Civic Intelligence

Chapel Hill-Carrboro Sunrise Rotary Club

990EZ • Fiscal year 2018 • EIN 56-1834516

Jul 01, 2017 to Jun 30, 2018 • Filed on May 05, 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

56th percentile

3.3%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

6.0%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$50,691

Up $1,621 (+3.3%) from 2017

Net Assets

Up

$50,691

Up $1,621 (+3.3%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin49th percentile

Revenue

Up

$58,320

Up $3,315 (+6.0%) from 2017

Expenses

Up

$56,699

Up $8,448 (+18%) from 2017

Net Income

Down

$1,621

Down $5,133 (-76%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th 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: $42,316Net Assets 2016: $42,3162016Assets 2017: $49,070Net Assets 2017: $49,0702017Assets 2018: $50,691Liabilities 2018: $0Net 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

2018

Assets$50,691
Liabilities$0
Net Assets$50,691
Open 2018 Filing

Operations Trend

Revenue Growth63rd 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

2018

Revenue$58,320
Expenses$56,699
Net Income$1,621
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 5, 2018
Return Version
2017v2.3
Gross Receipts
$72,669
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.$27,340$27,340
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL RIVESSecretary-$0--
RICH LEONARDTreasurer-$0--
LORI EICHELPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Duck Race$43,838$43,838$14,349$29,489
Total Events$43,838$43,838$14,349$29,489
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
2018-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Tc Koziara Pllc
Address
209 LLOYD ST 270, CARRBORO, NC 27510-1856
Preparer
Thomas C Koziara CPA
Phone
9199422900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses accounting 600 bank charges 15 district conference 358 district dues 928 holiday 1,522 installation dinner 4,377 meals 12,490 miscellaneous 645 other 237 pets training 930 promotional materials 218 rotary fdn member funds 2,600 rotary foundation 1,533 rotary international dues 2,221 service expenditures 685 total 29,359”

Form 990-ez, Part II, Line 24

“Pledges receivable 213 340 total 213 340”

Raw XML Appendix116 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/BOYAmt048857
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050351
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010513
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01621
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049070
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050691
IRS990EZ/FundraisingGrossIncomeAmt043838
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027340
IRS990EZ/GrossReceiptsAmt072669
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018318
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049070
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050691
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049070
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050691
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL RIVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICH LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI EICHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0213
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0340
IRS990EZ/OtherExpensesTotalAmt029359
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/GrantsAndAllocationsAmt027340
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027340
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014349
IRS990EZ/SpecialEventsNetIncomeLossAmt029489
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056699
IRS990EZ/TotalProgramServiceExpensesAmt027340
IRS990EZ/TotalRevenueAmt058320
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014349
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DUCK RACE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043838
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029489
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014349
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACCOUNTING 600 BANK CHARGES 15 DISTRICT CONFERENCE 358 DISTRICT DUES 928 HOLIDAY 1,522 INSTALLATION DINNER 4,377 MEALS 12,490 MISCELLANEOUS 645 OTHER 237 PETS TRAINING 930 PROMOTIONAL MATERIALS 218 ROTARY FDN MEMBER FUNDS 2,600 ROTARY FOUNDATION 1,533 ROTARY INTERNATIONAL DUES 2,221 SERVICE EXPENDITURES 685 TOTAL 29,359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGES RECEIVABLE 213 340 TOTAL 213 340
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICH LEONARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09192363723
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId074E2F59BAD8C7455383966CBD4B3F2E29783587C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D14515F2C9131908D69BFB4EADC9AFB1FF5F8D0E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:09:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472967355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TC KOZIARA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0209 LLOYD ST 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARRBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275101856
ReturnHeader/PreparerPersonGrp/PhoneNum09199422900
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS C KOZIARA CPA
ReturnHeader/ReturnTs02019-05-28T10:09:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,691
Liabilities
$0
Net assets
$50,691
Revenue
$58,320
Expenses
$56,699
Net income
$1,621
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
2018Detailed filing. Detailed filing data is available for this year.$50.7$0.00$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$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