Civic Intelligence

Rotary International Auburn Rotary

EIN 63-6049676 • 501(c)4 • Auburn, AL

Profile

The purpose of the Rotary Club is (1) Development of acquaintance as an opportunity for service; (2) High ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each Rotarian's occupation as an opportunity to serve society; (3) The application of the ideal of service in each Rotarian's personal, business, and community life; and (4) The advancement of international understanding, goodwill, and peace throughout a world fellowship of business and professional persons in the ideal of service.

PO Box 852Auburn, AL 36831-0852

www.auburnrotaryclub.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

40th percentile

-2.7%

Higher net margin than 40% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-7.4%

Faster asset growth than 39% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

50%

Faster revenue growth than 88% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$28,665

Down $2,298 (-7.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$28,665

Down $2,298 (-7.4%) from 2023

Revenue

Up

$83,782

Up $27,825 (+50%) from 2023

Expenses

Up

$86,080

Up $35,261 (+69%) from 2023

Net Income

Down

-$2,298

Down $7,436 (-145%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $30,662Liabilities 2011: $0Net Assets 2011: $30,6622011Assets 2012: $29,941Liabilities 2012: $0Net Assets 2012: $29,9412012Assets 2013: $25,356Liabilities 2013: $0Net Assets 2013: $25,3562013Assets 2014: $21,889Liabilities 2014: $0Net Assets 2014: $21,8892014Assets 2015: $24,382Liabilities 2015: $0Net Assets 2015: $24,3822015Assets 2016: $38,648Liabilities 2016: $0Net Assets 2016: $38,6482016Assets 2017: $30,101Liabilities 2017: $0Net Assets 2017: $30,1012017Assets 2018: $43,289Liabilities 2018: $0Net Assets 2018: $43,2892018Assets 2019: $45,242Liabilities 2019: $0Net Assets 2019: $45,2422019Assets 2020: $44,568Liabilities 2020: $0Net Assets 2020: $44,5682020Assets 2021: $25,549Liabilities 2021: $0Net Assets 2021: $25,5492021Assets 2022: $25,825Liabilities 2022: $0Net Assets 2022: $25,8252022Assets 2023: $30,963Liabilities 2023: $0Net Assets 2023: $30,9632023Assets 2024: $28,665Liabilities 2024: $0Net Assets 2024: $28,6652024

Highlighted filing

2024

Assets$28,665
Liabilities$0
Net Assets$28,665

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $92,537Expenses 2011: $83,205Net Income 2011: $9,3322011Revenue 2012: $88,263Expenses 2012: $88,984Net Income 2012: -$7212012Revenue 2013: $82,846Expenses 2013: $87,431Net Income 2013: -$4,5852013Revenue 2014: $91,164Expenses 2014: $94,631Net Income 2014: -$3,4672014Revenue 2015: $91,747Expenses 2015: $89,254Net Income 2015: $2,4932015Revenue 2016: $113,440Expenses 2016: $99,174Net Income 2016: $14,2662016Revenue 2017: $79,417Expenses 2017: $87,965Net Income 2017: -$8,5482017Revenue 2018: $106,455Expenses 2018: $93,267Net Income 2018: $13,1882018Revenue 2019: $96,326Expenses 2019: $94,373Net Income 2019: $1,9532019Revenue 2020: $65,099Expenses 2020: $65,773Net Income 2020: -$6742020Revenue 2021: $20,231Expenses 2021: $39,250Net Income 2021: -$19,0192021Revenue 2022: $44,931Expenses 2022: $44,655Net Income 2022: $2762022Revenue 2023: $55,957Expenses 2023: $50,819Net Income 2023: $5,1382023Revenue 2024: $83,782Expenses 2024: $86,080Net Income 2024: -$2,2982024

Highlighted filing

2024

Revenue$83,782
Expenses$86,080
Net Income-$2,298

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.84$0.86$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.56$0.51$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.45$0.45$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.20$0.39$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.65$0.66$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.96$0.94$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.06$0.93$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.79$0.88$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.13$0.99$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.92$0.89$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.91$0.95$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$0.83$0.87$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.88$0.89$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.93$0.83$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$83,782
Mission and Program Overview

Mission

The purpose of the rotary club is (1) development of acquaintance as an opportunity for service; (2) high ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each rotarian's occupation as an opportunity to serve society; (3) the application of the ideal of service in each rotarian's personal, business, and community life; and (4) the advancement of international understanding, goodwill and peace throughout a world fellowship of business and professional persons in the ideal of service.

The purpose of the Rotary Club is (1) Development of acquaintance as an opportunity for service; (2) High ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each Rotarian's occupation as an opportunity to serve society; (3) The application of the ideal of service in each Rotarian's personal, business, and community life; and (4) The advancement of international understanding, goodwill, and peace throughout a world fellowship of business and professional persons in the ideal of service.

