Civic Intelligence

Rotary Club of Stratford

EIN 23-7009793 • 501(c)4 • Winston Salem, NC

Profile

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace through fellowship of business, professional, and community leaders

PO Box 25902Winston Salem, NC 27114

stratfordrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

25th percentile

-17%

Higher net margin than 25% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

25th percentile

-24%

Faster asset growth than 25% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

31st percentile

-18%

Faster revenue growth than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$22,005

Down $6,788 (-24%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$22,005

Down $6,788 (-24%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin25th percentile

Revenue

Down

$40,259

Down $8,870 (-18%) from 2024

Expenses

Up

$46,947

Up $2,960 (+6.7%) from 2024

Net Income

Down

-$6,688

Down $11,830 (-230%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2015: $17,599Liabilities 2015: $0Net Assets 2015: $17,5992015Assets 2016: $13,109Liabilities 2016: $1,256Net Assets 2016: $11,8532016Assets 2017: $12,797Liabilities 2017: $7,824Net Assets 2017: $4,9732017Assets 2018: $15,509Liabilities 2018: $0Net Assets 2018: $15,5092018Assets 2019: $30,337Liabilities 2019: $0Net Assets 2019: $30,3372019Assets 2020: $36,853Liabilities 2020: $0Net Assets 2020: $36,8532020Assets 2021: $44,231Net Assets 2021: $44,2312021Assets 2022: $31,942Liabilities 2022: $0Net Assets 2022: $31,9422022Assets 2023: $23,652Liabilities 2023: $0Net Assets 2023: $23,6522023Assets 2024: $28,793Liabilities 2024: $0Net Assets 2024: $28,7932024Assets 2025: $22,005Liabilities 2025: $0Net Assets 2025: $22,0052025

Highlighted filing

2025

Assets$22,005
Liabilities$0
Net Assets$22,005
Open 2025 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2015: $82,556Expenses 2015: $88,433Net Income 2015: -$5,8772015Revenue 2016: $82,483Expenses 2016: $88,229Net Income 2016: -$5,7462016Revenue 2017: $82,269Expenses 2017: $86,185Net Income 2017: -$3,9162017Revenue 2018: $94,803Expenses 2018: $80,464Net Income 2018: $14,3392018Revenue 2019: $72,484Expenses 2019: $57,656Net Income 2019: $14,8282019Revenue 2020: $55,135Expenses 2020: $48,619Net Income 2020: $6,5162020Revenue 2021: $32,470Expenses 2021: $25,092Net Income 2021: $7,3782021Revenue 2022: $33,747Expenses 2022: $46,036Net Income 2022: -$12,2892022Revenue 2023: $45,480Expenses 2023: $53,770Net Income 2023: -$8,2902023Revenue 2024: $49,129Expenses 2024: $43,987Net Income 2024: $5,1422024Revenue 2025: $40,259Expenses 2025: $46,947Net Income 2025: -$6,6882025

Highlighted filing

2025

Revenue$40,259
Expenses$46,947
Net Income-$6,688
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,005
Liabilities
$0
Net assets
$22,005
Revenue
$40,259
Expenses
$46,947
Net income
-$6,688
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$40.3$46.9$6.69
2024Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$49.1$44.0$5.14
2023Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$45.5$53.8$8.29
2022Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$33.7$46.0$12.3
2021Detailed filing. Detailed filing data is available for this year.$44.2$44.2$32.5$25.1$7.38
2020Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$55.1$48.6$6.52
2019Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$72.5$57.7$14.8
2018Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$94.8$80.5$14.3
2017Detailed filing. Detailed filing data is available for this year.$12.8$7.82$4.97$82.3$86.2$3.92
2016Detailed filing. Detailed filing data is available for this year.$13.1$1.26$11.9$82.5$88.2$5.75
2015Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$82.6$88.4$5.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 8, 2025
Return Version
2024v5.0
Gross Receipts
$40,259
Mission and Program Overview

