Civic Intelligence

Chapel Hill-Carrboro Sunrise Rotary Club

990EZ • Fiscal year 2019 • EIN 56-1834516

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 28, 2019

Organization ProfileN/A
4313 White Cliff LaneDurham, NC 27712

(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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

24th percentile

-12%

Faster asset growth than 24% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-20%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$44,680

Down $6,011 (-12%) from 2018

Net Assets

Down

$44,680

Down $6,011 (-12%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin21st percentile

Revenue

Down

$46,663

Down $11,657 (-20%) from 2018

Expenses

Down

$52,674

Down $4,025 (-7.1%) from 2018

Net Income

Down

-$6,011

Down $7,632 (-471%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th 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: $50,691Net Assets 2018: $50,6912018Assets 2019: $44,680Liabilities 2019: $0Net 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

2019

Assets$44,680
Liabilities$0
Net Assets$44,680
Open 2019 Filing

Operations Trend

Revenue Growth20th 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

2019

Revenue$46,663
Expenses$52,674
Net Income-$6,011
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 28, 2019
Return Version
2018v3.1
Gross Receipts
$56,354
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.$29,984$29,984
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUBREY VINSONPresident-$0--
CAROL RIVESTreasurer-$0--
CAMILLE BERRYSecretary-$0--
LAUREN LORENTZ DE HAASMembership C-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Duck Race$31,935$31,935$9,691$22,244
Total Events$31,935$31,935$9,691$22,244
Filing and Contact Details

Filer

Filer Name
Chapel Hill-carrboro Sunrise Rotary
EIN
56-1834516
Phone
9192363723
Address
4313 WHITE CLIFF LANE, DURHAM, NC 27712

Signing Officer

Name
Carol Rives
Title
Treasurer
Phone
2566536413
Signed
2019-10-28
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 720 bank charges -15 district dues 1,024 holiday 40 installation dinner 1,898 meals 14,535 miscellaneous 151 pets training 496 rotary fdn member funds 1,150 rotary international dues 2,691 total 22,690”

Form 990-ez, Part II, Line 24

“Pledges receivable 340 1,697 total 340 1,697”

Raw XML Appendix120 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/PersonNm0CAROL RIVES
IRS990EZ/BooksInCareOfDetail/PhoneNum02566536413
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04313 WHITE CLIFF LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DURHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027712
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050351
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042983
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04522
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6011
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050691
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044680
IRS990EZ/FundraisingGrossIncomeAmt031935
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029984
IRS990EZ/GrossReceiptsAmt056354
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019897
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050691
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044680
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050691
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044680
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AUBREY VINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL RIVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAMILLE BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN LORENTZ DE HAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP C
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0340
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01697
IRS990EZ/OtherExpensesTotalAmt022690
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/GrantsAndAllocationsAmt029984
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029984
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09691
IRS990EZ/SpecialEventsNetIncomeLossAmt022244
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052674
IRS990EZ/TotalProgramServiceExpensesAmt029984
IRS990EZ/TotalRevenueAmt046663
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09691
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DUCK RACE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031935
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022244
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09691
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACCOUNTING 720 BANK CHARGES -15 DISTRICT DUES 1,024 HOLIDAY 40 INSTALLATION DINNER 1,898 MEALS 14,535 MISCELLANEOUS 151 PETS TRAINING 496 ROTARY FDN MEMBER FUNDS 1,150 ROTARY INTERNATIONAL DUES 2,691 TOTAL 22,690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGES RECEIVABLE 340 1,697 TOTAL 340 1,697
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL RIVES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02566536413
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAPEL HILL-CARRBORO SUNRISE ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0CHAP
ReturnHeader/Filer/EIN0561834516
ReturnHeader/Filer/PhoneNum09192363723
ReturnHeader/Filer/USAddress/AddressLine1Txt04313 WHITE CLIFF LANE
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027712
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D5642DF4423300A4A94EB47D443012BF6EC3F5D5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId035D3879163D6E86CE39169CEF1932A0DEFAB2344
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:43:54
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/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS C KOZIARA CPA
ReturnHeader/ReturnTs02019-11-14T12:43:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,680
Liabilities
$0
Net assets
$44,680
Revenue
$46,663
Expenses
$52,674
Net income
-$6,011
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$0.00$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$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