Civic Intelligence

James M Hull Rotary Educational Fund Inc.

990 • Fiscal year 2020 • EIN 58-6035771

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 26, 2020

Organization ProfileN/A
P O Box 3702Augusta, GA 30904

(706) 733-5742

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

3rd percentile

-365%

Higher net margin than 3% 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

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

37th percentile

-29%

Faster revenue growth than 37% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$351,788

Down $55,500 (-14%) from 2019

Net Assets

Down

$351,788

Down $55,500 (-14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin3rd percentile

Revenue

Down

$15,217

Down $6,141 (-29%) from 2019

Expenses

Up

$70,717

Up $18,202 (+35%) from 2019

Net Income

Down

-$55,500

Down $24,343 (-78%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$600K$400K$200K$0Assets 2011: $504,471Liabilities 2011: $0Net Assets 2011: $504,4712011Assets 2012: $496,588Liabilities 2012: $0Net Assets 2012: $496,5882012Assets 2013: $546,566Liabilities 2013: $0Net Assets 2013: $546,5662013Assets 2014: $557,775Liabilities 2014: $0Net Assets 2014: $557,7752014Assets 2015: $511,994Liabilities 2015: $0Net Assets 2015: $511,9942015Assets 2016: $464,950Liabilities 2016: $0Net Assets 2016: $464,9502016Assets 2017: $467,174Liabilities 2017: $0Net Assets 2017: $467,1742017Assets 2018: $438,455Liabilities 2018: $0Net Assets 2018: $438,4552018Assets 2019: $407,288Liabilities 2019: $0Net Assets 2019: $407,2882019Assets 2020: $351,788Liabilities 2020: $0Net Assets 2020: $351,7882020Assets 2021: $395,830Liabilities 2021: $0Net Assets 2021: $395,8302021Assets 2022: $286,801Liabilities 2022: $0Net Assets 2022: $286,8012022Assets 2023: $270,613Liabilities 2023: $0Net Assets 2023: $270,6132023Assets 2024: $269,704Net Assets 2024: $269,7042024Assets 2025: $257,015Net Assets 2025: $257,0152025

Highlighted filing

2020

Assets$351,788
Liabilities$0
Net Assets$351,788
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $30,7092011Expenses 2012: $21,7312012Expenses 2013: $35,8212013Revenue 2014: $51,224Expenses 2014: $65,902Net Income 2014: -$14,6782014Revenue 2015: $43,441Expenses 2015: $72,258Net Income 2015: -$28,8172015Revenue 2016: $44,363Expenses 2016: $57,139Net Income 2016: -$12,7762016Revenue 2017: $53,723Expenses 2017: $51,499Net Income 2017: $2,2242017Revenue 2018: $92,799Expenses 2018: $121,518Net Income 2018: -$28,7192018Revenue 2019: $21,358Expenses 2019: $52,515Net Income 2019: -$31,1572019Revenue 2020: $15,217Expenses 2020: $70,717Net Income 2020: -$55,5002020Revenue 2021: $88,158Expenses 2021: $44,116Net Income 2021: $44,0422021Revenue 2022: $4,837Expenses 2022: $113,866Net Income 2022: -$109,0292022Revenue 2023: $36,634Expenses 2023: $52,822Net Income 2023: -$16,1882023Revenue 2024: $28,282Expenses 2024: $36,740Net Income 2024: -$8,4582024Revenue 2025: $32,381Expenses 2025: $42,124Net Income 2025: -$9,7432025

Highlighted filing

2020

Revenue$15,217
Expenses$70,717
Net Income-$55,500
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 26, 2020
Return Version
2019v5.0
Gross Receipts
$15,217
Mission and Program Overview

