Civic Intelligence

The Hickory Rotary Charitable Foundation

990 • Fiscal year 2017 • EIN 38-3880464

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 01, 2017

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

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

62nd percentile

8.5%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$698,771

Up $54,772 (+8.5%) from 2016

Net Assets

Up

$698,771

Up $72,058 (+11%) from 2016

Liabilities

Down

$0

Down $17,286 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin88th percentile

Revenue

Down

$110,834

Down $13,512 (-11%) from 2016

Expenses

Down

$67,085

Down $4,325 (-6.1%) from 2016

Net Income

Down

$43,749

Down $9,187 (-17%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2017

Assets$698,771
Liabilities$0
Net Assets$698,771
Open 2017 Filing

Operations Trend

Revenue Growth22nd 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

2017

Revenue$110,834
Expenses$67,085
Net Income$43,749
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 1, 2017
Return Version
2016v3.0
Gross Receipts
$118,730
Mission and Program Overview

Mission

Primary service avenue is education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$573,841$635,956▲ $62,115
Cash and Non-Interest-Bearing Accounts$52,631$43,736▼ $8,895
Savings and Temporary Cash Investments$14,767$13,219▼ $1,548
Accounts Receivable$2,760$5,860▲ $3,100
Total Assets$643,999$698,771▲ $54,772
Liabilities
Accounts Payable and Accrued Expenses$17,286--
Total Liabilities$17,286$0▼ $17,286
Net Assets / Fund Balance
Unrestricted Net Assets$626,713$698,771▲ $72,058
Total Net Assets Fund Balance$626,713$698,771▲ $72,058
Total Liabilities and Net Assets / Fund Balance$643,999$698,771▲ $54,772
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
John RamboPresident
Mark TeaguePresident-el
Linda LutzPresident-no
Bruce BumbargerDirector
Cliff MooneDirector
Dana KillianDirector
Gerry KnoxDirector
Jennifer ClarkDirector
John RossDirector
Robert LockeDirector
Tara BlandDirector
Jan BohmullerAssistant Se
Andy CoteAssistant Tr
Mark SeamanPast Preside
Leslie Ferrell-middletonSecretary
Bryan SetzlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$-456
Investment Income
$37,825
Other Revenue
$73,465
Change in Net Assets
$43,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,416
Other Expenses$10,669
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,084--$40,084
Grants to Domestic Individuals$16,332--$16,332
Fees for Services Accounting-$2,745-$2,745
Other Expenses$1,865$142-$142
Total Functional Expenses$64,198$2,887$0$67,085
International Activity

Grant and Assistance Recipients

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

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$81,361
Fundraising Direct Expenses$7,896
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotarian Idol$81,361$81,361$1,250$80,111
Total Events$81,361$81,361$7,896$73,465
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
Bryan Setzler
Title
Treasurer
Phone
8283229300
Signed
2017-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Setzler
Formed
2012
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
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 28,659 transfer from club -347 rounding -3 net unrealized loss on stocks 0 total 28,309”

Raw XML Appendix387 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt081361
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt081361
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt073465
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01250
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01250
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0876
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0876
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt15332
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1TEACHER AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CATAWBA CTY PARTNERSHIP FOR CHILDRE
IRS990ScheduleI/RecipientTable/RecipientEIN0582139195
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02110 MAIN AVE SE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HICKORY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028602
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 28,659 TRANSFER FROM CLUB -347 ROUNDING -3 NET UNREALIZED LOSS ON STOCKS 0 TOTAL 28,309
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0643999
IRS990/TotalAssetsEOYAmt0698771
IRS990/TotalAssetsGrp/BOYAmt0643999
IRS990/TotalAssetsGrp/EOYAmt0698771
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02887
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064198
IRS990/TotalFunctionalExpensesGrp/TotalAmt067085
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017286
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt017286
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0626713
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0698771
IRS990/TotalProgramServiceExpensesAmt064198
IRS990/TotalProgramServiceRevenueAmt0-456
IRS990/TotalRevenueGrp/ExclusionAmt073465
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037369
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0110834
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0643999
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0698771
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0626713
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0698771
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.HICKORYROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN SETZLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08283229300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-01
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0679AEE731951ABB8C6DC16E3F044C99F2366BB8A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01988DFADF70E1C4BCAE76FEA0F45CD39915B1E59
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/PreparationDt02017-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN P PRIESTLEY
ReturnHeader/ReturnTs02017-10-03T13:57:31-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$698,771
Liabilities
$0
Net assets
$698,771
Revenue
$110,834
Expenses
$67,085
Net income
$43,749
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