Civic Intelligence

Rotary International DBA Monroe Rotary Club

990EZ • Fiscal year 2016 • EIN 58-6073377

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 30, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

10th percentile

-31%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-15%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$66,538

Down $11,434 (-15%) from 2015

Net Assets

Down

$66,538

Down $11,434 (-15%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$36,888

Down $21,790 (-37%) from 2015

Expenses

Down

$48,322

Down $3,956 (-7.6%) from 2015

Net Income

Down

-$11,434

Down $17,834 (-279%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2016

Assets$66,538
Liabilities-
Net Assets$66,538
Open 2016 Filing

Operations Trend

Revenue Growth10th 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

2016

Revenue$36,888
Expenses$48,322
Net Income-$11,434
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 30, 2016
Return Version
2015v2.1
Gross Receipts
$43,287
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$1,300$31,618
ROTARY FOUNDATION SUPPORT OF PROGRAMS$10,204$10,204
ROTARY SCHOLARSHIPS$4,500$4,500
SUPPORT OF THE MCDANIEL-TICHENOR HOUSE$2,000$2,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONY PRICEPresident-$0--
MIKE MALCOMVice Preside-$0--
MELINDA DALLYSecretary-$0--
KEITH TAYLORTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$8,775$8,775$3,483$5,292
Total Events$8,775$8,775$3,483$5,292
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
2016-08-30
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 10

“The rotary foundation community serv 1480 collection center chicago, il 60693 5,250 0 0”

Form 990-ez, Part I, Line 16

“Expenses office 199 dues to district, int'l 6,853 meeting expenses 16,727 supplies/shirts 525 training & conferences 5,414 total 29,718”

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 Appendix128 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/PersonNm0KEITH TAYLOR
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030655
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077972
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IRS990EZ/ExcessOrDeficitForYearAmt0-11434
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt018004
IRS990EZ/GrossReceiptsAmt043287
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt049
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025753
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077972
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066538
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066538
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TONY PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE MALCOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELINDA DALLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEITH TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029718
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 THE MCDANIEL-TICHENOR HOUSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER COMMUNITY PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010204
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010204
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt331618
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06399
IRS990EZ/SpecialEventsNetIncomeLossAmt09296
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048322
IRS990EZ/TotalProgramServiceExpensesAmt048322
IRS990EZ/TotalRevenueAmt036888
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03483
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt08775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08775
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05292
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03483
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ROTARY FOUNDATION COMMUNITY SERV 1480 COLLECTION CENTER CHICAGO, IL 60693 5,250 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 199 DUES TO DISTRICT, INT'L 6,853 MEETING EXPENSES 16,727 SUPPLIES/SHIRTS 525 TRAINING & CONFERENCES 5,414 TOTAL 29,718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY AND ADVANCE WORLD UNDERSTANDING OF SERVICE BEFORE SELF. SUPPORT COMMUNITY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER COMMUNITY PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07702679803
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-30
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
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0208 BROOKSTONE PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOCIAL CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030025
ReturnHeader/PreparerPersonGrp/PhoneNum07704649656
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY P BAKER
ReturnHeader/ReturnTs02016-09-08T16:11:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,538
Liabilities
-
Net assets
$66,538
Revenue
$36,888
Expenses
$48,322
Net income
-$11,434
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