Mission

Providing financial assistance to students in the form of loans or scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$385,485$336,819▼ $48,666
Cash and Non-Interest-Bearing Accounts$8,441$14,969▲ $6,528
Other Notes and Loans Receivable, Net$13,362--
Total Assets$407,288$351,788▼ $55,500
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$407,288$351,788▼ $55,500
Total Net Assets Fund Balance$407,288$351,788▼ $55,500
Total Liabilities and Net Assets / Fund Balance$407,288$351,788▼ $55,500
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Haskell ToporekChair
Aimee HallChairman
Erin ArmstrongChairman
Faye HargroveChairman
George HallChairman
Ridge WhitehurstChairman
Stacey TallentChairman
Steve HobbsSec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$55
Program Service Revenue
$0
Investment Income
$15,162
Other Revenue
$0
All Other Contributions
$55
Change in Net Assets
$-55,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,995
Other Expenses$20,122
Salaries, Compensation, and Employee Benefits$3,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,390--$46,390
Fees for Services Other$11,924--$11,924
Fees for Service Investment Mgmnt Fees$4,066$1,355-$5,421
Other Salaries and Wages$3,600--$3,600
Fees for Services Accounting$2,300--$2,300
Grants to Domestic Individuals$605--$605
Other Expenses$477--$477
Total Functional Expenses$69,362$1,355$0$70,717
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Apparo Academy---$10,000
Augusta Partnership for Children---$10,000
Ga Rotary Student Program---$8,050
Heritage AcademyAugusta, GA-Ipads to Assist Read$6,840
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

“Haskell toporek p.o. Box 463 augusta, ga 30903 erin armstrong 771 broad st ste 200 augusta, ga 30901 george hall po box 1564 augusta, ga 30903 faye hargrove 1123 sam baston drive evans, ga 30809 ridge whitehurst 452 ellis street augusta, ga 30901 stacey tallent 1424 walton way augusta, ga 30901 aimee hall po box 3187 augusta, ga 30914”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents are available to the public”

Filing and Contact Details

Filer

Filer Name
James M Hull Rotary Educational Fun
EIN
58-6035771
Phone
7067335742
Address
P O BOX 3702, AUGUSTA, GA 30904

Signing Officer

Name
Steve Hobbs
Title
Sec/treas
Phone
7067335742
Signed
2020-08-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Hobbs
Formed
1988
Legal Domicile
Ga
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Lawhorn CPA Group LLC
Address
4210 COLUMBIA RD STE 10, AUGUSTA, GA 30907-0442
Preparer
Brenda F Carroll
Phone
7068559500
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Providing financial assistance to students in the form of loans or scholarships.”

Form 990, Part IX, Line 11G

“BAD DEBT 11,924 0 0”

