Civic Intelligence

Rotary International

990EZ • Fiscal year 2023 • EIN 58-6041278

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 23, 2024

Organization Profile
1060 Forestone Way SWMarietta, GA 30064-0000

(404) 410-6099

Siviq Scores

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

Liabilities / Assets

89th percentile

0.38x

Higher debt load relative to assets than 89% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

0.49x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

3.5%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets89th percentile

Assets

Flat

$84,691

Flat from 2023

Net Assets

$52,492

No earlier filing loaded for comparison.

Liabilities

Flat

$32,199

Flat from 2023

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin18th percentile

Revenue

Flat

$65,534

Flat from 2023

Expenses

Flat

$79,166

Flat from 2023

Net Income

Flat

-$13,632

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$100K$50K$0Assets 2012: $59,086Liabilities 2012: $26,9872012Assets 2013: $37,385Liabilities 2013: $3,5042013Assets 2014: $48,234Liabilities 2014: $23,1622014Assets 2015: $20,278Liabilities 2015: $13,8122015Assets 2016: $13,976Liabilities 2016: $32,1272016Assets 2017: $34,480Liabilities 2017: $22,6792017Assets 2018: $52,938Liabilities 2018: $23,5792018Assets 2019: $50,232Liabilities 2019: $28,4742019Assets 2020: $42,043Liabilities 2020: $4,8002020Assets 2021: $56,214Liabilities 2021: $8452021Assets 2022: $67,638Liabilities 2022: $1,514Net Assets 2022: $66,1242022Assets 2023: $84,691Liabilities 2023: $32,199Net Assets 2023: $52,4922023Assets 2023: $84,691Liabilities 2023: $32,1992023Assets 2024: $40,794Liabilities 2024: $2,5722024Assets 2025: $46,957Liabilities 2025: $6,424Net Assets 2025: $40,5332025

Highlighted filing

2023

Assets$84,691
Liabilities$32,199
Net Assets$52,492
Open 2023 Filing

Operations Trend

Revenue Growth50th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $134,783Expenses 2012: $136,512Net Income 2012: -$1,7292012Revenue 2013: $114,937Expenses 2013: $113,354Net Income 2013: $1,5832013Revenue 2014: $113,411Expenses 2014: $122,120Net Income 2014: -$8,7092014Revenue 2015: $117,077Expenses 2015: $135,682Net Income 2015: -$18,6052015Revenue 2016: $111,586Expenses 2016: $112,191Net Income 2016: -$6052016Revenue 2017: $106,910Expenses 2017: $106,957Net Income 2017: -$472017Revenue 2018: $125,407Expenses 2018: $107,849Net Income 2018: $17,5582018Revenue 2019: $82,962Expenses 2019: $90,563Net Income 2019: -$7,6012019Revenue 2020: $81,793Expenses 2020: $66,308Net Income 2020: $15,4852020Revenue 2021: $82,855Expenses 2021: $64,729Net Income 2021: $18,1262021Revenue 2022: $63,330Expenses 2022: $52,575Net Income 2022: $10,7552022Revenue 2023: $65,534Expenses 2023: $79,166Net Income 2023: -$13,6322023Revenue 2023: $65,534Expenses 2023: $79,166Net Income 2023: -$13,6322023Revenue 2024: $63,543Expenses 2024: $77,813Net Income 2024: -$14,2702024Revenue 2025: $68,708Expenses 2025: $66,397Net Income 2025: $2,3112025

Highlighted filing

2023

Revenue$65,534
Expenses$79,166
Net Income-$13,632
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 23, 2024
Return Version
2022v5.0
Gross Receipts
$65,534
Mission and Program Overview

Mission

This is a service club that promotes volunteer activities benefiting the community the state and the world

Program Services

DescriptionGrantsExpenses
The 75+ members meet once per week for lunch and volunteer for various projects. Charitable grants are made through the Marietta Rotary Foundation Fund or the Rotary International Foundation.$0$0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer NelsonPresidentPT$0--
Mark WrightTreasurer-$0--
Walter WalkerAssistant Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
58-6041278
In Care Of
% Willaim Allen
Address
1060 FORESTONE WAY SW, MARIETTA, GA 30064-0000

Signing Officer

Name
Walter P Walker
Title
Assistant Treasurer
Signed
2024-04-23
Supplemental Narrative

Additional Explanations

Doing Business As Names

“Rotary Club of Marietta, Inc.”

