Civic Intelligence

Athens Rotary Foundation Inc Co J Edwin Lowe CPA

990EZ • Fiscal year 2020 • EIN 58-2144152

Jul 01, 2019 to Jun 30, 2020 • Filed on May 16, 2021

Organization ProfileN/A
700 Oglethorpe AveAthens, GA 30606

(706) 353-8600

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

44th percentile

0.3%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

6.0%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$482,500

Up $1,297 (+0.3%) from 2019

Net Assets

Up

$482,500

Up $1,297 (+0.3%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$68,279

Up $3,874 (+6.0%) from 2019

Expenses

Up

$57,087

Up $19,470 (+52%) from 2019

Net Income

Down

$11,192

Down $15,596 (-58%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$800K$600K$400K$200K$0Assets 2011: $292,495Liabilities 2011: $02011Assets 2012: $272,794Liabilities 2012: $02012Assets 2013: $287,072Liabilities 2013: $02013Assets 2014: $327,819Liabilities 2014: $02014Assets 2016: $361,469Liabilities 2016: $0Net Assets 2016: $361,4692016Assets 2017: $418,138Net Assets 2017: $418,1382017Assets 2018: $444,679Net Assets 2018: $444,6792018Assets 2019: $481,203Net Assets 2019: $481,2032019Assets 2020: $482,500Net Assets 2020: $482,5002020Assets 2021: $571,370Liabilities 2021: $0Net Assets 2021: $571,3702021Assets 2022: $537,982Liabilities 2022: $0Net Assets 2022: $537,9822022Assets 2023: $581,185Liabilities 2023: $0Net Assets 2023: $581,1852023Assets 2024: $644,418Liabilities 2024: $0Net Assets 2024: $644,4182024

Highlighted filing

2020

Assets$482,500
Liabilities-
Net Assets$482,500
Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $15,436Expenses 2011: $14,813Net Income 2011: $6232011Revenue 2012: $23,497Expenses 2012: $27,314Net Income 2012: -$3,8172012Revenue 2013: $26,426Expenses 2013: $29,434Net Income 2013: -$3,0082013Revenue 2014: $25,972Expenses 2014: $17,735Net Income 2014: $8,2372014Revenue 2016: $88,819Expenses 2016: $16,184Net Income 2016: $72,6352016Revenue 2017: $50,504Expenses 2017: $17,245Net Income 2017: $33,2592017Revenue 2018: $63,243Expenses 2018: $30,689Net Income 2018: $32,5542018Revenue 2019: $64,405Expenses 2019: $37,617Net Income 2019: $26,7882019Revenue 2020: $68,279Expenses 2020: $57,087Net Income 2020: $11,1922020Revenue 2021: $69,628Expenses 2021: $36,229Net Income 2021: $33,3992021Revenue 2022: $182,995Expenses 2022: $56,871Net Income 2022: $126,1242022Revenue 2023: $42,519Expenses 2023: $38,555Net Income 2023: $3,9642023Revenue 2024: $38,252Expenses 2024: $45,441Net Income 2024: -$7,1892024

Highlighted filing

2020

Revenue$68,279
Expenses$57,087
Net Income$11,192
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 16, 2021
Return Version
2019v5.0
Gross Receipts
$186,666
Mission and Program Overview

Mission

Charitable community concerns

Program Services

DescriptionGrantsExpenses
SALVATION ARMY$25,000$25,000
COUNCIL ON AGING$20,000$20,000
PROGRAM EXPENSES$6,087-
E.B. MELL SCHOLARSHIP PROGRAM$6,000$6,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLIE MADDOXPresident-$0--
ELAINE COOKPresident Elect-$0--
J EDWIN LOWETreasurer-$0--
TRIPP BRIDGESSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Athens Rotary Foundation Inc
EIN
58-2144152
Phone
7063538600
Address
700 OGLETHORPE AVE, ATHENS, GA 30606

Signing Officer

Name
J Edwin Lowe
Title
Treasurer
Signed
2021-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Jerkins Lowe & Company
Address
700 Oglethorpe Ave, Athens, GA 30606
Preparer
J Edwin Lowe CPA
Phone
7065438205
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.4

“| Donee's Name: COUNCIL ON AGING ATHENS GA | Cash Amount Given: $20000”

Grants and Similar Amounts Paid In Excess of $5,000.5

“| Donee's Name: SALVATION ARMY ATHEN GA | Cash Amount Given: $25000”

Other Expenses.1

“MANAGEMENT FEES $3316”

Other Expenses.2

“Plungefest expenses $2741”

Other Expenses.3

“Corporate Registration $30”

Raw XML Appendix174 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/NetAssetsOrFundBalancesGrp/EOYAmt0482500
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-9895
IRS990EZ/OtherExpensesTotalAmt06087
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE COMMUNITY CONCERNS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0E.B. MELL SCHOLARSHIP PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COUNCIL ON AGING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SALVATION ARMY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PROGRAM EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt120000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt225000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt36087
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt225000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0126063
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057087
IRS990EZ/TotalProgramServiceExpensesAmt057087
IRS990EZ/TotalRevenueAmt068279
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034987
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt058139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0213691
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019541
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021628
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017700
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013779
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt030680
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0103328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019541
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021628
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017700
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0103328
IRS990ScheduleA/InvestmentIncomeCYPct00.32590
IRS990ScheduleA/InvestmentIncomePYPct00.30100
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.67410
IRS990ScheduleA/PublicSupportPY509Pct00.69900
IRS990ScheduleA/PublicSupportTotal509Amt0213691
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088819
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0317019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: COUNCIL ON AGING ATHENS GA | Cash Amount Given: $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: SALVATION ARMY ATHEN GA | Cash Amount Given: $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT FEES $3316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PLUNGEFEST EXPENSES $2741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Corporate Registration $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J EDWIN LOWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATHENS ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO J EDWIN LOWE CPA
ReturnHeader/Filer/BusinessNameControlTxt0ATHE
ReturnHeader/Filer/EIN0582144152
ReturnHeader/Filer/PhoneNum07063538600
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 OGLETHORPE AVE
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0580807172
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jerkins Lowe & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 Oglethorpe Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Athens
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030606
ReturnHeader/PreparerPersonGrp/PhoneNum07065438205
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Edwin Lowe CPA
ReturnHeader/ReturnTs02021-05-16T10:50:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$482,500
Liabilities
-
Net assets
$482,500
Revenue
$68,279
Expenses
$57,087
Net income
$11,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.38$0.45$0.07
2023Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.43$0.39$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$1.83$0.57$1.26
2021Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.70$0.36$0.33
2020Detailed filing. Detailed filing data is available for this year.$4.83$4.83$0.68$0.57$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.81$4.81$0.64$0.38$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.45$4.45$0.63$0.31$0.33
2017Detailed filing. Detailed filing data is available for this year.$4.18$4.18$0.51$0.17$0.33
2016Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.89$0.16$0.73
2014Summary only. Only limited summary data is available for this year.$3.28$0.00$0.26$0.18$0.08
2013Summary only. Only limited summary data is available for this year.$2.87$0.00$0.26$0.29$0.03
2012Summary only. Only limited summary data is available for this year.$2.73$0.00$0.23$0.27$0.04
2011Summary only. Only limited summary data is available for this year.$2.92$0.00$0.15$0.15$0.01