Civic Intelligence

Rotary Int'L Concord Nc Rotary Club

EIN 56-6061406 • 501(c)4 • Concord, NC

Profile

CIVIC CLUB

PO Box 1387Concord, NC 28026

www.concordrotary.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

22nd percentile

-21%

Higher net margin than 22% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-18%

Faster asset growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

0.5%

Faster revenue growth than 53% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$60,117

Down $13,344 (-18%) from 2023

Liabilities

Down

$21

Down $374 (-95%) from 2023

Net Assets

Down

$60,096

Down $12,970 (-18%) from 2023

Revenue

Up

$63,650

Up $292 (+0.5%) from 2023

Expenses

Up

$77,329

Up $20,159 (+35%) from 2023

Net Income

Down

-$13,679

Down $19,867 (-321%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $39,501Liabilities 2011: $02011Assets 2012: $50,523Liabilities 2012: $02012Assets 2013: $51,689Liabilities 2013: $02013Assets 2014: $74,519Liabilities 2014: $02014Assets 2015: $51,118Liabilities 2015: $02015Assets 2016: $47,076Net Assets 2016: $47,0762016Assets 2017: $53,873Liabilities 2017: $02017Assets 2018: $53,872Net Assets 2018: $53,8722018Assets 2019: $61,268Liabilities 2019: $02019Assets 2020: $56,134Net Assets 2020: $56,1342020Assets 2021: $67,687Liabilities 2021: $75Net Assets 2021: $67,6122021Assets 2022: $93,654Liabilities 2022: $26,776Net Assets 2022: $66,8782022Assets 2023: $73,461Liabilities 2023: $395Net Assets 2023: $73,0662023Assets 2024: $60,117Liabilities 2024: $21Net Assets 2024: $60,0962024

Highlighted filing

2024

Assets$60,117
Liabilities$21
Net Assets$60,096

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $107,038Expenses 2011: $101,710Net Income 2011: $5,3282011Revenue 2012: $119,045Expenses 2012: $108,023Net Income 2012: $11,0222012Revenue 2013: $99,127Expenses 2013: $97,961Net Income 2013: $1,1662013Revenue 2014: $134,603Expenses 2014: $112,374Net Income 2014: $22,2292014Revenue 2015: $89,796Expenses 2015: $112,597Net Income 2015: -$22,8012015Revenue 2016: $82,032Expenses 2016: $86,074Net Income 2016: -$4,0422016Revenue 2017: $96,227Expenses 2017: $89,429Net Income 2017: $6,7982017Revenue 2018: $92,489Expenses 2018: $92,488Net Income 2018: $12018Revenue 2019: $115,317Expenses 2019: $107,924Net Income 2019: $7,3932019Revenue 2020: $75,638Expenses 2020: $80,772Net Income 2020: -$5,1342020Revenue 2021: $39,548Expenses 2021: $28,045Net Income 2021: $11,5032021Revenue 2022: $70,123Expenses 2022: $70,857Net Income 2022: -$7342022Revenue 2023: $63,358Expenses 2023: $57,170Net Income 2023: $6,1882023Revenue 2024: $63,650Expenses 2024: $77,329Net Income 2024: -$13,6792024

Highlighted filing

2024

Revenue$63,650
Expenses$77,329
Net Income-$13,679

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.64$0.77$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.63$0.57$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.27$0.67$0.70$0.71$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.40$0.28$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.76$0.81$0.05
2019Summary only. Only limited summary data is available for this year.$0.61$0.00$1.15$1.08$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.92$0.92$0.00
2017Summary only. Only limited summary data is available for this year.$0.54$0.00$0.96$0.89$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.82$0.86$0.04
2015Summary only. Only limited summary data is available for this year.$0.51$0.00$0.90$1.13$0.23
2014Summary only. Only limited summary data is available for this year.$0.75$0.00$1.35$1.12$0.22
2013Summary only. Only limited summary data is available for this year.$0.52$0.00$0.99$0.98$0.01
2012Summary only. Only limited summary data is available for this year.$0.51$0.00$1.19$1.08$0.11
2011Summary only. Only limited summary data is available for this year.$0.40$0.00$1.07$1.02$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$66,454
Mission and Program Overview

Mission

CIVIC CLUB

Program Services

DescriptionGrantsExpenses
PROVIDE COMMUNITY SERVICES THROUGH SCHOLARSHIPS, SERVICE PROJECTS AND FINANCIAL SUPPORT OF LOCAL ORGANIZATIONS. SUPPORT OF INTERNATIONAL PROJECTS THROUGH ROTARY INTERNATIONAL.$9,642$72,504
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA TUCKERPast-Preside-$0--
TRACY OBERSTPresident-$0--
NATE KNUSTDirector-$0--
DAVID W GORDONTreasurer-$0--
CONNIE RHEINECKERDirector-$0--
PAT HORTONDirector-$0--
ANDE LOWESergeant-At--$0--
MARGARET HILLMANDirector-$0--
ZAC MORETZPresident No-$0--
STEVE SCHATTNERDirector-$0--
STARLA ROGERSSecretary-$0--
FORD CRAVENPresident-El-$0--
RYAN GOODMANTrustee/Dire-$0--
BRIAN KINGTrustee/Dire-$0--
Filing and Contact Details

Filer

Filer Name
ROTARY INT'L CONCORD NC ROTARY CLUB
EIN
56-6061406
Phone
7047860171
Address
PO BOX 1387, CONCORD, NC 28026

Signing Officer

Name
Ford Craven
Title
President-elect
Phone
7047860171
Signed
2025-05-14
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: concord rotary foundation address: 323 coddle market drive nw ste 110 concord, nc 28027 cash contribution: 8,841

Form 990-ez, Part I, Line 16

Expenses office expenses 749 pets training 1,120 100th anniversary event 10,642 santa for christmas lunch 350 dues-rotary international 6,513 dues-district 4,585 meals 24,610 bank charge/cc fees 1,001 miscellaneous 300 website 346 total 50,216

Form 990-ez, Part I, Line 20

Prior period adjustment 709

Form 990-ez, Part II, Line 24

Accounts receivable 104 226 total 104 226

Form 990-ez, Part II, Line 26

Due to rotary int'l foundation 395 21

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONCORD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACY OBERST
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CONNIE RHEINECKER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10STARLA ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11FORD CRAVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12RYAN GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13BRIAN KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0CIVIC CLUB
IRS990EZ/PrintingPublicationsPostageAmt0458
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09642
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IRS990EZ/TotalExpensesAmt077329
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IRS990EZ/TotalRevenueAmt063650
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CONCORDROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: CONCORD ROTARY FOUNDATION ADDRESS: 323 CODDLE MARKET DRIVE NW STE 110 CONCORD, NC 28027 CASH CONTRIBUTION: 8,841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 749 PETS TRAINING 1,120 100TH ANNIVERSARY EVENT 10,642 SANTA FOR CHRISTMAS LUNCH 350 DUES-ROTARY INTERNATIONAL 6,513 DUES-DISTRICT 4,585 MEALS 24,610 BANK CHARGE/CC FEES 1,001 MISCELLANEOUS 300 WEBSITE 346 TOTAL 50,216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT 709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 104 226 TOTAL 104 226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUE TO ROTARY INT'L FOUNDATION 395 21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum07047860171
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
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ReturnHeader/Filer/EIN0566061406
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ReturnHeader/ReturnTs02025-05-15T10:44:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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