Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 56-1519371

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

Organization ProfileWWW.BOONEROTARY.ORG
PO Box 2084Boone, NC 28607

(828) 963-5040

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

3rd percentile

-123%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

4th percentile

-65%

Faster asset growth than 4% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-43%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,123

Down $53,113 (-65%) from 2015

Net Assets

$28,123

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$43,120

Down $32,755 (-43%) from 2015

Expenses

Up

$96,233

Up $55,963 (+139%) from 2015

Net Income

Down

-$53,113

Down $88,718 (-249%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$100K$50K$0Assets 2015: $81,236Liabilities 2015: $02015Assets 2016: $28,123Net Assets 2016: $28,1232016Assets 2017: $28,762Net Assets 2017: $28,7622017Assets 2018: $37,634Liabilities 2018: $02018Assets 2019: $27,635Liabilities 2019: $02019Assets 2021: $45,458Liabilities 2021: $02021Assets 2022: $50,496Liabilities 2022: $02022Assets 2023: $47,419Liabilities 2023: $02023Assets 2024: $60,452Liabilities 2024: $02024Assets 2025: $56,349Liabilities 2025: $1,275Net Assets 2025: $55,0742025

Highlighted filing

2016

Assets$28,123
Liabilities-
Net Assets$28,123
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2015: $75,875Expenses 2015: $40,270Net Income 2015: $35,6052015Revenue 2016: $43,120Expenses 2016: $96,233Net Income 2016: -$53,1132016Revenue 2017: $47,674Expenses 2017: $47,033Net Income 2017: $6412017Revenue 2018: $44,879Expenses 2018: $36,007Net Income 2018: $8,8722018Revenue 2019: $39,829Expenses 2019: $49,828Net Income 2019: -$9,9992019Revenue 2021: $39,217Expenses 2021: $52,631Net Income 2021: -$13,4142021Revenue 2022: $82,480Expenses 2022: $67,442Net Income 2022: $15,0382022Revenue 2023: $65,927Expenses 2023: $69,211Net Income 2023: -$3,2842023Revenue 2024: $70,417Expenses 2024: $57,384Net Income 2024: $13,0332024Revenue 2025: $125,487Expenses 2025: $130,865Net Income 2025: -$5,3782025

Highlighted filing

2016

Revenue$43,120
Expenses$96,233
Net Income-$53,113
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$57,304
Mission and Program Overview

Mission

Part of rotary international - international service club

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS TO FOR CONSTRUCTION OF POTABLE WATER PLANTS.$42,500$65,525
VARIOUS SCHOLARSHIPS AND GRANTS$6,843$15,708
RESTORE THEATER BUILDING FOR COMMUNITY USE.$10,000$10,000
PROVIDE GRANTS FOR USE BY SCHOOL TEACHERS TO IMPLEMENT SPECIFIC PROJECTS.$5,000$5,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHUCK EYLERPresidentPT$0--
ROSA IVEYPresident-ElPT$0--
TYLER MOFFATTSecretaryPT$0--
MARK BAILEYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fruit Sale$22,617$22,617$13,754$8,863
Various$7,896$7,896$430$7,466
Total Events$30,513$30,513$14,184$16,329
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
56-1519371
Phone
8289635040
Address
PO BOX 2084, BOONE, NC 28607

Signing Officer

Name
Mark Bailey
Title
Treasurer
Phone
8289635040
Signed
2017-05-11
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary international charitable 06/30/2016 42,500 0 0 app regional theatre charitable 06/30/2016 10,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses national & district dues 5,679 district meetings 1,593 postage and delivery 82 supplies 1,051 web site 329 bank charges 131 total 8,865”

Form 990-ez, Part II, Line 24

“Accounts receivable 9,774 2,516 total 9,774 2,516”

Form 990-ez, Part III, Line 31

“Various scholarships and grants”

Raw XML Appendix124 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/BenefitsPaidToOrForMembersAmt023025
IRS990EZ/BooksInCareOfDetail/PersonNm0MARK BAILEY
IRS990EZ/BooksInCareOfDetail/PhoneNum08289635040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09872-4 NC HWY 105 S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BANNER ELK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028604
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071462
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025607
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02250
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-53113
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081236
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028123
IRS990EZ/FundraisingGrossIncomeAmt030513
IRS990EZ/GrantsAndSimilarAmountsPaidAmt064343
IRS990EZ/GrossReceiptsAmt057304
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024541
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081236
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028123
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081236
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028123
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHUCK EYLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROSA IVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TYLER MOFFATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09774
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02516
IRS990EZ/OtherExpensesTotalAmt08865
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PART OF ROTARY INTERNATIONAL - INTERNATIONAL SERVICE CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDS TO FOR CONSTRUCTION OF POTABLE WATER PLANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RESTORE THEATER BUILDING FOR COMMUNITY USE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE GRANTS FOR USE BY SCHOOL TEACHERS TO IMPLEMENT SPECIFIC PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3VARIOUS SCHOLARSHIPS AND GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt36843
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065525
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt315708
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014184
IRS990EZ/SpecialEventsNetIncomeLossAmt016329
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096233
IRS990EZ/TotalProgramServiceExpensesAmt096233
IRS990EZ/TotalRevenueAmt043120
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BOONEROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014184
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FRUIT SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0VARIOUS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030513
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016329
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014184
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013754
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL CHARITABLE 06/30/2016 42,500 0 0 APP REGIONAL THEATRE CHARITABLE 06/30/2016 10,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES NATIONAL & DISTRICT DUES 5,679 DISTRICT MEETINGS 1,593 POSTAGE AND DELIVERY 82 SUPPLIES 1,051 WEB SITE 329 BANK CHARGES 131 TOTAL 8,865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 9,774 2,516 TOTAL 9,774 2,516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VARIOUS SCHOLARSHIPS AND GRANTS
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, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK BAILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08289635040
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BOONE SUNRISE ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0561519371
ReturnHeader/Filer/PhoneNum08289635040
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2084
ReturnHeader/Filer/USAddress/CityNm0BOONE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028607
ReturnHeader/ReturnTs02017-05-12T09:34:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,123
Liabilities
-
Net assets
$28,123
Revenue
$43,120
Expenses
$96,233
Net income
-$53,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$1.25$1.31$0.05
2024Summary only. Only limited summary data is available for this year.$0.60$0.00$0.70$0.57$0.13
2023Summary only. Only limited summary data is available for this year.$0.47$0.00$0.66$0.69$0.03
2022Summary only. Only limited summary data is available for this year.$0.50$0.00$0.82$0.67$0.15
2021Summary only. Only limited summary data is available for this year.$0.45$0.00$0.39$0.53$0.13
2019Summary only. Only limited summary data is available for this year.$0.28$0.00$0.40$0.50$0.10
2018Summary only. Only limited summary data is available for this year.$0.38$0.00$0.45$0.36$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.29$0.48$0.47$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.43$0.96$0.53
2015Summary only. Only limited summary data is available for this year.$0.81$0.00$0.76$0.40$0.36
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits