Civic Intelligence

Rotary International Montgomery

990EZ • Fiscal year 2013 • EIN 63-0144905

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 05, 2013

5015 Woods Crossing Drive36106
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.21x

Higher debt load relative to assets than 82% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

80th percentile

0.13x

Higher debt load relative to revenue than 80% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

55th percentile

3.7%

Faster asset growth than 55% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

52nd percentile

1.5%

Faster revenue growth than 52% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$67,851

Up $2,407 (+3.7%) from 2012

Net Assets

Up

$53,549

Up $4,220 (+8.6%) from 2012

Liabilities

Down

$14,302

Down $1,813 (-11%) from 2012

Revenue

Up

$113,778

Up $1,690 (+1.5%) from 2012

Expenses

Down

$109,558

Down $1,026 (-0.9%) from 2012

Net Income

Up

$4,220

Up $2,716 (+181%) from 2012

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $54,231Liabilities 2010: $8,800Net Assets 2010: $45,4312010Assets 2011: $50,625Liabilities 2011: $2,800Net Assets 2011: $47,8252011Assets 2012: $65,444Liabilities 2012: $16,115Net Assets 2012: $49,3292012Assets 2013: $67,851Liabilities 2013: $14,302Net Assets 2013: $53,5492013Assets 2014: $54,765Liabilities 2014: $3,123Net Assets 2014: $51,6422014Assets 2015: $60,590Liabilities 2015: $3,069Net Assets 2015: $57,5212015Assets 2016: $60,355Liabilities 2016: $2,496Net Assets 2016: $57,8592016Assets 2017: $74,048Liabilities 2017: $16,898Net Assets 2017: $57,1502017Assets 2018: $62,870Liabilities 2018: $2,273Net Assets 2018: $60,5972018Assets 2019: $62,918Liabilities 2019: $1,375Net Assets 2019: $61,5432019Assets 2020: $79,561Liabilities 2020: $4,467Net Assets 2020: $75,0942020Assets 2021: $91,212Liabilities 2021: $4,909Net Assets 2021: $86,3032021Assets 2022: $97,496Liabilities 2022: $4,550Net Assets 2022: $92,9462022Assets 2023: $97,502Liabilities 2023: $4,914Net Assets 2023: $92,5882023Assets 2024: $82,726Liabilities 2024: $7,086Net Assets 2024: $75,6402024

Highlighted filing

2013

Assets$67,851
Liabilities$14,302
Net Assets$53,549

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $102,729Expenses 2010: $104,596Net Income 2010: -$1,8672010Revenue 2011: $104,629Expenses 2011: $102,235Net Income 2011: $2,3942011Revenue 2012: $112,088Expenses 2012: $110,584Net Income 2012: $1,5042012Revenue 2013: $113,778Expenses 2013: $109,558Net Income 2013: $4,2202013Revenue 2014: $130,215Expenses 2014: $132,122Net Income 2014: -$1,9072014Revenue 2015: $111,510Expenses 2015: $105,631Net Income 2015: $5,8792015Revenue 2016: $103,478Expenses 2016: $103,140Net Income 2016: $3382016Revenue 2017: $87,259Expenses 2017: $87,968Net Income 2017: -$7092017Revenue 2018: $97,778Expenses 2018: $94,331Net Income 2018: $3,4472018Revenue 2019: $114,929Expenses 2019: $113,983Net Income 2019: $9462019Revenue 2020: $115,899Expenses 2020: $102,348Net Income 2020: $13,5512020Revenue 2021: $111,281Expenses 2021: $100,072Net Income 2021: $11,2092021Revenue 2022: $125,340Expenses 2022: $118,697Net Income 2022: $6,6432022Revenue 2023: $116,486Expenses 2023: $116,844Net Income 2023: -$3582023Revenue 2024: $124,312Expenses 2024: $131,533Net Income 2024: -$7,2212024

Highlighted filing

2013

Revenue$113,778
Expenses$109,558
Net Income$4,220
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 5, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

To foster civic responsibility, community service and high ethical standards primarily within the city and county of montgomery, alabama.

