Civic Intelligence

Rotary District 6860 Co Chu

990 • Fiscal year 2014 • EIN 63-0759180

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 20, 2014

Organization ProfileROTARY6860.ORG
2330 University Blvd35401

(205) 349-2424

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

43rd percentile

0.4%

Higher net margin than 43% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

4.7%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$132,762

Up $1,036 (+0.8%) from 2013

Net Assets

Up

$132,762

Up $1,036 (+0.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin43rd percentile

Revenue

$271,394

No earlier filing loaded for comparison.

Expenses

Up

$270,358

Up $45,061 (+20%) from 2013

Net Income

$1,036

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$400K$300K$200K$100K$0Assets 2011: $91,822Liabilities 2011: $02011Assets 2012: $108,036Liabilities 2012: $0Net Assets 2012: $108,0362012Assets 2013: $131,726Liabilities 2013: $0Net Assets 2013: $131,7262013Assets 2014: $132,762Liabilities 2014: $0Net Assets 2014: $132,7622014Assets 2015: $150,401Liabilities 2015: $0Net Assets 2015: $150,4012015Assets 2016: $160,146Liabilities 2016: $3,024Net Assets 2016: $157,1222016Assets 2017: $173,273Liabilities 2017: $0Net Assets 2017: $173,2732017Assets 2018: $206,589Liabilities 2018: $0Net Assets 2018: $206,5892018Assets 2019: $227,983Liabilities 2019: $0Net Assets 2019: $227,9832019Assets 2020: $269,034Liabilities 2020: $15,133Net Assets 2020: $253,9012020Assets 2022: $331,574Liabilities 2022: $0Net Assets 2022: $331,5742022Assets 2023: $346,790Liabilities 2023: $21,000Net Assets 2023: $325,7902023Assets 2024: $349,898Liabilities 2024: $18,750Net Assets 2024: $331,1482024

Highlighted filing

2014

Assets$132,762
Liabilities$0
Net Assets$132,762
Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $236,541Expenses 2011: $197,121Net Income 2011: $39,4202011Expenses 2012: $258,5852012Expenses 2013: $225,2972013Revenue 2014: $271,394Expenses 2014: $270,358Net Income 2014: $1,0362014Revenue 2015: $254,082Expenses 2015: $229,968Net Income 2015: $24,1142015Revenue 2016: $248,547Expenses 2016: $253,201Net Income 2016: -$4,6542016Revenue 2017: $227,126Expenses 2017: $211,020Net Income 2017: $16,1062017Revenue 2018: $295,932Expenses 2018: $262,616Net Income 2018: $33,3162018Revenue 2019: $307,106Expenses 2019: $285,712Net Income 2019: $21,3942019Revenue 2020: $238,342Expenses 2020: $212,424Net Income 2020: $25,9182020Revenue 2022: $250,868Expenses 2022: $256,290Net Income 2022: -$5,4222022Revenue 2023: $244,560Expenses 2023: $251,027Net Income 2023: -$6,4672023Revenue 2024: $321,620Expenses 2024: $316,262Net Income 2024: $5,3582024

Highlighted filing

2014

Revenue$271,394
Expenses$270,358
Net Income$1,036
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 20, 2014
Return Version
2013v3.1
Gross Receipts
$271,394
Mission and Program Overview

Mission

An international service organization to provide support and assistance to local rotary clubs within a specific grographical area.

An international service organization to provide support and assistance to local rotary clubs within a specific geographical area

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$71,134$71,347▲ $213
Cash and Non-Interest-Bearing Accounts$60,592$61,415▲ $823
Total Assets$131,726$132,762▲ $1,036
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$131,726$132,762▲ $1,036
Total Net Assets Fund Balance$131,726$132,762▲ $1,036
Total Liabilities and Net Assets / Fund Balance$131,726$132,762▲ $1,036
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Thomas WhittenAsst Gov COO
Allen TaylorAsst Governo
Bill PettyAsst Governo
Bonnie RichardsAsst Governo
Dan BundyAsst Governo
Deborah Bell PaseurAsst Governo
Ed StoneAsst Governo
Howey McneillAsst Governo
John FergusonAsst Governo
John GriscomAsst Governo
Larry CrockerAsst Governo
Mike ParkerAsst Governo
Robert JacksonAsst Governo
Sue MitchellAsst Governo
Gary AndrewDistrict Gov
Jerry ShepherdDistrict Gov
Pat CrossDistrict Gov
Alan HartleyDistrict Tre
Mary Grace EvansSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$219,326
Program Service Revenue
$51,854
Investment Income
$214
Other Revenue
$0
All Other Contributions
$1,411
Change in Net Assets
$1,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$259,858
Grants and Similar Amounts Paid$10,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$117,652--$117,652
Conferences and Meetings$67,423--$67,423
Grants to Domestic Orgs$10,500--$10,500
Office Expenses$3,051$6,101-$9,152
Travel$7,892--$7,892
Advertising-$3,601-$3,601
Information Technology-$2,555-$2,555
Other Expenses$12,424$265-$265
Total Functional Expenses$257,102$13,256$0$270,358
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Members are independent roatry clubs within a specified geographical area”

