Civic Intelligence

Monroe Rotary Club Inc

EIN 58-6073377 • 501(c)4 • Monroe, GA

Profile

Provide service to others, promote integrity and advance world understanding of service before self. Support community organizations.

P O Box 166Monroe, GA 30655

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

15th percentile

-36%

Higher net margin than 15% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-17%

Faster asset growth than 26% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-28%

Faster revenue growth than 22% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$65,378

Down $13,713 (-17%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$65,378

Down $13,713 (-17%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$37,997

Down $14,425 (-28%) from 2023

Expenses

Up

$51,710

Up $11,893 (+30%) from 2023

Net Income

Down

-$13,713

Down $26,318 (-209%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$100K$50K$0-$50KAssets 2010: -$4,137Liabilities 2010: $02010Assets 2011: $9,888Liabilities 2011: $02011Assets 2012: $55,187Net Assets 2012: $55,1872012Assets 2013: $71,252Net Assets 2013: $71,2522013Assets 2014: $71,572Net Assets 2014: $71,5722014Assets 2015: $77,972Net Assets 2015: $77,9722015Assets 2016: $66,538Net Assets 2016: $66,5382016Assets 2017: $68,223Net Assets 2017: $68,2232017Assets 2018: $72,434Liabilities 2018: $02018Assets 2019: $70,848Net Assets 2019: $70,8482019Assets 2020: $68,608Net Assets 2020: $68,6082020Assets 2021: $67,354Net Assets 2021: $67,3542021Assets 2022: $66,486Net Assets 2022: $66,4862022Assets 2023: $79,091Net Assets 2023: $79,0912023Assets 2024: $65,378Net Assets 2024: $65,3782024

Highlighted filing

2024

Assets$65,378
Liabilities-
Net Assets$65,378
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$100K$50K$0-$50KRevenue 2010: $80,170Expenses 2010: $87,208Net Income 2010: -$7,0382010Revenue 2011: $61,703Expenses 2011: $71,048Net Income 2011: -$9,3452011Revenue 2012: $55,743Expenses 2012: $61,355Net Income 2012: -$5,6122012Revenue 2013: $73,428Expenses 2013: $57,363Net Income 2013: $16,0652013Revenue 2014: $56,533Expenses 2014: $56,213Net Income 2014: $3202014Revenue 2015: $58,678Expenses 2015: $52,278Net Income 2015: $6,4002015Revenue 2016: $36,888Expenses 2016: $48,322Net Income 2016: -$11,4342016Revenue 2017: $49,841Expenses 2017: $48,156Net Income 2017: $1,6852017Revenue 2018: $52,771Expenses 2018: $48,560Net Income 2018: $4,2112018Revenue 2019: $41,436Expenses 2019: $43,022Net Income 2019: -$1,5862019Revenue 2020: $30,995Expenses 2020: $33,235Net Income 2020: -$2,2402020Revenue 2021: $30,055Expenses 2021: $31,309Net Income 2021: -$1,2542021Revenue 2022: $32,790Expenses 2022: $33,658Net Income 2022: -$8682022Revenue 2023: $52,422Expenses 2023: $39,817Net Income 2023: $12,6052023Revenue 2024: $37,997Expenses 2024: $51,710Net Income 2024: -$13,7132024

