Civic Intelligence

Rotary Club of Milton-Windward

EIN 76-0701027 • 501(c)4 • Alpharetta, GA

Profile

A local civic club with approximately 25 members, its purpose is to provide local support to various charities, especially focused on the needs of women and children.

4015 Nine McFarland DrAlpharetta, GA 30004

www.windwardrotary.com

Siviq Scores

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

Liabilities / Assets

76th percentile

0.08x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

83rd percentile

0.16x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

15th percentile

-39%

Higher net margin than 15% of similar nonprofits.

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

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 2020

Asset Growth

31st percentile

-15%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

15th percentile

-53%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Down

$32,432

Down $5,679 (-15%) from 2019

Liabilities

Up

$2,493

Up $401 (+19%) from 2019

Net Assets

Down

$29,939

Down $6,080 (-17%) from 2019

Revenue

Down

$15,578

Down $17,890 (-53%) from 2019

Expenses

Down

$21,658

Down $18,683 (-46%) from 2019

Net Income

Up

-$6,080

Up $793 (+12%) from 2019

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $20,036Liabilities 2011: $1,573Net Assets 2011: $18,4632011Assets 2012: $24,741Liabilities 2012: $1,191Net Assets 2012: $23,5502012Assets 2013: $32,841Liabilities 2013: $1,3612013Assets 2014: $35,716Liabilities 2014: $1,267Net Assets 2014: $34,4492014Assets 2015: $37,177Liabilities 2015: $2,153Net Assets 2015: $35,0242015Assets 2016: $44,969Liabilities 2016: $2,074Net Assets 2016: $42,8952016Assets 2017: $53,261Liabilities 2017: $1,752Net Assets 2017: $51,5092017Assets 2018: $46,455Liabilities 2018: $3,563Net Assets 2018: $42,8922018Assets 2019: $38,111Liabilities 2019: $2,092Net Assets 2019: $36,0192019Assets 2020: $32,432Liabilities 2020: $2,493Net Assets 2020: $29,9392020

Highlighted filing

2020

Assets$32,432
Liabilities$2,493
Net Assets$29,939

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $29,851Expenses 2011: $25,470Net Income 2011: $4,3812011Revenue 2012: $31,987Expenses 2012: $26,901Net Income 2012: $5,0862012Revenue 2013: $35,971Expenses 2013: $28,203Net Income 2013: $7,7682013Revenue 2014: $37,425Expenses 2014: $34,456Net Income 2014: $2,9692014Revenue 2015: $38,525Expenses 2015: $37,949Net Income 2015: $5762015Revenue 2016: $39,781Expenses 2016: $31,910Net Income 2016: $7,8712016Revenue 2017: $36,280Expenses 2017: $27,666Net Income 2017: $8,6142017Revenue 2018: $28,679Expenses 2018: $37,295Net Income 2018: -$8,6162018Revenue 2019: $33,468Expenses 2019: $40,341Net Income 2019: -$6,8732019Revenue 2020: $15,578Expenses 2020: $21,658Net Income 2020: -$6,0802020

Highlighted filing

2020

Revenue$15,578
Expenses$21,658
Net Income-$6,080

Filings

Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 5, 2019
Return Version
2018v3.1
Gross Receipts
$33,468
Mission and Program Overview

Mission

Support of charities fbo womanchildren

Program Services

DescriptionGrantsExpenses
RISE AGAINST HUNGER HUMANITARIAN$8,713$8,713
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John WilliamsTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Milton
EIN
76-0701027
Address
4015 Nine McFarland Dr, Alpharetta, GA 30004

Signing Officer

Name
John Williams
Title
Treasurer
Phone
7702659670
Signed
2019-09-05
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Humanitarian Grant Grantee RISE AGAINST HUNGER Street 1000 Williams Drive City, State, Zip Marietta, GA 30066Relationship Unrelated Amount 8,713Activity Education Grantee Ga Rotary Student Program Street PO Box 51327 City, State, Zip Savannah, GA 31420Relationship Unrelatd Amount 2,633Activity Housing and Shelter Grantee Drake House Street 10500 Clara Drive City, State, Zip Roswell, GA 30075Relationship Unrelated Amount 2,148Activity Miscellanious all less than $1100 Grantee Various Relationship Unrelated Amount 2,407

Description of other expenses Part I line 16

Description AmountConferences 180Club meetings and assembly 4,112RI and District Dues 4,424Lunches 15,268office supplies 456

Description of other assets Part II line 24

Category Beginning of Year End of YearAccounts receivable 2,510 1,795Prepaid 250 0

Description of total liabilities Part II line 26

Category Beginning of Year End of YearAccrued Charity 3,563 2,092

Raw XML Appendix100 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0John L Williams
IRS990EZ/BooksInCareOfDetail/PhoneNum07702659670
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04015 Nine McFarland Dr Suite 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Alpharetta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030004
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043695
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036316
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09285
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6873
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046455
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038111
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015901
IRS990EZ/GrossReceiptsAmt033468
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024183
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042892
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036019
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042892
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02760
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01795
IRS990EZ/OtherExpensesTotalAmt024440
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF CHARITIES FBO WOMANCHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RISE AGAINST HUNGER HUMANITARIAN
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08713
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08713
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03563
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02092
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040341
IRS990EZ/TotalProgramServiceExpensesAmt08713
IRS990EZ/TotalRevenueAmt033468
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.miltonrotaryclub.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Humanitarian Grant Grantee RISE AGAINST HUNGER Street 1000 Williams Drive City, State, Zip Marietta, GA 30066Relationship Unrelated Amount 8,713Activity Education Grantee Ga Rotary Student Program Street PO Box 51327 City, State, Zip Savannah, GA 31420Relationship Unrelatd Amount 2,633Activity Housing and Shelter Grantee Drake House Street 10500 Clara Drive City, State, Zip Roswell, GA 30075Relationship Unrelated Amount 2,148Activity Miscellanious all less than $1100 Grantee Various Relationship Unrelated Amount 2,407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountConferences 180Club meetings and assembly 4,112RI and District Dues 4,424Lunches 15,268office supplies 456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts receivable 2,510 1,795Prepaid 250 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccrued Charity 3,563 2,092
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0John Williams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07702659670
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Milton
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0760701027
ReturnHeader/Filer/USAddress/AddressLine1Txt04015 Nine McFarland Dr
ReturnHeader/Filer/USAddress/CityNm0Alpharetta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030004
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0086B038958C2FEDEEEA1B36583BCC830DF404E74
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0086B038958C2FEDEEEA1B36583BCC830DF404E74
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05846612019247bzzukw2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-09-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.77.102.233
ReturnHeader/FilingSecurityInformation/IPDt02019-09-04
ReturnHeader/FilingSecurityInformation/IPTm008:01:03
ReturnHeader/ReturnTs02019-09-04T08:01:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.