Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Rotary International Denver Lake Norman Club
990EZ • Fiscal year 2021 • EIN 36-4049672
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
12th percentile
Higher net margin than 12% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
10th percentile
Faster asset growth than 10% of similar nonprofits.
Revenue Growth
20th percentile
Faster revenue growth than 20% of similar nonprofits.
Balance Sheet
Assets
Down$19,318
Down $9,465 (-33%) from 2020
Net Assets
Down$19,318
Down $9,465 (-33%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue And Expenses
Revenue
Down$21,414
Down $15,922 (-43%) from 2020
Expenses
Down$30,879
Down $11,554 (-27%) from 2020
Net Income
Down-$9,465
Down $4,368 (-86%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Apr 21, 2022
- Return Version
- 2020v4.1
- Gross Receipts
- $22,504
Mission and Program Overview
Mission
We are a unit of rotary international, chicago, il. We are exempt under section 501c(4) of the internal revenue code as an organization not organized for profit but operated exclusively for the promotion of social welfare.
SEE SCHEDULE O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED FUNDS TO POLIO PLUS THROUGH THE ROTARY FOUNDATION IN THE EFFORT TO ERADICATE POLIO | $2,440 | - |
| RAISED FUNDS FOR SMILE TRAIN, THE WORLDS LARGEST CLEFT-FOCUSED ORGANIZATION | $2,100 | - |
| RAISED FUNDS TO SUPPORT ALZHEIMERS RESEARCH EFFORTS THROUGH CONTRIBUTIONS TO THE C.A.R.T. FUND | $1,525 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CATHY SMILEY | Director | - | $0 | - | - |
| ELLEN FICHTELMAN | President Elect | PT | $0 | - | - |
| ANDI TAYLOR | Director | - | $0 | - | - |
| KIMBERLY DUNN-MCGRATH | Secretary | - | $0 | - | - |
| TRUDIE CRAWFORD | Director | - | $0 | - | - |
| MICHAEL EGAN | Treasurer | PT | $0 | - | - |
| THOMAS EATMON | President | PT | $0 | - | - |
| SHERRY REINHARDT | Director | - | $0 | - | - |
| RICH LYON | Immediate Past President | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary International Denver Lake Norman Club
- EIN
- 36-4049672
- Address
- PO BOX 861, DENVER, NC 28037
Signing Officer
- Name
- William R Mclucas
- Title
- Treasurer
- Phone
- 7049661201
- Signed
- 2022-04-21
- Discuss with paid preparer
- Yes
Preparer
- Firm
- William R McLucas CPA PLLC
- Address
- 328 N NC 16 Business Hwy, Denver, NC 28037
- Preparer
- William R McLucas
- Phone
- 7049661201
Supplemental Narrative
Additional Explanations
General explanation attachment
“Form 990-ez part iii - organizations primary exempt purposewe are a unit of rotary international, chicago, il. We are exempt under section 501c(4) of the internal revenue code as an organization not organized for profit but operated exclusively for the promotion of social welfare.”
List of grants and similar amounts paid Part I line 10
“Activity other amount 13,089”
Description of other expenses Part I line 16
“Description amountmeal costs 4,500membership dues 8,759district meetings 225website 1,968bank fees 24supplies 614chamber dues 144po box rental 189social activities 1,217answering service 150”
Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | WILLIAM MCLUCAS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7049661201 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 328 N HWY 16 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | DENVER |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28037 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 28783 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 19318 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 7070 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -9465 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 28783 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 19318 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 4521 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 13089 |
| IRS990EZ/GrossReceiptsAmt | 0 | 22504 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 30 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 10883 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 28783 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 19318 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 28783 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 19318 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CATHY SMILEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ELLEN FICHTELMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ANDI TAYLOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KIMBERLY DUNN-MCGRATH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | TRUDIE CRAWFORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MICHAEL EGAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | THOMAS EATMON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | SHERRY REINHARDT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | RICH LYON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | IMMEDIATE PAST PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 17790 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SEE SCHEDULE O |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED FUNDS TO POLIO PLUS THROUGH THE ROTARY FOUNDATION IN THE EFFORT TO ERADICATE POLIO |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | RAISED FUNDS TO SUPPORT ALZHEIMERS RESEARCH EFFORTS THROUGH CONTRIBUTIONS TO THE C.A.R.T. FUND |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | RAISED FUNDS FOR SMILE TRAIN, THE WORLDS LARGEST CLEFT-FOCUSED ORGANIZATION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 2440 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 1525 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 2100 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 1090 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 3431 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 30879 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 21414 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.DENVERLAKENORMANROTARY.COM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FORM 990-EZ PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSEWE ARE A UNIT OF ROTARY INTERNATIONAL, CHICAGO, IL. WE ARE EXEMPT UNDER SECTION 501C(4) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION NOT ORGANIZED FOR PROFIT BUT OPERATED EXCLUSIVELY FOR THE PROMOTION OF SOCIAL WELFARE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY OTHER AMOUNT 13,089 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION AMOUNTMEAL COSTS 4,500MEMBERSHIP DUES 8,759DISTRICT MEETINGS 225WEBSITE 1,968BANK FEES 24SUPPLIES 614CHAMBER DUES 144PO BOX RENTAL 189SOCIAL ACTIVITIES 1,217ANSWERING SERVICE 150 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | General explanation attachment |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | WILLIAM R MCLUCAS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7049661201 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-04-21 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL DENVER LAKE NORMAN CLUB |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 364049672 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 861 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DENVER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28037 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 274635130 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | William R McLucas CPA PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 328 N NC 16 Business Hwy |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Denver |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 28037 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7049661201 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-05-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | William R McLucas |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2022-05-09T10:32:07-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | WILLIAM |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MCLUCAS |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $19,318
- Liabilities
- $0
- Net assets
- $19,318
- Revenue
- $21,414
- Expenses
- $30,879
- Net income
- -$9,465