Civic Intelligence

Rotary Club of New Bern

EIN 56-6062041 • 501(c)4 • New Bern, NC

Profile

To promote community service

PO Box 818New Bern, NC 28563-0818
Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

NTEE T • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.00x

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

NTEE T • <$500k nonprofits • Source year 2024

Net Margin

56th percentile

8.1%

Higher net margin than 56% of similar nonprofits.

NTEE T • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

NTEE T • <$500k nonprofits • Source year 2024

Asset Growth

90th percentile

85%

Faster asset growth than 90% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

23%

Faster revenue growth than 64% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$18,876

Up $8,663 (+85%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$18,876

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue81st percentileNet Margin56th percentile

Revenue

Up

$107,100

Up $19,792 (+23%) from 2023

Expenses

Up

$98,423

Up $17,159 (+21%) from 2023

Net Income

Up

$8,677

Up $2,633 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $193Liabilities 2011: $0Net Assets 2011: $1932011Assets 2012: $1,010Liabilities 2012: $0Net Assets 2012: $1,0102012Assets 2013: $1,908Liabilities 2013: $0Net Assets 2013: $1,9082013Assets 2014: $4,819Liabilities 2014: $0Net Assets 2014: $4,8192014Assets 2015: $178Liabilities 2015: $0Net Assets 2015: $1782015Assets 2016: $1,741Liabilities 2016: $0Net Assets 2016: $1,7412016Assets 2022: $4,169Liabilities 2022: $0Net Assets 2022: $4,1692022Assets 2023: $10,213Liabilities 2023: $02023Assets 2024: $18,876Liabilities 2024: $0Net Assets 2024: $18,8762024

Highlighted filing

2024

Assets$18,876
Liabilities$0
Net Assets$18,876
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $62,764Expenses 2011: $62,883Net Income 2011: -$1192011Revenue 2012: $68,995Expenses 2012: $68,466Net Income 2012: $5292012Revenue 2013: $73,355Expenses 2013: $72,457Net Income 2013: $8982013Revenue 2014: $74,305Expenses 2014: $65,590Net Income 2014: $8,7152014Revenue 2015: $75,030Expenses 2015: $79,666Net Income 2015: -$4,6362015Revenue 2016: $80,705Expenses 2016: $76,161Net Income 2016: $4,5442016Revenue 2022: $100,841Expenses 2022: $106,445Net Income 2022: -$5,6042022Revenue 2023: $87,308Expenses 2023: $81,264Net Income 2023: $6,0442023Revenue 2024: $107,100Expenses 2024: $98,423Net Income 2024: $8,6772024

Highlighted filing

2024

Revenue$107,100
Expenses$98,423
Net Income$8,677
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,876
Liabilities
$0
Net assets
$18,876
Revenue
$107,100
Expenses
$98,423
Net income
$8,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.07$0.98$0.09
2023Summary only. Only limited summary data is available for this year.$0.10$0.00$0.87$0.81$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$1.01$1.06$0.06
2016Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.81$0.76$0.05
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.75$0.80$0.05
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.74$0.66$0.09
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.73$0.72$0.01
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.69$0.68$0.01
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.63$0.63$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 22, 2025
Return Version
2023v6.0
Gross Receipts
$107,100
Mission and Program Overview

Mission

To promote community service

Program Services

DescriptionGrantsExpenses
Miscellaneous charitable donations to other non profit organizations$23,995-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William W ShermanTreasurerPT$0--
Guy SmithPresidentPT$0--
William StaffordVice PresidentPT$0--
Cathy MillerSecretaryPT$0--
Steven ClaytonDirector-$0--
Paul JohnsonDirector-$0--
Omar GonzalezDirector-$0--
Cindy RileyDirector-$0--
Joe GeigerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of New Bern
EIN
56-6062041
Address
PO Box 818, New Bern, NC 28563-0818

Signing Officer

Name
William W Sherman
Title
Treasurer
Phone
2528308838
Signed
2025-09-22
Discuss with paid preparer
Yes

Preparer

Firm
John M Person CPA PC
Address
PO Box 3010, Greenville, NC 27836
Preparer
John M Person
Phone
2523532131
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountGuest Meals 2,750”

List of grants and similar amounts paid Part I line 10

“Grantee Rotary Foundation - EREY Amount 15,690Grantee Rotary Foundation - Polio Plus Amount 785Activity New Bern Rotary Scholarship Fund Amount 7,520”

Description of other expenses Part I line 16

“Description AmountRotary Dues 13,651Conference Expense 1,915Meals Expense 51,103Bank Fees 48Insurance Expense 570Database and Website Expense 635Office Supplies 1,230Speaker Gifts 1,016Professional Fees 1,000Other Miscellanous Expenses 112District Governor Expense 2,500”

Other changes in net assets or fund balances Part I line 20

“Description AmountRounding Adjust to tie Ending Cash (14)”

Raw XML Appendix148 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 W Sherman
IRS990EZ/BooksInCareOfDetail/PhoneNum02528308838
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 818
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0New Bern
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010213
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018876
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024015
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08677
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010213
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018876
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023995
IRS990EZ/GrossReceiptsAmt0107100
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt080335
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010213
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018876
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010213
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018876
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0William W Sherman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Guy Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2William Stafford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cathy Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Steven Clayton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Paul Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Omar Gonzalez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Cindy Riley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Joe Geiger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-14
IRS990EZ/OtherExpensesTotalAmt073780
IRS990EZ/OtherRevenueTotalAmt02750
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote community service
IRS990EZ/PrintingPublicationsPostageAmt0648
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Miscellaneous charitable donations to other non profit organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023995
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098423
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0107100
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountGuest Meals 2,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grantee Rotary Foundation - EREY Amount 15,690Grantee Rotary Foundation - Polio Plus Amount 785Activity New Bern Rotary Scholarship Fund Amount 7,520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountRotary Dues 13,651Conference Expense 1,915Meals Expense 51,103Bank Fees 48Insurance Expense 570Database and Website Expense 635Office Supplies 1,230Speaker Gifts 1,016Professional Fees 1,000Other Miscellanous Expenses 112District Governor Expense 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountRounding Adjust to tie Ending Cash (14)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William W Sherman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02528308838
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-22
ReturnHeader/DisasterReliefTxt0HURRICANE HELENE CRAVEN CO NC - FEMA DISASTER AREA RELIEF
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of New Bern
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0566062041
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 818
ReturnHeader/Filer/USAddress/CityNm0New Bern
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0285630818
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455617070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John M Person CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027836
ReturnHeader/PreparerPersonGrp/PhoneNum02523532131
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John M Person
ReturnHeader/ReturnTs02025-09-22T19:34:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits