Civic Intelligence

Chapel Hill-Carrboro Sunrise Rotary Club

990EZ • Fiscal year 2016 • EIN 56-1834516

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 26, 2016

Organization ProfileN/A
1103 Village Crossing DriveChapel Hill, NC 27517

(919) 236-3723

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

40th percentile

-0.7%

Higher net margin than 40% 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

44th percentile

-0.7%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

61st percentile

5.1%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$42,316

Down $317 (-0.7%) from 2015

Net Assets

Down

$42,316

Down $317 (-0.7%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin40th percentile

Revenue

Up

$47,716

Up $2,300 (+5.1%) from 2015

Expenses

Up

$48,033

Up $8,125 (+20%) from 2015

Net Income

Down

-$317

Down $5,825 (-106%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$60K$40K$20K$0Assets 2015: $42,633Net Assets 2015: $42,6332015Assets 2016: $42,316Liabilities 2016: $0Net Assets 2016: $42,3162016Assets 2017: $49,070Net Assets 2017: $49,0702017Assets 2018: $50,691Net Assets 2018: $50,6912018Assets 2019: $44,680Net Assets 2019: $44,6802019Assets 2021: $51,521Liabilities 2021: $294Net Assets 2021: $51,2272021Assets 2022: $48,588Liabilities 2022: $1,542Net Assets 2022: $47,0462022Assets 2023: $45,434Liabilities 2023: $6,388Net Assets 2023: $39,0462023Assets 2025: $32,771Liabilities 2025: $1,723Net Assets 2025: $31,0482025

Highlighted filing

2016

Assets$42,316
Liabilities$0
Net Assets$42,316
Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $45,416Expenses 2015: $39,908Net Income 2015: $5,5082015Revenue 2016: $47,716Expenses 2016: $48,033Net Income 2016: -$3172016Revenue 2017: $55,005Expenses 2017: $48,251Net Income 2017: $6,7542017Revenue 2018: $58,320Expenses 2018: $56,699Net Income 2018: $1,6212018Revenue 2019: $46,663Expenses 2019: $52,674Net Income 2019: -$6,0112019Revenue 2021: $51,581Expenses 2021: $45,666Net Income 2021: $5,9152021Revenue 2022: $47,724Expenses 2022: $51,905Net Income 2022: -$4,1812022Revenue 2023: $50,018Expenses 2023: $58,018Net Income 2023: -$8,0002023Revenue 2025: $48,738Expenses 2025: $50,289Net Income 2025: -$1,5512025

Highlighted filing

2016

Revenue$47,716
Expenses$48,033
Net Income-$317
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 26, 2016
Return Version
2015v2.1
Gross Receipts
$61,625
Mission and Program Overview

Mission

Educate the community on health and welfare.

Program Services

DescriptionGrantsExpenses
IMPROVE THE HEALTH AND WELFARE OF THE COMMUNITY WITH GRANTS TO VARIOUS ATHLETIC, YOUTH, SOCIAL WELFARE, AND HEALTH ORGANIZATIONS.$26,637$26,637
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID STUCKEYBoard Member-$0--
AUBREY VINSONBoard Member-$0--
LAUREN LORENTZ DE HAASBoard Member-$0--
JIM EVANSBoard Member-$0--
ROB BOWERMANPresident-$0--
RICH LEONARDTreasurer-$0--
LORI EICHELSecretary-$0--
JERRY WHORTANBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Duck Race$37,475$37,475$13,909$23,566
Total Events$37,475$37,475$13,909$23,566
Filing and Contact Details

Filer

Filer Name
Chapel Hill-carrboro Sunrise Rotary
EIN
56-1834516
Phone
9192363723
Address
1103 VILLAGE CROSSING DRIVE, CHAPEL HILL, NC 27517

Signing Officer

Name
Rich Leonard
Title
Treasurer
Phone
9192363723
Signed
2016-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Tc Koziara Pllc
Address
1525 E FRANKLIN ST STE 5B, CHAPEL HILL, NC 27514-2811
Preparer
Thomas C Koziara CPA
Phone
9199422900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses accounting 400 district conference 500 district dues 832 holiday 1,948 meals 11,993 miscellaneous 685 pets training 610 rotary fdn member funds 2,050 rotary foundation 455 rotary international dues 1,923 total 21,396”

Form 990-ez, Part II, Line 24

“Pledges receivable 11 47 total 11 47”

Raw XML Appendix129 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/BooksInCareOfDetail/PersonNm0RICH LEONARD
IRS990EZ/BooksInCareOfDetail/PhoneNum09192363723
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01103 VILLAGE CROSSING DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027517
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042622
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042269
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07990
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-317
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042633
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042316
IRS990EZ/FundraisingGrossIncomeAmt037475
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026637
IRS990EZ/GrossReceiptsAmt061625
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016160
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042633
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042316
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042633
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042316
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID STUCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AUBREY VINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREN LORENTZ DE HAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROB BOWERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICH LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LORI EICHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JERRY WHORTAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt011
IRS990EZ/OtherAssetsTotalDetail/EOYAmt047
IRS990EZ/OtherExpensesTotalAmt021396
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE THE COMMUNITY ON HEALTH AND WELFARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IMPROVE THE HEALTH AND WELFARE OF THE COMMUNITY WITH GRANTS TO VARIOUS ATHLETIC, YOUTH, SOCIAL WELFARE, AND HEALTH ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026637
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026637
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013909
IRS990EZ/SpecialEventsNetIncomeLossAmt023566
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048033
IRS990EZ/TotalProgramServiceExpensesAmt026637
IRS990EZ/TotalRevenueAmt047716
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013909
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DUCK RACE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037475
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023566
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013909
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACCOUNTING 400 DISTRICT CONFERENCE 500 DISTRICT DUES 832 HOLIDAY 1,948 MEALS 11,993 MISCELLANEOUS 685 PETS TRAINING 610 ROTARY FDN MEMBER FUNDS 2,050 ROTARY FOUNDATION 455 ROTARY INTERNATIONAL DUES 1,923 TOTAL 21,396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGES RECEIVABLE 11 47 TOTAL 11 47
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICH LEONARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09192363723
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAPEL HILL-CARRBORO SUNRISE ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0CHAP
ReturnHeader/Filer/EIN0561834516
ReturnHeader/Filer/PhoneNum09192363723
ReturnHeader/Filer/USAddress/AddressLine1Txt01103 VILLAGE CROSSING DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027517
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472967355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TC KOZIARA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01525 E FRANKLIN ST STE 5B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275142811
ReturnHeader/PreparerPersonGrp/PhoneNum09199422900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS C KOZIARA CPA
ReturnHeader/ReturnTs02016-10-11T14:51:23-05:00
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
$42,316
Liabilities
$0
Net assets
$42,316
Revenue
$47,716
Expenses
$48,033
Net income
-$317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.8$1.72$31.0$48.7$50.3$1.55
2023Detailed filing. Detailed filing data is available for this year.$45.4$6.39$39.0$50.0$58.0$8.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.6$1.54$47.0$47.7$51.9$4.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.5$0.29$51.2$51.6$45.7$5.92
2019Detailed filing. Detailed filing data is available for this year.$44.7$44.7$46.7$52.7$6.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.7$50.7$58.3$56.7$1.62
2017Detailed filing. Detailed filing data is available for this year.$49.1$49.1$55.0$48.3$6.75
2016Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$47.7$48.0$0.32
2015Detailed filing. Detailed filing data is available for this year.$42.6$42.6$45.4$39.9$5.51