Civic Intelligence

The Rotary Club of Southwest Durham

990 • Fiscal year 2014 • EIN 56-1250875

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 15, 2014

PO Box 5131027717-1310

(919) 903-6972

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

91st percentile

52%

Faster asset growth than 91% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

2.0%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Flat

$18,349

Flat from 2014

Net Assets

Flat

$18,349

Flat from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Flat

$37,536

Flat from 2014

Expenses

Flat

$31,269

Flat from 2014

Net Income

Flat

$6,267

Flat from 2014

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $9,894Liabilities 2011: $0Net Assets 2011: $9,8942011Assets 2012: $7,973Liabilities 2012: $0Net Assets 2012: $7,9732012Assets 2013: $12,082Liabilities 2013: $0Net Assets 2013: $12,0822013Assets 2014: $18,349Liabilities 2014: $0Net Assets 2014: $18,3492014Assets 2014: $18,349Liabilities 2014: $0Net Assets 2014: $18,3492014Assets 2015: $20,402Liabilities 2015: $0Net Assets 2015: $20,4022015Assets 2016: $10,589Liabilities 2016: $0Net Assets 2016: $10,5892016Assets 2017: $16,268Liabilities 2017: $0Net Assets 2017: $16,2682017Assets 2018: $21,042Liabilities 2018: $0Net Assets 2018: $21,0422018Assets 2019: $21,468Liabilities 2019: $0Net Assets 2019: $21,4682019Assets 2020: $16,281Liabilities 2020: $0Net Assets 2020: $16,2812020Assets 2021: $38,891Liabilities 2021: $0Net Assets 2021: $38,8912021Assets 2022: $14,038Liabilities 2022: $0Net Assets 2022: $14,0382022Assets 2023: $7,729Liabilities 2023: $0Net Assets 2023: $7,7292023Assets 2024: $7,571Liabilities 2024: $0Net Assets 2024: $7,5712024Assets 2025: $11,464Liabilities 2025: $0Net Assets 2025: $11,4642025

Highlighted filing

2014

Assets$18,349
Liabilities$0
Net Assets$18,349

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $40,9422011Revenue 2012: $36,107Expenses 2012: $38,027Net Income 2012: -$1,9202012Expenses 2013: $31,6902013Revenue 2014: $37,536Expenses 2014: $31,269Net Income 2014: $6,2672014Revenue 2014: $37,536Expenses 2014: $31,269Net Income 2014: $6,2672014Revenue 2015: $32,746Expenses 2015: $30,693Net Income 2015: $2,0532015Revenue 2016: $30,972Expenses 2016: $40,785Net Income 2016: -$9,8132016Revenue 2017: $42,094Expenses 2017: $36,415Net Income 2017: $5,6792017Revenue 2018: $43,285Expenses 2018: $38,511Net Income 2018: $4,7742018Revenue 2019: $39,137Expenses 2019: $38,711Net Income 2019: $4262019Revenue 2020: $41,759Expenses 2020: $46,946Net Income 2020: -$5,1872020Revenue 2021: $30,661Expenses 2021: $8,051Net Income 2021: $22,6102021Revenue 2022: $27,546Expenses 2022: $52,399Net Income 2022: -$24,8532022Revenue 2023: $27,742Expenses 2023: $34,051Net Income 2023: -$6,3092023Revenue 2024: $37,641Expenses 2024: $37,799Net Income 2024: -$1582024Revenue 2025: $42,832Expenses 2025: $38,939Net Income 2025: $3,8932025

Highlighted filing

2014

Revenue$37,536
Expenses$31,269
Net Income$6,267
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 15, 2014
Return Version
2013v3.1
Gross Receipts
$37,536
Mission and Program Overview

Mission

Providing humanitarian services worldide.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$12,082$18,349▲ $6,267
Total Assets$12,082$18,349▲ $6,267
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$12,082$18,349▲ $6,267
Total Net Assets Fund Balance$12,082$18,349▲ $6,267
Total Liabilities and Net Assets / Fund Balance$12,082$18,349▲ $6,267
Compensation and Service Providers

Board Members and Trustees

NameTitle
Phil KearneyPresident
Holt WhitingSecretary
Mark GowlandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$37,420
Investment Income
$0
Other Revenue
$116
Change in Net Assets
$6,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,269
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$4,838$0$4,838
Payment Travel Entrtnmnt Publicly Ofcl$0$994$0$994
Fees for Services Management$0$675$0$675
Total Functional Expenses$0$31,269$0$31,269
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No
Filing and Contact Details

Filer

EIN
56-1250875
Phone
9199036972

Signing Officer

Name
Phil Kearney
Title
President
Phone
9199036972
Signed
2014-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phil Kearney
Formed
1968
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Gl Financial Consultants LLC
Phone
9199036972
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

Election of members and their rights. Election of governing body decided by membership at large.

Pt VI, Line 11B

Organization's process to review Form 990. No review was or will be conducted

Pt VI, Line 19

Governing documents disclosure explanation documents are available to the public for review.

Pt VI, Line 7B

Election of governing members voted on by members

Raw XML Appendix264 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
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IRS990/FormationYr01968
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IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt037536
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0Providing humanitarian services worldide.
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IRS990/NetAssetsOrFundBalancesBOYAmt012082
IRS990/NetAssetsOrFundBalancesEOYAmt018349
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Membership Meals
IRS990/OtherExpensesGrp/Desc1RI & District Dues
IRS990/OtherExpensesGrp/Desc2Christmas and Paul Harris
IRS990/OtherExpensesGrp/Desc3Other
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22221
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34838
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IRS990/PartialLiquidationInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1Guest Fees
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt037201
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1219
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt0994
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents disclosure explanation documents are available to the public for review.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
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ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL KEARNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09199036972
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-15
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ReturnHeader/Filer/EIN0561250875
ReturnHeader/Filer/PhoneNum09199036972
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Durham
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ReturnHeader/PreparerPersonGrp/PhoneNum09199036972
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GL FINANCIAL CONSULTANTS LLC
ReturnHeader/ReturnTs02014-11-16T18:38:41-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$42.8$38.9$3.89
2024Summary only. Only limited summary data is available for this year.$7.57$0.00$7.57$37.6$37.8$0.16
2023Summary only. Only limited summary data is available for this year.$7.73$0.00$7.73$27.7$34.1$6.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.00$14.0$27.5$52.4$24.9
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$0.00$38.9$30.7$8.05$22.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.00$16.3$41.8$46.9$5.19
2019Summary only. Only limited summary data is available for this year.$21.5$0.00$21.5$39.1$38.7$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$0.00$21.0$43.3$38.5$4.77
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.00$16.3$42.1$36.4$5.68
2016Summary only. Only limited summary data is available for this year.$10.6$0.00$10.6$31.0$40.8$9.81
2015Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$32.7$30.7$2.05
2014Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$37.5$31.3$6.27
2014Summary only. Only limited summary data is available for this year.$18.3$0.00$18.3$37.5$31.3$6.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.00$12.1$31.7
2012Summary only. Only limited summary data is available for this year.$7.97$0.00$7.97$36.1$38.0$1.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.89$0.00$9.89$40.9