Mission

SERVICE CLUB

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace through fellowship of business, professional, and community leaders

Program Services

DescriptionGrantsExpenses
Form 990-EZ, Part III, Line 28, Program service accomplishments: Grants and donations raise the public profile by seeking opportunities to publicize via news media and club actions. This includes public Charities as well as programs to help develope youth in our area. Clients served are the public.$19,393$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom GriffinImmediate Past President-$0--
Cathy RichardsonPresident-Elect-$0--
William PetreeTreasurer-$0--
Roane CrossSecretary-$0--
Linda ThorpPresident-$0--
Michelle CookDirector-$0--
Chris DouglasDirector-$0--
Political and Lobbying Activity

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Section 527 Activity Spending$0
Total Exempt Function Spending$0
Filing and Contact Details

Filer

Filer Name
Rotary Club of Stratford
EIN
23-7009793
Phone
3367271195
Address
PO Box 25902, Winston Salem, NC 27114

Signing Officer

Name
William Petree
Title
Treasurer
Phone
3367271195
Signed
2025-11-08
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“None”

Form 990-EZ, Part I, Line 10

“SCHOLARSHIPS TO GRADUATING SENIORS FOR COLLEGE 12,650 KIMBERLY PARK ELEMENTARY SCHOOL 6,743 Cart - Alzheimer Grant 72”

Form 990-EZ, Part I, Line 16

“Description;Amount^MEALS AT MEETINGS;19443|OFFICE EXPENSE;311|WEBSITE;305|TRAINING;585|ROTARY INTERNATIONAL DUES;5557|QUICKBOOKS SOFTWARE;1069^Total;27270^”

Form 990-EZ, Part I, Line 20

“Error in opening balance -”

Form 990-EZ, Part II, Line 24

“None”

Form 990-EZ, Part II, Line 26

“None”

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0William H Petree Jr
IRS990EZ/BooksInCareOfDetail/PhoneNum03367271195
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 25902
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winston Salem
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027114
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028793
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022005
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt07858
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6688
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028793
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022005
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019465
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt040259
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt032401
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028793
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022005
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028793
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022005
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tom Griffin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy Richardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2William Petree
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Roane Cross
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Linda Thorp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michelle Cook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Chris Douglas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-100
IRS990EZ/OtherExpensesTotalAmt027270
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd01
IRS990EZ/PrimaryExemptPurposeTxt0To provide service to others, promote integrity, and advance world understanding, goodwill, and peace through fellowship of business, professional, and community leaders
IRS990EZ/PrintingPublicationsPostageAmt0212
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Form 990-EZ, Part III, Line 28, Program service accomplishments: Grants and donations raise the public profile by seeking opportunities to publicize via news media and club actions. This includes public Charities as well as programs to help develope youth in our area. Clients served are the public.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019393
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046947
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt040259
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0stratfordrotary.org
IRS990ScheduleC/Expended527ActivitiesAmt00
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/InternalFundsContributedAmt00
IRS990ScheduleC/PoliticalExpendituresAmt00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0No expenditures
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule C, Part I-A, Line 1
IRS990ScheduleC/TotalExemptFunctionExpendAmt00
IRS990ScheduleC/VolunteerHoursCnt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0None
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS TO GRADUATING SENIORS FOR COLLEGE 12,650 KIMBERLY PARK ELEMENTARY SCHOOL 6,743 Cart - Alzheimer Grant 72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^MEALS AT MEETINGS;19443|OFFICE EXPENSE;311|WEBSITE;305|TRAINING;585|ROTARY INTERNATIONAL DUES;5557|QUICKBOOKS SOFTWARE;1069^Total;27270^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Error in opening balance -
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4None
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5None
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0William Petree
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03367271195
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF STRATFORD
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237009793
ReturnHeader/Filer/PhoneNum03367271195
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 25902
ReturnHeader/Filer/USAddress/CityNm0Winston Salem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027114
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-08T20:38:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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