Civic Intelligence

New Bern Breakfast Rotary Club Rotary International

EIN 56-1468748 • 501(c)4 • New Bern, NC

Profile

To promote positive community development programs through scholarships, grants and contributions.

PO Box 14625New Bern, NC 28561

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.07x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-56%

Higher net margin than 12% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

18th percentile

-42%

Faster asset growth than 18% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-24%

Faster revenue growth than 27% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$24,722

Down $18,073 (-42%) from 2022

Liabilities

Up

$2,401

Up $1,651 (+220%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue77th percentileNet Margin12th percentile

Revenue

Down

$34,931

Down $11,298 (-24%) from 2022

Expenses

Up

$54,655

Up $7,166 (+15%) from 2022

Net Income

Down

-$19,724

Down $18,464 (-1465%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $24,583Liabilities 2011: $02011Assets 2012: $25,105Liabilities 2012: $02012Assets 2013: $38,320Liabilities 2013: $02013Assets 2014: $45,101Liabilities 2014: $0Net Assets 2014: $45,1012014Assets 2015: $54,092Liabilities 2015: $02015Assets 2016: $54,887Liabilities 2016: $02016Assets 2017: $41,469Liabilities 2017: $0Net Assets 2017: $41,4692017Assets 2018: $45,500Liabilities 2018: $700Net Assets 2018: $44,8002018Assets 2019: $49,459Liabilities 2019: $1,000Net Assets 2019: $48,4592019Assets 2020: $53,687Liabilities 2020: $7002020Assets 2021: $44,005Liabilities 2021: $700Net Assets 2021: $43,3052021Assets 2022: $42,795Liabilities 2022: $750Net Assets 2022: $42,0452022Assets 2023: $24,722Liabilities 2023: $2,4012023

Highlighted filing

2023

Assets$24,722
Liabilities$2,401
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $60,424Expenses 2011: $61,889Net Income 2011: -$1,4652011Revenue 2012: $59,489Expenses 2012: $58,967Net Income 2012: $5222012Revenue 2013: $46,063Expenses 2013: $32,848Net Income 2013: $13,2152013Revenue 2014: $39,526Expenses 2014: $32,745Net Income 2014: $6,7812014Revenue 2015: $38,618Expenses 2015: $29,627Net Income 2015: $8,9912015Revenue 2016: $38,354Expenses 2016: $37,559Net Income 2016: $7952016Revenue 2017: $39,729Expenses 2017: $53,147Net Income 2017: -$13,4182017Revenue 2018: $45,059Expenses 2018: $41,728Net Income 2018: $3,3312018Revenue 2019: $45,070Expenses 2019: $41,411Net Income 2019: $3,6592019Revenue 2020: $38,935Expenses 2020: $34,407Net Income 2020: $4,5282020Revenue 2021: $39,487Expenses 2021: $49,169Net Income 2021: -$9,6822021Revenue 2022: $46,229Expenses 2022: $47,489Net Income 2022: -$1,2602022Revenue 2023: $34,931Expenses 2023: $54,655Net Income 2023: -$19,7242023

Highlighted filing

2023

Revenue$34,931
Expenses$54,655
Net Income-$19,724
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$24,722
Liabilities
$2,401
Net assets
-
Revenue
$34,931
Expenses
$54,655
Net income
-$19,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$24.7$2.40$34.9$54.7$19.7
2022Detailed filing. Detailed filing data is available for this year.$42.8$0.75$42.0$46.2$47.5$1.26
2021Detailed filing. Detailed filing data is available for this year.$44.0$0.70$43.3$39.5$49.2$9.68
2020Summary only. Only limited summary data is available for this year.$53.7$0.70$38.9$34.4$4.53
2019Detailed filing. Detailed filing data is available for this year.$49.5$1.00$48.5$45.1$41.4$3.66
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.5$0.70$44.8$45.1$41.7$3.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.5$0.00$41.5$39.7$53.1$13.4
2016Summary only. Only limited summary data is available for this year.$54.9$0.00$38.4$37.6$0.80
2015Summary only. Only limited summary data is available for this year.$54.1$0.00$38.6$29.6$8.99
2014Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$39.5$32.7$6.78
2013Summary only. Only limited summary data is available for this year.$38.3$0.00$46.1$32.8$13.2
2012Summary only. Only limited summary data is available for this year.$25.1$0.00$59.5$59.0$0.52
2011Summary only. Only limited summary data is available for this year.$24.6$0.00$60.4$61.9$1.47
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
May 12, 2023
Return Version
2021v4.2
Gross Receipts
$46,229
Mission and Program Overview

Mission

To promote positive community development programs through scholarships, grants and contributions.

