Civic Intelligence

Rotary International DBA Monroe Rotary Club

990EZ • Fiscal year 2017 • EIN 58-6073377

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

35%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$68,223

Up $1,685 (+2.5%) from 2016

Net Assets

Up

$68,223

Up $1,685 (+2.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Up

$49,841

Up $12,953 (+35%) from 2016

Expenses

Down

$48,156

Down $166 (-0.3%) from 2016

Net Income

Up

$1,685

Up $13,119 (+115%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2017

Assets$68,223
Liabilities-
Net Assets$68,223
Open 2017 Filing

Operations Trend

Revenue Growth87th 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

2017

Revenue$49,841
Expenses$48,156
Net Income$1,685
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$60,319
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-$32,391
ROTARY FOUNDATION SUPPORT OF PROGRAMS$9,965$9,965
ROTARY SCHOLARSHIPS$4,500$4,500
OTHER COMMUNITY PROJECTS$1,300$1,300
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE MALCOMPresident-$0--
PATTI SOUTHERVice Preside-$0--
MELINDA DALLYSecretary-$0--
KEITH TAYLORTreasurer-$0--
DD QUILLIANSargent At A-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$16,700$16,700$5,846$10,854
Total Events$16,700$16,700$5,846$10,854
Filing and Contact Details

Filer

Filer Name
Monroe Rotary Club Inc
EIN
58-6073377
Phone
7702679803
Address
PO BOX 166, MONROE, GA 30655

Signing Officer

Name
Keith Taylor
Title
Treasurer
Phone
7702679803
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Jennings & Associates LLC
Address
208 BROOKSTONE PLACE, SOCIAL CIRCLE, GA 30025
Preparer
Tammy P Baker
Phone
7704649656
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 1,070 dues to district, int'l 6,617 meeting expenses 16,450 supplies 1,046 training & conferences 5,758 501c3 irs application fee 850 total 31,791”

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”

Raw XML Appendix150 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/BOYAmt066538
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068223
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035184
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01685
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066538
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068223
IRS990EZ/FundraisingGrossIncomeAmt025109
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015765
IRS990EZ/GrossReceiptsAmt060319
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066538
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068223
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066538
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068223
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE MALCOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATTI SOUTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELINDA DALLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEITH TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DD QUILLIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SARGENT AT A
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031791
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY FOUNDATION SUPPORT OF PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER COMMUNITY PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09965
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09965
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt332391
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010478
IRS990EZ/SpecialEventsNetIncomeLossAmt014631
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048156
IRS990EZ/TotalProgramServiceExpensesAmt048156
IRS990EZ/TotalRevenueAmt049841
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035184
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt025135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt026
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt060319
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060319
IRS990ScheduleA/Total509Grp/TotalAmt060319
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060345
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt060345
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05846
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016700
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010854
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05846
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,070 DUES TO DISTRICT, INT'L 6,617 MEETING EXPENSES 16,450 SUPPLIES 1,046 TRAINING & CONFERENCES 5,758 501C3 IRS APPLICATION FEE 850 TOTAL 31,791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY AND ADVANCE WORLD UNDERSTANDING OF SERVICE BEFORE SELF. SUPPORT COMMUNITY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07702679803
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONROE ROTARY CLUB INC
ReturnHeader/Filer/BusinessNameControlTxt0MONR
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0CCD344DB358877955BD6CDA542A4954E7FA27565
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0315617DD8AEAA661E87AB88E0DB6B0CBD2670E6F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582392101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENNINGS & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0208 BROOKSTONE PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOCIAL CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030025
ReturnHeader/PreparerPersonGrp/PhoneNum07704649656
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY P BAKER
ReturnHeader/ReturnTs02017-11-13T16:43:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,223
Liabilities
-
Net assets
$68,223
Revenue
$49,841
Expenses
$48,156
Net income
$1,685
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