Form 990, Page 6, Part VI, Line 7A

“The district representative of each club is elected by his/her respective organization”

Form 990, Page 6, Part VI, Line 7B

“YES”

Form 990, Page 6, Part VI, Line 11B

“Reviewed by district treasurer and audit committee”

Form 990, Page 6, Part VI, Line 15A

“No compensated officers or employees”

Form 990, Page 6, Part VI, Line 15B

“No compensated officers or employees”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
63-0759180

Signing Officer

Name
Alan Hartley
Title
District Treasurer
Signed
2014-11-20

Organization Details

Principal Officer
Jerry Shepherd
Legal Domicile
Al
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Preparer
Randy Blackwell
Phone
2565363513
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers are part-time and provide governance and assistance to local rotary clubs”

Form 990, Page 2, Part III, Line 4D

“Provided training, support, assistance in obtaining grants to local chapters in the district geographical area”

Raw XML Appendix396 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0AN INTERNATIONAL SERVICE ORGANIZATION TO PROVIDE SUPPORT AND ASSISTANCE TO LOCAL ROTARY CLUBS WITHIN A SPECIFIC GEOGRAPHICAL AREA
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03601
IRS990/AdvertisingGrp/TotalAmt03601
IRS990/AllOtherContributionsAmt01411
IRS990/BooksInCareOfDetail/PersonNm0ALAN HARTLEY
IRS990/BooksInCareOfDetail/PhoneNum02053492424
IRS990/BooksInCareOfDetail/USAddress/AddressLine102330 UNIVERSITY BLVD
IRS990/BooksInCareOfDetail/USAddress/City0TUSCALOOSA
IRS990/BooksInCareOfDetail/USAddress/State0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode035401
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt060592
IRS990/CashNonInterestBearingGrp/EOYAmt061415
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt067423
IRS990/ConferencesMeetingsGrp/TotalAmt067423
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0219326
IRS990/CYGrantsAndSimilarPaidAmt010500
IRS990/CYInvestmentIncomeAmt0214
IRS990/CYOtherExpensesAmt0259858
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt051854
IRS990/CYRevenuesLessExpensesAmt01036
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0270358
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0271394
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDED GRANTS TO LOCAL ROTARY CLUBS FOR CIVIC AND HUMANITARIAN PROJECTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0117652
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0JERRY SHEPHERD
IRS990/Form990PartVIISectionAGrp/PersonNm1MARY GRACE EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm2ALAN HARTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3PAT CROSS
IRS990/Form990PartVIISectionAGrp/PersonNm4GARY ANDREW
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS WHITTEN
IRS990/Form990PartVIISectionAGrp/PersonNm6SUE MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm7ED STONE
IRS990/Form990PartVIISectionAGrp/PersonNm8ALLEN TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm9DEBORAH BELL PASEUR
IRS990/Form990PartVIISectionAGrp/PersonNm10BILL PETTY
IRS990/Form990PartVIISectionAGrp/PersonNm11MIKE PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN FERGUSON
IRS990/Form990PartVIISectionAGrp/PersonNm14HOWEY MCNEILL
IRS990/Form990PartVIISectionAGrp/PersonNm15DAN BUNDY
IRS990/Form990PartVIISectionAGrp/PersonNm16BONNIE RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm17LARRY CROCKER
IRS990/Form990PartVIISectionAGrp/PersonNm18JOHN GRISCOM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0DISTRICT GOV
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DISTRICT TRE
IRS990/Form990PartVIISectionAGrp/TitleTxt3DISTRICT GOV
IRS990/Form990PartVIISectionAGrp/TitleTxt4DISTRICT GOV
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASST GOV COO
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASST GOVERNO
IRS990/Form990PartVIISectionAGrp/TitleTxt7ASST GOVERNO
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASST GOVERNO
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASST GOVERNO
IRS990/Form990PartVIISectionAGrp/TitleTxt10ASST GOVERNO
IRS990/Form990PartVIISectionAGrp/TitleTxt11ASST GOVERNO
IRS990/Form990PartVIISectionAGrp/TitleTxt12ASST GOVERNO
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASST GOVERNO
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASST GOVERNO
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASST GOVERNO
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASST GOVERNO
IRS990/Form990PartVIISectionAGrp/TitleTxt17ASST GOVERNO
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASST GOVERNO
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt0117652
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0271394
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02555
IRS990/InformationTechnologyGrp/TotalAmt02555
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0214
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0214
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt089960
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0AN INTERNATIONAL SERVICE ORGANIZATION TO PROVIDE SUPPORT AND ASSISTANCE TO LOCAL ROTARY CLUBS WITHIN A SPECIFIC GEOGRAPHICAL AREA
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0131726
IRS990/NetAssetsOrFundBalancesEOYAmt0132762
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06101
IRS990/OfficeExpensesGrp/ProgramServicesAmt03051
IRS990/OfficeExpensesGrp/TotalAmt09152
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0TRAINING
IRS990/OtherExpensesGrp/Desc1PRIOR YEAR EXPENSE
IRS990/OtherExpensesGrp/Desc2AWARDS
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0734
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1265
IRS990/OtherExpensesGrp/ProgramServicesAmt038160
IRS990/OtherExpensesGrp/ProgramServicesAmt112424
IRS990/OtherExpensesGrp/TotalAmt038160
IRS990/OtherExpensesGrp/TotalAmt112424
