Civic Intelligence

Metro Louisville Rotary Clubs

EIN 61-1243201 • 501(c)3 • Louisville, KY

Profile

Provide scholarships to needy children and funds to charities

Refreshing map…

325 W Main Street 1600Louisville, KY 40202

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

50th percentile

1.4%

Higher net margin than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

65th percentile

7.2%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-35%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$390,761

Up $26,294 (+7.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$27,197

Down $14,730 (-35%) from 2022

Expenses

Up

$26,805

Up $9,505 (+55%) from 2022

Net Income

Down

$392

Down $24,235 (-98%) from 2022

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $148,563Liabilities 2011: $0Net Assets 2011: $148,5632011Assets 2012: $165,989Liabilities 2012: $0Net Assets 2012: $165,9892012Assets 2013: $197,929Liabilities 2013: $0Net Assets 2013: $197,9292013Assets 2014: $238,073Liabilities 2014: $0Net Assets 2014: $238,0732014Assets 2015: $246,156Liabilities 2015: $0Net Assets 2015: $246,1562015Assets 2016: $239,664Liabilities 2016: $0Net Assets 2016: $239,6642016Assets 2017: $284,142Liabilities 2017: $0Net Assets 2017: $284,1422017Assets 2018: $298,347Liabilities 2018: $0Net Assets 2018: $298,3472018Assets 2019: $308,966Liabilities 2019: $0Net Assets 2019: $308,9662019Assets 2020: $304,877Liabilities 2020: $0Net Assets 2020: $304,8772020Assets 2021: $385,161Liabilities 2021: $0Net Assets 2021: $385,1612021Assets 2022: $364,467Liabilities 2022: $0Net Assets 2022: $364,4672022Assets 2023: $390,761Liabilities 2023: $02023

Highlighted filing

2023

Assets$390,761
Liabilities$0
Net Assets-

Operations Trend

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

$60K$40K$20K$0Revenue 2011: $25,086Expenses 2011: $17,150Net Income 2011: $7,9362011Revenue 2012: $36,238Expenses 2012: $17,525Net Income 2012: $18,7132012Revenue 2013: $36,293Expenses 2013: $19,226Net Income 2013: $17,0672013Revenue 2014: $24,264Expenses 2014: $19,165Net Income 2014: $5,0992014Revenue 2015: $27,435Expenses 2015: $19,036Net Income 2015: $8,3992015Revenue 2016: $38,339Expenses 2016: $16,525Net Income 2016: $21,8142016Revenue 2017: $33,136Expenses 2017: $17,525Net Income 2017: $15,6112017Revenue 2018: $29,660Expenses 2018: $21,402Net Income 2018: $8,2582018Revenue 2019: $25,280Expenses 2019: $22,778Net Income 2019: $2,5022019Revenue 2020: $21,155Expenses 2020: $17,515Net Income 2020: $3,6402020Revenue 2021: $19,090Expenses 2021: $0Net Income 2021: $19,0902021Revenue 2022: $41,927Expenses 2022: $17,300Net Income 2022: $24,6272022Revenue 2023: $27,197Expenses 2023: $26,805Net Income 2023: $3922023

Highlighted filing

2023

Revenue$27,197
Expenses$26,805
Net Income$392

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.91$0.00$0.27$0.27$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.42$0.17$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$0.19$0.00$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.00$3.05$0.21$0.18$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.25$0.23$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.30$0.21$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.33$0.18$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.38$0.17$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.27$0.19$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.24$0.19$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.00$1.98$0.36$0.19$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$0.36$0.18$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.00$1.49$0.25$0.17$0.08
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.2
Gross Receipts
$41,927
Mission and Program Overview

Mission

Provide scholarships to needy children and funds to charities

Program Services

DescriptionGrantsExpenses
Investment in Unsung Heroes Program$0$9,750
Award scholarships to Jefferson County college students$0$2,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig SchermanChairmanPT$0--
Ray StrothmanTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Metro Louisville Clubs
EIN
61-1243201
Phone
5025851600
Address
325 W Main Street 1600, Louisville, KY 40202

Signing Officer

Name
Raymond G Strothman
Title
Treasurer
Phone
5025851600
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Strothman & Company
Address
325 Main St Suite 1600, Louisville, KY 40202
Preparer
Raymond G Strothman CPA
Phone
5025851600
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Dividend Income. Amount: 25,412.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Scholarships. Grantee Name: Jefferson County Students. Amount Given: 2,500.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Annual Kentucky Fee. Amount: 15. Description: Unsung Heores Program. Amount: 9,750. Description: Meals. Amount: 5,035. Total to Form 990-EZ, line 16: 14,800.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Decrease in value of Mutual Fund. Amount: -45,321.

Raw XML Appendix173 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum05025851600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0325 W Main Street 1600
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Louisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0385161
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0364467
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt016515
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt024627
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0385161
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0364467
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02500
IRS990EZ/GrossReceiptsAmt041927
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt025412
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0385161
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0364467
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0385161
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0364467
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Craig Scherman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ray Strothman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-45321
IRS990EZ/OtherExpensesTotalAmt014800
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide scholarships to needy children and funds to charities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Investment in Unsung Heroes Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Award scholarships to Jefferson County college students
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017300
IRS990EZ/TotalProgramServiceExpensesAmt012250
IRS990EZ/TotalRevenueAmt041927
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt025412
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08825
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03280
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07660
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt053332
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt025412
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08825
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08155
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03280
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt053332
IRS990ScheduleA/InvestmentIncomeCYPct00.38900
IRS990ScheduleA/InvestmentIncomePYPct00.27510
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03765
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03765
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.58360
IRS990ScheduleA/PublicSupportPY509Pct00.69550
IRS990ScheduleA/PublicSupportTotal509Amt080015
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016515
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022000
IRS990ScheduleA/Total509Grp/TotalAmt080015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041927
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt019090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021155
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt025280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029660
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0137112
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Dividend Income. Amount: 25,412.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Scholarships. Grantee Name: Jefferson County Students. Amount Given: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Annual Kentucky Fee. Amount: 15. Description: Unsung Heores Program. Amount: 9,750. Description: Meals. Amount: 5,035. Total to Form 990-EZ, line 16: 14,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Decrease in value of Mutual Fund. Amount: -45,321.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Raymond G Strothman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05025851600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Metro Louisville Clubs
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charities Inc
ReturnHeader/Filer/BusinessNameControlTxt0METR
ReturnHeader/Filer/EIN0611243201
ReturnHeader/Filer/PhoneNum05025851600
ReturnHeader/Filer/USAddress/AddressLine1Txt0325 W Main Street 1600
ReturnHeader/Filer/USAddress/CityNm0Louisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611191655
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Strothman & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 Main St Suite 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040202
ReturnHeader/PreparerPersonGrp/PhoneNum05025851600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Raymond G Strothman CPA
ReturnHeader/ReturnTs02023-05-15T12:43:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Raymond
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Strothman
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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