Civic Intelligence

Memphis Rotary Foundation

990 • Fiscal year 2016 • EIN 62-6096310

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization ProfileN/A
2693 Union ExtdMemphis, TN 38112

(901) 526-1318

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$956,789

Down $97,649 (-9.3%) from 2015

Net Assets

Down

$941,760

Down $107,801 (-10%) from 2015

Liabilities

Up

$15,029

Up $10,152 (+208%) from 2015

Revenue And Expenses

Revenue

Down

$94,473

Down $38,114 (-29%) from 2015

Expenses

Down

$137,632

Down $78,676 (-36%) from 2015

Net Income

Up

-$43,159

Up $40,562 (+48%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,183,461Liabilities 2011: $40,377Net Assets 2011: $1,143,0842011Assets 2012: $1,160,548Liabilities 2012: $43,805Net Assets 2012: $1,116,7432012Assets 2013: $1,236,345Liabilities 2013: $24,651Net Assets 2013: $1,211,6942013Assets 2014: $1,277,247Liabilities 2014: $34,066Net Assets 2014: $1,243,1812014Assets 2015: $1,054,438Liabilities 2015: $4,877Net Assets 2015: $1,049,5612015Assets 2016: $956,789Liabilities 2016: $15,029Net Assets 2016: $941,7602016Assets 2017: $957,818Liabilities 2017: $17,668Net Assets 2017: $940,1502017Assets 2018: $931,343Liabilities 2018: $6,417Net Assets 2018: $924,9262018Assets 2019: $931,867Liabilities 2019: $22,400Net Assets 2019: $909,4672019Assets 2020: $863,263Liabilities 2020: $0Net Assets 2020: $863,2632020Assets 2021: $973,064Liabilities 2021: $22,259Net Assets 2021: $950,8052021Assets 2022: $811,264Liabilities 2022: $12,468Net Assets 2022: $798,7962022Assets 2023: $754,041Liabilities 2023: $0Net Assets 2023: $754,0412023Assets 2024: $707,567Liabilities 2024: $0Net Assets 2024: $707,5672024Assets 2025: $638,678Liabilities 2025: $0Net Assets 2025: $638,6782025

Highlighted filing

2016

Assets$956,789
Liabilities$15,029
Net Assets$941,760
Open 2016 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $133,568Expenses 2011: $125,208Net Income 2011: $8,3602011Revenue 2012: $107,338Expenses 2012: $95,778Net Income 2012: $11,5602012Revenue 2013: $220,673Expenses 2013: $99,185Net Income 2013: $121,4882013Revenue 2014: $137,108Expenses 2014: $178,827Net Income 2014: -$41,7192014Revenue 2015: $132,587Expenses 2015: $216,308Net Income 2015: -$83,7212015Revenue 2016: $94,473Expenses 2016: $137,632Net Income 2016: -$43,1592016Revenue 2017: $103,886Expenses 2017: $147,615Net Income 2017: -$43,7292017Revenue 2018: $93,766Expenses 2018: $97,854Net Income 2018: -$4,0882018Revenue 2019: $120,476Expenses 2019: $80,373Net Income 2019: $40,1032019Revenue 2020: $69,419Expenses 2020: $70,524Net Income 2020: -$1,1052020Revenue 2021: $76,544Expenses 2021: $122,578Net Income 2021: -$46,0342021Revenue 2022: $99,535Expenses 2022: $116,494Net Income 2022: -$16,9592022Revenue 2023: $18,768Expenses 2023: $133,504Net Income 2023: -$114,7362023Revenue 2024: $77,122Expenses 2024: $155,157Net Income 2024: -$78,0352024Revenue 2025: $63,734Expenses 2025: $146,128Net Income 2025: -$82,3942025

Highlighted filing

2016

Revenue$94,473
Expenses$137,632
Net Income-$43,159
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v3.0
Gross Receipts
$186,536
Mission and Program Overview

Mission

Funding for philanthropic & community betterment projects, primary areas of focus include education, international clean water systems and hunger relief, city beautification, and partnerships with community development and enhancement organizations.

Funding for philanthropic & community betterment projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$941,433$822,918▼ $118,515
Accounts Receivable$61,639$58,746▼ $2,893
Other Notes and Loans Receivable, Net-$45,000-
Savings and Temporary Cash Investments$36,605$16,000▼ $20,605
Investments Other Securities$14,761$14,125▼ $636
Total Assets$1,054,438$956,789▼ $97,649
Liabilities
Accounts Payable and Accrued Expenses$4,877$15,029▲ $10,152
Total Liabilities$4,877$15,029▲ $10,152
Net Assets / Fund Balance
Unrestricted Net Assets$1,049,561$941,760▼ $107,801
Total Net Assets Fund Balance$1,049,561$941,760▼ $107,801
Total Liabilities and Net Assets / Fund Balance$1,054,438$956,789▼ $97,649
Compensation and Service Providers

Board Members and Trustees

NameTitle
Betty Sue McgarveyPresident Elect
Bud RicheyVice President
Harry MontgomeryClub Representative
Jon MccallaClub Representative
Lee WardlawClub Representative
MAUREEN O'CONNORClub Representative
Pierre LandaicheImmediate Past Pres
Chris BirdSecretary
Rick HechingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$49,389
Program Service Revenue
$0
Investment Income
$38,120
Other Revenue
$6,964
All Other Contributions
$49,389
Change in Net Assets
$-43,159