Part I, line 16

“| Other Expenses:, Amount:| Meal Expense, $54887| Rotary International and District Dues, $11170| Other Various Expenses, $1810|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| Sound Equipment and Storage Cart, $1854, $1854|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Dues collected for Marietta Rotary Foundation but not disbursed, $1514, $18362| Dues collected for Rotary International Foundation but not yet disbursed, $0, $7932| Other collections to be disbursed, $0, $5905|”

Raw XML Appendix105 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Teresa Hunter Jones
IRS990EZ/BooksInCareOfDetail/PhoneNum04044106099
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 Cherokee St NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Marietta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065784
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082837
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13632
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067638
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084691
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt065534
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt065534
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066124
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052492
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066124
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052492
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mark Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Walter Walker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Assistant Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01854
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01854
IRS990EZ/OtherExpensesTotalAmt067867
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0This is a service club that promotes volunteer activities benefiting the community the state and the world
IRS990EZ/PrintingPublicationsPostageAmt06999
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The 75+ members meet once per week for lunch and volunteer for various projects. Charitable grants are made through the Marietta Rotary Foundation Fund or the Rotary International Foundation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01514
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt032199
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079166
IRS990EZ/TotalRevenueAmt065534
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rotary Club of Marietta, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Meal Expense, $54887| Rotary International and District Dues, $11170| Other Various Expenses, $1810|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Sound Equipment and Storage Cart, $1854, $1854|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Dues collected for Marietta Rotary Foundation but not disbursed, $1514, $18362| Dues collected for Rotary International Foundation but not yet disbursed, $0, $7932| Other collections to be disbursed, $0, $5905|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Walter P Walker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0586041278
ReturnHeader/Filer/ForeignPhoneNum04049936194
ReturnHeader/Filer/InCareOfNm0% Willaim Allen
ReturnHeader/Filer/USAddress/AddressLine1Txt01060 FORESTONE WAY SW
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0300640000
ReturnHeader/ReturnTs02024-04-23T06:19:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Walter
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0P
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,691
Liabilities
$32,199
Net assets
$52,492
Revenue
$65,534
Expenses
$79,166
Net income
-$13,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.06$0.41$0.69$0.66$0.02
2024Summary only. Only limited summary data is available for this year.$0.41$0.03$0.64$0.78$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.32$0.52$0.66$0.79$0.14
2023Summary only. Only limited summary data is available for this year.$0.85$0.32$0.66$0.79$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.66$0.63$0.53$0.11
2021Summary only. Only limited summary data is available for this year.$0.56$0.01$0.83$0.65$0.18
2020Summary only. Only limited summary data is available for this year.$0.42$0.05$0.82$0.66$0.15
2019Summary only. Only limited summary data is available for this year.$0.50$0.28$0.83$0.91$0.08
2018Summary only. Only limited summary data is available for this year.$0.53$0.24$1.25$1.08$0.18
2017Summary only. Only limited summary data is available for this year.$0.34$0.23$1.07$1.07$0.00
2016Summary only. Only limited summary data is available for this year.$0.14$0.32$1.12$1.12$0.01
2015Summary only. Only limited summary data is available for this year.$0.20$0.14$1.17$1.36$0.19
2014Summary only. Only limited summary data is available for this year.$0.48$0.23$1.13$1.22$0.09
2013Summary only. Only limited summary data is available for this year.$0.37$0.04$1.15$1.13$0.02
2012Summary only. Only limited summary data is available for this year.$0.59$0.27$1.35$1.37$0.02