Civic Intelligence

Summit Rotary Foundation Inc.

EIN 20-2529234 • 501(c)3 • Greensboro, NC

Pub. 78 EligibleNTEE A12

Profile

To provide educational assistance

PO Box 3601Greensboro, NC 27402

n/A

Siviq Scores

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

Liabilities / Assets

39th percentile

0.02x

Higher debt load relative to assets than 39% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.10x

Higher debt load relative to revenue than 51% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

27%

Higher net margin than 74% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

NTEE A • $1M-$5M nonprofits • Source year 2024

Asset Growth

64th percentile

8.6%

Faster asset growth than 64% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-11%

Faster revenue growth than 25% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,087,860

Up $86,295 (+8.6%) from 2023

Liabilities

Down

$18,676

Down $27,818 (-60%) from 2023

Net Assets

Up

$1,069,184

Up $114,113 (+12%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin74th percentile

Revenue

Down

$195,799

Down $25,202 (-11%) from 2023

Expenses

Down

$142,929

Down $31,845 (-18%) from 2023

Net Income

Up

$52,870

Up $6,643 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $277,416Liabilities 2011: $12,9952011Assets 2012: $312,876Liabilities 2012: $112012Assets 2013: $391,534Liabilities 2013: $0Net Assets 2013: $391,5342013Assets 2014: $428,145Net Assets 2014: $428,1452014Assets 2015: $536,060Liabilities 2015: $0Net Assets 2015: $536,0602015Assets 2016: $553,858Liabilities 2016: $1,000Net Assets 2016: $552,8582016Assets 2017: $627,781Liabilities 2017: $2,000Net Assets 2017: $625,7812017Assets 2018: $656,362Liabilities 2018: $9,055Net Assets 2018: $647,3072018Assets 2019: $700,762Liabilities 2019: $11,865Net Assets 2019: $688,8972019Assets 2020: $752,460Liabilities 2020: $3,860Net Assets 2020: $748,6002020Assets 2021: $890,315Liabilities 2021: $8,908Net Assets 2021: $881,4072021Assets 2022: $898,230Liabilities 2022: $29,229Net Assets 2022: $869,0012022Assets 2023: $1,001,565Liabilities 2023: $46,494Net Assets 2023: $955,0712023Assets 2024: $1,087,860Liabilities 2024: $18,676Net Assets 2024: $1,069,1842024

Highlighted filing

2024

Assets$1,087,860
Liabilities$18,676
Net Assets$1,069,184
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $95,112Expenses 2011: $46,442Net Income 2011: $48,6702011Revenue 2012: $87,817Expenses 2012: $38,928Net Income 2012: $48,8892012Revenue 2013: $201,616Expenses 2013: $95,749Net Income 2013: $105,8672013Revenue 2014: $75,877Expenses 2014: $73,208Net Income 2014: $2,6692014Revenue 2015: $208,461Expenses 2015: $85,181Net Income 2015: $123,2802015Revenue 2016: $173,662Expenses 2016: $150,628Net Income 2016: $23,0342016Revenue 2017: $116,023Expenses 2017: $84,675Net Income 2017: $31,3482017Revenue 2018: $84,709Expenses 2018: $99,608Net Income 2018: -$14,8992018Revenue 2019: $117,535Expenses 2019: $100,807Net Income 2019: $16,7282019Revenue 2020: $176,019Expenses 2020: $102,793Net Income 2020: $73,2262020Revenue 2021: $154,274Expenses 2021: $175,114Net Income 2021: -$20,8402021Revenue 2022: $260,656Expenses 2022: $184,245Net Income 2022: $76,4112022Revenue 2023: $221,001Expenses 2023: $174,774Net Income 2023: $46,2272023Revenue 2024: $195,799Expenses 2024: $142,929Net Income 2024: $52,8702024

Highlighted filing

2024

Revenue$195,799
Expenses$142,929
Net Income$52,870
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,087,860
Liabilities
$18,676
Net assets
$1,069,184
Revenue
$195,799
Expenses
$142,929
Net income
$52,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.02$1.07$0.20$0.14$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.05$0.96$0.22$0.17$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.03$0.87$0.26$0.18$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.01$0.88$0.15$0.18$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.18$0.10$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.01$0.69$0.12$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.01$0.65$0.08$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.12$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.17$0.15$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.21$0.09$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.08$0.07$0.00
2013Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$0.20$0.10$0.11
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.09$0.04$0.05
2011Summary only. Only limited summary data is available for this year.$0.28$0.01$0.10$0.05$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$204,115
Mission and Program Overview

Mission

To provide educational assistance

The organizations mission is to receive contributions from members of the summit rotary club, inc and other supporters, make contributions to charitable organizations, and implement charitable projects and activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$955,071$1,069,184▲ $114,113
Investments in Publicly Traded Securities$828,948$897,036▲ $68,088
Pledges and Grants Receivable$68,731$123,950▲ $55,219
Cash and Non-Interest-Bearing Accounts$103,886$66,874▼ $37,012
Total Assets$1,001,565$1,087,860▲ $86,295
Liabilities
Accounts Payable and Accrued Expenses$39,298$11,480▼ $27,818
Grants Payable$7,196$7,196→ $0
Total Liabilities$46,494$18,676▼ $27,818
Net Assets / Fund Balance
Total Net Assets Fund Balance$955,071$1,069,184▲ $114,113
Total Liabilities and Net Assets / Fund Balance$1,001,565$1,087,860▲ $86,295
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Ted OliverPresident
Bonnie CienekDirector
Greg AshleyDirector
Lynn PittmanDirector
Vince HenrichDirector
Rick PintoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$151,462
Program Service Revenue
$0
Investment Income
$44,337
Other Revenue
$0
All Other Contributions
$151,462
Change in Net Assets
$52,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$123,073
Other Expenses$19,856
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$115,073--$115,073
Grants to Domestic Individuals$8,000--$8,000
Fees for Services Accounting-$4,298-$4,298
Other Expenses$3,425$2,436-$3,425
Office Expenses-$1,066-$1,066
Travel$367--$367
Total Functional Expenses$135,129$7,800$0$142,929
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Out of the Garden ProjectGreensboro, NC501c3General Purpose$14,000
The Rotary Foundation of Rotary IntEvanston, IL501c3Membership Commitment$10,010
United Way Greater GreensboroGreensboro, NC501c3Literacy$10,000
Church World Service IncElkhart, IN501c3General Purpose$8,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The form 990 is reviewed by the treasurer and made available to other board members upon request.”

Governing documents etc available to public Part VI line 19

“Documents required to be made available to the public are available upon request to the organization for the period of time required by law.”

Filing and Contact Details

Filer

Filer Name
Summit Rotary Foundation Inc
EIN
20-2529234
Address
PO BOX 3601, GREENSBORO, NC 27402

Signing Officer

Name
Rick Pinto
Title
Treasurer
Phone
3365400107
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ted Oliver
Formed
2005
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Waterhouse Tax Services
Address
1108 Parish St, GREENSBORO, NC 27408
Preparer
Amanda Waterhouse
Phone
3362093184
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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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1LITERACY
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2OUT OF THE GARDEN PROJECT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TREASURER AND MADE AVAILABLE TO OTHER BOARD MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION FOR THE PERIOD OF TIME REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RICK PINTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT ROTARY FOUNDATION INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Waterhouse Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01108 Parish St
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amanda Waterhouse
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T10:07:39-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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