Summerville-trion Rotary Trust is a 501(c)(3) organization based in Summerville, Georgia, registered in 1942, with $71,243 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$71K
▲ 40.9% vs prior year
Expenses (FY2024)
$69K
Net assets
$368K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Summerville-trion Rotary Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Summerville-trion Rotary Trust: 64 mo reserves · +3% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Summerville-trion Rotary Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Summerville-trion Rotary Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $28K (FY2010) to $71K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
3.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$368K
Net assets
$368K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $71,243▲40.9% | $69,002▲245% | $368,114▲4.9% | $368,114▲4.9% | 990EZ |
| 2023 | $50,547▲148% | $20,000▲100% | $350,811▲9.5% | $350,811▲9.5% | 990EZ |
| 2022 | $20,356▲143% | $10,000▲25.0% | $320,264▲3.3% | $320,264▲3.3% | 990EZ |
| 2021 | $8,393▼33.0% | $8,000 | $309,908▲0.1% | $309,908▲0.1% | 990EZ |
| 2020 | $12,530▼30.1% | $8,000▼55.6% | $309,515▲1.5% | $309,515▲1.5% | 990EZ |
| 2019 | $17,926▲15.0% | $18,000▲5.3% | $304,985 | $304,985 | 990EZ |
| 2018 | $15,583▲9.8% | $17,100▲6.2% | $305,059▼0.5% | $305,059▼0.5% | 990EZ |
| 2017 | $14,191▼4.4% | $16,100▼15.3% | $306,576▼0.6% | $306,576▼0.6% | 990EZ |
| 2016 | $14,847▼14.3% | $19,000▲11.8% | $308,485▼1.3% | $308,485▼1.3% | 990EZ |
| 2015 | $17,319▼5.6% | $17,000▼5.6% | $312,638▲0.1% | $312,638▲0.1% | 990EZ |
| 2014 | $18,340▼33.6% | $18,000▼28.0% | $312,319▼0.3% | $312,319▼0.3% | 990EZ |
| 2010 | $27,639 | $25,000 | $313,382 | $313,382 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Summerville-trion Rotary Trust (EIN 58-1536894) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.