Civic Intelligence

Union West Rotary Club of Indian Trail

990EZ • Fiscal year 2018 • EIN 36-4077895

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 24, 2018

Organization Profilewww.unionwestrotary.org
PO Box 505Indian Trail, NC 28079

(704) 821-2960

Siviq Scores

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

Liabilities / Assets

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.06x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets75th percentile

Assets

$35,041

No earlier filing loaded for comparison.

Net Assets

$32,322

No earlier filing loaded for comparison.

Liabilities

$2,719

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin79th percentile

Revenue

$47,200

No earlier filing loaded for comparison.

Expenses

$38,167

No earlier filing loaded for comparison.

Net Income

$9,033

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$35,041
Liabilities$2,719
Net Assets$32,322
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$47,200
Expenses$38,167
Net Income$9,033
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 24, 2018
Return Version
2017v2.2
Gross Receipts
$71,863
Mission and Program Overview

Mission

Civic org providing ethical stds

Program Services

DescriptionGrantsExpenses
COUNCIL ON AGING AND OTHER COMMUNITY OUTREACH PROGRAMS AND MISC COMMUNITY SUPPORT-$19,401
PROVIDE SCHOOL SUPPLIES AND SPONSOR BACK TO SCHOOL BASH CONTRIBUTE TO LITERACY COUNCIL OF COUNTY PROVIDE AGENDA BOOKS FOR ELEM SCHOOL SUPPORT SCHOOL CLOSET MISC COMMUNITY PROJECT-$4,851
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRIS HIGHTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Drawdown$36,576$36,576$14,525$22,051
Golf Turmnt$22,662$22,662$7,213$15,449
Total Events$59,238$59,238$21,738$37,500
Filing and Contact Details

Filer

Filer Name
Union West Rotary Club of Indian Trail
EIN
36-4077895
Address
PO BOX 505, INDIAN TRAIL, NC 28079

Signing Officer

Name
Harris High
Title
Treasurer
Phone
7048216486
Signed
2018-07-24
Discuss with paid preparer
No

Preparer

Firm
Emily H Sneed CPA
Address
102 Indian Trail Rd N, Indian Trail, NC 28079
Preparer
Emily H Sneed
Phone
7048216486
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amount50/50 income 619brags income 518”

Description of other expenses Part I line 16

“Description amountcommunity service projects 21,353international project polio 700interact club 2,198”

Description of other assets Part II line 24

“Category beginning of year end of yearaccounts receivable 150 1,764”

Description of total liabilities Part II line 26

“Category beginning of year end of yearother liabilities 1,054 2,719”

Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt013039
IRS990EZ/BooksInCareOfDetail/PersonNm0HARRIS HIGH
IRS990EZ/BooksInCareOfDetail/PhoneNum07048212960
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 505
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INDIAN TRAIL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028079
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024193
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033277
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09033
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024343
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035041
IRS990EZ/FundraisingGrossIncomeAmt061316
IRS990EZ/GrossReceiptsAmt071863
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09410
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023289
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032322
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023289
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032322
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HARRIS HIGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0150
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01764
IRS990EZ/OtherExpensesTotalAmt024251
IRS990EZ/OtherRevenueTotalAmt01137
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC ORG PROVIDING ETHICAL STDS
IRS990EZ/PrintingPublicationsPostageAmt0877
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COUNCIL ON AGING AND OTHER COMMUNITY OUTREACH PROGRAMS AND MISC COMMUNITY SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SCHOOL SUPPLIES AND SPONSOR BACK TO SCHOOL BASH CONTRIBUTE TO LITERACY COUNCIL OF COUNTY PROVIDE AGENDA BOOKS FOR ELEM SCHOOL SUPPORT SCHOOL CLOSET MISC COMMUNITY PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019401
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14851
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt024663
IRS990EZ/SpecialEventsNetIncomeLossAmt036653
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01054
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02719
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038167
IRS990EZ/TotalProgramServiceExpensesAmt024252
IRS990EZ/TotalRevenueAmt047200
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021738
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TURMNT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DRAWDOWN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022662
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt036576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022662
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt036576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059238
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037500
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021738
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07213
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014525
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNT50/50 INCOME 619BRAGS INCOME 518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCOMMUNITY SERVICE PROJECTS 21,353INTERNATIONAL PROJECT POLIO 700INTERACT CLUB 2,198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 150 1,764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEAROTHER LIABILITIES 1,054 2,719
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRIS HIGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07048216486
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION WEST ROTARY CLUB OF INDIAN TRAIL
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0364077895
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 505
ReturnHeader/Filer/USAddress/CityNm0INDIAN TRAIL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028079
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FA5A4E07117FE0BC7CB3731A2E8731CE4601DF29
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FA5A4E07117FE0BC7CB3731A2E8731CE4601DF29
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05602632018207bqlmzwy
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-07-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.60.246.102
ReturnHeader/FilingSecurityInformation/IPDt02018-07-26
ReturnHeader/FilingSecurityInformation/IPTm014:05:24
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Emily H Sneed CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 Indian Trail Rd N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indian Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028079
ReturnHeader/PreparerPersonGrp/PhoneNum07048216486
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Emily H Sneed
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-22T12:05:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,041
Liabilities
$2,719
Net assets
$32,322
Revenue
$47,200
Expenses
$38,167
Net income
$9,033
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