Civic Intelligence

The Hickory Rotary Charitable Foundation

990 • Fiscal year 2021 • EIN 38-3880464

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 07, 2022

Organization ProfileWWW.HICKORYROTARY.ORG
PO Box 2628Hickory, 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.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

66th percentile

23%

Higher net margin than 66% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

60th percentile

16%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

175%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$802,079

Up $108,561 (+16%) from 2020

Net Assets

Up

$801,947

Up $108,429 (+16%) from 2020

Liabilities

Up

$132

Up $132 from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin66th percentile

Revenue

Up

$86,403

Up $55,033 (+175%) from 2020

Expenses

Up

$66,244

Up $10,468 (+19%) from 2020

Net Income

Up

$20,159

Up $44,565 (+183%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2021

Assets$802,079
Liabilities$132
Net Assets$801,947
Open 2021 Filing

Operations Trend

Revenue Growth92nd 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

2021

Revenue$86,403
Expenses$66,244
Net Income$20,159
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 7, 2022
Return Version
2020v4.0
Gross Receipts
$90,538
Mission and Program Overview

Mission

Primary service avenue is education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$642,592$746,979▲ $104,387
Cash and Non-Interest-Bearing Accounts$37,247$40,633▲ $3,386
Savings and Temporary Cash Investments$13,654$13,602▼ $52
Accounts Receivable$25$865▲ $840
Total Assets$693,518$802,079▲ $108,561
Liabilities
Accounts Payable and Accrued Expenses-$132-
Total Liabilities$0$132▲ $132
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$693,518$801,947▲ $108,429
Total Net Assets Fund Balance$693,518$801,947▲ $108,429
Total Liabilities and Net Assets / Fund Balance$693,518$802,079▲ $108,561
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Gerry KnoxChair
David MooreDirector
Douglas LocascioDirector
Jonathon CarfagnoDirector
Mark SeamanDirector
Melissa AldrichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$60,066
Other Revenue
$26,337
Change in Net Assets
$20,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$57,020
Other Expenses$9,224
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$29,020--$29,020
Grants to Domestic Individuals$28,000--$28,000
Fees for Services Accounting-$4,200-$4,200
Fees for Services Other$3,131--$3,131
Insurance$514--$514
Fees for Services Legal$275--$275
Office Expenses$251--$251
Advertising$140--$140
Other Expenses$-50$73-$-50
Total Functional Expenses$61,734$4,510$0$66,244
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catawba Cty Partnership for ChildreHickory, NCGov-$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,472
Fundraising Direct Expenses$4,135
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotarian Idol$30,472$30,472$1,260$29,212
Total Events$30,472$30,472$4,135$26,337
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 35% controlled entity
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 2628, HICKORY, NC 28603

Signing Officer

Name
Melissa Aldrich
Title
Treasurer
Phone
8283229300
Signed
2022-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Aldrich
Formed
2012
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Stephen P Priestley CPA Pllc
Address
252 1ST AVE NW, HICKORY, NC 28601
Preparer
Stephen P Priestley
Phone
8288559414
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net unrealized gain on stocks 88,270 transfer from club 0 net unrealized loss on stocks 0 total 88,270”

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 88,270 TRANSFER FROM CLUB 0 NET UNREALIZED LOSS ON STOCKS 0 TOTAL 88,270
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0693518
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0801947
IRS990/TotalProgramServiceExpensesAmt061734
IRS990/TotalRevenueGrp/ExclusionAmt026337
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt060066
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt086403
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0693518
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0802079
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.HICKORYROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-03-31 18:45:55Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA ALDRICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08283229300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-07
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 2628
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/AddressLine1Txt0252 1ST AVE NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028601
ReturnHeader/PreparerPersonGrp/PhoneNum08288559414
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN P PRIESTLEY
ReturnHeader/ReturnTs02022-01-31T08:49:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALDRICH
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$802,079
Liabilities
$132
Net assets
$801,947
Revenue
$86,403
Expenses
$66,244
Net income
$20,159
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
2021Detailed filing. Detailed filing data is available for this year.$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. 2021 filings • 501(c)3 • $500k-$1M nonprofits