Civic Intelligence

Cabarrus Rotary Charitable Works

990EZ • Fiscal year 2018 • EIN 45-5278068

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

PO Box 786Concord, NC 28026

(704) 786-0171

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.00x

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

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.00x

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

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Net Margin

58th percentile

8.7%

Higher net margin than 58% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

13%

Faster asset growth than 63% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$23,670

Up $2,673 (+13%) from 2017

Net Assets

$23,670

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$30,687

Down $7,052 (-19%) from 2017

Expenses

Down

$28,013

Down $3,014 (-9.7%) from 2017

Net Income

Down

$2,674

Down $4,038 (-60%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2014: $5,294Liabilities 2014: $02014Assets 2015: $7,806Liabilities 2015: $02015Assets 2016: $14,293Liabilities 2016: $9Net Assets 2016: $14,2842016Assets 2017: $20,997Liabilities 2017: $02017Assets 2018: $23,670Liabilities 2018: $0Net Assets 2018: $23,6702018Assets 2019: $59,728Liabilities 2019: $02019Assets 2020: $29,235Net Assets 2020: $29,2352020Assets 2021: $37,867Net Assets 2021: $37,8672021Assets 2022: $47,630Net Assets 2022: $47,6302022

Highlighted filing

2018

Assets$23,670
Liabilities$0
Net Assets$23,670

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2014: $56,366Expenses 2014: $51,072Net Income 2014: $5,2942014Revenue 2015: $24,557Expenses 2015: $22,045Net Income 2015: $2,5122015Revenue 2016: $36,271Expenses 2016: $29,784Net Income 2016: $6,4872016Revenue 2017: $37,739Expenses 2017: $31,027Net Income 2017: $6,7122017Revenue 2018: $30,687Expenses 2018: $28,013Net Income 2018: $2,6742018Revenue 2019: $42,810Expenses 2019: $6,752Net Income 2019: $36,0582019Revenue 2020: $66,433Expenses 2020: $96,489Net Income 2020: -$30,0562020Revenue 2021: $4,803Expenses 2021: $2,660Net Income 2021: $2,1432021Revenue 2022: $16,359Expenses 2022: $6,596Net Income 2022: $9,7632022

Highlighted filing

2018

Revenue$30,687
Expenses$28,013
Net Income$2,674
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$61,791
Mission and Program Overview

Mission

The main purpose of this organization is to support the four avenues of service of the rotary club of cabarrus county.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FUNDS TO VARIOUS 501(C)(3) ORGANIZATIONS THROUGH AN APPLICATION PROCESS. THE FOCUS AREAS WILL REVOLVE AROUND CHILDREN, POVERTY, LITERACY, HUNGER, MEDICAL CARE, HOUSING AND OTHER SUCH AREAS.$20,957$20,957
EACH YEAR FUNDS WILL BE ALLOCATED FOR SCHOLARSHIPS TO STUDENTS WHO ACTIVELY PARTICIPATE IN THEIR INTERACT OR ROTARACT CLUB AT SCHOOL.$4,000$4,000
THE ORGANIZATION SUPPORTED A PROJECT THAT PROVIDED MUSIC THERAPY FOR PEOPLE SUFFERING FROM ALZHEIMER'S.-$2,420
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANITA BROWNPresident-$0--
STEVE MORRISVice Preside-$0--
STEVE GRUBBSecretary/Tr-$0--
CYNDIE MYNATTDirector-$0--
LISA PERRYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Seafood Festiva$39,577$39,577$16,824$22,753
Swimarathon$7,105$4,755$13,608$-8,853
Total Events$51,880$49,530$31,104$18,426
Filing and Contact Details

Filer

Filer Name
Cabarrus Rotary Charitable Works
EIN
45-5278068
Phone
7047860171
Address
PO BOX 786, CONCORD, NC 28026

Signing Officer

Name
Anita Brown
Title
President
Phone
7047860171
Signed
2018-11-07
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: the cart fund address: 1985 tate blvd se 43 hickory, nc 28602 cash contribution: 10,107

Form 990-ez, Part I, Line 16

Expenses bank charges 178 board meeting expenses 121 solicitation license 75 office supplies 44 web hosting fee 218 alzheimer's music therapy 2,420 total 3,056

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 7,425 0 total 7,425 0

Form 990-ez, Part III

The main purpose of this organization is to support the four avenues of service of the rotary club of cabarrus county.

Raw XML Appendix172 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUSAN LEE
IRS990EZ/BooksInCareOfDetail/PhoneNum07047829552
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02220 AZALEA RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013571
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023670
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012261
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02674
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020996
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023670
IRS990EZ/FundraisingGrossIncomeAmt049530
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024957
IRS990EZ/GrossReceiptsAmt061791
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020996
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023670
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020996
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023670
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANITA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE GRUBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CYNDIE MYNATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07425
IRS990EZ/OtherExpensesTotalAmt03056
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MAIN PURPOSE OF THIS ORGANIZATION IS TO SUPPORT THE FOUR AVENUES OF SERVICE OF THE ROTARY CLUB OF CABARRUS COUNTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EACH YEAR FUNDS WILL BE ALLOCATED FOR SCHOLARSHIPS TO STUDENTS WHO ACTIVELY PARTICIPATE IN THEIR INTERACT OR ROTARACT CLUB AT SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE FUNDS TO VARIOUS 501(C)(3) ORGANIZATIONS THROUGH AN APPLICATION PROCESS. THE FOCUS AREAS WILL REVOLVE AROUND CHILDREN, POVERTY, LITERACY, HUNGER, MEDICAL CARE, HOUSING AND OTHER SUCH AREAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION SUPPORTED A PROJECT THAT PROVIDED MUSIC THERAPY FOR PEOPLE SUFFERING FROM ALZHEIMER'S.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt120957
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120957
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22420
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031104
IRS990EZ/SpecialEventsNetIncomeLossAmt018426
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028013
IRS990EZ/TotalProgramServiceExpensesAmt027377
IRS990EZ/TotalRevenueAmt030687
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03618
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01539
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt053713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014368
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt049530
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt044299
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt042089
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt039084
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt046467
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0221469
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0289550
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057434
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076882
IRS990ScheduleA/Total509Grp/TotalAmt0289550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057434
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076882
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0289550
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02350
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02350
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031104
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SEAFOOD FESTIVA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SWIMARATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04755
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049530
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018426
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0672
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016824
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013608
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: THE CART FUND ADDRESS: 1985 TATE BLVD SE 43 HICKORY, NC 28602 CASH CONTRIBUTION: 10,107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 178 BOARD MEETING EXPENSES 121 SOLICITATION LICENSE 75 OFFICE SUPPLIES 44 WEB HOSTING FEE 218 ALZHEIMER'S MUSIC THERAPY 2,420 TOTAL 3,056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 7,425 0 TOTAL 7,425 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MAIN PURPOSE OF THIS ORGANIZATION IS TO SUPPORT THE FOUR AVENUES OF SERVICE OF THE ROTARY CLUB OF CABARRUS COUNTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANITA BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07047860171
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CABARRUS ROTARY CHARITABLE WORKS
ReturnHeader/Filer/BusinessNameControlTxt0CABA
ReturnHeader/Filer/EIN0455278068
ReturnHeader/Filer/PhoneNum07047860171
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 786
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028026
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00F135DF208C080891DD9BB99CE9A0C5748BCD40A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C56744F0B91E24874ABDE2AA15CF0277A47CC88B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.63.165.234
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:13:08
ReturnHeader/ReturnTs02018-11-12T08:13:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings