Civic Intelligence

Cabarrus Rotary Charitable Works

990EZ • Fiscal year 2021 • EIN 45-5278068

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 12, 2022

Organization ProfileN/A
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

54th percentile

0.00x

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

2021 filings • NTEE P • <$500k nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.00x

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

2021 filings • NTEE P • <$500k nonprofits • Source year 2021

Net Margin

81st percentile

45%

Higher net margin than 81% of similar nonprofits.

2021 filings • NTEE P • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • NTEE P • <$500k nonprofits • Source year 2021

Asset Growth

70th percentile

30%

Faster asset growth than 70% of similar nonprofits.

2021 filings • NTEE P • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-93%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • NTEE P • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$37,867

Up $8,632 (+30%) from 2020

Net Assets

Up

$37,867

Up $8,632 (+30%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin81st percentile

Revenue

Down

$4,803

Down $61,630 (-93%) from 2020

Expenses

Down

$2,660

Down $93,829 (-97%) from 2020

Net Income

Up

$2,143

Up $32,199 (+107%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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: $23,670Net Assets 2018: $23,6702018Assets 2019: $59,728Liabilities 2019: $02019Assets 2020: $29,235Net Assets 2020: $29,2352020Assets 2021: $37,867Liabilities 2021: $0Net Assets 2021: $37,8672021Assets 2022: $47,630Net Assets 2022: $47,6302022

Highlighted filing

2021

Assets$37,867
Liabilities$0
Net Assets$37,867
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

2021

Revenue$4,803
Expenses$2,660
Net Income$2,143
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 12, 2022
Return Version
2020v4.0
Gross Receipts
$4,803
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. THE FOCUS AREAS WILL REVOLVE AROUND CHILDREN, POVERTY, LITERACY, HUNGER, MEDICAL CARE, HOUSING AND OTHER SUCH AREAS.$2,555$2,555
EACH YEAR FUNDS WILL BE ALLOCATED FOR SCHOLARSHIPS TO STUDENTS WHO ACTIVELY PARTICIPATE IN THEIR INTERACT OR ROTARACT CLUB AT SCHOOL.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANITA BROWNPresident-$0--
STEVE MORRISVice Preside-$0--
STEVE GRUBBSecretary-$0--
CYNDIE MYNATTDirector-$0--
LISA PERRYDirector-$0--
KIMBERLY STRONGTreasurer-$0--
PHILIP MCAULEYDirector-$0--
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
Kimberly Strong
Title
Treasurer
Phone
7047860171
Signed
2022-01-12
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges/pay pal fees 3 miscellaneous expense 50 solicitationlicense 52 total 105”

Form 990-ez, Part I, Line 20

“Refund of prior year expenses 6,489”

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 Appendix151 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ANITA BROWN
CompensationExplanation/CompensationExplanationGrp/PersonNm1STEVE MORRIS
CompensationExplanation/CompensationExplanationGrp/PersonNm2STEVE GRUBB
CompensationExplanation/CompensationExplanationGrp/PersonNm3CYNDIE MYNATT
CompensationExplanation/CompensationExplanationGrp/PersonNm4LISA PERRY
CompensationExplanation/CompensationExplanationGrp/PersonNm5KIMBERLY STRONG
CompensationExplanation/CompensationExplanationGrp/PersonNm6PHILIP MCAULEY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIMBERLY STRONG
IRS990EZ/BooksInCareOfDetail/PhoneNum07047860171
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 786
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029235
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037867
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04803
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02143
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029235
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037867
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02555
IRS990EZ/GrossReceiptsAmt04803
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029235
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037867
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029235
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037867
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANITA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE GRUBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CYNDIE MYNATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIMBERLY STRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PHILIP MCAULEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt06489
IRS990EZ/OtherExpensesTotalAmt0105
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. THE FOCUS AREAS WILL REVOLVE AROUND CHILDREN, POVERTY, LITERACY, HUNGER, MEDICAL CARE, HOUSING AND OTHER SUCH AREAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02555
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02555
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02660
IRS990EZ/TotalProgramServiceExpensesAmt02555
IRS990EZ/TotalRevenueAmt04803
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018636
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt096007
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07255
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt033721
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt043863
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt049530
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt044299
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0171413
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0274675
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062499
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057434
IRS990ScheduleA/Total509Grp/TotalAmt0274675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062499
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057434
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0274675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES/PAY PAL FEES 3 MISCELLANEOUS EXPENSE 50 SOLICITATIONLICENSE 52 TOTAL 105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REFUND OF PRIOR YEAR EXPENSES 6,489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY STRONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07047860171
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-12
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/ReturnTs02022-01-12T13:48:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STRONG
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$37,867
Liabilities
$0
Net assets
$37,867
Revenue
$4,803
Expenses
$2,660
Net income
$2,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.6$47.6$16.4$6.60$9.76
2021Detailed filing. Detailed filing data is available for this year.$37.9$0.00$37.9$4.80$2.66$2.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$29.2$66.4$96.5$30.1
2019Summary only. Only limited summary data is available for this year.$59.7$0.00$42.8$6.75$36.1
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$23.7$30.7$28.0$2.67
2017Summary only. Only limited summary data is available for this year.$21.0$0.00$37.7$31.0$6.71
2016Detailed filing. Detailed filing data is available for this year.$14.3$0.01$14.3$36.3$29.8$6.49
2015Summary only. Only limited summary data is available for this year.$7.81$0.00$24.6$22.0$2.51
2014Summary only. Only limited summary data is available for this year.$5.29$0.00$56.4$51.1$5.29