Civic Intelligence

Summit Rotary Foundation Inc.

990 • Fiscal year 2016 • EIN 20-2529234

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 21, 2016

Organization ProfileN/A
PO Box 4583Greensboro, NC 27404

(336) 540-9792

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2016 filings • NTEE A • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2016 filings • NTEE A • $500k-$1M nonprofits • Source year 2016

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2016 filings • NTEE A • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • NTEE A • $500k-$1M nonprofits • Source year 2016

Asset Growth

56th percentile

3.3%

Faster asset growth than 56% of similar nonprofits.

2016 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-17%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$553,858

Up $17,798 (+3.3%) from 2015

Net Assets

Up

$552,858

Up $16,798 (+3.1%) from 2015

Liabilities

Up

$1,000

Up $1,000 from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin74th percentile

Revenue

Down

$173,662

Down $34,799 (-17%) from 2015

Expenses

Up

$150,628

Up $65,447 (+77%) from 2015

Net Income

Down

$23,034

Down $100,246 (-81%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$553,858
Liabilities$1,000
Net Assets$552,858
Open 2016 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$173,662
Expenses$150,628
Net Income$23,034
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 21, 2016
Return Version
2015v2.1
Gross Receipts
$202,571
Mission and Program Overview

Mission

To provide educational assistance

The organization's 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$536,060$552,858▲ $16,798
Investments Other Securities$348,942$400,239▲ $51,297
Cash and Non-Interest-Bearing Accounts$164,914$115,240▼ $49,674
Investments in Publicly Traded Securities$17,958$26,655▲ $8,697
Accounts Receivable$4,246$11,724▲ $7,478
Total Assets$536,060$553,858▲ $17,798
Liabilities
Accounts Payable and Accrued Expenses-$1,000-
Total Liabilities$0$1,000▲ $1,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$536,060$552,858▲ $16,798
Total Liabilities and Net Assets / Fund Balance$536,060$553,858▲ $17,798

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$400,239--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Zac EnglePresident
Annemarie DloniakDirector
Arden AlversonDirector
Greg AshleyDirector
Joe KellySecretary
Ted OliverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$95,091
Program Service Revenue
$0
Investment Income
$16,790
Other Revenue
$61,781
All Other Contributions
$95,091
Change in Net Assets
$23,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$147,174
Other Expenses$3,454
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$147,174--$147,174
Fees for Services Accounting-$3,416-$3,416
Office Expenses-$38-$38
Total Functional Expenses$147,174$3,454$0$150,628
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Donations to Charitable Orgs---$85,874
Scholarships to Colleges & Univ---$48,000
Rotary International---$13,300
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$85,121
Fundraising Direct Expenses$23,340
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$85,121$85,121$372$84,749
Total Events$85,121$85,121$23,340$61,781
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 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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Summit Rotary Foundation Inc
EIN
20-2529234
Phone
3365409792
Address
PO BOX 4583, GREENSBORO, NC 27404

Signing Officer

Name
Ted Oliver
Title
Treasurer
Phone
3365409792
Signed
2016-10-21
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

Preparer

Firm
Snyder Mcdonald & Co Llp
Address
PO BOX 39056, GREENSBORO, NC 27438
Preparer
John F Snydercpa
Phone
3368348696
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gain/loss on investments -6,236 total -6,236”

Raw XML Appendix332 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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IRS990/TotalAssetsGrp/EOYAmt0553858
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt095091
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03454
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0147174
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150628
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0536060
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0552858
IRS990/TotalProgramServiceExpensesAmt0147174
IRS990/TotalRevenueGrp/ExclusionAmt016790
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0173662
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0536060
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0553858
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 WAYCROSS DRIVE
IRS990/USAddress/CityNm0GREENSBORO
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027410
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TED OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03365409792
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0202529234
ReturnHeader/Filer/PhoneNum03365409792
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4583
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027404
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453856313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SNYDER MCDONALD & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 39056
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027438
ReturnHeader/PreparerPersonGrp/PhoneNum03368348696
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F SNYDERCPA
ReturnHeader/ReturnTs02016-11-07T07:42:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$553,858
Liabilities
$1,000
Net assets
$552,858
Revenue
$173,662
Expenses
$150,628
Net income
$23,034
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