Civic Intelligence

Union West Rotary Club of Indian Trail

990EZ • Fiscal year 2022 • EIN 36-4077895

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 26, 2022

Organization Profilewww.unionwestrotary.org
PO Box 203Indian Trail, NC 28079

(704) 564-0406

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.06x

Higher debt load relative to assets than 72% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.06x

Higher debt load relative to revenue than 72% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

13th percentile

-33%

Higher net margin than 13% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$33,173

Down $1,868 (-5.3%) from 2018

Net Assets

Down

$31,314

Down $1,008 (-3.1%) from 2018

Liabilities

Down

$1,859

Down $860 (-32%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin13th percentile

Revenue

Down

$32,139

Down $15,061 (-32%) from 2018

Expenses

Up

$42,726

Up $4,559 (+12%) from 2018

Net Income

Down

-$10,587

Down $19,620 (-217%) from 2018

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

2022

Assets$33,173
Liabilities$1,859
Net Assets$31,314
Open 2022 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

2022

Revenue$32,139
Expenses$42,726
Net Income-$10,587
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 26, 2022
Return Version
2021v4.0
Gross Receipts
$46,138
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, home for troubled girls, Common Heart hunger support, provided handicapped ramp, supported our boy scouts, stockings for Marines, our Council on Aging, and Samaritans Purse.$0$17,525
$500 Sent two students to Seminar for Tomorrows Leaders; $8,000 for (16) College Scholarships for graduating High Schoolers; $300 our Interact Club support.$0$8,800
$600 for Honduran child to attend school; $1660 donated to Polio Plus to eradicate polio worldwide; $2600 Ukrainian Relief Effort Donation$0$4,860
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew PetersPresidentPT$0--
Shirley HelmsSecretary-$0--
Harris HighTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Drawdown 2021$37,519$37,519$5,899$31,620
Total Events$37,519$37,519$13,999$23,520
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
2022-07-26
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Community Service Projects;17525|International Service;4860|Vocational Service;8800^Total;31185^”

Form 990-EZ, Part I, Line 20

“Prior year adjustment to balance”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^Rotary Foundation Cart Fund;329|Back Pack Project Stockings for Marines;550|Interact Club;980^Total;1859^”

Raw XML Appendix156 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/BenefitsPaidToOrForMembersAmt010358
IRS990EZ/BooksInCareOfDetail/PersonNm0Harris High
IRS990EZ/BooksInCareOfDetail/PhoneNum07045640406
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 203
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Indian Trail
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028079
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043288
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033173
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-10587
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043478
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033173
IRS990EZ/FundraisingGrossIncomeAmt037519
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt046138
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt08619
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041901
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031314
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041901
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031314
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrew Peters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Shirley Helms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Harris High
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0190
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031185
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Civic Organization providing ethical standards of service.
IRS990EZ/PrintingPublicationsPostageAmt01183
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We supported our children headed back to school, home for troubled girls, Common Heart hunger support, provided handicapped ramp, supported our boy scouts, stockings for Marines, our Council on Aging, and Samaritans Purse.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1$600 for Honduran child to attend school; $1660 donated to Polio Plus to eradicate polio worldwide; $2600 Ukrainian Relief Effort Donation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2$500 Sent two students to Seminar for Tomorrows Leaders; $8,000 for (16) College Scholarships for graduating High Schoolers; $300 our Interact Club support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017525
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14860
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28800
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013999
IRS990EZ/SpecialEventsNetIncomeLossAmt023520
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01577
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01859
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt042726
IRS990EZ/TotalProgramServiceExpensesAmt031185
IRS990EZ/TotalRevenueAmt032139
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Non-Profit
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.unionwestrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt04100
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt04100
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013999
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Drawdown 2021
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037519
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037519
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037519
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037519
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023520
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05899
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05899
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Community Service Projects;17525|International Service;4860|Vocational Service;8800^Total;31185^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prior year adjustment to balance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Rotary Foundation Cart Fund;329|Back Pack Project Stockings for Marines;550|Interact Club;980^Total;1859^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Harris High
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07045640406
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
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/ReturnTs02022-07-27T14:41:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,173
Liabilities
$1,859
Net assets
$31,314
Revenue
$32,139
Expenses
$42,726
Net income
-$10,587
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