Civic Intelligence

Rotary International West Point

990 • Fiscal year 2023 • EIN 58-6043947

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 06, 2023

PO Box 674West Point, GA 31833

(334) 644-7520

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

26th percentile

-11%

Higher net margin than 26% 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

12th percentile

-33%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

58th percentile

8.2%

Faster revenue growth than 58% of similar nonprofits.

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

Assets

Down

$3,853

Down $1,931 (-33%) from 2022

Net Assets

Down

$3,853

Down $1,931 (-33%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$17,293

Up $1,314 (+8.2%) from 2022

Expenses

Up

$19,224

Up $8,480 (+79%) from 2022

Net Income

Down

-$1,931

Down $7,166 (-137%) from 2022

Historical Trend

Balance Sheet Trend

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

$6.0K$4.0K$2.0K$0-$2.0KAssets 2012: $125Liabilities 2012: $0Net Assets 2012: $1252012Assets 2013: $1,410Liabilities 2013: $0Net Assets 2013: $1,4102013Assets 2014: $3,324Liabilities 2014: $0Net Assets 2014: $3,3242014Assets 2015: -$650Liabilities 2015: $0Net Assets 2015: -$6502015Assets 2017: $1,501Liabilities 2017: $0Net Assets 2017: $1,5012017Assets 2018: $1,405Liabilities 2018: $0Net Assets 2018: $1,4052018Assets 2019: $856Liabilities 2019: $0Net Assets 2019: $8562019Assets 2020: $106Liabilities 2020: $0Net Assets 2020: $1062020Assets 2021: $593Liabilities 2021: $0Net Assets 2021: $5932021Assets 2022: $5,784Liabilities 2022: $0Net Assets 2022: $5,7842022Assets 2023: $3,853Liabilities 2023: $0Net Assets 2023: $3,8532023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2023

Assets$3,853
Liabilities$0
Net Assets$3,853

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2012: $20,400Expenses 2012: $22,680Net Income 2012: -$2,2802012Revenue 2013: $19,200Expenses 2013: $17,915Net Income 2013: $1,2852013Revenue 2014: $26,419Expenses 2014: $24,505Net Income 2014: $1,9142014Revenue 2015: $22,164Expenses 2015: $26,138Net Income 2015: -$3,9742015Revenue 2017: $17,820Expenses 2017: $18,724Net Income 2017: -$9042017Revenue 2018: $16,750Expenses 2018: $16,846Net Income 2018: -$962018Revenue 2019: $16,750Expenses 2019: $16,492Net Income 2019: $2582019Revenue 2020: $16,250Expenses 2020: $17,000Net Income 2020: -$7502020Revenue 2021: $16,520Expenses 2021: $16,033Net Income 2021: $4872021Revenue 2022: $15,979Expenses 2022: $10,744Net Income 2022: $5,2352022Revenue 2023: $17,293Expenses 2023: $19,224Net Income 2023: -$1,9312023Revenue 2024: $10,560Expenses 2024: $8,511Net Income 2024: $2,0492024Revenue 2025: $16,257Expenses 2025: $14,777Net Income 2025: $1,4802025

Highlighted filing

2023

Revenue$17,293
Expenses$19,224
Net Income-$1,931
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$17,293
Mission and Program Overview

Mission

ROTARY CLUB

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,784$3,853▼ $1,931
Total Assets$5,784$3,853▼ $1,931
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,784$3,853▼ $1,931
Total Net Assets Fund Balance$5,784$3,853▼ $1,931
Total Liabilities and Net Assets / Fund Balance$5,784$3,853▼ $1,931
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julie AmbrosePresident - Current
Daniel MeadowsVice-President - Past
Jody ElmoreSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,293
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,931
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,224
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$7,013$0$0$7,013
Advertising$1,045$0$0$1,045
Office Expenses$442$0$0$442
Conferences and Meetings$325$0$0$325
Total Functional Expenses$19,224$0$0$19,224
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Filing and Contact Details

Filer

Filer Name
Rotary International West Point
EIN
58-6043947
Phone
3346447520
Address
PO Box 674, West Point, GA 31833

Signing Officer

Name
Julie Ambrose
Title
President
Phone
3346447520
Signed
2023-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Ambrose
Formed
1919
Legal Domicile
Ga
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
21

Preparer

Firm
Lott White and Associates LLC
Address
305 N LANIER AVE, LANETT, AL 36863
Preparer
Stacey A White
Phone
3346447520
Supplemental Narrative

Additional Explanations

Pt VI, Line 8B

Recorded in the weekly minutes.

Pt VI, Line 8A

Meeting minutes are recorded weekly by the club Secretary.

Pt VI, Line 11B

Form 990 is available on request.

Pt VI, Line 6

Membership is open to "adult persons who demonstrate good character, integrity, and leadership; possess good reputation within their business, profession, occupation, and/or community

Pt VI, Line 7A

Each club elects its own president and officers among its active members for a one-year term.

Raw XML Appendix269 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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IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt017293
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IRS990/NondeductibleContributionsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is available on request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Membership is open to "adult persons who demonstrate good character, integrity, and leadership; possess good reputation within their business, profession, occupation, and/or community
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03346447520
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANETT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
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ReturnHeader/PreparerPersonGrp/PhoneNum03346447520
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacey A White
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-06T11:14:27-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ambrose
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$16.3$14.8$1.48
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$10.6$8.51$2.05
2023Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$17.3$19.2$1.93
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.78$0.00$5.78$16.0$10.7$5.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$16.5$16.0$0.49
2020Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$16.3$17.0$0.75
2019Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$16.8$16.5$0.26
2018Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$16.8$16.8$0.10
2017Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$17.8$18.7$0.90
2015Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$22.2$26.1$3.97
2014Summary only. Only limited summary data is available for this year.$3.32$0.00$3.32$26.4$24.5$1.91
2013Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$19.2$17.9$1.29
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$20.4$22.7$2.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)4 • <$500k nonprofits