Audited Revenue Reconciliation

Revenue per Audited Statements
$94,473
Revenue Not Reported on Form 990
$-64,642
Total Revenue per Audited Statements
$29,831
Total Revenue per Form 990
$94,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$83,924
Other Expenses$53,708
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$83,924--$83,924
Fees for Services Management$0$36,391$0$36,391
Fees for Service Investment Mgmnt Fees$0$4,520$0$4,520
Insurance$0$3,796$0$3,796
Occupancy$0$3,384$0$3,384
Fees for Services Accounting$0$2,500$0$2,500
Office Expenses$0$1,542$0$1,542
Other Expenses$0$66$0$66
Total Functional Expenses$83,924$53,708$0$137,632

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$137,632
Total Expenses per Audited Statements$137,632
Total Expenses per Form 990$137,632
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary InternationalEvanston, IL-Ri Programs$18,900
Memphis Street Newspaper OrgMemphis, TN-Help Homeless$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,298
Fundraising Direct Expenses$3,334
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Memphis Rotary Foundation
EIN
62-6096310
Phone
9015261318
Address
2693 UNION EXTD, MEMPHIS, TN 38112

Signing Officer

Name
Betty S Mcgarvey
Title
President
Phone
9015261318
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pierre Landaiche
Formed
1982
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Deweese Howell & Associates Pc
Address
5050 POPLAR AVE STE 415, Memphis, TN 38157-0415
Preparer
Vicki W Deweese CPA
Phone
9017614335
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Full board met and reviewed audit and 990 in detail.”

Pt VI, Line 12C

“Board members agree to job description/principles of conduct before being allowed to serve; includes policy to disclose conflicts of interest.”

Pt VI, Line 19

“Documents are made available upon request.”

Form 990EZ, Part I, Line 16

“BAD DEBTS”

Form 990EZ, Part I, Line 16

“Communications - internet”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS”

Form 990EZ, Part II, Line 24

“CONTRIBUTIONS RECEIVABLE”

Form 990EZ, Part II, Line 24

“Receivable from affiliate”

Form 990EZ, Part II, Line 24

“INVESTMENTS”

Form 990EZ, Part II, Line 26

“ACCOUNTS PAYABLE”

Form 990, Part III, Line 4D

“Various other projects 33424. 0. 6800.”

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IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-64642
IRS990ScheduleD/RevenueNotReportedAmt0-64642
IRS990ScheduleD/RevenueSubtotalAmt094473
IRS990ScheduleD/TotalExpensesPerForm990Amt0137632
IRS990ScheduleD/TotalRevenuePerForm990Amt094473
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt029831
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0137632
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt018900
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RI PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HELP HOMELESS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MEMPHIS STREET NEWSPAPER ORG
IRS990ScheduleI/RecipientTable/RecipientEIN0361707667
IRS990ScheduleI/RecipientTable/RecipientEIN1462422060
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01560 SHERMAN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1BOX 1630 2000 N PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MEMPHIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd138112
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FULL BOARD MET AND REVIEWED AUDIT AND 990 IN DETAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS AGREE TO JOB DESCRIPTION/PRINCIPLES OF CONDUCT BEFORE BEING ALLOWED TO SERVE; INCLUDES POLICY TO DISCLOSE CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BAD DEBTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNICATIONS - INTERNET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRIBUTIONS RECEIVABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RECEIVABLE FROM AFFILIATE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACCOUNTS PAYABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10VARIOUS OTHER PROJECTS 33424. 0. 6800.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part III, Line 4d
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MEMPHIS ROTARY CLUB
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0620344795
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (c)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PHILANTHROPIC AND COMMUNITY PROJECTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02693 UNION EXTD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MEMPHIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd038112
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NO TRANSACTION TYPE EXCEEDED 50000
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01054438
IRS990/TotalAssetsEOYAmt0956789
IRS990/TotalAssetsGrp/BOYAmt01054438
IRS990/TotalAssetsGrp/EOYAmt0956789
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt049389
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt053708
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt083924
IRS990/TotalFunctionalExpensesGrp/TotalAmt0137632
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04877
IRS990/TotalLiabilitiesEOYAmt015029
IRS990/TotalLiabilitiesGrp/BOYAmt04877
IRS990/TotalLiabilitiesGrp/EOYAmt015029
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01049561
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0941760
IRS990/TotalOtherProgSrvcExpenseAmt033424
IRS990/TotalOtherProgSrvcRevenueAmt06800
IRS990/TotalProgramServiceExpensesAmt083924
IRS990/TotalRevenueGrp/ExclusionAmt045084
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt094473
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01054438
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0956789
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01049561
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0941760
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02693 UNION EXTD
IRS990/USAddress/CityNm0MEMPHIS
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038112
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETTY S MCGARVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09015261318
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEMPHIS ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MEMP
ReturnHeader/Filer/EIN0626096310
ReturnHeader/Filer/PhoneNum09015261318
ReturnHeader/Filer/USAddress/AddressLine1Txt02693 UNION EXTD
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038112

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$956,789
Liabilities
$15,029
Net assets
$941,760
Revenue
$94,473
Expenses
$137,632
Net income
-$43,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.06$0.15$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.08$0.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.02$0.13$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.10$0.12$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.02$0.95$0.08$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.07$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.02$0.91$0.12$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$0.09$0.10$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.02$0.94$0.10$0.15$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.02$0.94$0.09$0.14$0.04
2015Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.13$0.22$0.08
2014Summary only. Only limited summary data is available for this year.$1.28$0.03$1.24$0.14$0.18$0.04
2013Summary only. Only limited summary data is available for this year.$1.24$0.02$1.21$0.22$0.10$0.12
2012Summary only. Only limited summary data is available for this year.$1.16$0.04$1.12$0.11$0.10$0.01
2011Summary only. Only limited summary data is available for this year.$1.18$0.04$1.14$0.13$0.13$0.01