Highlighted filing

2024

Revenue$37,997
Expenses$51,710
Net Income-$13,713
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,378
Liabilities
-
Net assets
$65,378
Revenue
$37,997
Expenses
$51,710
Net income
-$13,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$65.4$65.4$38.0$51.7$13.7
2023Detailed filing. Detailed filing data is available for this year.$79.1$79.1$52.4$39.8$12.6
2022Detailed filing. Detailed filing data is available for this year.$66.5$66.5$32.8$33.7$0.87
2021Detailed filing. Detailed filing data is available for this year.$67.4$67.4$30.1$31.3$1.25
2020Detailed filing. Detailed filing data is available for this year.$68.6$68.6$31.0$33.2$2.24
2019Detailed filing. Detailed filing data is available for this year.$70.8$70.8$41.4$43.0$1.59
2018Summary only. Only limited summary data is available for this year.$72.4$0.00$52.8$48.6$4.21
2017Detailed filing. Detailed filing data is available for this year.$68.2$68.2$49.8$48.2$1.69
2016Detailed filing. Detailed filing data is available for this year.$66.5$66.5$36.9$48.3$11.4
2015Detailed filing. Detailed filing data is available for this year.$78.0$78.0$58.7$52.3$6.40
2014Detailed filing. Detailed filing data is available for this year.$71.6$71.6$56.5$56.2$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.3$71.3$73.4$57.4$16.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.2$55.2$55.7$61.4$5.61
2011Summary only. Only limited summary data is available for this year.$9.89$0.00$61.7$71.0$9.35
2010Summary only. Only limited summary data is available for this year.$4.14$0.00$80.2$87.2$7.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$43,746
Mission and Program Overview

Mission

Provide service to others, promote integrity and advance world understanding of service before self. Support community organizations.

Program Services

DescriptionGrantsExpenses
Rotary Foundation support of programs-$41,855
Other Community Projects-$5,011
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stuart SmithTreasurer-$0--
Patrick GrahamPast President-$0--
Susan SykesSecretary-$0--
George Baker JrSgt At Arms-$0--
Mitchell SwanPresident-$0--
Dawn GriffinFoundation Mgr.-$0--
Laurie HawksPresident-Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Daddy/Daughter Dance$6,184$6,184-$6,184
Pickleball Tournament$5,653$5,653-$5,653
Total Events$11,837$11,837$2,869$8,968
Filing and Contact Details

Filer

Filer Name
Monroe Rotary Club Inc
EIN
58-6073377
Phone
7704240076
Address
P O Box 166, Monroe, GA 30655

Signing Officer

Name
Stuart Smith
Title
Treasurer
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Agn Tax & Accounting
Address
139 E HIGHLAND AVE, MONROE, GA 30655
Preparer
Ronda Holloway
Phone
7702675808
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $993”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1413”

Other Expenses.1

“Donations $18911”

Other Expenses.2

“Dues $7076”

Other Expenses.3

“Awards/Recognitions $686”

Raw XML Appendix142 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/BooksInCareOfDetail/PersonNm0Stuart Smith
IRS990EZ/BooksInCareOfDetail/PhoneNum07704240076
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 166
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030655
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079091
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065378
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027046
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13713
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt079091
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065378
IRS990EZ/FundraisingGrossIncomeAmt016700
IRS990EZ/GrossReceiptsAmt043746
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079091
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065378
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079091
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065378
IRS990EZ/OccupancyRentUtltsAndMaintAmt021435
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stuart Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Patrick Graham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Susan Sykes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3George Baker Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mitchell Swan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dawn Griffin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Laurie Hawks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Sgt at Arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Foundation Mgr.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President-Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029079
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide service to others, promote integrity and advance world understanding of service before self. Support community organizations.
IRS990EZ/PrintingPublicationsPostageAmt0446
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Rotary Foundation support of programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Other Community Projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041855
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15011
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05749
IRS990EZ/SpecialEventsNetIncomeLossAmt010951
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051710
IRS990EZ/TotalProgramServiceExpensesAmt046866
IRS990EZ/TotalRevenueAmt037997
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02869
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Daddy/Daughter Dance
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Pickleball Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05653
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt011837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05653
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011837
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08968
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01843
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01026
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Donations $18911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues $7076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Awards/Recognitions $686
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stuart Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monroe Rotary Club Inc
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0586073377
ReturnHeader/Filer/PhoneNum07704240076
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 166
ReturnHeader/Filer/USAddress/CityNm0Monroe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030655
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0834681920
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGN TAX & ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0139 E HIGHLAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030655
ReturnHeader/PreparerPersonGrp/PhoneNum07702675808
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronda Holloway
ReturnHeader/ReturnTs02025-05-14T12:42:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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