Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 63-6061054

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 19, 2021

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

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.16x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

78th percentile

20%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-24%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$188,378

Up $31,597 (+20%) from 2019

Net Assets

Up

$179,168

Up $32,047 (+22%) from 2019

Liabilities

Down

$9,210

Down $450 (-4.7%) from 2019

Revenue

Down

$57,217

Down $17,695 (-24%) from 2019

Expenses

Down

$37,205

Down $31,799 (-46%) from 2019

Net Income

Up

$20,012

Up $14,104 (+239%) from 2019

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

2020

Assets$188,378
Liabilities$9,210
Net Assets$179,168

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

2020

Revenue$57,217
Expenses$37,205
Net Income$20,012
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 19, 2021
Return Version
2020v4.0
Gross Receipts
$101,544
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.$8,247$36,791
TO SUPPORT THE LOCAL COMMUNITY THROUGH CONSTRUCTION OF SPLASH PAD, PLAYGROUND, AND SHADE STRUCTURES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID DOBSONPresident-El-$0--
TOBY SHORTSecretary-$0--
PETE AMERSONTreasurer-$0--
ANDREW GARNERPresident-$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
David Dobson
Title
President-elect
Phone
2513683173
Signed
2021-10-19

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 4,275

Form 990-ez, Part I, Line 16

Clay shoot advertising 60 academic all stars cost of goods sold 20,178 expenses advertising 706 office 414 meal expense 2,466 total 23,824

Form 990-ez, Part I, Line 20

Net unrealized gains/(losses) on investments 16,801 prior period adjustment -4,767

Form 990-ez, Part II, Line 24

Accounts receivable 15,023 17,850 total 15,023 17,850

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,309 60 grants payable 8,350 9,150

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 Appendix129 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DAVID DOBSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1TOBY SHORT
CompensationExplanation/CompensationExplanationGrp/PersonNm2PETE AMERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3ANDREW GARNER
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/BOYAmt0141758
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0170528
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019501
IRS990EZ/CostOrOtherBasisExpenseSaleAmt044327
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020012
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0156781
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0188378
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03226
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012522
IRS990EZ/GrossReceiptsAmt0101544
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01329
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05031
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0147122
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0179168
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0147122
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0179168
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID DOBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOBY SHORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETE AMERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW GARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015023
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017850
IRS990EZ/OtherChangesInNetAssetsAmt012034
IRS990EZ/OtherExpensesTotalAmt023824
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/PrintingPublicationsPostageAmt0859
IRS990EZ/ProgramServiceRevenueAmt028130
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/GrantsAndAllocationsAmt08247
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036791
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt047553
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09659
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09210
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037205
IRS990EZ/TotalProgramServiceExpensesAmt036791
IRS990EZ/TotalRevenueAmt057217
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ATMORE ROTARY CLUB
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES 4,275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLAY SHOOT ADVERTISING 60 ACADEMIC ALL STARS COST OF GOODS SOLD 20,178 EXPENSES ADVERTISING 706 OFFICE 414 MEAL EXPENSE 2,466 TOTAL 23,824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET UNREALIZED GAINS/(LOSSES) ON INVESTMENTS 16,801 PRIOR PERIOD ADJUSTMENT -4,767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE 15,023 17,850 TOTAL 15,023 17,850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,309 60 GRANTS PAYABLE 8,350 9,150
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID DOBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT-ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum02513683173
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-19
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/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/PreparationDt02021-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0O PETE AMERSON III
ReturnHeader/ReturnTs02021-10-19T16:43:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOBSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • <$500k nonprofits