Civic Intelligence

James M Hull Rotary Educational Fund Inc.

990EZ • Fiscal year 2024 • EIN 58-6035771

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 09, 2024

P O Box 586Evans, GA 30809

(706) 733-5742

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$3,600

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

23rd percentile

-23%

Faster revenue growth than 23% of similar nonprofits.

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

Assets

Down

$269,704

Down $909 (-0.3%) from 2023

Net Assets

Down

$269,704

Down $909 (-0.3%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$28,282

Down $8,352 (-23%) from 2023

Expenses

Down

$36,740

Down $16,082 (-30%) from 2023

Net Income

Up

-$8,458

Up $7,730 (+48%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$269,704
Liabilities-
Net Assets$269,704

Operations Trend

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

2024

Revenue$28,282
Expenses$36,740
Net Income-$8,458
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 9, 2024
Return Version
2023v5.1
Gross Receipts
$102,817
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Direct 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.-$36,740
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shanda VaughnSec/Treas-$3,600-$3,600
Haskell ToporekChair-$0--
Eddie BoothTrustee-$0--
Jennifer PenningtonTrustee-$0--
Bob EvansTrustee-$0--
Erin ArmstrongTrustee-$0--
Susan JerniganTrustee-$0--
Jerry WoodsTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James M Hull Rotary Educational
EIN
58-6035771
Phone
7067335742
Address
P O Box 586, Evans, GA 30809

Signing Officer

Name
Shanda Vaughn
Title
Sec/Treas
Signed
2024-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Adkins & Company CPAs PC
Address
604 Ponder Place Drive, Evans, GA 30809
Preparer
Scott A Adkins
Phone
7062882000
Supplemental Narrative

Additional Explanations

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

Class of Activity: 2024 SUMMER CAMP | Donee's Name: BOYS & GIRLS CLUB OF THE CSRA | Cash Amount Given: $15000

Other Expenses.1012

Insurance $256

Other Expenses.1

Bank and service charges $3971

Other Expenses.2

ADMINISTRATIVE $3513

Other Assets.1

INVESTMENTS - Beginning $264478 INVESTMENTS - Ending $260916

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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: THE JAMES M. HULL ROTARY EDUCATION FUND IS A FUND GOVERNED BY SIX TRUSTEES WHOSE SOLE PURPOSE IS TO RECEIVE, REVIEW AND POSSIBLY HELP WITH SOME FINANCIAL AID FOR GROUPS OR INDIVIDUALS THAT IS TO BE USED SPECIFICALLY FOR EDUCATIONAL PURPOSES.CONTRIBUTIONS ARE SOUGHT FROM LOCAL ROTARY CLUB MEMBERS, CORPORATE AND INDIVIDUALS IN THE CENTRAL SAVANNAH RIVER AREA TO SUPPORT ITS MISSION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: 2024 SUMMER CAMP | Donee's Name: BOYS & GIRLS CLUB OF THE CSRA | Cash Amount Given: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK AND SERVICE CHARGES $3971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE $3513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INVESTMENTS - Beginning $264478 INVESTMENTS - Ending $260916
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-09
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ReturnHeader/PreparerPersonGrp/PhoneNum07062882000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott A Adkins
ReturnHeader/ReturnTs02024-12-09T10:51:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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