Brookhaven Rotary Club

990EZ • Fiscal year 2017 • EIN 58-1833816

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 19, 2017

Organization Profile N/A

PO Box 29203Atlanta, GA 30359

(404) 963-4933

Siviq Scores

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

No value available

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

Source year 2017

No value available

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

Source year 2017

6.5%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

18%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

-1.9%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$23,555

Up $3,608 (+18%) from 2016

Net Assets

$23,555

Up $4,609 (+24%) from 2016

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin58th percentile

Revenue

Down

$70,659

Down $1,336 (-1.9%) from 2016

Expenses

Down

$66,051

Down $7,890 (-11%) from 2016

Net Income

$4,608

Up $6,554 (+337%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

Highlighted filing

2017

Assets$23,555

Liabilities-

Net Assets$23,555

Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

Highlighted filing

2017

Revenue$70,659

Expenses$66,051

Net Income$4,608

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2016 to Jun 30, 2017
Signed: Jul 19, 2017
Return Version: 2016v3.0
Gross Receipts: $70,659

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.

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

Description	Grants	Expenses
WEEKLY LUNCHEON MEETINGS ARE HELD FOR MEMBERS AND GUESTS. THESE ARE PAID VIA MEMBER ASSESSMENTS	$6,699	$63,757
SUPPORT AN INTERNATIONAL COLLEGE STUDENT WITH SCHOLARSHIPS	$2,294	$2,294

Compensation and Service Providers

Top Officer Pay86th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BONNIE HARDAGE	President	PT	$0	-	-
KEITH COX	Treasurer	PT	$0	-	-
JON ROXLAND	Secretary	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Brookhaven Rotary Club
EIN: 58-1833816
Phone: 4049634933
Address: PO BOX 29203, ATLANTA, GA 30359

Signing Officer

Name: Keith Cox
Title: Treasurer
Signed: 2017-07-19

Preparer

Firm: Hungeling CPA
Address: 1718 PEACHTREE ST STE 599, ATLANTA, GA 30309
Preparer: William M Hungeling CPA
Phone: 4046334600

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses public relations 1,263 club projects 4,132 district dues 4,032 member welfare 813 rent 2,177 rotary national dues 2,870 conferences/meetings 2,005 total 17,292”

Form 990-ez, Part II, Line 24

“Accounts receivable 1,423 3,172 total 1,423 3,172”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,000 0”

Form 990-ez, Part III

“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.”

Form 990-ez, Part III, Line 31

“Weekly luncheon meetings are held for members and guests. These are paid via member assessments”

Raw XML Appendix113 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/BenefitsPaidToOrForMembersAmt	0	37928
IRS990EZ/BooksInCareOfDetail/PersonNm	0	KEITH COX
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4049634933
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO BOX 29203
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	ATLANTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	30359
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	18524
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	20383
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	4608
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	410
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	19947
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	23555
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	8993
IRS990EZ/GrossReceiptsAmt	0	70659
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	17
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	18947
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	23555
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	18947
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	23555
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	8.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	8.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	8.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	BONNIE HARDAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KEITH COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JON ROXLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	1423
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	3172
IRS990EZ/OtherExpensesTotalAmt	0	17292
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	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.
IRS990EZ/PrintingPublicationsPostageAmt	0	1428
IRS990EZ/ProgramServiceRevenueAmt	0	70642
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	SUPPORT AN INTERNATIONAL COLLEGE STUDENT WITH SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	WEEKLY LUNCHEON MEETINGS ARE HELD FOR MEMBERS AND GUESTS. THESE ARE PAID VIA MEMBER ASSESSMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd	0	X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd	1	X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	2294
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	6699
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	2294
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	63757
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	1000
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	66051
IRS990EZ/TotalProgramServiceExpensesAmt	0	66051
IRS990EZ/TotalRevenueAmt	0	70659
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES PUBLIC RELATIONS 1,263 CLUB PROJECTS 4,132 DISTRICT DUES 4,032 MEMBER WELFARE 813 RENT 2,177 ROTARY NATIONAL DUES 2,870 CONFERENCES/MEETINGS 2,005 TOTAL 17,292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACCOUNTS RECEIVABLE 1,423 3,172 TOTAL 1,423 3,172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,000 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	WEEKLY LUNCHEON MEETINGS ARE HELD FOR MEMBERS AND GUESTS. THESE ARE PAID VIA MEMBER ASSESSMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KEITH COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BROOKHAVEN ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt	0	BROO
ReturnHeader/Filer/EIN	0	581833816
ReturnHeader/Filer/PhoneNum	0	4049634933
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 29203
ReturnHeader/Filer/USAddress/CityNm	0	ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	GA
ReturnHeader/Filer/USAddress/ZIPCd	0	30359
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	9F21896D30D2AA98316ECAD7FDF54A2B3BEE27BF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	2A2F5889FD8F45E4731509162CE48843AED779D7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	581585084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HUNGELING CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1718 PEACHTREE ST STE 599
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	30309
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4046334600
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WILLIAM M HUNGELING CPA
ReturnHeader/ReturnTs	0	2017-07-31T13:25:52-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-07-01
ReturnHeader/TaxPeriodEndDt	0	2017-06-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $23,555
Liabilities: -
Net assets: $23,555
Revenue: $70,659
Expenses: $66,051
Net income: $4,608

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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