Program Services

DescriptionGrantsExpenses
MAKE CONTRIBUTIONS AND GRANTS TO VARIOUS COMMUNITY PROGRAMS OF A CHARITABLE AND DEVELOPMENT NATURE.$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANT BILLSPresident-$0--
KAREN MASCHSecretary-$0--
RANDY GRAYTreasurer-$0--
ANDREW GARLICKPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
New Bern Breakfast Rotary Club
EIN
56-1468748
Phone
2526384000
Address
PO BOX 14625, NEW BERN, NC 28561

Signing Officer

Name
Randy Gray
Title
Treasurer
Phone
2526384000
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Williams Scarborough Gray Llp
Address
PO BOX 14008, NEW BERN, NC 28561-4008
Preparer
W Randall Gray CPA
Phone
2526384000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 4.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: rotary foundation. Affiliate address: 14280 collections center drive chicago, il 60693. Purpose of payment: program contribution. Amount of payment: 4,950.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: the cart fund. Affiliate address: po box 1916 sumter , sc 29151. Purpose of payment: program contribution. Amount of payment: 3,361. Total included on form 990-ez, line 10: 8,311.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: breakfast expenses. Amount: 18,518. Description: rotary dues. Amount: 9,326. Description: misc administrative expenses. Amount: 1,958. Description: program expenses. Amount: 9,376. Total to form 990-ez, line 16: 39,178.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to affiliates. Beg. Of year amount: 700. End of year amount: 750.”

Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RANDY GRAY
IRS990EZ/BooksInCareOfDetail/PhoneNum02526374000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 14625
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW BERN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028561
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044005
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042795
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04407
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1260
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044005
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042795
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08311
IRS990EZ/GrossReceiptsAmt046229
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt041818
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043305
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042045
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043305
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042045
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRANT BILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN MASCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RANDY GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW GARLICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt039178
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE POSITIVE COMMUNITY DEVELOPMENT PROGRAMS THROUGH SCHOLARSHIPS, GRANTS AND CONTRIBUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAKE CONTRIBUTIONS AND GRANTS TO VARIOUS COMMUNITY PROGRAMS OF A CHARITABLE AND DEVELOPMENT NATURE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0700
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0750
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047489
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt046229
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NEWBERNROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY FOUNDATION. AFFILIATE ADDRESS: 14280 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693. PURPOSE OF PAYMENT: PROGRAM CONTRIBUTION. AMOUNT OF PAYMENT: 4,950.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: THE CART FUND. AFFILIATE ADDRESS: PO BOX 1916 SUMTER , SC 29151. PURPOSE OF PAYMENT: PROGRAM CONTRIBUTION. AMOUNT OF PAYMENT: 3,361. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 8,311.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: BREAKFAST EXPENSES. AMOUNT: 18,518. DESCRIPTION: ROTARY DUES. AMOUNT: 9,326. DESCRIPTION: MISC ADMINISTRATIVE EXPENSES. AMOUNT: 1,958. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 9,376. TOTAL TO FORM 990-EZ, LINE 16: 39,178.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DUE TO AFFILIATES. BEG. OF YEAR AMOUNT: 700. END OF YEAR AMOUNT: 750.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY GRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02526384000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW BERN BREAKFAST ROTARY CLUB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0561468748
ReturnHeader/Filer/PhoneNum02526384000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14625
ReturnHeader/Filer/USAddress/CityNm0NEW BERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028561
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561313870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS SCARBOROUGH GRAY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 14008
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0285614008
ReturnHeader/PreparerPersonGrp/PhoneNum02526384000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W RANDALL GRAY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-11T23:58:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RANDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRAY
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits