Civic Intelligence

Rotary International Montgomery

990EZ • Fiscal year 2021 • EIN 63-0144905

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 07, 2021

5015 Woods Crossing DriveMontgomery, AL 36106

(334) 260-4021

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

54th percentile

10%

Higher net margin than 54% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

-4.0%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$91,212

Up $11,651 (+15%) from 2020

Net Assets

Up

$86,303

Up $11,209 (+15%) from 2020

Liabilities

Up

$4,909

Up $442 (+9.9%) from 2020

Revenue

Down

$111,281

Down $4,618 (-4.0%) from 2020

Expenses

Down

$100,072

Down $2,276 (-2.2%) from 2020

Net Income

Down

$11,209

Down $2,342 (-17%) from 2020

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

2021

Assets$91,212
Liabilities$4,909
Net Assets$86,303

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

2021

Revenue$111,281
Expenses$100,072
Net Income$11,209
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 7, 2021
Return Version
2020v4.1
Gross Receipts
$111,281
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE WITHIN MONTGOMERY, ALABAMA$0$93,579
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRAHAM CHAMPIONImmediate Past President-$0--
DONNA MARIETTAPresidentPT$0--
STACIA ROBINSONPresident-Elect-$0--
HANK HECTORTreasurer-$0--
LEE WILLCOXONBoard Member-$0--
JERRY INGRAMBoard Member-$0--
LARRY CARTERVice President-$0--
WES LITTLEFIELDBoard Member-$0--
TAYLOR WILLIAMSBoard Member-$0--
KIMBERLY BAKERBoard Member-$0--
GARY COBBSBoard Member-$0--
JERRY GANTTBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Montgomery
EIN
63-0144905
Phone
3342604021
Address
5015 WOODS CROSSING DRIVE, MONTGOMERY, AL 36106

Signing Officer

Name
Hank Hector
Title
Treasurer
Phone
3342604021
Signed
2021-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Thornton & Co Pc
Address
PO BOX 96, MONTGOMERY, AL 36101-0096
Preparer
Christine K Cook
Phone
3348347660
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 195. Description: other expenses. Amount: 3,090. Total to form 990-ez, line 14: 3,285.

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

Description: conferences, conventions and meetings. Amount: 36,039. Description: international night & other event. Amount: 10,749. Description: membership dues & support. Amount: 26,311. Description: office supplies & expenses. Amount: 1,338. Description: miscellaneous. Amount: 300. Total to form 990-ez, line 16: 74,737.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments held by foundation. Beg. Of year amount: 37,051. End of year amount: 37,051. Description: other current receivables. Beg. Of year amount: 4,014. End of year amount: 7,111. Description: other depreciable assets. Beg. Of year amount: 830. End of year amount: 635.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: other current payables. Beg. Of year amount: 3,867. End of year amount: 4,309. Description: a/p rotary charity foundation. Beg. Of year amount: 600. End of year amount: 600.

Raw XML Appendix175 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GRAHAM CHAMPION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA MARIETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACIA ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HANK HECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEE WILLCOXON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JERRY INGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LARRY CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WES LITTLEFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TAYLOR WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KIMBERLY BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10GARY COBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JERRY GANTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherExpensesTotalAmt074737
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER CIVIC RESPONSIBILITY, COMMUNITY SERVICE AND HIGH ETHICAL STANDARDS PRIMARILY WITHIN THE CITY AND COUNTY OF MONTGOMERY, ALABAMA.
IRS990EZ/ProgramServiceRevenueAmt076688
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE WITHIN MONTGOMERY, ALABAMA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt093579
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt020400
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0111281
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 195. DESCRIPTION: OTHER EXPENSES. AMOUNT: 3,090. TOTAL TO FORM 990-EZ, LINE 14: 3,285.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES, CONVENTIONS AND MEETINGS. AMOUNT: 36,039. DESCRIPTION: INTERNATIONAL NIGHT & OTHER EVENT. AMOUNT: 10,749. DESCRIPTION: MEMBERSHIP DUES & SUPPORT. AMOUNT: 26,311. DESCRIPTION: OFFICE SUPPLIES & EXPENSES. AMOUNT: 1,338. DESCRIPTION: MISCELLANEOUS. AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 74,737.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENTS HELD BY FOUNDATION. BEG. OF YEAR AMOUNT: 37,051. END OF YEAR AMOUNT: 37,051. DESCRIPTION: OTHER CURRENT RECEIVABLES. BEG. OF YEAR AMOUNT: 4,014. END OF YEAR AMOUNT: 7,111. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 830. END OF YEAR AMOUNT: 635.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER CURRENT PAYABLES. BEG. OF YEAR AMOUNT: 3,867. END OF YEAR AMOUNT: 4,309. DESCRIPTION: A/P ROTARY CHARITY FOUNDATION. BEG. OF YEAR AMOUNT: 600. END OF YEAR AMOUNT: 600.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PhoneNum03342604021
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL MONTGOMERY
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ReturnHeader/Filer/EIN0630144905
ReturnHeader/Filer/PhoneNum03342604021
ReturnHeader/Filer/USAddress/AddressLine1Txt05015 WOODS CROSSING DRIVE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631035228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON THORNTON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 96
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0361010096
ReturnHeader/PreparerPersonGrp/PhoneNum03348347660
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE K COOK
ReturnHeader/ReturnTs02021-11-15T12:34:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HANK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HECTOR
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
2021Detailed filing. Detailed filing data is available for this year.$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