Civic Intelligence

Rotary International Salisbury

990EZ • Fiscal year 2017 • EIN 56-6061363

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization ProfileN/A
PO Box 4092Salisbury, NC 28145-4092

(704) 637-0612

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

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

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.

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

Asset Growth

92nd percentile

56%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$67,891

Up $24,376 (+56%) from 2016

Net Assets

Up

$67,503

Up $23,999 (+55%) from 2016

Liabilities

Up

$388

Up $377 (+3427%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin74th percentile

Revenue

Up

$149,754

Up $23,935 (+19%) from 2016

Expenses

Down

$125,755

Down $4,383 (-3.4%) from 2016

Net Income

Up

$23,999

Up $28,318 (+656%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$150K$100K$50K$0Assets 2010: $85,788Liabilities 2010: $17,3142010Assets 2011: $65,790Liabilities 2011: $2,667Net Assets 2011: $63,1232011Assets 2012: $95,203Net Assets 2012: $95,2032012Assets 2013: $38,444Net Assets 2013: $38,4442013Assets 2014: $65,044Liabilities 2014: $80Net Assets 2014: $64,9642014Assets 2015: $47,824Net Assets 2015: $47,8242015Assets 2016: $43,515Liabilities 2016: $11Net Assets 2016: $43,5042016Assets 2017: $67,891Liabilities 2017: $388Net Assets 2017: $67,5032017Assets 2018: $91,210Liabilities 2018: $695Net Assets 2018: $90,5152018Assets 2019: $93,083Liabilities 2019: $542Net Assets 2019: $92,5412019Assets 2020: $107,044Liabilities 2020: $2,108Net Assets 2020: $104,9362020Assets 2021: $120,719Liabilities 2021: $2,107Net Assets 2021: $118,6122021Assets 2022: $98,802Liabilities 2022: $1,843Net Assets 2022: $96,9592022Assets 2023: $55,071Liabilities 2023: $699Net Assets 2023: $54,3722023Assets 2024: $52,165Liabilities 2024: $1,859Net Assets 2024: $50,3062024Assets 2025: $53,832Liabilities 2025: $2,263Net Assets 2025: $51,5692025

Highlighted filing

2017

Assets$67,891
Liabilities$388
Net Assets$67,503
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $99,157Expenses 2010: $107,500Net Income 2010: -$8,3432010Revenue 2011: $87,751Expenses 2011: $93,102Net Income 2011: -$5,3512011Revenue 2012: $138,167Expenses 2012: $106,087Net Income 2012: $32,0802012Revenue 2013: $146,999Expenses 2013: $150,246Net Income 2013: -$3,2472013Revenue 2014: $152,250Expenses 2014: $125,730Net Income 2014: $26,5202014Revenue 2015: $131,357Expenses 2015: $148,497Net Income 2015: -$17,1402015Revenue 2016: $125,819Expenses 2016: $130,138Net Income 2016: -$4,3192016Revenue 2017: $149,754Expenses 2017: $125,755Net Income 2017: $23,9992017Revenue 2018: $150,586Expenses 2018: $127,574Net Income 2018: $23,0122018Revenue 2019: $132,142Expenses 2019: $130,117Net Income 2019: $2,0252019Revenue 2020: $103,750Expenses 2020: $91,355Net Income 2020: $12,3952020Revenue 2021: $77,278Expenses 2021: $63,602Net Income 2021: $13,6762021Revenue 2022: $79,957Expenses 2022: $101,609Net Income 2022: -$21,6522022Revenue 2023: $108,788Expenses 2023: $151,376Net Income 2023: -$42,5882023Revenue 2024: $103,569Expenses 2024: $107,636Net Income 2024: -$4,0672024Revenue 2025: $156,633Expenses 2025: $155,370Net Income 2025: $1,2632025

Highlighted filing

2017

Revenue$149,754
Expenses$125,755
Net Income$23,999
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$149,754
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
WEEKLY MEETINGS, MEALS AND EXPENSES-$91,287
PAUL HARRIS FELLOWSHIPS AND CHARITIES-$19,539
DISTRICT AND NATIONAL DUES-$13,647
INSURANCE--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS BRADSHAWPresident-$0--
BRAD BOSTPast Preside-$0--
ERIC NIANOURISPresident El-$0--
DONNIE CLEMENTSecretary-$0--
BILL LEETreasurer-$0--
GRAHAM CORRIHERDirector-$0--
STEVE FISHERDirector-$0--
NATHAN PEELEDirector-$0--
VERGEL LATTIMOREDirector-$0--
RICHARD REINHOLZDirector-$0--
ROBIN PERRYDirector-$0--
CAROL SPALDINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Salisbury
EIN
56-6061363
Address
PO BOX 4092, SALISBURY, NC 28145-4092

