Civic Intelligence

Chapel Hill-Carrboro Sunrise Rotary Club

990EZ • Fiscal year 2021 • EIN 56-1834516

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

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

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

56th percentile

11%

Higher net margin than 56% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

21%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$51,521

Up $6,841 (+15%) from 2019

Net Assets

Up

$51,227

Up $6,547 (+15%) from 2019

Liabilities

$294

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin56th percentile

Revenue

Up

$51,581

Up $4,918 (+11%) from 2019

Expenses

Down

$45,666

Down $7,008 (-13%) from 2019

Net Income

Up

$5,915

Up $11,926 (+198%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th 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: $44,680Net 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

2021

Assets$51,521
Liabilities$294
Net Assets$51,227
Open 2021 Filing

Operations Trend

Revenue Growth70th 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

2021

Revenue$51,581
Expenses$45,666
Net Income$5,915
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$61,320
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.$33,371$33,371
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL RIVESTreasurer-$0--
CAMILLE BERRYPast Preside-$0--
LAUREN LORENTZ DE HAASMembership C-$0--
JIM EVAMSPresident-$0--
TERRY LEFEBVRESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Duck Race$39,443$39,443$9,739$29,704
Total Events$39,443$39,443$9,739$29,704
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
2021-11-02
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 99 bank charges 336 district dues 896 installation dinner 1,282 miscellaneous 2,374 office supplies 150 pets training 225 rotary fdn member funds 2,200 rotary foundation 20 rotary international dues 2,443 special donation 2,270 total 12,295”

Form 990-ez, Part II, Line 24

“Pledges receivable 1,100 800 total 1,100 800”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 294”

Raw XML Appendix127 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0CAROL RIVES
CompensationExplanation/CompensationExplanationGrp/PersonNm1CAMILLE BERRY
CompensationExplanation/CompensationExplanationGrp/PersonNm2LAUREN LORENTZ DE HAAS
CompensationExplanation/CompensationExplanationGrp/PersonNm3JIM EVAMS
CompensationExplanation/CompensationExplanationGrp/PersonNm4TERRY LEFEBVRE
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/BOYAmt044212
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050721
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07727
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05915
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051521
IRS990EZ/FundraisingGrossIncomeAmt039443
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033371
IRS990EZ/GrossReceiptsAmt061320
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014150
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051227
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051227
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL RIVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAMILLE BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREN LORENTZ DE HAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM EVAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERRY LEFEBVRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01100
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0800
IRS990EZ/OtherExpensesTotalAmt012295
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/GrantsAndAllocationsAmt033371
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033371
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09739
IRS990EZ/SpecialEventsNetIncomeLossAmt029704
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0294
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045666
IRS990EZ/TotalProgramServiceExpensesAmt033371
IRS990EZ/TotalRevenueAmt051581
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09739
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DUCK RACE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039443
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039443
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039443
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039443
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029704
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09739
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACCOUNTING 99 BANK CHARGES 336 DISTRICT DUES 896 INSTALLATION DINNER 1,282 MISCELLANEOUS 2,374 OFFICE SUPPLIES 150 PETS TRAINING 225 ROTARY FDN MEMBER FUNDS 2,200 ROTARY FOUNDATION 20 ROTARY INTERNATIONAL DUES 2,443 SPECIAL DONATION 2,270 TOTAL 12,295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGES RECEIVABLE 1,100 800 TOTAL 1,100 800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 294
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL RIVES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02566536413
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
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/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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS C KOZIARA CPA
ReturnHeader/ReturnTs02021-11-15T07:30:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RIVES
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,521
Liabilities
$294
Net assets
$51,227
Revenue
$51,581
Expenses
$45,666
Net income
$5,915
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
2021Detailed filing. Detailed filing data is available for this year.$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$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