Filing and Contact Details

Filer

EIN
63-0144905
Raw XML Appendix171 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY058275
IRS990EZ/CashSavingsAndInvestments/EOY059971
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear04220
IRS990EZ/FeesAndOthPymtToIndContractors01500
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts0113778
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MembershipDues033253
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY049329
IRS990EZ/NetAssetsOrFundBalancesBOY049329
IRS990EZ/NetAssetsOrFundBalances/EOY053549
IRS990EZ/NetAssetsOrFundBalancesEOY053549
IRS990EZ/OccupancyRentUtilitiesAndMaint03000
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition06.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition52.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition73.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition81.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition91.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition101.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition111.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0GLENN HALBROOKS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1PAUL MILES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ROSEMARY BLACKMON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3CHRIS DUNN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4JACKIE BUCK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5TOM PARKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6CLAIRE WEIL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7BONITA HEARTSILL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8MELBA RICHARDSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9RICK HEINZMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10ANTHONY LEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11RICK PATE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT ELECT-PUB RELATI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VICE PRESIDENT-SERVICE PRO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11IMMEDIATE PAST PRESIDENT
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY07169
IRS990EZ/OtherAssetsTotal/EOY07880
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal087784
IRS990EZ/PrimaryExemptPurpose0TO FOSTER CIVIC RESPONSIBILITY, COMMUNITY SERVICE AND HIGH ETHICAL STANDARDS PRIMARILY WITHIN THE CITY AND COUNTY OF MONTGOMERY, ALABAMA.
IRS990EZ/PrintingPublicationsPostage0494
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0COMMUNITY SERVICE WITHIN MONTGOMERY, ALABAMA
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProgramServiceRevenue080525
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SalariesOtherCompEmplBenefits016780
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY016115
IRS990EZ/SumOfTotalLiabilities/EOY014302
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine105015 WOODS CROSSING DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MONTGOMERY
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0AL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode036106
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THE ORGANIZATION
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03342604021
IRS990EZ/TotalAssets/BOY065444
IRS990EZ/TotalAssets/EOY067851
IRS990EZ/TotalExpenses0109558
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue0113778
IRS990EZ/WebSite0N/A
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION: CONFERENCES, CONVENTIONS AND MEETINGS. AMOUNT: 46,491. DESCRIPTION: CHARITY BALL EXPENSE. AMOUNT: 12,831. DESCRIPTION: INTERNATIONAL NIGHT. AMOUNT: 7,361. DESCRIPTION: MEMBERSHIP DUES & SUPPORT. AMOUNT: 15,148. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 605. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 2,177. DESCRIPTION: MISCELLANEOUS. AMOUNT: 200. DESCRIPTION: CIVIC ORGANIZATION DONATIONS. AMOUNT: 750. DESCRIPTION: CURRENT DEPRECIATION. AMOUNT: 499. DESCRIPTION: ADVERTISING EXPENSE. AMOUNT: 1,722. TOTAL TO FORM 990-EZ, LINE 16: 87,784.
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: DUE TO CLUB FROM FOUNDATION. BEG. OF YEAR AMOUNT: 6,812. END OF YEAR AMOUNT: 6,812. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 357. END OF YEAR AMOUNT: 1,068.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: DUE TO CHARITY FOUNDATION. BEG. OF YEAR AMOUNT: 12,645. END OF YEAR AMOUNT: 12,445. DESCRIPTION: DUE TO ROTARY INTERNATIONAL. BEG. OF YEAR AMOUNT: 2,712. END OF YEAR AMOUNT: 1,857. DESCRIPTION: PAYROLL TAXES. BEG. OF YEAR AMOUNT: 758. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration0THE 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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0630144905
ReturnHeader/Filer/Name/BusinessNameLine10ROTARY INTERNATIONAL MONTGOMERY
ReturnHeader/Filer/NameControl0ROTA
ReturnHeader/Filer/Phone03342604021
ReturnHeader/Filer/USAddress/AddressLine105015 WOODS CROSSING DRIVE
ReturnHeader/Filer/USAddress/City0MONTGOMERY
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode036106
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-05
ReturnHeader/Officer/Name0CLYDE JONES
ReturnHeader/Officer/Phone03342604021
ReturnHeader/Officer/Title0SECRETARY/TREASURER
ReturnHeader/Preparer/DatePrepared02013-10-28
ReturnHeader/PreparerFirm/EIN0631035228
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JACKSON THORNTON & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10P O BOX 96
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MONTGOMERY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0361010096
ReturnHeader/Preparer/Name0LUCINDA S BOLLINGER
ReturnHeader/Preparer/Phone03348347660
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-07T10:53:00-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.07$0.76$1.24$1.32$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.05$0.93$1.16$1.17$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.05$0.93$1.25$1.19$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.05$0.86$1.11$1.00$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.04$0.75$1.16$1.02$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.62$1.15$1.14$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.02$0.61$0.98$0.94$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.17$0.57$0.87$0.88$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.58$1.03$1.03$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.03$0.58$1.12$1.06$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.03$0.52$1.30$1.32$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.14$0.54$1.14$1.10$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.16$0.49$1.12$1.11$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.03$0.48$1.05$1.02$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.09$0.45$1.03$1.05$0.02