IRS990/OtherExpensesGrp/TotalAmt2734
IRS990/OtherExpensesGrp/TotalAmt3265
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0117652
IRS990/PaymentsToAffiliatesGrp/TotalAmt0117652
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JERRY SHEPHERD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DISTRICT CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1ROTARY INTERNATIONAL VISIT
IRS990/ProgramServiceRevenueGrp/Desc2PRESIDENT ELECT TRAINING SEMI
IRS990/ProgramServiceRevenueGrp/Desc3ROTARY FOUNDATION EVENT
IRS990/ProgramServiceRevenueGrp/Desc4DISTRICT ASSEMBLY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025050
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210190
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32964
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025050
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32964
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42650
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED CASH DONATIONS TO THE GENERAL SCHOLARSHIP FUNDS OF THE STATE UNIVERSITIES LOCATED WIHIN THE DISTRICT GEOGRAPHICAL AREA
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010500
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDED TRAINING, SUPPORT, ASSISTANCE IN OBTAINING GRANTS TO LOCAL CHAPTERS IN THE DISTRICT GEOGRAPHICAL AREA
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0128950
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0126093
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010500
IRS990/PYInvestmentIncomeAmt0196
IRS990/PYOtherExpensesAmt0214797
IRS990/PYOtherRevenueAmt0440
IRS990/PYProgramServiceRevenueAmt0122258
IRS990/PYRevenuesLessExpensesAmt023690
IRS990/PYTotalExpensesAmt0225297
IRS990/PYTotalRevenueAmt0248987
IRS990/ReconcilationRevenueExpnssAmt01036
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0127955
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt071134
IRS990/SavingsAndTempCashInvstGrp/EOYAmt071347
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS ARE PART-TIME AND PROVIDE GOVERNANCE AND ASSISTANCE TO LOCAL ROTARY CLUBS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDED TRAINING, SUPPORT, ASSISTANCE IN OBTAINING GRANTS TO LOCAL CHAPTERS IN THE DISTRICT GEOGRAPHICAL AREA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ARE INDEPENDENT ROATRY CLUBS WITHIN A SPECIFIED GEOGRAPHICAL AREA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DISTRICT REPRESENTATIVE OF EACH CLUB IS ELECTED BY HIS/HER RESPECTIVE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEWED BY DISTRICT TREASURER AND AUDIT COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO COMPENSATED OFFICERS OR EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO COMPENSATED OFFICERS OR EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0131726
IRS990/TotalAssetsEOYAmt0132762
IRS990/TotalAssetsGrp/BOYAmt0131726
IRS990/TotalAssetsGrp/EOYAmt0132762
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0219326
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013256
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0257102
IRS990/TotalFunctionalExpensesGrp/TotalAmt0270358
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0131726
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0132762
IRS990/TotalOtherProgSrvcExpenseAmt0128950
IRS990/TotalProgramServiceExpensesAmt0257102
IRS990/TotalProgramServiceRevenueAmt051854
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt052068
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0271394
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0131726
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0132762
IRS990/TravelGrp/ProgramServicesAmt07892
IRS990/TravelGrp/TotalAmt07892
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0131726
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0132762
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102409 NORFOLK CT
IRS990/USAddress/City0NORTHPORT
IRS990/USAddress/State0AL
IRS990/USAddress/ZIPCode035473
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0ROTARY6860.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN HARTLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY DISTRICT 6860
ReturnHeader/Filer/BusinessName/BusinessNameLine20% ALAN HARTLEY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0630759180
ReturnHeader/Filer/USAddress/AddressLine102330 UNIVERSITY BLVD
ReturnHeader/Filer/USAddress/City0TUSCALOOSA
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630861852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BARNES BLACKWELL & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103309 BOB WALLACE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HUNTSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode035805
ReturnHeader/PreparerPersonGrp/PhoneNum02565363513
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY BLACKWELL
ReturnHeader/ReturnTs02014-11-21T08:04:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,762
Liabilities
$0
Net assets
$132,762
Revenue
$271,394
Expenses
$270,358
Net income
$1,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.19$3.31$3.22$3.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.47$0.21$3.26$2.45$2.51$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$2.51$2.56$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.15$2.54$2.38$2.12$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$3.07$2.86$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$2.96$2.63$0.33
2017Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$2.27$2.11$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.03$1.57$2.49$2.53$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$2.54$2.30$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$2.71$2.70$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$2.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$2.59
2011Summary only. Only limited summary data is available for this year.$0.92$0.00$2.37$1.97$0.39