Civic Intelligence

Dawson County Rotary Foundation Inc

EIN 82-1123575 • 501(c)3 • Dawsonville, GA

Profile

The Rotary Foundations helps Rotary members to advance world understanding, goodwill, and peace by improving health, providing quality education,improving the environment, and alleviating poverty.

PO Box 1495Dawsonville, GA 30534

dawsoncountyrotary.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

16th percentile

-40%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

60th percentile

3.3%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

22nd percentile

-36%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$122,708

Down $12,543 (-9.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$122,708

Down $12,543 (-9.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$31,165

Down $25,615 (-45%) from 2024

Expenses

Up

$43,708

Up $7,210 (+20%) from 2024

Net Income

Down

-$12,543

Down $32,825 (-162%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$150K$100K$50K$0Assets 2022: $108,416Net Assets 2022: $108,4162022Assets 2023: $114,969Net Assets 2023: $114,9692023Assets 2024: $135,251Net Assets 2024: $135,2512024Assets 2025: $122,708Net Assets 2025: $122,7082025

Highlighted filing

2025

Assets$122,708
Liabilities-
Net Assets$122,708
Open 2025 Filing

Operations Trend

Revenue Growth22nd percentile

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

$100K$50K$0-$50KRevenue 2022: $88,496Expenses 2022: $47,244Net Income 2022: $41,2522022Revenue 2023: $75,515Expenses 2023: $68,962Net Income 2023: $6,5532023Revenue 2024: $56,780Expenses 2024: $36,498Net Income 2024: $20,2822024Revenue 2025: $31,165Expenses 2025: $43,708Net Income 2025: -$12,5432025

Highlighted filing

2025

Revenue$31,165
Expenses$43,708
Net Income-$12,543
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,708
Liabilities
-
Net assets
$122,708
Revenue
$31,165
Expenses
$43,708
Net income
-$12,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.31$0.44$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.57$0.36$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.76$0.69$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.88$0.47$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 18, 2025
Return Version
2024v5.2
Gross Receipts
$57,829
Mission and Program Overview

Mission

The Rotary Foundations helps Rotary members to advance world understanding, goodwill, and peace by improving health, providing quality education,improving the environment, and alleviating poverty.

Program Services

DescriptionGrantsExpenses
The Rotary Foundations helps Rotary members to advance world understanding, goodwill, and peace by improving health, providing quality education,improving the environment, and alleviating poverty.-$41,103
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter DaltonFoundation Mgr.-$0--
Jim EatonTreasurer-$0--
Deb RossSecretary-$0--
Amy BarfieldDirector-$0--
Bobby BrossPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$27,180$27,180$397$26,783
Superbowl Square$13,757$13,757-$13,757
Total Events$52,940$52,940$26,664$26,276
Filing and Contact Details

Filer

Filer Name
Dawson County Rotary Foundation Inc
EIN
82-1123575
Phone
4042476260
Address
PO Box 1495, Dawsonville, GA 30534

Signing Officer

Name
Amy Barfield
Title
Director
Signed
2025-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Gerrells CPA LLC
Address
900 Old Dawson Village Ste 110, Dawsonville, GA 30534
Preparer
Zachary C Gerrells CPA
Phone
7062161044
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1311”

Other Expenses.1002

“Office Expenses $219”

Other Expenses.1003

“Information Technology $1179”

Other Expenses.1005

“Travel $1000”

Other Expenses.1

“Supplies $4552”

Other Expenses.2

“Outside Services $3200”

Other Expenses.3

“BANK CHARGES $7”

Raw XML Appendix172 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Dawsonville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030534
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Peter Dalton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jim Eaton
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amy Barfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bobby Bross
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Foundation Mgr.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011468
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041103
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt026276
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043708
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IRS990EZ/TotalRevenueAmt031165
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://dawsoncountyrotary.org/
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt042788
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt042788
IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt042788
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt01421
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Superbowl Square
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0397
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05160
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05160
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Fundraisiers to generate revenue for organzation's mission
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1179
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $7
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Barfield
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dawson County Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0DAWS
ReturnHeader/Filer/EIN0821123575
ReturnHeader/Filer/PhoneNum04042476260
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1495
ReturnHeader/Filer/USAddress/CityNm0Dawsonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030534
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934110170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gerrells CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 Old Dawson Village Ste 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dawsonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030534
ReturnHeader/PreparerPersonGrp/PhoneNum07062161044
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Zachary C Gerrells CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-18T13:51:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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