Civic Intelligence

Rotary International DBA Monroe Rotary Club

990EZ • Fiscal year 2015 • EIN 58-6073377

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 23, 2015

Organization ProfileN/A
PO Box 166Monroe, GA 30655

(770) 267-9803

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

67th percentile

8.9%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

3.8%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$77,972

Up $6,400 (+8.9%) from 2014

Net Assets

Up

$77,972

Up $6,400 (+8.9%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$58,678

Up $2,145 (+3.8%) from 2014

Expenses

Down

$52,278

Down $3,935 (-7.0%) from 2014

Net Income

Up

$6,400

Up $6,080 (+1900%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$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

2015

Assets$77,972
Liabilities-
Net Assets$77,972
Open 2015 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$58,678
Expenses$52,278
Net Income$6,400
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 23, 2015
Return Version
2014v5.0
Gross Receipts
$70,184
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
OTHER COMMUNITY PROJECTS$2,833$37,433
ROTARY FOUNDATION SUPPORT OF PROGRAMS$7,595$7,595
ROTARY SCHOLARSHIPS$5,250$5,250
SUPPORT OF FAITH IN SERVING HUMANITY$2,000$2,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONY PRICEPresident-$0--
MELINDA DALLYSecretary-$0--
KEITH TAYLORTreasurer-$0--
MIKE MALCOMDirector-Sgt-$0--
DAWN GRIFFINDirector-Pas-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$15,135$15,135$5,761$9,374
Total Events$15,135$15,135$5,761$9,374
Filing and Contact Details

Filer

Filer Name
Rotary International Dba
EIN
58-6073377
Phone
7702679803
Address
PO BOX 166, MONROE, GA 30655

Signing Officer

Name
Keith Taylor
Title
Treasurer
Phone
7702679803
Signed
2015-11-23
Discuss with paid preparer
Yes

Preparer

Firm
Jennings & Associates LLC
Address
3235 SATELLITE BLVD STE 260, DULUTH, GA 30096
Preparer
Tammy P Baker
Phone
7702327105
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“5,250 0 0”

Form 990-ez, Part I, Line 10

“The rotary foundation community serv 1480 collection center chicago, il 60693 7,145 0 0”

Form 990-ez, Part I, Line 16

“Expenses office 140 dues to district, int'l 7,616 meeting expenses 19,436 supplies/shirts 2,535 training & conferences 3,467 miscellaneous 106 total 33,300”

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 31

“OTHER COMMUNITY PROJECTS”

Raw XML Appendix134 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/PersonNm0KEITH TAYLOR
IRS990EZ/BooksInCareOfDetail/PhoneNum07702679803
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 633
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030655
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071572
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077972
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02580
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06400
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071572
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077972
IRS990EZ/FundraisingGrossIncomeAmt023852
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017678
IRS990EZ/GrossReceiptsAmt070184
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt049
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043703
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071572
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077972
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071572
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077972
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TONY PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELINDA DALLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEITH TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE MALCOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAWN GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR-SGT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR-PAS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033300
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY AND ADVANCE WORLD UNDERSTANDING OF SERVICE BEFORE SELF. SUPPORT COMMUNITY ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY FOUNDATION SUPPORT OF PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT OF FAITH IN SERVING HUMANITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER COMMUNITY PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07595
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15250
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt32833
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07595
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt337433
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011506
IRS990EZ/SpecialEventsNetIncomeLossAmt012346
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052278
IRS990EZ/TotalProgramServiceExpensesAmt052278
IRS990EZ/TotalRevenueAmt058678
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05761
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015135
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09374
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05761
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05,250 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ROTARY FOUNDATION COMMUNITY SERV 1480 COLLECTION CENTER CHICAGO, IL 60693 7,145 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 140 DUES TO DISTRICT, INT'L 7,616 MEETING EXPENSES 19,436 SUPPLIES/SHIRTS 2,535 TRAINING & CONFERENCES 3,467 MISCELLANEOUS 106 TOTAL 33,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY AND ADVANCE WORLD UNDERSTANDING OF SERVICE BEFORE SELF. SUPPORT COMMUNITY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER COMMUNITY PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07702679803
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DBA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MONROE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0586073377
ReturnHeader/Filer/PhoneNum07702679803
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 166
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030655
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582392101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENNINGS & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03235 SATELLITE BLVD STE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030096
ReturnHeader/PreparerPersonGrp/PhoneNum07702327105
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY P BAKER
ReturnHeader/ReturnTs02015-12-03T08:50:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,972
Liabilities
-
Net assets
$77,972
Revenue
$58,678
Expenses
$52,278
Net income
$6,400
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