Civic Intelligence

Summit Rotary Foundation Inc.

990 • Fiscal year 2023 • EIN 20-2529234

Jul 01, 2022 to Jun 30, 2023 • Filed on May 08, 2024

Organization ProfileN/A
PO Box 3601Greensboro, NC 27402

(336) 540-0107

Siviq Scores

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

Liabilities / Assets

46th percentile

0.05x

Higher debt load relative to assets than 46% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.21x

Higher debt load relative to revenue than 65% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Net Margin

73rd percentile

21%

Higher net margin than 73% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$1,001,565

Up $103,335 (+12%) from 2022

Net Assets

Up

$955,071

Up $86,070 (+9.9%) from 2022

Liabilities

Up

$46,494

Up $17,265 (+59%) from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin73rd percentile

Revenue

Down

$221,001

Down $39,655 (-15%) from 2022

Expenses

Down

$174,774

Down $9,471 (-5.1%) from 2022

Net Income

Down

$46,227

Down $30,184 (-40%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2023

Assets$1,001,565
Liabilities$46,494
Net Assets$955,071
Open 2023 Filing

Operations Trend

Revenue Growth27th 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

2023

Revenue$221,001
Expenses$174,774
Net Income$46,227
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 8, 2024
Return Version
2022v5.0
Gross Receipts
$221,001
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$869,001$955,071▲ $86,070
Investments in Publicly Traded Securities$713,327$828,948▲ $115,621
Cash and Non-Interest-Bearing Accounts$63,613$103,886▲ $40,273
Pledges and Grants Receivable$121,290$68,731▼ $52,559
Total Assets$898,230$1,001,565▲ $103,335
Liabilities
Accounts Payable and Accrued Expenses$21,033$39,298▲ $18,265
Grants Payable$8,196$7,196▼ $1,000
Total Liabilities$29,229$46,494▲ $17,265
Net Assets / Fund Balance
Total Net Assets Fund Balance$869,001$955,071▲ $86,070
Total Liabilities and Net Assets / Fund Balance$898,230$1,001,565▲ $103,335
Compensation and Service Providers
Top Officer Pay37th 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
$182,072
Program Service Revenue
$0
Investment Income
$38,929
Other Revenue
$0
All Other Contributions
$182,072
Change in Net Assets
$46,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$159,336
Other Expenses$15,438
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$121,593--$121,593
Grants to Domestic Individuals$37,743--$37,743
Other Expenses$5,550$170-$5,550
Fees for Services Accounting-$3,040-$3,040
Office Expenses-$1,358-$1,358
Travel$663--$663
Total Functional Expenses$170,206$4,568$0$174,774
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Out of the Garden ProjectGreensboro, NC501c3General Purpose$18,500
United Way Greater GreensboroGreensboro, NC501c3Literacy$10,000
The Rotary Foundation of Rotary IntEvanston, IL501c3Membership Commitment$9,680
Art Alliance of GreensboroGreensboro, NC501c3General Purpose$6,000
Eastern Music FestivalGreensboro, NC501c3General Purpose$6,000
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
2024-05-08
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/PurposeOfGrantTxt3GENERAL PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL PURPOSE
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/BusinessNameLine1Txt3EASTERN MUSIC FESTIVAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ART ALLIANCE OF GREENSBORO
IRS990ScheduleI/RecipientTable/RecipientEIN0363245072
IRS990ScheduleI/RecipientTable/RecipientEIN1560668555
IRS990ScheduleI/RecipientTable/RecipientEIN2272772988
IRS990ScheduleI/RecipientTable/RecipientEIN3560771005
IRS990ScheduleI/RecipientTable/RecipientEIN4562050961
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01560 SHERMAN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11500 YANCEYVILLE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 4331
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3200 N DAVIE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4200 N DAVIE ST BOX 1
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1GREENSBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2GREENSBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Greensboro
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/ZIPCd327401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd427401
IRS990ScheduleI/Total501c3OrgCnt05
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/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0898230
IRS990/TotalAssetsEOYAmt01001565
IRS990/TotalAssetsGrp/BOYAmt0898230
IRS990/TotalAssetsGrp/EOYAmt01001565
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0182072
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04568
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0170206
IRS990/TotalFunctionalExpensesGrp/TotalAmt0174774
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029229
IRS990/TotalLiabilitiesEOYAmt046494
IRS990/TotalLiabilitiesGrp/BOYAmt029229
IRS990/TotalLiabilitiesGrp/EOYAmt046494
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0869001
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0955071
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0170206
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt038929
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0221001
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0898230
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01001565
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0663
IRS990/TravelGrp/TotalAmt0663
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
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/SignatureDt02024-05-08
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/PhoneNum03362093184
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amanda Waterhouse
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-09T14:14:49-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rick
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Pinto
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,001,565
Liabilities
$46,494
Net assets
$955,071
Revenue
$221,001
Expenses
$174,774
Net income
$46,227
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