Civic Intelligence

The Hickory Rotary Charitable Foundation

990 • Fiscal year 2022 • EIN 38-3880464

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 02, 2024

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

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

55th percentile

9.3%

Higher net margin than 55% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

11th percentile

-19%

Faster asset growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$646,102

Down $155,977 (-19%) from 2021

Net Assets

Down

$646,102

Down $155,845 (-19%) from 2021

Liabilities

Down

$0

Down $132 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin55th percentile

Revenue

Down

$77,092

Down $9,311 (-11%) from 2021

Expenses

Up

$69,917

Up $3,673 (+5.5%) from 2021

Net Income

Down

$7,175

Down $12,984 (-64%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2022

Assets$646,102
Liabilities$0
Net Assets$646,102
Open 2022 Filing

Operations Trend

Revenue Growth26th 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

2022

Revenue$77,092
Expenses$69,917
Net Income$7,175
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 2, 2024
Return Version
2021v4.0
Gross Receipts
$77,092
Mission and Program Overview

Mission

Primary service avenue is education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$746,979$607,320▼ $139,659
Cash and Non-Interest-Bearing Accounts$40,633$24,346▼ $16,287
Savings and Temporary Cash Investments$13,602$14,436▲ $834
Accounts Receivable$865--
Total Assets$802,079$646,102▼ $155,977
Liabilities
Accounts Payable and Accrued Expenses$132--
Total Liabilities$132$0▼ $132
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$801,947$646,102▼ $155,845
Total Net Assets Fund Balance$801,947$646,102▼ $155,845
Total Liabilities and Net Assets / Fund Balance$802,079$646,102▼ $155,977
Compensation and Service Providers
Top Officer Pay53rd 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
$6,118
Program Service Revenue
$0
Investment Income
$62,999
Other Revenue
$7,975
All Other Contributions
$1,082
Change in Net Assets
$7,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,403
Other Expenses$13,514
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,403--$33,403
Grants to Domestic Individuals$23,000--$23,000
Fees for Service Investment Mgmnt Fees$7,500--$7,500
Fees for Services Accounting-$3,150-$3,150
Office Expenses$1,765--$1,765
Fees for Services Legal$275--$275
Other Expenses$319$217-$217
Total Functional Expenses$66,262$3,655$0$69,917
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,975
Professional Fundraising Fees$0
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
8283456262
Signed
2024-10-02
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

“Transfer from club 0 net unrealized loss on stocks -163,020 transfer to club 0 total -163,020”

Raw XML Appendix309 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/ExplanationTxt2TRANSFER FROM CLUB 0 NET UNREALIZED LOSS ON STOCKS -163,020 TRANSFER TO CLUB 0 TOTAL -163,020
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0252 1ST AVE NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028601
ReturnHeader/PreparerPersonGrp/PhoneNum08288559414
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN P PRIESTLEY
ReturnHeader/ReturnTs02024-10-21T14:01:19-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$646,102
Liabilities
$0
Net assets
$646,102
Revenue
$77,092
Expenses
$69,917
Net income
$7,175
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