Civic Intelligence

New Bern Breakfast Rotary Club

990EZ • Fiscal year 2017 • EIN 56-1468748

Aug 01, 2016 to Jul 31, 2017 • Filed on Jun 17, 2018

Organization ProfileWWW.NEWBERNROTARY.ORG
PO Box 14625New Bern, NC 28561

(252) 638-4000

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-34%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-24%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

3.6%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$41,469

Down $13,418 (-24%) from 2016

Net Assets

$41,469

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin10th percentile

Revenue

Up

$39,729

Up $1,375 (+3.6%) from 2016

Expenses

Up

$53,147

Up $15,588 (+42%) from 2016

Net Income

Down

-$13,418

Down $14,213 (-1788%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$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

2017

Assets$41,469
Liabilities$0
Net Assets$41,469
Open 2017 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$39,729
Expenses$53,147
Net Income-$13,418
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 17, 2018
Return Version
2016v3.0
Gross Receipts
$39,729
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$53,148
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEEDRA DUROCHERPresident-$0--
CLIFTON PIKEPresident Elect-$0--
DEB IANITTOSecretary-$0--
RANDY GRAYTreasurer-$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
2018-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Williams Scarborough Smith 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: 8.”

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

“Affiliate name: rotary foundation. Affiliate address: 14280 collections center drive chicago, il 60693. Amount of payment: 4,650.”

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

“Affiliate name: cart fund. Affiliate address: 218 barrington way new bern, nc 28562. Amount of payment: 1,323.”

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

“Affiliate name: new bern breakfast rotarty charities, inc. Affiliate address: po box 14008 new bern, nc 28562. Amount of payment: 11,349. Total included on form 990-ez, line 10: 17,322.”

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

“Description: breakfast expenses. Amount: 16,645. Description: rotary dues. Amount: 7,905. Description: misc administrative expenses. Amount: 1,621. Description: program expenses. Amount: 9,654. Total to form 990-ez, line 16: 35,825.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other assets. Beg. Of year amount: 500. End of year amount: 0.”

Raw XML Appendix133 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/ZIPCd028560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054387
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041469
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02077
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-13418
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054887
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041469
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017322
IRS990EZ/GrossReceiptsAmt039729
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt037644
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054887
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041469
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054887
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041469
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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/PersonNm0DEEDRA DUROCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLIFTON PIKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEB IANITTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RANDY GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt035825
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/ProgramServiceExpensesAmt053148
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt053147
IRS990EZ/TotalProgramServiceExpensesAmt053148
IRS990EZ/TotalRevenueAmt039729
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NEWBERNROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY FOUNDATION. AFFILIATE ADDRESS: 14280 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693. AMOUNT OF PAYMENT: 4,650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: CART FUND. AFFILIATE ADDRESS: 218 BARRINGTON WAY NEW BERN, NC 28562. AMOUNT OF PAYMENT: 1,323.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AFFILIATE NAME: NEW BERN BREAKFAST ROTARTY CHARITIES, INC. AFFILIATE ADDRESS: PO BOX 14008 NEW BERN, NC 28562. AMOUNT OF PAYMENT: 11,349. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 17,322.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: BREAKFAST EXPENSES. AMOUNT: 16,645. DESCRIPTION: ROTARY DUES. AMOUNT: 7,905. DESCRIPTION: MISC ADMINISTRATIVE EXPENSES. AMOUNT: 1,621. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 9,654. TOTAL TO FORM 990-EZ, LINE 16: 35,825.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 500. END OF YEAR AMOUNT: 0.
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 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY GRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02526384000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-17
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0144C669180E916907277EFC4A2766B2973656830
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0144C669180E916907277EFC4A2766B2973656830
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.180.158.48
ReturnHeader/FilingSecurityInformation/IPDt02018-06-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm020:47:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561313870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS SCARBOROUGH SMITH 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/ReturnTs02018-06-17T19:48:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,469
Liabilities
$0
Net assets
$41,469
Revenue
$39,729
Expenses
$53,147
Net income
-$13,418
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
2017Detailed filing. Detailed filing data is available for this year.$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