Civic Intelligence

Rotary Club of the Triad

EIN 56-1575455 • 501(c)4 • High Point, NC

Profile

To promote international understanding and social welfare

PO Box 5307High Point, NC 27262

www.triadrotaryclub.org

Siviq Scores

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

Liabilities / Assets

85th percentile

0.25x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.49x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

7th percentile

-122%

Higher net margin than 7% of similar nonprofits.

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

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 2017

Asset Growth

19th percentile

-39%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

19th percentile

-41%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Down

$32,051

Down $20,129 (-39%) from 2016

Liabilities

Flat

$8,000

Flat from 2016

Net Assets

Down

$24,051

Down $20,129 (-46%) from 2016

Revenue

Down

$16,443

Down $11,341 (-41%) from 2016

Expenses

Up

$36,572

Up $11,592 (+46%) from 2016

Net Income

Down

-$20,129

Down $22,933 (-818%) from 2016

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $39,031Liabilities 2011: $02011Assets 2012: $56,472Liabilities 2012: $11,7522012Assets 2013: $55,387Liabilities 2013: $8,0002013Assets 2014: $53,112Liabilities 2014: $8,000Net Assets 2014: $45,1122014Assets 2015: $49,376Liabilities 2015: $8,000Net Assets 2015: $41,3762015Assets 2016: $52,180Liabilities 2016: $8,000Net Assets 2016: $44,1802016Assets 2017: $32,051Liabilities 2017: $8,000Net Assets 2017: $24,0512017

Highlighted filing

2017

Assets$32,051
Liabilities$8,000
Net Assets$24,051

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $41,028Expenses 2011: $38,463Net Income 2011: $2,5652011Revenue 2012: $39,704Expenses 2012: $34,522Net Income 2012: $5,1822012Revenue 2013: $42,415Expenses 2013: $40,885Net Income 2013: $1,5302013Revenue 2014: $31,996Expenses 2014: $32,618Net Income 2014: -$6222014Revenue 2015: $32,419Expenses 2015: $36,155Net Income 2015: -$3,7362015Revenue 2016: $27,784Expenses 2016: $24,980Net Income 2016: $2,8042016Revenue 2017: $16,443Expenses 2017: $36,572Net Income 2017: -$20,1292017

Highlighted filing

2017

Revenue$16,443
Expenses$36,572
Net Income-$20,129

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$17,372
Mission and Program Overview

Mission

Rotary communty service club

To promote international understanding and social welfare

Program Services

DescriptionGrantsExpenses
CHARITABLE CONTRIBUTIONS TO COMMUNITY ORGANIZATIONS AND COMMUNITY SERVICE PROJECTS.$0$18,072
COLLEGE SCHOLARSHIPS TO ASSIST WITH THE COST OF HIGHER EDUCATION AND LEADERSHIP TRAINING.$0$2,479
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WHIT HOLBROOKPresidentPT$0--
CONNIE LASTERPast PresidentPT$0--
ADDISON MAILLETreasurerPT$0--
HOLLY FERREESecretaryPT$0--
ZEKE RIDGEWAYDirectorPT$0--
TONY FAUCETTEDirectorPT$0--
JIM GAYLEDirectorPT$0--
KERRY RICEDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of the Triad
EIN
56-1575455
Phone
3364022236
Address
PO BOX 5307, HIGH POINT, NC 27262

Signing Officer

Name
Addison Maille
Title
Treasurer
Phone
3364022236
Signed
2018-05-14

Preparer

Firm
Sharrard Mcgee & Company Pa
Address
PO BOX 5869, HIGH POINT, NC 27262
Preparer
Addison Maille
Phone
3368840410
Supplemental Narrative

Additional Explanations

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

Description: raymond james acct. Amount: 2,193. Description: raymond james acct. Amount: 935. Total included on form 990-ez, line 4: 3,128.

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

Affiliate name: rotary international. Purpose of payment: membership dues. Amount of payment: 3,356.

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

Description: meals. Amount: 10,294. Description: insurance. Amount: 135. Description: miscellaneous. Amount: 1,624. Total to form 990-ez, line 16: 12,053.

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

Description: scholarships. Beg. Of year amount: 8,000. End of year amount: 8,000.

Raw XML Appendix155 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: RAYMOND JAMES ACCT. AMOUNT: 2,193. DESCRIPTION: RAYMOND JAMES ACCT. AMOUNT: 935. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,128.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY INTERNATIONAL. PURPOSE OF PAYMENT: MEMBERSHIP DUES. AMOUNT OF PAYMENT: 3,356.
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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.
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