Civic Intelligence

The Hickory Rotary Charitable Foundation

990 • Fiscal year 2015 • EIN 38-3880464

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 29, 2015

Organization ProfileWWW.HICKORYROTARY.ORG
PO Box 800Hickory, NC 28603

(828) 322-9300

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.09x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

28th percentile

-4.6%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

41st percentile

-1.0%

Faster asset growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$636,462

Down $6,450 (-1.0%) from 2014

Net Assets

Down

$629,515

Down $6,101 (-1.0%) from 2014

Liabilities

Down

$6,947

Down $349 (-4.8%) from 2014

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin28th percentile

Revenue

Up

$79,419

Up $14,677 (+23%) from 2014

Expenses

Up

$83,084

Up $25,020 (+43%) from 2014

Net Income

Down

-$3,665

Down $10,343 (-155%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.0M$500K$0Assets 2014: $642,912Liabilities 2014: $7,296Net Assets 2014: $635,6162014Assets 2015: $636,462Liabilities 2015: $6,947Net Assets 2015: $629,5152015Assets 2016: $643,999Liabilities 2016: $17,286Net Assets 2016: $626,7132016Assets 2017: $698,771Liabilities 2017: $0Net Assets 2017: $698,7712017Assets 2018: $699,907Liabilities 2018: $0Net Assets 2018: $699,9072018Assets 2019: $704,611Liabilities 2019: $551Net Assets 2019: $704,0602019Assets 2020: $693,518Liabilities 2020: $0Net Assets 2020: $693,5182020Assets 2021: $802,079Liabilities 2021: $132Net Assets 2021: $801,9472021Assets 2022: $646,102Liabilities 2022: $0Net Assets 2022: $646,1022022Assets 2023: $605,074Liabilities 2023: $0Net Assets 2023: $605,0742023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2015

Assets$636,462
Liabilities$6,947
Net Assets$629,515
Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2014: $64,742Expenses 2014: $58,064Net Income 2014: $6,6782014Revenue 2015: $79,419Expenses 2015: $83,084Net Income 2015: -$3,6652015Revenue 2016: $124,346Expenses 2016: $71,410Net Income 2016: $52,9362016Revenue 2017: $110,834Expenses 2017: $67,085Net Income 2017: $43,7492017Revenue 2018: $85,761Expenses 2018: $96,990Net Income 2018: -$11,2292018Revenue 2019: $113,830Expenses 2019: $83,885Net Income 2019: $29,9452019Revenue 2020: $31,370Expenses 2020: $55,776Net Income 2020: -$24,4062020Revenue 2021: $86,403Expenses 2021: $66,244Net Income 2021: $20,1592021Revenue 2022: $77,092Expenses 2022: $69,917Net Income 2022: $7,1752022Revenue 2023: $2,076Expenses 2023: $181,777Net Income 2023: -$179,7012023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2015

Revenue$79,419
Expenses$83,084
Net Income-$3,665
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$92,273
Mission and Program Overview

Mission

Primary service avenue is education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$558,638$569,403▲ $10,765
Cash and Non-Interest-Bearing Accounts$70,333$47,006▼ $23,327
Savings and Temporary Cash Investments$10,391$16,803▲ $6,412
Accounts Receivable$3,550$3,250▼ $300
Total Assets$642,912$636,462▼ $6,450
Liabilities
Accounts Payable and Accrued Expenses$7,296$6,947▼ $349
Total Liabilities$7,296$6,947▼ $349
Net Assets / Fund Balance
Unrestricted Net Assets$635,616$629,515▼ $6,101
Total Net Assets Fund Balance$635,616$629,515▼ $6,101
Total Liabilities and Net Assets / Fund Balance$642,912$636,462▼ $6,450
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
David MoorePresident
Guy GuarinoDirector
Sarahh WillisDirector
Shuford AbernethyDirector
Suzanne TrollanDirector- Ch
Bob ConklinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$-459
Investment Income
$24,251
Other Revenue
$55,627
Change in Net Assets
$-3,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$74,648
Other Expenses$8,436
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,816--$56,816
Grants to Domestic Individuals$17,832--$17,832
Fees for Services Accounting-$1,665-$1,665
Fees for Services Legal-$1,100-$1,100
Other Expenses$1,190$18-$18
Office Expenses-$-175-$-175
Total Functional Expenses$80,476$2,608$0$83,084
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catawba Cty Partnership for ChildreHickory, NCGov-$25,000
Partners for ParksCharlotte, NC501c3-$14,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,481
Fundraising Direct Expenses$12,854
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotarian Idol$68,481$68,481$7,261$61,220
Total Events$68,481$68,481$12,854$55,627
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is prepared by the club's treasurer and furnished to the president, vice president, and secretary for approval before filing with the irs.”

Form 990, Page 6, Part VI, Line 19

“The 990 is available upon request to any person, whether a rotary club member or not.”

Filing and Contact Details

Filer

Filer Name
The Hickory Rotary Charitable
EIN
38-3880464
Phone
8283229300
Address
PO BOX 800, HICKORY, NC 28603

Signing Officer

Name
Mark Teague
Title
Treasurer
Phone
8283229300
Signed
2015-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Moore
Formed
2012
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Stephen P Priestley CPA Pllc
Address
200 1ST AVE NW STE 303B, HICKORY, NC 28601-6113
Preparer
Stephen P Priestley
Phone
8288559414
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net unrealized gain on stocks 0 net unrealized loss on stocks 2,436”

Raw XML Appendix336 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PREPARED BY THE CLUB'S TREASURER AND FURNISHED TO THE PRESIDENT, VICE PRESIDENT, AND SECRETARY FOR APPROVAL BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS AVAILABLE UPON REQUEST TO ANY PERSON, WHETHER A ROTARY CLUB MEMBER OR NOT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NET UNREALIZED GAIN ON STOCKS 0 NET UNREALIZED LOSS ON STOCKS 2,436
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023792
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt079419
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0642912
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0636462
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0635616
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0629515
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 800
IRS990/USAddress/CityNm0HICKORY
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028603
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.HICKORYROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK TEAGUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08283229300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HICKORY ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HICK
ReturnHeader/Filer/EIN0383880464
ReturnHeader/Filer/PhoneNum08283229300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 800
ReturnHeader/Filer/USAddress/CityNm0HICKORY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462893888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN P PRIESTLEY CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 1ST AVE NW STE 303B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286016113
ReturnHeader/PreparerPersonGrp/PhoneNum08288559414
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN P PRIESTLEY
ReturnHeader/ReturnTs02015-10-29T12:58:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$636,462
Liabilities
$6,947
Net assets
$629,515
Revenue
$79,419
Expenses
$83,084
Net income
-$3,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.02$1.82$1.80
2022Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.77$0.70$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.02$0.00$8.02$0.86$0.66$0.20
2020Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.31$0.56$0.24
2019Detailed filing. Detailed filing data is available for this year.$7.05$0.01$7.04$1.14$0.84$0.30
2018Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.86$0.97$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$1.11$0.67$0.44
2016Detailed filing. Detailed filing data is available for this year.$6.44$0.17$6.27$1.24$0.71$0.53
2015Detailed filing. Detailed filing data is available for this year.$6.36$0.07$6.30$0.79$0.83$0.04
2014Summary only. Only limited summary data is available for this year.$6.43$0.07$6.36$0.65$0.58$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $500k-$1M nonprofits