Civic Intelligence

Rotary International Union West Rotary Club

EIN 36-4077895 • 501(c)4 • Indian Trail, NC

Profile

Civic Organization providing ethical standards of service.

PO Box 203Indian Trail, NC 28079

www.unionwestrotary.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.18x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

43rd percentile

-1.2%

Higher net margin than 43% 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

66th percentile

5.5%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

38th percentile

-10%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$43,367

Up $2,262 (+5.5%) from 2024

Liabilities

Up

$6,689

Up $2,649 (+66%) from 2024

Net Assets

Down

$36,678

Down $387 (-1.0%) from 2024

Operations
Liabilities / Revenue84th percentileNet Margin43rd percentile

Revenue

Down

$37,852

Down $4,414 (-10%) from 2024

Expenses

Down

$38,300

Down $6,784 (-15%) from 2024

Net Income

Up

-$448

Up $2,370 (+84%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$60K$40K$20K$0Assets 2018: $35,041Liabilities 2018: $2,719Net Assets 2018: $32,3222018Assets 2022: $33,173Liabilities 2022: $1,859Net Assets 2022: $31,3142022Assets 2023: $46,883Liabilities 2023: $7,000Net Assets 2023: $39,8832023Assets 2024: $41,105Liabilities 2024: $4,040Net Assets 2024: $37,0652024Assets 2025: $43,367Liabilities 2025: $6,689Net Assets 2025: $36,6782025

Highlighted filing

2025

Assets$43,367
Liabilities$6,689
Net Assets$36,678
Open 2025 Filing

Operations Trend

Revenue Growth38th percentile

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

$60K$40K$20K$0-$20KRevenue 2018: $47,200Expenses 2018: $38,167Net Income 2018: $9,0332018Revenue 2022: $32,139Expenses 2022: $42,726Net Income 2022: -$10,5872022Revenue 2023: $47,346Expenses 2023: $38,777Net Income 2023: $8,5692023Revenue 2024: $42,266Expenses 2024: $45,084Net Income 2024: -$2,8182024Revenue 2025: $37,852Expenses 2025: $38,300Net Income 2025: -$4482025

Highlighted filing

2025

Revenue$37,852
Expenses$38,300
Net Income-$448
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$43,367
Liabilities
$6,689
Net assets
$36,678
Revenue
$37,852
Expenses
$38,300
Net income
-$448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$43.4$6.69$36.7$37.9$38.3$0.45
2024Detailed filing. Detailed filing data is available for this year.$41.1$4.04$37.1$42.3$45.1$2.82
2023Detailed filing. Detailed filing data is available for this year.$46.9$7.00$39.9$47.3$38.8$8.57
2022Detailed filing. Detailed filing data is available for this year.$33.2$1.86$31.3$32.1$42.7$10.6
2018Detailed filing. Detailed filing data is available for this year.$35.0$2.72$32.3$47.2$38.2$9.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 8, 2025
Return Version
2024v5.0
Gross Receipts
$61,369
Mission and Program Overview

Mission

Civic org providing ethical stds

Civic Organization providing ethical standards of service.

Program Services

DescriptionGrantsExpenses
We supported our children headed back to school, Camp Duncan home for troubled girls, Common Heart hunger support, supported our boy scouts, stockings for Marines, our Council on Aging, Samaritans Purse, Girls on the Run Union County, Project to Heal, Holiday Heros Christmas for Kids in Need$0$15,032
$10,000 for (5) College Scholarships for graduating High Schoolers awarded based on our Four Way Test Essay Project; Seminars for Tomorrow's Leaders for High Schoolers $2,950.00$0$12,950
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hayden KramerPresidentPT$0--
Nicole ElzayekSecretaryPT$0--
Brian ReynoldsTreasurer-$0--
Harris HighCo-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
UWR Drawdown$36,139$36,139$876$35,263
UWR-Harlem Wizards$15,291$15,291$8,421$6,870
Total Events$51,430$51,430$23,517$27,913
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
36-4077895
Phone
7045640406
Address
PO Box 203, Indian Trail, NC 28079

Signing Officer

Name
Harris High
Title
Treasurer
Phone
7045640406
Signed
2025-09-08
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Fines/Brags Income 792.00, 50/50 Income 267.00”

Form 990-EZ, Part I, Line 16

“Community Service Projects 9,702, Council on Aging 500, Samaritans Purse 1,200, Project to Heal 3,300, Trunk or Treat 330. SFTL Scholarships 2,950, H/S Seniors Scholarships Awarded 10,000, AR Adjustment -881.00, Accounting Software Exp 120, Property Taxes 146.”

Form 990-EZ, Part I, Line 20

“Adjustment to balance 101.”

Form 990-EZ, Part II, Line 24

“Member Dues Accounts Receivable $520.”

Form 990-EZ, Part II, Line 26

“Rotary CART Fund $193.86, Rotary Foundation $1,230.00, Hometown Heros Christmas $265.00, Town of Indian Trail Mobile Park for Children $5,000”

Raw XML Appendix172 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/BenefitsPaidToOrForMembersAmt010933
IRS990EZ/BooksInCareOfDetail/PersonNm0Brian Reynolds
IRS990EZ/BooksInCareOfDetail/PhoneNum07045640406
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 203
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Indian Trail
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028079
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041105
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042847
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-448
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041105
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043367
IRS990EZ/FundraisingGrossIncomeAmt051430
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt061369
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt08880
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037025
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036678
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037025
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036678
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Hayden Kramer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nicole Elzayek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brian Reynolds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Harris High
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0520
IRS990EZ/OtherChangesInNetAssetsAmt0101
IRS990EZ/OtherExpensesTotalAmt027367
IRS990EZ/OtherRevenueTotalAmt01059
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Civic Organization providing ethical standards of service.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We supported our children headed back to school, Camp Duncan home for troubled girls, Common Heart hunger support, supported our boy scouts, stockings for Marines, our Council on Aging, Samaritans Purse, Girls on the Run Union County, Project to Heal, Holiday Heros Christmas for Kids in Need
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1$10,000 for (5) College Scholarships for graduating High Schoolers awarded based on our Four Way Test Essay Project; Seminars for Tomorrow's Leaders for High Schoolers $2,950.00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015032
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112950
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt023517
IRS990EZ/SpecialEventsNetIncomeLossAmt027913
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04080
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06689
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038300
IRS990EZ/TotalProgramServiceExpensesAmt027982
IRS990EZ/TotalRevenueAmt037852
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Non-Profit
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.unionwestrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt04100
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt04100
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023517
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0UWR Drawdown
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0UWR-Harlem Wizards
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04770
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036139
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036139
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051430
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027913
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09297
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0876
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08421
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01350
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01350
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Relative to (c) Other Events, we had none to report.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule G, Part II, Line 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fines/Brags Income 792.00, 50/50 Income 267.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Community Service Projects 9,702, Council on Aging 500, Samaritans Purse 1,200, Project to Heal 3,300, Trunk or Treat 330. SFTL Scholarships 2,950, H/S Seniors Scholarships Awarded 10,000, AR Adjustment -881.00, Accounting Software Exp 120, Property Taxes 146.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Adjustment to balance 101.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Member Dues Accounts Receivable $520.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rotary CART Fund $193.86, Rotary Foundation $1,230.00, Hometown Heros Christmas $265.00, Town of Indian Trail Mobile Park for Children $5,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Harris High
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07045640406
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Union West Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0364077895
ReturnHeader/Filer/PhoneNum07045640406
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 203
ReturnHeader/Filer/USAddress/CityNm0Indian Trail
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028079
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-09-08T15:12:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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