Civic Intelligence

The Hickory Rotary Charitable Foundation

990 • Fiscal year 2019 • EIN 38-3880464

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 03, 2020

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

42nd percentile

0.7%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$704,611

Up $4,704 (+0.7%) from 2018

Net Assets

Up

$704,060

Up $4,153 (+0.6%) from 2018

Liabilities

Up

$551

Up $551 from 2018

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin81st percentile

Revenue

Up

$113,830

Up $28,069 (+33%) from 2018

Expenses

Down

$83,885

Down $13,105 (-14%) from 2018

Net Income

Up

$29,945

Up $41,174 (+367%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2019

Assets$704,611
Liabilities$551
Net Assets$704,060
Open 2019 Filing

Operations Trend

Revenue Growth80th 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

2019

Revenue$113,830
Expenses$83,885
Net Income$29,945
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 3, 2020
Return Version
2018v3.2
Gross Receipts
$121,259
Mission and Program Overview

Mission

Primary service avenue is education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$667,502$640,476▼ $27,026
Cash and Non-Interest-Bearing Accounts$15,198$43,789▲ $28,591
Savings and Temporary Cash Investments$13,617$11,691▼ $1,926
Accounts Receivable$3,590$8,655▲ $5,065
Total Assets$699,907$704,611▲ $4,704
Liabilities
Accounts Payable and Accrued Expenses-$551-
Total Liabilities$0$551▲ $551
Net Assets / Fund Balance
Unrestricted Net Assets$699,907$704,060▲ $4,153
Total Net Assets Fund Balance$699,907$704,060▲ $4,153
Total Liabilities and Net Assets / Fund Balance$699,907$704,611▲ $4,704
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
John RamboChair
David MooreVice Chair
Jeff BronnenbergDirector
Linda LutzDirector
Lynn LoehrDirector
Sandi FotheringhamSecretary
Kelly FarrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$658
Program Service Revenue
$775
Investment Income
$61,650
Other Revenue
$50,747
All Other Contributions
$658
Change in Net Assets
$29,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,761
Other Expenses$13,124
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,761--$53,761
Grants to Domestic Individuals$17,000--$17,000
Fees for Services Accounting-$2,337-$2,337
Conferences and Meetings$1,367--$1,367
Office Expenses$288--$288
Fees for Services Legal$275--$275
Insurance$254--$254
Other Expenses$918$70-$70
Advertising$60--$60
All Other Expenses-$19-$19
Total Functional Expenses$81,459$2,426$0$83,885
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$58,176
Fundraising Direct Expenses$7,429
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotarian Idol$58,176$58,176$3,579$54,597
Total Events$58,176$58,176$7,429$50,747
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
Kelly Farr
Title
Treasurer
Phone
8283229300
Signed
2020-01-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Farr
Formed
2012
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
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 transfer from club 60 net unrealized loss on stocks -25,852 total -25,792”

Raw XML Appendix355 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 TRANSFER FROM CLUB 60 NET UNREALIZED LOSS ON STOCKS -25,852 TOTAL -25,792
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IRS990/TotalAssetsGrp/EOYAmt0704611
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IRS990/TotalContributionsAmt0658
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02426
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081459
IRS990/TotalFunctionalExpensesGrp/TotalAmt083885
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IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/VotingMembersIndependentCnt07
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY FARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08283229300
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HICKORY ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HICK
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ReturnHeader/Filer/PhoneNum08283229300
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:29:46
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/PreparationDt02020-01-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN P PRIESTLEY
ReturnHeader/ReturnTs02020-01-08T07:29:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$704,611
Liabilities
$551
Net assets
$704,060
Revenue
$113,830
Expenses
$83,885
Net income
$29,945
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. 2019 filings • 501(c)3 • $500k-$1M nonprofits