Civic Intelligence

Summit Rotary Foundation Inc.

990 • Fiscal year 2019 • EIN 20-2529234

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 11, 2020

Organization ProfileN/A
PO Box 3601Greensboro, NC 27402

(336) 365-6885

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • NTEE A • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.10x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • NTEE A • $500k-$1M nonprofits • Source year 2019

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

2019 filings • NTEE A • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • NTEE A • $500k-$1M nonprofits • Source year 2019

Asset Growth

60th percentile

6.8%

Faster asset growth than 60% of similar nonprofits.

2019 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

39%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$700,762

Up $44,400 (+6.8%) from 2018

Net Assets

Up

$688,897

Up $41,590 (+6.4%) from 2018

Liabilities

Up

$11,865

Up $2,810 (+31%) from 2018

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin73rd percentile

Revenue

Up

$117,535

Up $32,826 (+39%) from 2018

Expenses

Up

$100,807

Up $1,199 (+1.2%) from 2018

Net Income

Up

$16,728

Up $31,627 (+212%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2019

Assets$700,762
Liabilities$11,865
Net Assets$688,897
Open 2019 Filing

Operations Trend

Revenue Growth77th 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

2019

Revenue$117,535
Expenses$100,807
Net Income$16,728
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 11, 2020
Return Version
2018v3.1
Gross Receipts
$137,826
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$647,307$688,897▲ $41,590
Investments in Publicly Traded Securities$571,641$610,082▲ $38,441
Cash and Non-Interest-Bearing Accounts$52,929$49,530▼ $3,399
Pledges and Grants Receivable-$39,500-
Accounts Receivable$31,792$1,650▼ $30,142
Total Assets$656,362$700,762▲ $44,400
Liabilities
Accounts Payable and Accrued Expenses$2,313$8,340▲ $6,027
Grants Payable$6,742$3,525▼ $3,217
Total Liabilities$9,055$11,865▲ $2,810
Net Assets / Fund Balance
Total Net Assets Fund Balance$647,307$688,897▲ $41,590
Total Liabilities and Net Assets / Fund Balance$656,362$700,762▲ $44,400
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Ted OliverPresident
Allen RembertDirector
Deborah FriedmanDirector
Joe KellyDirector
Greg AshleySecretary
Rick PintoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,215
Program Service Revenue
$0
Investment Income
$21,761
Other Revenue
$-16,441
All Other Contributions
$33,649
Change in Net Assets
$16,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$69,947
Other Expenses$30,860
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$66,347--$66,347
Fees for Services Accounting-$3,684-$3,684
Grants to Domestic Individuals$3,600--$3,600
Other Expenses$19,534$3,140-$3,140
Conferences and Meetings-$3,000-$3,000
Office Expenses-$1,502-$1,502
Total Functional Expenses$89,481$11,326$0$100,807
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Other Misc Orgs Below 5k--Varied$53,587
The Rotary Foundation--Membership Commitment$12,760
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,291
Fundraising Gross Income$3,850
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourn$82,416$3,850$15,766$-11,916
Total Events$82,416$3,850$20,291$-16,441
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 governing body review Part VI line 11

“The form 990 is reviewed by the president and 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
2020-07-11
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
120

Preparer

Firm
Waterhouse Tax Services
Address
6702 W Friendly Ave 3K, Greensboro, NC 27410
Preparer
Amanda Waterhouse
Phone
3363656885
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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/CashGrantAmt012760
IRS990ScheduleI/RecipientTable/CashGrantAmt153587
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MEMBERSHIP COMMITMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1VARIED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OTHER MISC ORGS BELOW 5K
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT APPLICANTS ARE REQUIRED TO SUBMIT AN APPLICATION DETAILING THEIR CHARITABLE STATUS AND THE PURPOSE AND USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleI/Total501c3OrgCnt039
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE PRESIDENT AND 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0656362
IRS990/TotalAssetsEOYAmt0700762
IRS990/TotalAssetsGrp/BOYAmt0656362
IRS990/TotalAssetsGrp/EOYAmt0700762
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0112215
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011326
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt089481
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100807
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09055
IRS990/TotalLiabilitiesEOYAmt011865
IRS990/TotalLiabilitiesGrp/BOYAmt09055
IRS990/TotalLiabilitiesGrp/EOYAmt011865
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0647307
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0688897
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt089481
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05320
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0117535
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0120
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0656362
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0700762
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK PINTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03365400107
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0202529234
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3601
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027402
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId020B288814F978DE5C1D6DEDAE0930D73B04E6B14
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId020B288814F978DE5C1D6DEDAE0930D73B04E6B14
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06988052020196m3cra1t
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.177.59.19
ReturnHeader/FilingSecurityInformation/IPDt02020-07-14
ReturnHeader/FilingSecurityInformation/IPTm014:39:14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Waterhouse Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06702 W Friendly Ave 3K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greensboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027410
ReturnHeader/PreparerPersonGrp/PhoneNum03363656885
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amanda Waterhouse
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-14T14:37:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$700,762
Liabilities
$11,865
Net assets
$688,897
Revenue
$117,535
Expenses
$100,807
Net income
$16,728
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