $0Net Assets 2019: $19,4812019Assets 2020: $10,532Liabilities 2020: $0Net Assets 2020: $10,5322020

Highlighted filing

2020

Assets$10,532
Liabilities$0
Net Assets$10,532
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$100K$50K$0-$50KRevenue 2011: $57,993Expenses 2011: $68,846Net Income 2011: -$10,8532011Revenue 2012: $62,792Expenses 2012: $63,704Net Income 2012: -$9122012Revenue 2013: $61,857Expenses 2013: $60,177Net Income 2013: $1,6802013Revenue 2014: $68,660Expenses 2014: $72,991Net Income 2014: -$4,3312014Revenue 2015: $72,973Expenses 2015: $62,350Net Income 2015: $10,6232015Revenue 2016: $71,995Expenses 2016: $73,941Net Income 2016: -$1,9462016Revenue 2017: $70,659Expenses 2017: $66,051Net Income 2017: $4,6082017Revenue 2018: $70,149Expenses 2018: $63,967Net Income 2018: $6,1822018Revenue 2019: $52,542Expenses 2019: $62,798Net Income 2019: -$10,2562019Revenue 2020: $43,288Expenses 2020: $52,237Net Income 2020: -$8,9492020

Highlighted filing

2020

Revenue$43,288
Expenses$52,237
Net Income-$8,949
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,532
Liabilities
$0
Net assets
$10,532
Revenue
$43,288
Expenses
$52,237
Net income
-$8,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$43.3$52.2$8.95
2019Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$52.5$62.8$10.3
2018Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$70.1$64.0$6.18
2017Detailed filing. Detailed filing data is available for this year.$23.6$23.6$70.7$66.1$4.61
2016Detailed filing. Detailed filing data is available for this year.$19.9$1.00$18.9$72.0$73.9$1.95
2015Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$73.0$62.4$10.6
2014Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$68.7$73.0$4.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.00$10.3$61.9$60.2$1.68
2012Summary only. Only limited summary data is available for this year.$8.65$0.00$62.8$63.7$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.73$9.56$58.0$68.8$10.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jun 30, 2021
Return Version
2019v5.2
Gross Receipts
$43,288
Mission and Program Overview

Mission

The organization is a civic organization which is affiliated with rotary international. It supports various local charitable needs in the community. Members meet weekly for lunch and guest speakers. The cost of these meals are paid by member assessments.

Program Services

DescriptionGrantsExpenses
WEEKLY MEETINGS WITH MEMBERS AND GUEST SPEAKERS IN SUPPORT OF VARIOUS LOCAL CHARITABLE NEEDS IN THE COMMUNITY.$11,223$50,127
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONY SHAFFERPresidentPT$0--
JARED SOBELSONPresident ElectPT$0--
MICHAEL O'NANTreasurerPT$0--
THOMAS HODGSON JRSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Brookhaven Rotary Club
EIN
58-1833816
Phone
4049634933
Address
1920 DRESDEN DR NE NO 190695, BROOKHAVEN, GA 31119

Signing Officer

Name
MICHAEL O'NAN
Title
Treasurer
Phone
4049634933
Signed
2021-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
200 GALLERIA PKWY SE STE 1700, ATLANTA, GA 30339-5946
Preparer
Mary Jo Alexander
Phone
7709558600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 6.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: to support charitable purpose. Grantee name: georgia cares. Grantee address: 2 peachtree st atlanta, ga 30303. Amount given: 2,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: to support charitable purpose. Grantee name: atlanta dream center . Grantee address: 652 angier ave ne atlanta, ga 30308. Amount given: 9,223. Total included on form 990-ez, line 10: 11,223.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: rotary national dues. Amount: 10,338. Description: meals and entertainment. Amount: 9,993. Description: district dues. Amount: 1,015. Description: public relations. Amount: 500. Description: supplies. Amount: 423. Description: dues and subscriptions . Amount: 175. Description: club projects. Amount: 103. Total to form 990-ez, line 16: 22,547.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 3,704. End of year amount: 0.”

Raw XML Appendix127 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL O'NAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04049634933
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01920 DRESDEN DRIVE NE 190695
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BROOKHAVEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd031119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015777
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010532
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt015074
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-8949
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019481
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010532
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011223
IRS990EZ/GrossReceiptsAmt043288
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02701
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019481
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010532
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019481
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010532
IRS990EZ/OccupancyRentUtltsAndMaintAmt0774
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TONY SHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JARED SOBELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL O'NAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS HODGSON JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03704
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022547
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A CIVIC ORGANIZATION WHICH IS AFFILIATED WITH ROTARY INTERNATIONAL. IT SUPPORTS VARIOUS LOCAL CHARITABLE NEEDS IN THE COMMUNITY. MEMBERS MEET WEEKLY FOR LUNCH AND GUEST SPEAKERS. THE COST OF THESE MEALS ARE PAID BY MEMBER ASSESSMENTS.
IRS990EZ/ProgramServiceRevenueAmt025507
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEEKLY MEETINGS WITH MEMBERS AND GUEST SPEAKERS IN SUPPORT OF VARIOUS LOCAL CHARITABLE NEEDS IN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011223
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050127
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt017693
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052237
IRS990EZ/TotalProgramServiceExpensesAmt050127
IRS990EZ/TotalRevenueAmt043288
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: TO SUPPORT CHARITABLE PURPOSE. GRANTEE NAME: GEORGIA CARES. GRANTEE ADDRESS: 2 PEACHTREE ST ATLANTA, GA 30303. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: TO SUPPORT CHARITABLE PURPOSE. GRANTEE NAME: ATLANTA DREAM CENTER . GRANTEE ADDRESS: 652 ANGIER AVE NE ATLANTA, GA 30308. AMOUNT GIVEN: 9,223. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 11,223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ROTARY NATIONAL DUES. AMOUNT: 10,338. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 9,993. DESCRIPTION: DISTRICT DUES. AMOUNT: 1,015. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 500. DESCRIPTION: SUPPLIES. AMOUNT: 423. DESCRIPTION: DUES AND SUBSCRIPTIONS . AMOUNT: 175. DESCRIPTION: CLUB PROJECTS. AMOUNT: 103. TOTAL TO FORM 990-EZ, LINE 16: 22,547.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 3,704. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL O'NAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04049634933
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOKHAVEN ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0581833816
ReturnHeader/Filer/PhoneNum04049634933
ReturnHeader/Filer/USAddress/AddressLine1Txt01920 DRESDEN DR NE NO 190695
ReturnHeader/Filer/USAddress/CityNm0BROOKHAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd031119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0580692043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAULDIN & JENKINS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 GALLERIA PKWY SE STE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303395946
ReturnHeader/PreparerPersonGrp/PhoneNum07709558600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JO ALEXANDER
ReturnHeader/ReturnTs02021-07-07T12:24:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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