Civic Intelligence

Canton Rotary Charitable Fund Inc

EIN 58-2208305 • 501(c)3 • Canton, GA

Profile

CHARITABLE FUND

PO Box 407Canton, GA 30169

n/A

Siviq Scores

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

Liabilities / Assets

88th percentile

0.47x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

98th percentile

3.86x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

35th percentile

-18%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$431,333

Up $68,320 (+19%) from 2024

Liabilities

Up

$201,172

Up $57,485 (+40%) from 2024

Net Assets

$230,161

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue98th percentileNet Margin75th percentile

Revenue

Down

$52,166

Down $11,598 (-18%) from 2024

Expenses

Down

$41,313

Down $11,334 (-22%) from 2024

Net Income

Down

$10,853

Down $264 (-2.4%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$600K$400K$200K$0Assets 2011: $125,235Liabilities 2011: $02011Assets 2012: $139,310Liabilities 2012: $02012Assets 2013: $133,927Liabilities 2013: $02013Assets 2014: $132,608Net Assets 2014: $132,6082014Assets 2015: $147,280Net Assets 2015: $147,2802015Assets 2016: $167,605Net Assets 2016: $167,6052016Assets 2017: $180,614Liabilities 2017: $02017Assets 2018: $213,640Liabilities 2018: $14,165Net Assets 2018: $199,4752018Assets 2019: $222,575Liabilities 2019: $25,8342019Assets 2020: $221,968Liabilities 2020: $23,251Net Assets 2020: $198,7172020Assets 2021: $295,402Liabilities 2021: $108,810Net Assets 2021: $186,5922021Assets 2022: $257,335Liabilities 2022: $73,537Net Assets 2022: $183,7982022Assets 2023: $310,822Liabilities 2023: $102,612Net Assets 2023: $208,2102023Assets 2024: $363,013Liabilities 2024: $143,6872024Assets 2025: $431,333Liabilities 2025: $201,172Net Assets 2025: $230,1612025

Highlighted filing

2025

Assets$431,333
Liabilities$201,172
Net Assets$230,161
Open 2025 Filing

Operations Trend

Revenue Growth35th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $27,424Expenses 2011: $19,892Net Income 2011: $7,5322011Revenue 2012: $23,604Expenses 2012: $9,529Net Income 2012: $14,0752012Revenue 2013: $17,275Expenses 2013: $22,658Net Income 2013: -$5,3832013Revenue 2014: $7,180Expenses 2014: $8,499Net Income 2014: -$1,3192014Revenue 2015: $1,086Expenses 2015: $14,926Net Income 2015: -$13,8402015Revenue 2016: $42,698Expenses 2016: $21,056Net Income 2016: $21,6422016Revenue 2017: $33,220Expenses 2017: $20,211Net Income 2017: $13,0092017Revenue 2018: $36,134Expenses 2018: $19,023Net Income 2018: $17,1112018Revenue 2019: $8,680Expenses 2019: $11,414Net Income 2019: -$2,7342019Revenue 2020: $22,160Expenses 2020: $20,183Net Income 2020: $1,9772020Revenue 2021: $4,635Expenses 2021: $16,760Net Income 2021: -$12,1252021Revenue 2022: $8,772Expenses 2022: $11,565Net Income 2022: -$2,7932022Revenue 2023: $58,992Expenses 2023: $34,581Net Income 2023: $24,4112023Revenue 2024: $63,764Expenses 2024: $52,647Net Income 2024: $11,1172024Revenue 2025: $52,166Expenses 2025: $41,313Net Income 2025: $10,8532025

Highlighted filing

2025

Revenue$52,166
Expenses$41,313
Net Income$10,853
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$431,333
Liabilities
$201,172
Net assets
$230,161
Revenue
$52,166
Expenses
$41,313
Net income
$10,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.31$2.01$2.30$0.52$0.41$0.11
2024Summary only. Only limited summary data is available for this year.$3.63$1.44$0.64$0.53$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.11$1.03$2.08$0.59$0.35$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.74$1.84$0.09$0.12$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$1.09$1.87$0.05$0.17$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.23$1.99$0.22$0.20$0.02
2019Summary only. Only limited summary data is available for this year.$2.23$0.26$0.09$0.11$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.14$0.14$1.99$0.36$0.19$0.17
2017Summary only. Only limited summary data is available for this year.$1.81$0.00$0.33$0.20$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.68$1.68$0.43$0.21$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.01$0.15$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.07$0.08$0.01
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$0.17$0.23$0.05
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$0.24$0.10$0.14
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$0.27$0.20$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$52,166
Mission and Program Overview

Mission

CHARITABLE FUND

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS: CANTON ROTARY CHARITABLE FUND PROVIDED LOCAL STUDENTS WITH THE OPPORTUNITY TO FURTHER THEIR PERSONAL DEVELOPMENT AND ADVANCE THEIR STUDIES BY DISTRIBUTING OVER 21,000 IN SCHOLARSHIPS.-$21,159
COMMUNITY SERVICE: ORGANIZATIONS RECEIVING FUNDS: 13,873 WAS DONATED TO VARIOUS CHEROKEE COUNTY NON-PROFITS INCLUDING THE HOMELESS COALITION OF CHEROKEE AND THE CHEROKEE FAMILY VIOLENCE CENTER.-$13,873
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA JACOBYBoard Chair-$0--
DRSUSAN PADGETT-HARRISONVice Chair-$0--
BUDDY BENNETTTreasurer-$0--
WHITNEY SPEARSecretary-$0--
CLARK CORDNERAssociate Tr-$0--
MARCIE SMITHBoard Member-$0--
BILLY PEPPERSEx-Officio M-$0--
Filing and Contact Details

Filer

Filer Name
Canton Rotary Charitable Fund Inc
EIN
58-2208305
Phone
7704791441
Address
PO BOX 407, CANTON, GA 30169

Signing Officer

Name
Buddy Bennett
Title
Treasurer
Phone
4705782494
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Murphy CPA Group
Address
2205 RIVERSTONE BLVD SUITE 105, CANTON, GA 30114
Preparer
George W Murphy CPA
Phone
7704791667
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses t-shirts 2,165 luncheon 3,236 scholarships 21,159 state registration 95 donations 13,873 total 40,528”

Form 990-ez, Part I, Line 20

“Prior period adjustment -18”

Form 990-ez, Part II, Line 26

“Unrealized gain - edward jones 143,687 201,172”

Raw XML Appendix162 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/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSOCIATE TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EX-OFFICIO M
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-18
IRS990EZ/OtherExpensesTotalAmt040528
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE FUND
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICE: ORGANIZATIONS RECEIVING FUNDS: 13,873 WAS DONATED TO VARIOUS CHEROKEE COUNTY NON-PROFITS INCLUDING THE HOMELESS COALITION OF CHEROKEE AND THE CHEROKEE FAMILY VIOLENCE CENTER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021159
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES T-SHIRTS 2,165 LUNCHEON 3,236 SCHOLARSHIPS 21,159 STATE REGISTRATION 95 DONATIONS 13,873 TOTAL 40,528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT -18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN - EDWARD JONES 143,687 201,172
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
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ReturnHeader/Filer/EIN0582208305
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE W MURPHY CPA
ReturnHeader/ReturnTs02025-11-13T10:38:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits