Civic Intelligence

Rotary International DBA Monroe Rotary Club

990EZ • Fiscal year 2020 • EIN 58-6073377

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 22, 2021

Organization ProfileN/A
P O Box 166Monroe, GA 30655

(770) 424-0076

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

32nd percentile

-7.2%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-3.2%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-25%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$68,608

Down $2,240 (-3.2%) from 2019

Net Assets

Down

$68,608

Down $2,240 (-3.2%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$30,995

Down $10,441 (-25%) from 2019

Expenses

Down

$33,235

Down $9,787 (-23%) from 2019

Net Income

Down

-$2,240

Down $654 (-41%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2020

Assets$68,608
Liabilities-
Net Assets$68,608
Open 2020 Filing

Operations Trend

Revenue Growth38th 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

2020

Revenue$30,995
Expenses$33,235
Net Income-$2,240
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 22, 2021
Return Version
2019v5.0
Gross Receipts
$32,228
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$20,588-
Other Community Projects$10,949-
Rotary Scholarships--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keith TaylorTreasurer-$0--
Lee GarrettPresident-$0--
Melinda DallySecretary-$0--
George Baker JrSgt At Arms-$0--
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
Bill Owens
Title
Treasurer
Signed
2021-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Ronda Holloway CPA Pc
Address
139 E HIGHLAND AVE, MONROE, GA 30655
Preparer
Ronda Holloway
Phone
7065497343
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $150”

Other Expenses.1002

“Office Expenses $198”

Other Expenses.1007

“Conferences, Conventions, and Meetings $921”

Other Expenses.1

“Dues $12315”

Other Expenses.2

“Donations $10949”

Raw XML Appendix116 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/PersonNm0Bill Owens
IRS990EZ/BooksInCareOfDetail/PhoneNum07704240076
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 166
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030655
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070848
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068608
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024812
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2240
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01550
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070848
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068608
IRS990EZ/FundraisingGrossIncomeAmt07416
IRS990EZ/GrossReceiptsAmt032228
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070848
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068608
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt070848
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068608
IRS990EZ/OccupancyRentUtltsAndMaintAmt07152
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Keith Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lee Garrett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melinda Dally
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3George Baker Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Sgt at Arms
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024533
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/GrantsAndAllocationsAmt020588
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110949
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01233
IRS990EZ/SpecialEventsNetIncomeLossAmt06183
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033235
IRS990EZ/TotalProgramServiceExpensesAmt031537
IRS990EZ/TotalRevenueAmt030995
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues $12315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Donations $10949
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bill Owens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-22
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/PreparerFirmGrp/PreparerFirmEIN0581208981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RONDA HOLLOWAY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0139 E HIGHLAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030655
ReturnHeader/PreparerPersonGrp/PhoneNum07065497343
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronda Holloway
ReturnHeader/ReturnTs02021-07-22T13:19:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,608
Liabilities
-
Net assets
$68,608
Revenue
$30,995
Expenses
$33,235
Net income
-$2,240
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