Signing Officer

Name
Bill Lee
Title
Treasurer
Phone
7046370612
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Jennifer S Weaver CPA Pa
Address
216 STATESVILLE BLVD, SALISBURY, NC 28144
Preparer
Jennifer S Weaver CPA
Phone
7046380431
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses foundation raffle 31,157 tennis tournament 1,893 catering contract 41,125 gifts and awards 1,150 rotary int'l dues 8,539 district 7680 dues 5,108 charity league 3,308 p harris out 11,800 club social 1,278 happy feet paid out 3,105 pickleball charges 48 insurance 1,282 total 109,793”

Form 990-ez, Part II, Line 24

“Equipment 53,513 53,513 less accumulated depreciation 53,513 53,513 total 0 0”

Form 990-ez, Part II, Line 26

“CART FUND 11 388”

Form 990-ez, Part III, Line 31

“INSURANCE”

Raw XML Appendix144 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/PersonNm0WILLIAM LEE
IRS990EZ/BooksInCareOfDetail/PhoneNum07046370612
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0519 SARAZEN WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALISBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028144
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043515
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067891
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt067578
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023999
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043515
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067891
IRS990EZ/GrossReceiptsAmt0149754
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt082176
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043504
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067503
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043504
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067503
IRS990EZ/OccupancyRentUtltsAndMaintAmt014662
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/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS BRADSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRAD BOST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIC NIANOURIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNIE CLEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BILL LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GRAHAM CORRIHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NATHAN PEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VERGEL LATTIMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RICHARD REINHOLZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ROBIN PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CAROL SPALDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0109793
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt01300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEEKLY MEETINGS, MEALS AND EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DISTRICT AND NATIONAL DUES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PAUL HARRIS FELLOWSHIPS AND CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3INSURANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt091287
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113647
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt219539
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0388
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0125755
IRS990EZ/TotalProgramServiceExpensesAmt0124473
IRS990EZ/TotalRevenueAmt0149754
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FOUNDATION RAFFLE 31,157 TENNIS TOURNAMENT 1,893 CATERING CONTRACT 41,125 GIFTS AND AWARDS 1,150 ROTARY INT'L DUES 8,539 DISTRICT 7680 DUES 5,108 CHARITY LEAGUE 3,308 P HARRIS OUT 11,800 CLUB SOCIAL 1,278 HAPPY FEET PAID OUT 3,105 PICKLEBALL CHARGES 48 INSURANCE 1,282 TOTAL 109,793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 53,513 53,513 LESS ACCUMULATED DEPRECIATION 53,513 53,513 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CART FUND 11 388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07046370612
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL SALISBURY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0566061363
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4092
ReturnHeader/Filer/USAddress/CityNm0SALISBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0281454092
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0061F162D7B65D69498472D5BA1B5C9B3D1B420E0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0925B78A6857A337E2CF11B33A92CEC4D68C2ECC0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474592789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENNIFER S WEAVER CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 STATESVILLE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALISBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028144
ReturnHeader/PreparerPersonGrp/PhoneNum07046380431
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER S WEAVER CPA
ReturnHeader/ReturnTs02017-11-15T16:14:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,891
Liabilities
$388
Net assets
$67,503
Revenue
$149,754
Expenses
$125,755
Net income
$23,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.54$0.02$0.52$1.57$1.55$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.50$1.04$1.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.01$0.54$1.09$1.51$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.02$0.97$0.80$1.02$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.02$1.19$0.77$0.64$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.05$1.04$0.91$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.01$0.93$1.32$1.30$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.01$0.91$1.51$1.28$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$1.50$1.26$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$1.26$1.30$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.48$1.31$1.48$0.17
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$1.52$1.26$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$1.47$1.50$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.95$1.38$1.06$0.32
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.03$0.63$0.88$0.93$0.05
2010Summary only. Only limited summary data is available for this year.$0.86$0.17$0.99$1.08$0.08