Civic Intelligence

Rotary Charity Foundation

990EZ • Fiscal year 2016 • EIN 63-6049887

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 26, 2016

Organization ProfileN/A
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

88th percentile

0.41x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

0.94x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

30th percentile

-9.1%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$90,097

Down $9,022 (-9.1%) from 2015

Net Assets

Down

$53,046

Down $8,852 (-14%) from 2015

Liabilities

Down

$37,051

Down $170 (-0.5%) from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin15th percentile

Revenue

Up

$39,567

Up $11,388 (+40%) from 2015

Expenses

Up

$48,419

Up $21,573 (+80%) from 2015

Net Income

Down

-$8,852

Down $10,185 (-764%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$150K$100K$50K$0Assets 2010: $29,843Liabilities 2010: $20,000Net Assets 2010: $9,8432010Assets 2011: $23,469Liabilities 2011: $0Net Assets 2011: $23,4692011Assets 2012: $26,233Liabilities 2012: $0Net Assets 2012: $26,2332012Assets 2013: $27,488Liabilities 2013: $170Net Assets 2013: $27,3182013Assets 2014: $60,735Liabilities 2014: $170Net Assets 2014: $60,5652014Assets 2015: $99,119Liabilities 2015: $37,221Net Assets 2015: $61,8982015Assets 2016: $90,097Liabilities 2016: $37,051Net Assets 2016: $53,0462016Assets 2017: $92,314Liabilities 2017: $37,051Net Assets 2017: $55,2632017Assets 2018: $98,096Liabilities 2018: $37,051Net Assets 2018: $61,0452018Assets 2019: $112,473Liabilities 2019: $37,051Net Assets 2019: $75,4222019Assets 2020: $109,119Liabilities 2020: $37,051Net Assets 2020: $72,0682020

Highlighted filing

2016

Assets$90,097
Liabilities$37,051
Net Assets$53,046
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $26,833Expenses 2010: $20,000Net Income 2010: $6,8332010Revenue 2011: $29,344Expenses 2011: $15,718Net Income 2011: $13,6262011Revenue 2012: $32,124Expenses 2012: $29,360Net Income 2012: $2,7642012Revenue 2013: $33,694Expenses 2013: $32,609Net Income 2013: $1,0852013Revenue 2014: $67,059Expenses 2014: $27,000Net Income 2014: $40,0592014Revenue 2015: $28,179Expenses 2015: $26,846Net Income 2015: $1,3332015Revenue 2016: $39,567Expenses 2016: $48,419Net Income 2016: -$8,8522016Revenue 2017: $21,730Expenses 2017: $19,513Net Income 2017: $2,2172017Revenue 2018: $40,430Expenses 2018: $34,648Net Income 2018: $5,7822018Revenue 2019: $33,657Expenses 2019: $19,280Net Income 2019: $14,3772019Revenue 2020: $28,729Expenses 2020: $32,083Net Income 2020: -$3,3542020

Highlighted filing

2016

Revenue$39,567
Expenses$48,419
Net Income-$8,852
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 26, 2016
Return Version
2015v2.1
Gross Receipts
$54,729
Mission and Program Overview

Mission

To further charitable causes in and around the city and county of montgomery, alabama.

Program Services

DescriptionGrantsExpenses
TO FURTHER CHARITABLE CAUSES IN AND AROUND THE CITY AND COUNTY OF MONTGOMERY, ALABAMA.$0$48,419
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE LOEBBoard Member-$0--
RICHARD CATERBoard Member-$0--
KEN PEAVYBoard Member-$0--
JIMMY MCLEMOREBoard Member-$0--
JO MOOREBoard Member-$0--
MARK DIERLAMBoard Member-$0--
PETER SELMANBoard Member-$0--
JERRY INGRAMBoard Member-$0--
VIRGINIA BEARBoard Member-$0--
HAL BLOOMBoard Member-$0--
ANTHONY LEIGHBoard Member-$0--
STACIA ROBINSONBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charity Ball$11,584$11,584$7$11,577
Boston Butt Sale$5,725$5,725$3,955$1,770
Total Events$17,309$17,309$15,162$2,147
Filing and Contact Details

Filer

Filer Name
Rotary Charity Foundation
EIN
63-6049887
Phone
3342604021
Address
5015 WOODS CROSSING DRIVE, MONTGOMERY, AL 36106

Signing Officer

Name
Chris Dunn
Title
Secretary/treasurer
Phone
3342604021
Signed
2016-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Thornton & Co Pc
Address
P O BOX 96, MONTGOMERY, AL 36101-0096
Preparer
Lucinda S Chappelle
Phone
3348347660
Supplemental Narrative

Additional Explanations

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

“Description: interest. Amount: 26.”

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

“Activity classification: donation. Grantee name: montgomery area council on aging. Grantee address: 115 east jefferson st montgomery, al 36104. Grantee relationship: none. Property description: donation towards alarm system. Date of gift: 07/13/15. Amount given: 1,900.”

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

“Activity classification: donation. Grantee name: montgomery river region ambucs. Grantee address: p.o. Box 242366 montgomery, al 36124. Grantee relationship: none. Property description: amtryke bike. Date of gift: 09/14/15. Amount given: 569.”

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

“Activity classification: donation. Grantee name: international family orientation program. Grantee address: 120 mitchell street montgomery, al 36112. Grantee relationship: none. Date of gift: 09/24/15. Amount given: 500.”

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

“Activity classification: donation. Grantee name: camp ascca. Grantee address: 5278 camp ascca drive montgomery, al 36861. Grantee relationship: none. Date of gift: 01/04/16. Amount given: 1,450.”

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

“Activity classification: donation. Grantee name: montgomery sunset rotary club - polio fundraiser. Grantee address: po box 240081 montgomery, al 36124. Grantee relationship: none. Date of gift: 02/01/16. Amount given: 4,000.”

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

“Activity classification: donation. Grantee name: t.s. Morris elementary school. Grantee address: 801 hill street montgomery, al 36108. Grantee relationship: none. Property description: awning at school. Date of gift: 05/29/16. Amount given: 10,000.”

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

“Activity classification: contribution. Grantee name: boys & girls club of river region. Grantee address: 2612 lower wetumpka rd montgomery, al 36110. Grantee relationship: none. Date of gift: 06/27/16. Amount given: 15,000.”

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

“Activity classification: contribution. Grantee name: common ground montgomery. Grantee address: p. O. Box 1866 montgomery, al 36102. Grantee relationship: none. Date of gift: 06/27/16. Amount given: 15,000. Total included on form 990-ez, line 10: 48,419.”

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

“Description: investment account. Beg. Of year amount: 70,000. End of year amount: 70,000.”

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

“Description: sandy hook fundraiser. Beg. Of year amount: 170. End of year amount: 0. Description: investment held for rim club. Beg. Of year amount: 37,051. End of year amount: 37,051.”

Raw XML Appendix252 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: MONTGOMERY AREA COUNCIL ON AGING. GRANTEE ADDRESS: 115 EAST JEFFERSON ST MONTGOMERY, AL 36104. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: DONATION TOWARDS ALARM SYSTEM. DATE OF GIFT: 07/13/15. AMOUNT GIVEN: 1,900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: MONTGOMERY RIVER REGION AMBUCS. GRANTEE ADDRESS: P.O. BOX 242366 MONTGOMERY, AL 36124. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: AMTRYKE BIKE. DATE OF GIFT: 09/14/15. AMOUNT GIVEN: 569.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: INTERNATIONAL FAMILY ORIENTATION PROGRAM. GRANTEE ADDRESS: 120 MITCHELL STREET MONTGOMERY, AL 36112. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/24/15. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: CAMP ASCCA. GRANTEE ADDRESS: 5278 CAMP ASCCA DRIVE MONTGOMERY, AL 36861. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 01/04/16. AMOUNT GIVEN: 1,450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: MONTGOMERY SUNSET ROTARY CLUB - POLIO FUNDRAISER. GRANTEE ADDRESS: PO BOX 240081 MONTGOMERY, AL 36124. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 02/01/16. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: T.S. MORRIS ELEMENTARY SCHOOL. GRANTEE ADDRESS: 801 HILL STREET MONTGOMERY, AL 36108. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: AWNING AT SCHOOL. DATE OF GIFT: 05/29/16. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BOYS & GIRLS CLUB OF RIVER REGION. GRANTEE ADDRESS: 2612 LOWER WETUMPKA RD MONTGOMERY, AL 36110. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/27/16. AMOUNT GIVEN: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: COMMON GROUND MONTGOMERY. GRANTEE ADDRESS: P. O. BOX 1866 MONTGOMERY, AL 36102. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/27/16. AMOUNT GIVEN: 15,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 48,419.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION: INVESTMENT ACCOUNT. BEG. OF YEAR AMOUNT: 70,000. END OF YEAR AMOUNT: 70,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION: SANDY HOOK FUNDRAISER. BEG. OF YEAR AMOUNT: 170. END OF YEAR AMOUNT: 0. DESCRIPTION: INVESTMENT HELD FOR RIM CLUB. BEG. OF YEAR AMOUNT: 37,051. END OF YEAR AMOUNT: 37,051.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 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/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS DUNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03342604021
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CHARITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0636049887
ReturnHeader/Filer/PhoneNum03342604021
ReturnHeader/Filer/USAddress/AddressLine1Txt05015 WOODS CROSSING DRIVE
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631035228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON THORNTON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 96
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0361010096
ReturnHeader/PreparerPersonGrp/PhoneNum03348347660
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCINDA S CHAPPELLE
ReturnHeader/ReturnTs02016-08-11T11:41:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,097
Liabilities
$37,051
Net assets
$53,046
Revenue
$39,567
Expenses
$48,419
Net income
-$8,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.37$0.72$0.29$0.32$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.37$0.75$0.34$0.19$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.37$0.61$0.40$0.35$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.37$0.55$0.22$0.20$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.37$0.53$0.40$0.48$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.37$0.62$0.28$0.27$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.67$0.27$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.34$0.33$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.32$0.29$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.29$0.16$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.20$0.10$0.27$0.20$0.07