Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 63-6061054

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 17, 2020

PO Box 327Atmore, AL 36504

(251) 368-3173

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.13x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

61st percentile

7.9%

Higher net margin than 61% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-43%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$156,781

Up $23,775 (+18%) from 2018

Net Assets

Up

$147,121

Up $20,915 (+17%) from 2018

Liabilities

Up

$9,660

Up $2,860 (+42%) from 2018

Revenue

Down

$74,912

Down $56,584 (-43%) from 2018

Expenses

Down

$69,004

Down $143,895 (-68%) from 2018

Net Income

Up

$5,908

Up $87,311 (+107%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $119,532Liabilities 2016: $8,000Net Assets 2016: $111,5322016Assets 2017: $228,797Liabilities 2017: $6,000Net Assets 2017: $222,7972017Assets 2018: $133,006Liabilities 2018: $6,800Net Assets 2018: $126,2062018Assets 2019: $156,781Liabilities 2019: $9,660Net Assets 2019: $147,1212019Assets 2020: $188,378Liabilities 2020: $9,210Net Assets 2020: $179,1682020Assets 2021: $200,573Liabilities 2021: $20,494Net Assets 2021: $180,0792021Assets 2022: $177,826Liabilities 2022: $16,500Net Assets 2022: $161,3262022Assets 2023: $178,933Liabilities 2023: $33,400Net Assets 2023: $145,5332023Assets 2024: $191,203Liabilities 2024: $39,900Net Assets 2024: $151,3032024Assets 2025: $181,210Liabilities 2025: $30,409Net Assets 2025: $150,8012025

Highlighted filing

2019

Assets$156,781
Liabilities$9,660
Net Assets$147,121

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2016: $67,078Expenses 2016: $63,543Net Income 2016: $3,5352016Revenue 2017: $150,691Expenses 2017: $45,701Net Income 2017: $104,9902017Revenue 2018: $131,496Expenses 2018: $212,899Net Income 2018: -$81,4032018Revenue 2019: $74,912Expenses 2019: $69,004Net Income 2019: $5,9082019Revenue 2020: $57,217Expenses 2020: $37,205Net Income 2020: $20,0122020Revenue 2021: $65,232Expenses 2021: $56,669Net Income 2021: $8,5632021Revenue 2022: $63,124Expenses 2022: $58,946Net Income 2022: $4,1782022Revenue 2023: $38,226Expenses 2023: $61,134Net Income 2023: -$22,9082023Revenue 2024: $63,942Expenses 2024: $74,013Net Income 2024: -$10,0712024Revenue 2025: $61,893Expenses 2025: $65,371Net Income 2025: -$3,4782025

Highlighted filing

2019

Revenue$74,912
Expenses$69,004
Net Income$5,908
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 17, 2020
Return Version
2019v5.0
Gross Receipts
$74,912
Mission and Program Overview

Mission

The primary mission is to recognize and reward atmore, alabama area students who have attained and maintained academic excellence for their school year.

Program Services

DescriptionGrantsExpenses
TO RECOGNIZE AND REWARD ATMORE, ALABAMA AREA STUDENTS WHO HAVE ATTAINED AND MAINTAINED ACADEMIC EXCELLENCE FOR THEIR SCHOOL YEAR.-$45,803
TO SUPPORT THE LOCAL COMMUNITY THROUGH CONSTRUCTION OF SPLASH PAD, PLAYGROUND, AND SHADE STRUCTURES.-$13,874
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILEE WATERSPresident-$0--
ANDREW GARNERPresident-El-$0--
TOBY SHORTSecretary-$0--
PETE AMERSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
63-6061054
Phone
2513683173
Address
PO BOX 327, ATMORE, AL 36504

Signing Officer

Name
Andrew Garner
Title
President-elect
Phone
2513683173
Signed
2020-08-17

Preparer

Firm
Davis Bell & Amerson LLC
Address
908 E NASHVILLE AVE, ATMORE, AL 36502-2638
Preparer
O Pete Amerson Iii
Phone
2513683173
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

ATMORE ROTARY CLUB

Form 990-ez, Part I, Line 10

DUES 4,617

Form 990-ez, Part I, Line 16

Expenses advertising 785 office 1,597 travel 365 meal expense 11,761 foundation giving 7,730 clay shoot expense 5,762 academic all star expense 21,388 splash pad construction 13,874 local giving 1,125 total 64,387

Form 990-ez, Part I, Line 20

Net unrealized gains/(losses) on investments 15,007

Form 990-ez, Part II, Line 24

Accounts receivable 14,341 15,023 total 14,341 15,023

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 1,310 grants payable 6,800 8,350

Form 990-ez, Part III

The primary mission is to recognize and reward atmore, alabama area students who have attained and maintained academic excellence for their school year.

Raw XML Appendix128 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PETE AMERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02513683173
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0908 EAST NASHVILLE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATMORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0118665
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0141758
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030159
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05908
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0133006
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0156781
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02598
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04617
IRS990EZ/GrossReceiptsAmt074912
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0608
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012767
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0126206
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0147121
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILEE WATERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW GARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOBY SHORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETE AMERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt015023
IRS990EZ/OtherChangesInNetAssetsAmt015007
IRS990EZ/OtherExpensesTotalAmt064387
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY MISSION IS TO RECOGNIZE AND REWARD ATMORE, ALABAMA AREA STUDENTS WHO HAVE ATTAINED AND MAINTAINED ACADEMIC EXCELLENCE FOR THEIR SCHOOL YEAR.
IRS990EZ/ProgramServiceRevenueAmt028780
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RECOGNIZE AND REWARD ATMORE, ALABAMA AREA STUDENTS WHO HAVE ATTAINED AND MAINTAINED ACADEMIC EXCELLENCE FOR THEIR SCHOOL YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO SUPPORT THE LOCAL COMMUNITY THROUGH CONSTRUCTION OF SPLASH PAD, PLAYGROUND, AND SHADE STRUCTURES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045803
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113874
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt02598
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06800
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09660
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069004
IRS990EZ/TotalProgramServiceExpensesAmt059677
IRS990EZ/TotalRevenueAmt074912
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ATMORE ROTARY CLUB
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES 4,617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING 785 OFFICE 1,597 TRAVEL 365 MEAL EXPENSE 11,761 FOUNDATION GIVING 7,730 CLAY SHOOT EXPENSE 5,762 ACADEMIC ALL STAR EXPENSE 21,388 SPLASH PAD CONSTRUCTION 13,874 LOCAL GIVING 1,125 TOTAL 64,387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET UNREALIZED GAINS/(LOSSES) ON INVESTMENTS 15,007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE 14,341 15,023 TOTAL 14,341 15,023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 1,310 GRANTS PAYABLE 6,800 8,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PRIMARY MISSION IS TO RECOGNIZE AND REWARD ATMORE, ALABAMA AREA STUDENTS WHO HAVE ATTAINED AND MAINTAINED ACADEMIC EXCELLENCE FOR THEIR SCHOOL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW GARNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT-ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum02513683173
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA ATMORE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0636061054
ReturnHeader/Filer/PhoneNum02513683173
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 327
ReturnHeader/Filer/USAddress/CityNm0ATMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036504
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035898F97B56921701A2B58D256A074805B4F4E33
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00DBBC760DE72B426572CFFEE19052FBE6394C80A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.21.83.224
ReturnHeader/FilingSecurityInformation/IPDt02020-10-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:06:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465511683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS BELL & AMERSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0908 E NASHVILLE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0365022638
ReturnHeader/PreparerPersonGrp/PhoneNum02513683173
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0O PETE AMERSON III
ReturnHeader/ReturnTs02020-10-26T16:06:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)4 • <$500k nonprofits