Raw XML Appendix326 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING FINANCIAL ASSISTANCE TO STUDENTS IN THE FORM OF LOANS OR SCHOLARSHIPS.
IRS990/AllOtherContributionsAmt055
IRS990/BooksInCareOfDetail/PersonNm0STEVE HOBBS
IRS990/BooksInCareOfDetail/PhoneNum07067335742
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0POBOX 463
IRS990/BooksInCareOfDetail/USAddress/CityNm0AUGUSTA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030903
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt08441
IRS990/CashNonInterestBearingGrp/EOYAmt014969
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt055
IRS990/CYGrantsAndSimilarPaidAmt046995
IRS990/CYInvestmentIncomeAmt015162
IRS990/CYOtherExpensesAmt020122
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-55500
IRS990/CYSalariesCompEmpBnftPaidAmt03600
IRS990/CYTotalExpensesAmt070717
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015217
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DIRECT SCHOLARSHIPS OR LOANS PROVIDED TO COLLEGE STUDENTS TO ENABLE THEM TO FURTHER THEIR EDUCATION. GRANTS TO NOT FOR PROFIT AGENCIES TO PROVIDE EDUCATIONAL MATERIALS AND SUMMER CAMP OPPORTUNITIES TO STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt055500
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02300
IRS990/FeesForServicesAccountingGrp/TotalAmt02300
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt011924
IRS990/FeesForServicesOtherGrp/TotalAmt011924
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01355
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt04066
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05421
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0ERIN ARMSTRONG
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE HOBBS
IRS990/Form990PartVIISectionAGrp/PersonNm2AIMEE HALL
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE HALL
IRS990/Form990PartVIISectionAGrp/PersonNm4FAYE HARGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm5STACEY TALLENT
IRS990/Form990PartVIISectionAGrp/PersonNm6HASKELL TOPOREK
IRS990/Form990PartVIISectionAGrp/PersonNm7RIDGE WHITEHURST
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SEC/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0605
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0605
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt046390
IRS990/GrantsToDomesticOrgsGrp/TotalAmt046390
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt015217
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt08823
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06339
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015162
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0385485
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0336819
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING FINANCIAL ASSISTANCE TO STUDENTS IN THE FORM OF LOANS OR SCHOLARSHIPS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0407288
IRS990/NetAssetsOrFundBalancesEOYAmt0351788
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0407288
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0351788
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0POSTAGE AND OFFICE EXPENS
IRS990/OtherExpensesGrp/ProgramServicesAmt0477
IRS990/OtherExpensesGrp/TotalAmt0477
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03600
IRS990/OtherSalariesAndWagesGrp/TotalAmt03600
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt013362
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STEVE HOBBS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDING FINANCIAL ASSISTANCE TO STUDENTS IN THE FORM OF LOANS OR SCHOLARSHIPS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt046995
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt046995
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0135
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt041050
IRS990/PYInvestmentIncomeAmt021223
IRS990/PYOtherExpensesAmt07865
IRS990/PYRevenuesLessExpensesAmt0-31157
IRS990/PYSalariesCompEmpBnftPaidAmt03600
IRS990/PYTotalExpensesAmt052515
IRS990/PYTotalRevenueAmt021358
IRS990/ReconcilationRevenueExpnssAmt0-55500
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt059453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08823
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08919
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012113
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt036313
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06453
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62080
IRS990ScheduleA/PublicSupportPY170Pct00.69370
IRS990ScheduleA/PublicSupportTotal170Amt059453
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt055
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02887
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02101
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt059453
IRS990ScheduleA/TotalSupportAmt095766
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt06840
IRS990ScheduleI/RecipientTable/CashGrantAmt18050
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0IPADS TO ASSIST READ
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HERITAGE ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GA ROTARY STUDENT PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2AUGUSTA PARTNERSHIP FOR CHILDREN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3APPARO ACADEMY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0333 GREEN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AUGUSTA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd030901
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDING FINANCIAL ASSISTANCE TO STUDENTS IN THE FORM OF LOANS OR SCHOLARSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HASKELL TOPOREK P.O. BOX 463 AUGUSTA, GA 30903 ERIN ARMSTRONG 771 BROAD ST STE 200 AUGUSTA, GA 30901 GEORGE HALL PO BOX 1564 AUGUSTA, GA 30903 FAYE HARGROVE 1123 SAM BASTON DRIVE EVANS, GA 30809 RIDGE WHITEHURST 452 ELLIS STREET AUGUSTA, GA 30901 STACEY TALLENT 1424 WALTON WAY AUGUSTA, GA 30901 AIMEE HALL PO BOX 3187 AUGUSTA, GA 30914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BAD DEBT 11,924 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0407288
IRS990/TotalAssetsEOYAmt0351788
IRS990/TotalAssetsGrp/BOYAmt0407288
IRS990/TotalAssetsGrp/EOYAmt0351788
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt055
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01355
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt069362
IRS990/TotalFunctionalExpensesGrp/TotalAmt070717
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0407288
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0351788
IRS990/TotalOtherProgSrvcExpenseAmt046995
IRS990/TotalOtherProgSrvcGrantAmt046995
IRS990/TotalProgramServiceExpensesAmt0102495
IRS990/TotalRevenueGrp/ExclusionAmt08823
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06339
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015217
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0407288
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0351788
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0POBOX 463
IRS990/USAddress/CityNm0AUGUSTA
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030903
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE HOBBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum07067335742
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES M HULL ROTARY EDUCATIONAL FUN
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0586035771
ReturnHeader/Filer/PhoneNum07067335742
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 3702
ReturnHeader/Filer/USAddress/CityNm0AUGUSTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030904
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08D4BC9BF3ACBB8D22EDEC32DC63876C7BCBD2B2E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D4BC9BF3ACBB8D22EDEC32DC63876C7BCBD2B2E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.177.190.47
ReturnHeader/FilingSecurityInformation/IPDt02020-08-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:33:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473524217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAWHORN CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04210 COLUMBIA RD STE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUGUSTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0309070442
ReturnHeader/PreparerPersonGrp/PhoneNum07068559500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA F CARROLL
ReturnHeader/ReturnTs02020-08-31T13:33:24-05:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$351,788
Liabilities
$0
Net assets
$351,788
Revenue
$15,217
Expenses
$70,717
Net income
-$55,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.57$2.57$0.32$0.42$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.70$2.70$0.28$0.37$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.37$0.53$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.05$1.14$1.09
2021Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.88$0.44$0.44
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.15$0.71$0.56
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.21$0.53$0.31
2018Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.93$1.22$0.29
2017Summary only. Only limited summary data is available for this year.$4.67$0.00$4.67$0.54$0.51$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.44$0.57$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.43$0.72$0.29
2014Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.51$0.66$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$0.00$5.47$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.00$4.97$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.00$5.04$0.31