Civic Intelligence

Union West Rotary Club of Indian Trail

990EZ • Fiscal year 2023 • EIN 36-4077895

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 13, 2023

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

81st percentile

0.15x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.15x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

89th percentile

41%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$46,883

Up $13,710 (+41%) from 2022

Net Assets

Up

$39,883

Up $8,569 (+27%) from 2022

Liabilities

Up

$7,000

Up $5,141 (+277%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin74th percentile

Revenue

Up

$47,346

Up $15,207 (+47%) from 2022

Expenses

Down

$38,777

Down $3,949 (-9.2%) from 2022

Net Income

Up

$8,569

Up $19,156 (+181%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

2023

Assets$46,883
Liabilities$7,000
Net Assets$39,883
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

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

2023

Revenue$47,346
Expenses$38,777
Net Income$8,569
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 13, 2023
Return Version
2022v5.0
Gross Receipts
$66,483
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, Union County Special Olympics, Girls on the Run Union County, Make A Wish Foundation.$0$15,161
$600 for Honduran child to attend school; $1500 donated to Polio Plus to eradicate polio worldwide; $2100 Turkey/Syria Earthquake Relief, $2000 Ghana Wash Project bringing clean water to the people of Ghana.$0$6,200
$5,000 for (4) College Scholarships for graduating High Schoolers awarded based on our Essay Project$0$5,000
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Draw Down$36,523$36,523$1,153$35,370
Harlem Wizards Basketball Game$19,626$19,626$2,912$16,714
Total Events$56,149$56,149$19,137$37,012
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
2023-09-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Meeting Brags and Fines Revenue”

Form 990-EZ, Part I, Line 16

“Description;Amount^Community Service Projects;15161|International Service Projects;6200|Vocational Service Projects;5000^Total;26361^”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^Rotary Foundation Contributions from Members;920|Back Back Project Contributions;100|Interact Club;480|Vocational Scholarships Awarded;5500^Total;7000^”

Raw XML Appendix166 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/BenefitsPaidToOrForMembersAmt011684
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/BOYAmt033173
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046883
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt08569
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033173
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046883
IRS990EZ/FundraisingGrossIncomeAmt056149
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt066483
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt09130
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031314
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039883
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031314
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039883
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
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/PersonNm0Hayden Kramer
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/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026361
IRS990EZ/OtherRevenueTotalAmt01204
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Civic Organization providing ethical standards of service.
IRS990EZ/PrintingPublicationsPostageAmt0732
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, Union County Special Olympics, Girls on the Run Union County, Make A Wish Foundation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1$600 for Honduran child to attend school; $1500 donated to Polio Plus to eradicate polio worldwide; $2100 Turkey/Syria Earthquake Relief, $2000 Ghana Wash Project bringing clean water to the people of Ghana.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2$5,000 for (4) College Scholarships for graduating High Schoolers awarded based on our Essay Project
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015161
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt019137
IRS990EZ/SpecialEventsNetIncomeLossAmt037012
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01859
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038777
IRS990EZ/TotalProgramServiceExpensesAmt026361
IRS990EZ/TotalRevenueAmt047346
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/DirectExpenseSummaryEventsAmt019137
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Draw Down
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Harlem Wizards Basketball Game
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03472
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036523
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056149
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036523
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056149
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037012
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04065
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01153
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02912
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meeting Brags and Fines Revenue
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Community Service Projects;15161|International Service Projects;6200|Vocational Service Projects;5000^Total;26361^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Rotary Foundation Contributions from Members;920|Back Back Project Contributions;100|Interact Club;480|Vocational Scholarships Awarded;5500^Total;7000^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Harris High
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07045640406
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-13
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-09-13T09:50:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,883
Liabilities
$7,000
Net assets
$39,883
Revenue
$47,346
Expenses
$38,777
Net income
$8,569
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