Program Services

DescriptionGrantsExpenses
The Club meets regularly to share in fellowship, a need to be educated on local issues and developments, and a desire to service the local community as well.$0$84,830
The Club provides various grants and sponsorships to support local organizations and Rotary sponsored charities, as well as recognizes outstanding citizens and students within the community.$1,250$1,250
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Troy GodwinPresident-$0--
Brenda HellumsPresident Elect-$0--
Todd PhelanTreasurerPT$0--
Danny SpeignerSecretary-$0--
Joel JonesPast Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Auburn Rotary
EIN
63-6049676
Phone
2054432516
Address
PO Box 852, Auburn, AL 36831-0852

Signing Officer

Name
Joel Jones
Title
Past Treasurer
Phone
2054432516
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Kassouf & Co Inc
Address
2101 Highland Ave S Suite 300, Birmingham, AL 35205-4009
Preparer
Michael Kassouf
Phone
2054432500
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest. Amount: 28.

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Community Needs. Amount: 4,408.

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

Affiliate Name: Rotary International. Affiliate Address: 1560 Sherman Avenue Evanston, IL 60201. Purpose of Payment: Rotary International Projects. Amount of Payment: 7,432.

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

Affiliate Name: Rotary District 6880. Affiliate Address: PO Box 165 Troy, AL 36081. Purpose of Payment: District Fees. Amount of Payment: 4,225. Total included on Form 990-EZ, line 10: 11,657.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Community Awards/Grants. Grantee Name: Individual $5000 or less. Property Description: Cash. Amount Given: 1,250.

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

Description: Office. Amount: 1,181. Description: Bank charges. Amount: 2,559. Description: Meals. Amount: 44,285. Description: Bad Debt expense. Amount: 23,822. Description: Supplies. Amount: 126. Total to Form 990-EZ, line 16: 71,973.

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

Description: Dues receivable. Beg. of Year Amount: 24,421. End of Year Amount: 17,837.

Raw XML Appendix138 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Todd Phelan
IRS990EZ/BooksInCareOfDetail/PhoneNum02054432516
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 852
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Auburn
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036831
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06542
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010828
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2298
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030963
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028665
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012907
IRS990EZ/GrossReceiptsAmt083782
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt028
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt079346
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030963
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028665
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030963
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028665
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Troy Godwin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brenda Hellums
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Todd Phelan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Danny Speigner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joel Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt024421
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017837
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt071973
IRS990EZ/OtherRevenueTotalAmt04408
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of the Rotary Club is (1) Development of acquaintance as an opportunity for service; (2) High ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each Rotarian's occupation as an opportunity to serve society; (3) The application of the ideal of service in each Rotarian's personal, business, and community life; and (4) The advancement of international understanding, goodwill, and peace throughout a world fellowship of business and professional persons in the ideal of service.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Club meets regularly to share in fellowship, a need to be educated on local issues and developments, and a desire to service the local community as well.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Club provides various grants and sponsorships to support local organizations and Rotary sponsored charities, as well as recognizes outstanding citizens and students within the community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt084830
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11250
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt086080
IRS990EZ/TotalProgramServiceExpensesAmt086080
IRS990EZ/TotalRevenueAmt083782
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.auburnrotaryclub.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 28.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Community Needs. Amount: 4,408.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Affiliate Name: Rotary International. Affiliate Address: 1560 Sherman Avenue Evanston, IL 60201. Purpose of Payment: Rotary International Projects. Amount of Payment: 7,432.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Affiliate Name: Rotary District 6880. Affiliate Address: PO Box 165 Troy, AL 36081. Purpose of Payment: District Fees. Amount of Payment: 4,225. Total included on Form 990-EZ, line 10: 11,657.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: Community Awards/Grants. Grantee Name: Individual $5000 or less. Property Description: Cash. Amount Given: 1,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Office. Amount: 1,181. Description: Bank charges. Amount: 2,559. Description: Meals. Amount: 44,285. Description: Bad Debt expense. Amount: 23,822. Description: Supplies. Amount: 126. Total to Form 990-EZ, line 16: 71,973.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: Dues receivable. Beg. of Year Amount: 24,421. End of Year Amount: 17,837.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 24 - Other Assets
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Joel Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Past Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02054432516
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Auburn Rotary
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0636049676
ReturnHeader/Filer/PhoneNum02054432516
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 852
ReturnHeader/Filer/USAddress/CityNm0Auburn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0368310852
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630590670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kassouf & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02101 Highland Ave S Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352054009
ReturnHeader/PreparerPersonGrp/PhoneNum02054432500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Kassouf
ReturnHeader/ReturnTs02024-11-15T17:00:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.