Civic Intelligence

Summit Rotary Foundation Inc.

990 • Fiscal year 2017 • EIN 20-2529234

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 31, 2018

Organization ProfileN/A
PO Box 4583Greensboro, NC 27404

(336) 540-0107

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.02x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Source year 2017

Net Margin

84th percentile

27%

Higher net margin than 84% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2017 filings • NTEE A • $500k-$1M nonprofits • Source year 2017

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$627,781

Up $73,923 (+13%) from 2016

Net Assets

Up

$625,781

Up $72,923 (+13%) from 2016

Liabilities

Up

$2,000

Up $1,000 (+100%) from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin84th percentile

Revenue

Down

$116,023

Down $57,639 (-33%) from 2016

Expenses

Down

$84,675

Down $65,953 (-44%) from 2016

Net Income

Up

$31,348

Up $8,314 (+36%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2017

Assets$627,781
Liabilities$2,000
Net Assets$625,781
Open 2017 Filing

Operations Trend

Revenue Growth8th 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

2017

Revenue$116,023
Expenses$84,675
Net Income$31,348
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 31, 2018
Return Version
2016v3.0
Gross Receipts
$137,890
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$552,858$625,781▲ $72,923
Investments Other Securities$426,894$539,984▲ $113,090
Cash and Non-Interest-Bearing Accounts$115,240$59,165▼ $56,075
Accounts Receivable$11,724$28,632▲ $16,908
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$553,858$627,781▲ $73,923
Liabilities
Other Liabilities$1,000$2,000▲ $1,000
Total Liabilities$1,000$2,000▲ $1,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$552,858$625,781▲ $72,923
Total Liabilities and Net Assets / Fund Balance$553,858$627,781▲ $73,923

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$539,984--
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Joe KellyPresident
Annemarie DloniakDirector
Arden AlversonDirector
Deborah FriedmanDirector
Rick PintoDirector
Greg AshleySecretary
Ted OliverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,933
Program Service Revenue
$0
Investment Income
$16,197
Other Revenue
$65,893
All Other Contributions
$33,933
Change in Net Assets
$31,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$71,740
Other Expenses$12,935
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$71,740--$71,740
Other Expenses-$7,900-$7,900
Fees for Services Accounting-$2,939-$2,939
Office Expenses-$2,086-$2,086
Fees for Services Other-$10-$10
Total Functional Expenses$71,740$12,935$0$84,675
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Donations to Charitable Orgs--Donations to Charitable Organizations$60,930
Donations to Rotary Foundation--Donations to Rotary Foundation$10,180
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$87,760
Fundraising Direct Expenses$21,867
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$87,760$87,760$20,385$67,375
Total Events$87,760$87,760$21,867$65,893
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Allocations Liability - Mcknight Scholarship$2,000
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, Part VI, Section B, Line 11B

“The 990 is reviewed and approved by the treasurer, and is available to board members upon request.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Summit Rotary Foundation Inc
EIN
20-2529234
Phone
3365400107
Address
PO BOX 4583, GREENSBORO, NC 27404

Signing Officer

Name
Ted Oliver
Title
Treasurer
Phone
3365409792
Signed
2018-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ted Oliver
Formed
2005
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
110

Preparer

Firm
D M J & Co Pllc
Address
703 GREEN VALLEY ROAD SUITE 201, GREENSBORO, NC 27408
Phone
3362759886
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain on investments 41,575.”

Raw XML Appendix376 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt087760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087760
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt065893
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020385
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020385
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt010180
IRS990ScheduleI/RecipientTable/CashGrantAmt160930
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DONATIONS TO ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATIONS TO CHARITABLE ORGANIZATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DONATIONS TO ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DONATIONS TO CHARITABLE ORGS
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED AND APPROVED BY THE TREASURER, AND IS AVAILABLE TO BOARD MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS 41,575.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0553858
IRS990/TotalAssetsEOYAmt0627781
IRS990/TotalAssetsGrp/BOYAmt0553858
IRS990/TotalAssetsGrp/EOYAmt0627781
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt033933
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012935
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt071740
IRS990/TotalFunctionalExpensesGrp/TotalAmt084675
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01000
IRS990/TotalLiabilitiesEOYAmt02000
IRS990/TotalLiabilitiesGrp/BOYAmt01000
IRS990/TotalLiabilitiesGrp/EOYAmt02000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0552858
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0625781
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt071740
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt082090
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0116023
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0110
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0553858
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0627781
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 WAYCROSS DRIVE
IRS990/USAddress/CityNm0GREENSBORO
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027410
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TED OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03365409792
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0202529234
ReturnHeader/Filer/PhoneNum03365400107
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4583
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027404
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06EB7B4BC58CDF2C4D9E4EF4B17E127034BB45026
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06EB7B4BC58CDF2C4D9E4EF4B17E127034BB45026
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.46.138.125
ReturnHeader/FilingSecurityInformation/IPDt02018-01-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:07:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560570567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D M J & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0703 GREEN VALLEY ROAD SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027408
ReturnHeader/PreparerPersonGrp/PhoneNum03362759886
ReturnHeader/ReturnTs02018-02-06T11:52:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$627,781
Liabilities
$2,000
Net assets
$625,781
Revenue
$116,023
Expenses
$84,675
Net income
$31,348
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