Civic Intelligence

The Hickory Rotary Charitable Foundation

990 • Fiscal year 2018 • EIN 38-3880464

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

45th percentile

0.2%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-23%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$699,907

Up $1,136 (+0.2%) from 2017

Net Assets

Up

$699,907

Up $1,136 (+0.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin18th percentile

Revenue

Down

$85,761

Down $25,073 (-23%) from 2017

Expenses

Up

$96,990

Up $29,905 (+45%) from 2017

Net Income

Down

-$11,229

Down $54,978 (-126%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2018

Assets$699,907
Liabilities$0
Net Assets$699,907
Open 2018 Filing

Operations Trend

Revenue Growth14th 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

2018

Revenue$85,761
Expenses$96,990
Net Income-$11,229
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$97,807
Mission and Program Overview

Mission

Primary service avenue is education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$635,956$667,502▲ $31,546
Cash and Non-Interest-Bearing Accounts$43,736$15,198▼ $28,538
Savings and Temporary Cash Investments$13,219$13,617▲ $398
Accounts Receivable$5,860$3,590▼ $2,270
Total Assets$698,771$699,907▲ $1,136
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$698,771$699,907▲ $1,136
Total Net Assets Fund Balance$698,771$699,907▲ $1,136
Total Liabilities and Net Assets / Fund Balance$698,771$699,907▲ $1,136
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Mark TeagueChair
John RamboVice Chair
Jeff BronnenbergDirector
Linda LutzDirector
Sandi FotheringhamSecretary
Lynn LoehrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,322
Investment Income
$25,831
Other Revenue
$54,608
Change in Net Assets
$-11,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$86,079
Other Expenses$10,911
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$69,579--$69,579
Grants to Domestic Individuals$16,500--$16,500
Fees for Services Accounting-$2,090-$2,090
Office Expenses$381--$381
Fees for Services Legal$275--$275
Other Expenses$1,806$34-$34
Total Functional Expenses$94,791$2,199$0$96,990
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catawba Cty Partnership for ChildreHickory, NCGov-$25,000
CHILDREN'S ADVOCACY & PROTECTION CEConover, NC501c3-$7,500
Salvation ArmyHickory, NC501c3-$7,483
YmcaHickory, NC501c3-$6,000
Hickory Public SchoolsHickory, NCGov-$5,096
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,654
Fundraising Direct Expenses$12,046
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotarian Idol$66,654$66,654$4,041$62,613
Total Events$66,654$66,654$12,046$54,608
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
Lynn Loehr
Title
Treasurer
Phone
8283229300
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Loehr
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 12,365 transfer from club 0 rounding 0 net unrealized loss on stocks 0 total 12,365”

Raw XML Appendix364 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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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 1167
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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 12,365 TRANSFER FROM CLUB 0 ROUNDING 0 NET UNREALIZED LOSS ON STOCKS 0 TOTAL 12,365
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/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0699907
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02199
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094791
IRS990/TotalFunctionalExpensesGrp/TotalAmt096990
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0699907
IRS990/TotalProgramServiceExpensesAmt094791
IRS990/TotalProgramServiceRevenueAmt05322
IRS990/TotalRevenueGrp/ExclusionAmt054608
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031153
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085761
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0698771
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0699907
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IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.HICKORYROTARY.ORG
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ReturnHeader/BusinessOfficerGrp/PhoneNum08283229300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HICKORY ROTARY CHARITABLE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:25:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462893888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN P PRIESTLEY CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 1ST AVE NW STE 303B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN P PRIESTLEY
ReturnHeader/ReturnTs02018-11-27T15:25:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$699,907
Liabilities
$0
Net assets
$699,907
Revenue
$85,761
Expenses
$96,990
Net income
-$11,229
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