Civic Intelligence

Rotary District 6860 Co Chu

990 • Fiscal year 2016 • EIN 63-0759180

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 13, 2016

7804 Valley Bend DrHuntsville, AL 35802

(256) 593-5105

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

37th percentile

-1.9%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

6.5%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-2.2%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$160,146

Up $9,745 (+6.5%) from 2015

Net Assets

Up

$157,122

Up $6,721 (+4.5%) from 2015

Liabilities

Up

$3,024

Up $3,024 from 2015

Revenue

Down

$248,547

Down $5,535 (-2.2%) from 2015

Expenses

Up

$253,201

Up $23,233 (+10%) from 2015

Net Income

Down

-$4,654

Down $28,768 (-119%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$160,146
Liabilities$3,024
Net Assets$157,122

Operations Trend

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

2016

Revenue$248,547
Expenses$253,201
Net Income-$4,654
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 13, 2016
Return Version
2015v2.1
Gross Receipts
$253,017
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
Cash and Non-Interest-Bearing Accounts$78,861$87,534▲ $8,673
Savings and Temporary Cash Investments$71,540$71,612▲ $72
Pledges and Grants Receivable-$1,000-
Total Assets$150,401$160,146▲ $9,745
Liabilities
Accounts Payable and Accrued Expenses-$3,024-
Total Liabilities$0$3,024▲ $3,024
Net Assets / Fund Balance
Unrestricted Net Assets$150,401$157,122▲ $6,721
Total Net Assets Fund Balance$150,401$157,122▲ $6,721
Total Liabilities and Net Assets / Fund Balance$150,401$160,146▲ $9,745
Compensation and Service Providers

Board Members and Trustees

NameTitle
Allen TaylorAsst Governor
Bonnie RichardsAsst Governor
Charles SparksAsst Governor
Dan BundyAsst Governor
Ed StoneAsst Governor
Harold LewisAsst Governor
John FergusonAsst Governor
John GriscomAsst Governor
Karen BalwinAsst Governor
Lori MolerAsst Governor
Ronnie DukesAsst Governor
Tommie Goggans IiiAsst Governor
Wilbur MastersAsst Governor
Thomas WhittenAsst Governor Coordinator
Carol ArgoDistrict Gov - Nominee
Gary AndrewDistrict Governor
Sue MitchellDistrict Governor Elect
Chuck AdamsDistrict Treasurer
Amy Mullins GoldenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$204,485
Program Service Revenue
$43,990
Investment Income
$72
Other Revenue
$0
All Other Contributions
$118,810
Change in Net Assets
$-4,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$253,201
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$109,954$0$0$109,954
Conferences and Meetings$20,065$0$0$20,065
Office Expenses$18,031$0$0$18,031
Travel$14,189$0$0$14,189
Information Technology$3,250$0$0$3,250
Other Expenses$0$127$0$127
Total Functional Expenses$253,074$127$0$253,201
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,470
Fundraising Gross Income$4,470
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
Yes
Audit committee
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Rotary District 6860
EIN
63-0759180
Phone
2565935105
Address
7804 VALLEY BEND DR, HUNTSVILLE, AL 35802

Signing Officer

Name
Chuck Adams
Title
District Treasurer
Phone
2565935105
Signed
2016-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Adams
Formed
1949
Legal Domicile
Al
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
0

Preparer

Firm
Mercer & Associates Pc
Address
201 WILLIAMS AVENUE SUITE 280, HUNTSVILLE, AL 35801
Preparer
Jerry Mercer CPA
Phone
2565364318
Supplemental Narrative

Additional Explanations

Pt XI

Inventory adjustment, cash basis removal

Pt VI, Line 11B

Reviewed by district treasurer, audit commmittee and district governor

Pt VI, Line 19

Governing documents are only available upon request by the public

Pt VI, Line 7A

The district rep of each club is elected by his/her respective organization with a right to vote

Pt VI, Line 15A

There are no compensated employees or directors.

Pt VI, Line 6

The district rep is elected from independent rotary clubs in a geographic area

Pt XII, Line 1

The organization was required to obtain reviewed financial statements.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INVENTORY ADJUSTMENT, CASH BASIS REMOVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY DISTRICT TREASURER, AUDIT COMMMITTEE AND DISTRICT GOVERNOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE ONLY AVAILABLE UPON REQUEST BY THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DISTRICT REP OF EACH CLUB IS ELECTED BY HIS/HER RESPECTIVE ORGANIZATION WITH A RIGHT TO VOTE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE ARE NO COMPENSATED EMPLOYEES OR DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DISTRICT REP IS ELECTED FROM INDEPENDENT ROTARY CLUBS IN A GEOGRAPHIC AREA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION WAS REQUIRED TO OBTAIN REVIEWED FINANCIAL STATEMENTS.
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0253201
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt03024
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt03024
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0150401
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0157122
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt043990
IRS990/TotalProgramServiceExpensesAmt0253074
IRS990/TotalProgramServiceRevenueAmt043990
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt044062
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0248547
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0150401
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0160146
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt014189
IRS990/TravelGrp/TotalAmt014189
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0150401
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0157122
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07804 VALLEY BEND DRIVE
IRS990/USAddress/CityNm0HUNTSVILLE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035802
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0rotary6860.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02565935105
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 6860
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0630759180
ReturnHeader/Filer/PhoneNum02565935105
ReturnHeader/Filer/USAddress/AddressLine1Txt07804 VALLEY BEND DR
ReturnHeader/Filer/USAddress/CityNm0HUNTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MERCER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 WILLIAMS AVENUE SUITE 280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035801
ReturnHeader/PreparerPersonGrp/PhoneNum02565364318
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY MERCER CPA
ReturnHeader/ReturnTs02016-11-13T08:49:14-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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.$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
2016Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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