Civic Intelligence

Memphis Rotary Foundation

990 • Fiscal year 2020 • EIN 62-6096310

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 29, 2021

Organization ProfileN/A
P O Box 3957Cordova, TN 38088

(901) 526-1318

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$863,263

Down $68,604 (-7.4%) from 2019

Net Assets

Down

$863,263

Down $46,204 (-5.1%) from 2019

Liabilities

Down

$0

Down $22,400 (-100%) from 2019

Revenue And Expenses

Revenue

Down

$69,419

Down $51,057 (-42%) from 2019

Expenses

Down

$70,524

Down $9,849 (-12%) from 2019

Net Income

Down

-$1,105

Down $41,208 (-103%) from 2019

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

2020

Assets$863,263
Liabilities$0
Net Assets$863,263
Open 2020 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

2020

Revenue$69,419
Expenses$70,524
Net Income-$1,105
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 29, 2021
Return Version
2019v5.1
Gross Receipts
$159,409
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$792,701$685,767▼ $106,934
Other Notes and Loans Receivable, Net$90,861$145,468▲ $54,607
Investments Other Securities$16,292$16,297▲ $5
Savings and Temporary Cash Investments$23,253$13,785▼ $9,468
Accounts Receivable$8,760$1,946▼ $6,814
Total Assets$931,867$863,263▼ $68,604
Liabilities
Accounts Payable and Accrued Expenses$22,400$0▼ $22,400
Total Liabilities$22,400$0▼ $22,400
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$904,467$856,303▼ $48,164
Net Assets With Donor Restrictions$5,000$6,960▲ $1,960
Total Net Assets Fund Balance$909,467$863,263▼ $46,204
Total Liabilities and Net Assets / Fund Balance$931,867$863,263▼ $68,604

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$899,854-▼ $14,442$28,031$847,532
2018$901,601-▲ $16,021$13,681$899,854
2017$868,980-▲ $35,272-$901,601
Compensation and Service Providers

Board Members and Trustees

NameTitle
Warren RicheyImmediate Past President
John ElkingtonPresident
Harry MontgomeryPresident Elect
Otis SanfordPresident Elect Nominee
Mark McmathVice President
Arthur OliverAt Large
MAUREEN O'CONNORAt Large
Met CrumpAt Large
Cary VaughnClub Representative
Amy Beth DudleySecretary
Cliff SulcerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,728
Program Service Revenue
$0
Investment Income
$34,927
Other Revenue
$4,764
All Other Contributions
$29,728
Change in Net Assets
$-1,105

Audited Revenue Reconciliation

Revenue per Audited Statements
$65,156
Revenue Not Reported on Financial Statements
$4,263
Revenue Not Reported on Form 990
$-45,099
Total Revenue per Audited Statements
$20,057
Total Revenue per Form 990
$69,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,099
Grants and Similar Amounts Paid$19,425
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$0$39,309$0$39,309
Grants to Domestic Orgs$19,425--$19,425
Fees for Service Investment Mgmnt Fees$0$4,263$0$4,263
Fees for Services Accounting$0$3,500$0$3,500
Office Expenses$0$2,450$0$2,450
Other Expenses$0$553$0$553
Total Functional Expenses$19,425$51,099$0$70,524

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$70,524
Expenses per Audited Statements$66,261
Total Expenses per Audited Statements$66,261
Expenses Not Reported on Financial Statements$4,263
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,902
Fundraising Direct Expenses$5,138
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 35% controlled entity
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
P O BOX 3957, CORDOVA, TN 38088

Signing Officer

Name
Harry Montgomery
Title
President Elect
Phone
9015261318
Signed
2021-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Elkington
Formed
1982
Legal Domicile
Tn
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Deweese Howell & Associates Pc
Address
5050 POPLAR AVE STE 415, Memphis, TN 38157
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 990, Part III, Line 4D

“Various other projects 1500. 0. 0.”

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IRS990/PYOtherExpensesAmt047340
IRS990/PYOtherRevenueAmt010283
IRS990/PYRevenuesLessExpensesAmt040103
IRS990/PYTotalExpensesAmt080373
IRS990/PYTotalRevenueAmt0120476
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1105
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt023253
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt047343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt057211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt056353
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0240196
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033931
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt069071
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt034397
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt047946
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0221468
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52030
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.50740
IRS990ScheduleA/PublicSupportTotal170Amt0240196
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt044797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt047343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt057211
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt056353
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0240196
IRS990ScheduleA/TotalSupportAmt0461664
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt09849
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0899854
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0847532
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-14442
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt028031
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04087
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0901601
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0899854
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016021
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt013681
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02651
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0868980
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0901601
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035272
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04263
IRS990ScheduleD/ExpensesSubtotalAmt066261
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04263
IRS990ScheduleD/InvestmentExpensesNotIncldAmt04263
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-45099
IRS990ScheduleD/RevenueNotReportedAmt0-45099
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04263
IRS990ScheduleD/RevenueSubtotalAmt065156
IRS990ScheduleD/TotalExpensesPerForm990Amt070524
IRS990ScheduleD/TotalRevenuePerForm990Amt069419
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020057
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt066261
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/ExplanationTxt3VARIOUS OTHER PROJECTS 1500. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 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/AddressLine1Txt0P O BOX 3957
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CORDOVA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd038088
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt070937
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MEMPHIS ROTARY CLUB
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$863,263
Liabilities
$0
Net assets
$863,263
Revenue
$69,419
Expenses
$70,524
Net income
-$1,105
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