Civic Intelligence

Colleirville Rotary Foundation

EIN 58-1995075 • 501(c)3 • Collierville, TN

Profile

The Collierville Rotary Foundation is the charitable giving arm of the Collierville Rotary Club. The Board collects contributions and redistributes them to teachers, students, and organizations in need.

1772 Cypress Springs LaneCollierville, TN 38017
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

37th percentile

-4.0%

Higher net margin than 37% 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

48th percentile

-3.4%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

52nd percentile

-0.5%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$83,147

Down $2,902 (-3.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$83,147

Down $2,902 (-3.4%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Down

$72,113

Down $376 (-0.5%) from 2023

Expenses

Up

$75,015

Up $4,824 (+6.9%) from 2023

Net Income

Down

-$2,902

Down $5,200 (-226%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$100K$50K$0Assets 2022: $83,750Liabilities 2022: $0Net Assets 2022: $83,7502022Assets 2023: $86,049Liabilities 2023: $0Net Assets 2023: $86,0492023Assets 2024: $83,147Net Assets 2024: $83,1472024

Highlighted filing

2024

Assets$83,147
Liabilities-
Net Assets$83,147
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$150K$100K$50K$0-$50KRevenue 2022: $127,968Expenses 2022: $58,147Net Income 2022: $69,8212022Revenue 2023: $72,489Expenses 2023: $70,191Net Income 2023: $2,2982023Revenue 2024: $72,113Expenses 2024: $75,015Net Income 2024: -$2,9022024

Highlighted filing

2024

Revenue$72,113
Expenses$75,015
Net Income-$2,902
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,147
Liabilities
-
Net assets
$83,147
Revenue
$72,113
Expenses
$75,015
Net income
-$2,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.72$0.75$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.72$0.70$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.28$0.58$0.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.0
Gross Receipts
$72,113
Mission and Program Overview

Mission

The Collierville Rotary Foundation is the charitable giving arm of the Collierville Rotary Club. The Board collects contributions and redistributes them to teachers, students and organizations in need.

The Collierville Rotary Foundation is the charitable giving arm of the Collierville Rotary Club. The Board collects contributions and redistributes them to teachers, students, and organizations in need.

Program Services

DescriptionGrantsExpenses
Grants to organizations that applied and were selected by the Board of Directors.$49,238$49,238
Scholarships for College/Trade Schools for students that applied and were selected by board.$10,000$10,000
Teacher of the Year awards for teachers in the Collierville School System$2,200$2,200
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bill MilesSecretary-$0--
Joel ThomasTreasurer-$0--
Terry DeanChairperson-$0--
Governance and Compliance

Governance Explanations

Part VI, Line 19

“The Colliervilee Rotary Foundatino has By-laws that are given to Board Members and followed by all members of the Board of Directors.”

Filing and Contact Details

Filer

Filer Name
Colleirville Rotary Foundation
EIN
58-1995075
Phone
9015082216
Address
1772 Cypress Springs Lane, Collierville, TN 38017

Signing Officer

Name
Joel M Thomas
Title
Treasurer
Phone
9015082216
Signed
2025-05-07
Supplemental Narrative

Additional Explanations

Part III, Line 28-31

“Organization Grants($49,238), Student Sponsorship to Rotary Youth Leadership Conference($1,500), Student Scholarships ($10,000), Investment in Community fund($10,000), Teacher of the Year Stipends($2,200), Misc Accounting Fees($2,077)”

Raw XML Appendix153 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Joel Maurie Thomas
IRS990EZ/BooksInCareOfDetail/PhoneNum09015082216
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01772 Cypress Springs Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Collierville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086049
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt072113
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2902
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086049
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt063453
IRS990EZ/GrossReceiptsAmt072113
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086049
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083147
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086049
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083147
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bill Miles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joel Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Terry Dean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chairperson
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt011562
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Collierville Rotary Foundation is the charitable giving arm of the Collierville Rotary Club. The Board collects contributions and redistributes them to teachers, students, and organizations in need.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships for College/Trade Schools for students that applied and were selected by board.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Grants to organizations that applied and were selected by the Board of Directors.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher of the Year awards for teachers in the Collierville School System
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt149238
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt149238
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt075015
IRS990EZ/TotalProgramServiceExpensesAmt061438
IRS990EZ/TotalRevenueAmt072113
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Private Foundation
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt072113
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt072489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0127968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt051343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt048736
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0372649
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0372649
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt072113
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt072489
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0127968
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt051343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt048736
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0372649
IRS990ScheduleA/TotalSupportAmt0372649
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization Grants($49,238), Student Sponsorship to Rotary Youth Leadership Conference($1,500), Student Scholarships ($10,000), Investment in Community fund($10,000), Teacher of the Year Stipends($2,200), Misc Accounting Fees($2,077)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Colliervilee Rotary Foundatino has By-laws that are given to Board Members and followed by all members of the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 28-31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Line 19
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joel M Thomas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09015082216
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLLEIRVILLE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0581995075
ReturnHeader/Filer/PhoneNum09015082216
ReturnHeader/Filer/USAddress/AddressLine1Txt01772 Cypress Springs Lane
ReturnHeader/Filer/USAddress/CityNm0Collierville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038017
ReturnHeader/ReturnTs02025-05-07T21:59:38Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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