Civic Intelligence

Summit Rotary Foundation Inc.

990 • Fiscal year 2022 • EIN 20-2529234

Jul 01, 2021 to Jun 30, 2022 • Filed on May 14, 2023

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

51st percentile

0.03x

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

2022 filings • NTEE A • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

66th percentile

0.11x

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

2022 filings • NTEE A • $500k-$1M nonprofits • Source year 2022

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

2022 filings • NTEE A • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2022 filings • NTEE A • $500k-$1M nonprofits • Source year 2022

Asset Growth

51st percentile

0.9%

Faster asset growth than 51% of similar nonprofits.

2022 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

69%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$898,230

Up $7,915 (+0.9%) from 2021

Net Assets

Down

$869,001

Down $12,406 (-1.4%) from 2021

Liabilities

Up

$29,229

Up $20,321 (+228%) from 2021

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin79th percentile

Revenue

Up

$260,656

Up $106,382 (+69%) from 2021

Expenses

Up

$184,245

Up $9,131 (+5.2%) from 2021

Net Income

Up

$76,411

Up $97,251 (+467%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2022

Assets$898,230
Liabilities$29,229
Net Assets$869,001
Open 2022 Filing

Operations Trend

Revenue Growth74th 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

2022

Revenue$260,656
Expenses$184,245
Net Income$76,411
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 14, 2023
Return Version
2021v4.2
Gross Receipts
$284,491
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$881,407$869,001▼ $12,406
Investments in Publicly Traded Securities$716,531$713,327▼ $3,204
Pledges and Grants Receivable$111,231$121,290▲ $10,059
Cash and Non-Interest-Bearing Accounts$62,553$63,613▲ $1,060
Total Assets$890,315$898,230▲ $7,915
Liabilities
Accounts Payable and Accrued Expenses$8,908$21,033▲ $12,125
Grants Payable-$8,196-
Total Liabilities$8,908$29,229▲ $20,321
Net Assets / Fund Balance
Total Net Assets Fund Balance$881,407$869,001▼ $12,406
Total Liabilities and Net Assets / Fund Balance$890,315$898,230▲ $7,915
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Ted OliverPresident
Bonnie CienekDirector
Jay BrennanDirector
Joe KellyDirector
Greg AshleySecretary
Rick PintoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$228,068
Program Service Revenue
$0
Investment Income
$32,573
Other Revenue
$15
All Other Contributions
$228,068
Change in Net Assets
$76,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$170,566
Other Expenses$13,679
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$149,066--$149,066
Grants to Domestic Individuals$21,500--$21,500
Fees for Services Accounting-$4,336-$4,336
Other Expenses$6,775$1,569-$1,569
Office Expenses-$774-$774
Payment Travel Entrtnmnt Publicly Ofcl-$225-$225
Total Functional Expenses$177,341$6,904$0$184,245
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Rotary Foundation of Rotary IntEvanston, IL501c3Membership Commitment$28,470
United Way Greater GreensboroGreensboro, NC501c3Literacyedu Housing Medical Food$20,000
Out of the Garden ProjectGreensboro, NC501c3Ukraine$15,796
Rotary International District 7690Ramseur, NC501c4-$12,950
Art Alliance of GreensboroGreensboro, NC501c3-$5,500
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
2023-05-14
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
3363656885
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“OTHER CHANGES”

Raw XML Appendix390 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08908
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt021033
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt0228068
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0AMANDA WATERHOUSE
IRS990/BooksInCareOfDetail/PhoneNum03363656885
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01108 PARISH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0GREENSBORO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027408
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt062553
IRS990/CashNonInterestBearingGrp/EOYAmt063613
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0228068
IRS990/CYGrantsAndSimilarPaidAmt0170566
IRS990/CYInvestmentIncomeAmt032573
IRS990/CYOtherExpensesAmt013679
IRS990/CYOtherRevenueAmt015
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt076411
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0184245
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0260656
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DONATIONS TO CHARITABLE ORGANIZATIONS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0177341
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04336
IRS990/FeesForServicesAccountingGrp/TotalAmt04336
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0BONNIE CIENEK
IRS990/Form990PartVIISectionAGrp/PersonNm1JOE KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm2JAY BRENNAN
IRS990/Form990PartVIISectionAGrp/PersonNm3TED OLIVER
IRS990/Form990PartVIISectionAGrp/PersonNm4RICK PINTO
IRS990/Form990PartVIISectionAGrp/PersonNm5GREG ASHLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt021165
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0170566
IRS990/GrantsPayableGrp/EOYAmt08196
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt021500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt021500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0149066
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0149066
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt045000
IRS990/GrossReceiptsAmt0284491
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt011408
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011408
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0716531
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0713327
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023835
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0881407
IRS990/NetAssetsOrFundBalancesEOYAmt0869001
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt021165
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021165
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-102867
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02678
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0774
IRS990/OfficeExpensesGrp/TotalAmt0774
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt014050
IRS990/OtherExpensesGrp/Desc0SUPPLEMENTAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1WRITE-OFFS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01569
IRS990/OtherExpensesGrp/ProgramServicesAmt06775
IRS990/OtherExpensesGrp/TotalAmt06775
IRS990/OtherExpensesGrp/TotalAmt11569
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015
IRS990/OtherRevenueTotalAmt015
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0111231
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0121290
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TED OLIVER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0145231
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0164319
IRS990/PYInvestmentIncomeAmt09043
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt0225
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt0225
IRS990/PYOtherExpensesAmt010795
IRS990/PYRevenuesLessExpensesAmt0-20840
IRS990/PYTotalExpensesAmt0175114
IRS990/PYTotalRevenueAmt0154274
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt076411
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0881407
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0869001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0228068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0145231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0152586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0112215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt097187
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0735287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011408
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021761
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010130
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt064064
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt015
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03850
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04269
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08134
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83830
IRS990ScheduleA/PublicSupportPY170Pct00.83310
IRS990ScheduleA/PublicSupportTotal170Amt0676895
IRS990ScheduleA/SubstantialContributorsTotAmt058392
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0228068
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0145231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0152586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0112215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt097187
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0735287
IRS990ScheduleA/TotalSupportAmt0807485
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt021500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP & AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt015
IRS990ScheduleI/RecipientTable/CashGrantAmt028470
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt215796
IRS990ScheduleI/RecipientTable/CashGrantAmt312950
IRS990ScheduleI/RecipientTable/CashGrantAmt45500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C4
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MEMBERSHIP COMMITMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1LITERACYEDU HOUSING MEDICAL FOOD
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2UKRAINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE ROTARY FOUNDATION OF ROTARY INT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNITED WAY GREATER GREENSBORO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2OUT OF THE GARDEN PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ROTARY INTERNATIONAL DISTRICT 7690
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ART ALLIANCE OF GREENSBORO
IRS990ScheduleI/RecipientTable/RecipientEIN0363245072
IRS990ScheduleI/RecipientTable/RecipientEIN1560668555
IRS990ScheduleI/RecipientTable/RecipientEIN2272772988
IRS990ScheduleI/RecipientTable/RecipientEIN3561389940
IRS990ScheduleI/RecipientTable/RecipientEIN4562050961
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01560 SHERMAN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11500 YANCEYVILLE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 4331
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt35140 GRACEWOOD ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4200 N DAVIE ST BOX 1
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1GREENSBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2GREENSBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3RAMSEUR
IRS990ScheduleI/RecipientTable/USAddress/CityNm4GREENSBORO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd127405
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd227404
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd327316
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd427401
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt2OTHER CHANGES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0890315
IRS990/TotalAssetsEOYAmt0898230
IRS990/TotalAssetsGrp/BOYAmt0890315
IRS990/TotalAssetsGrp/EOYAmt0898230
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0228068
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06904
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0177341
IRS990/TotalFunctionalExpensesGrp/TotalAmt0184245
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08908
IRS990/TotalLiabilitiesEOYAmt029229
IRS990/TotalLiabilitiesGrp/BOYAmt08908
IRS990/TotalLiabilitiesGrp/EOYAmt029229
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0881407
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0869001
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0177341
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt032573
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0260656
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0890315
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0898230
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK PINTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03365400107
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-14
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Waterhouse Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01108 Parish St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027408
ReturnHeader/PreparerPersonGrp/PhoneNum03363656885
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amanda Waterhouse
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-14T19:14:32-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PINTO
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$898,230
Liabilities
$29,229
Net assets
$869,001
Revenue
$260,656
Expenses
$184,245
Net income
$76,411
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