Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 56-6062609

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization ProfileN/A
P O Box 1834Lenoir, NC 28645

(828) 896-7656

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.14x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

13th percentile

-23%

Higher net margin than 13% 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

16th percentile

-21%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

31st percentile

-9.4%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$9,762

Down $2,561 (-21%) from 2016

Net Assets

Down

$7,937

Down $2,961 (-27%) from 2016

Liabilities

Up

$1,825

Up $400 (+28%) from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin13th percentile

Revenue

Down

$12,851

Down $1,337 (-9.4%) from 2016

Expenses

Down

$15,812

Down $865 (-5.2%) from 2016

Net Income

Down

-$2,961

Down $472 (-19%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$30K$20K$10K$0Assets 2011: $17,284Liabilities 2011: $1,910Net Assets 2011: $15,3742011Assets 2012: $20,176Liabilities 2012: $1,255Net Assets 2012: $18,9212012Assets 2013: $16,695Liabilities 2013: $2,140Net Assets 2013: $14,5552013Assets 2014: $17,153Liabilities 2014: $1,984Net Assets 2014: $15,1692014Assets 2015: $15,187Liabilities 2015: $1,800Net Assets 2015: $13,3872015Assets 2016: $12,323Liabilities 2016: $1,425Net Assets 2016: $10,8982016Assets 2017: $9,762Liabilities 2017: $1,825Net Assets 2017: $7,9372017Assets 2018: $10,726Net Assets 2018: $10,7262018Assets 2019: $8,810Net Assets 2019: $8,8102019Assets 2020: $13,914Net Assets 2020: $13,9142020

Highlighted filing

2017

Assets$9,762
Liabilities$1,825
Net Assets$7,937
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $19,668Expenses 2011: $19,112Net Income 2011: $5562011Revenue 2012: $19,594Expenses 2012: $16,047Net Income 2012: $3,5472012Revenue 2013: $18,900Expenses 2013: $23,266Net Income 2013: -$4,3662013Revenue 2014: $18,321Expenses 2014: $17,707Net Income 2014: $6142014Revenue 2015: $15,084Expenses 2015: $16,866Net Income 2015: -$1,7822015Revenue 2016: $14,188Expenses 2016: $16,677Net Income 2016: -$2,4892016Revenue 2017: $12,851Expenses 2017: $15,812Net Income 2017: -$2,9612017Revenue 2018: $16,841Expenses 2018: $15,877Net Income 2018: $9642018Revenue 2019: $15,358Expenses 2019: $17,274Net Income 2019: -$1,9162019Revenue 2020: $18,524Expenses 2020: $13,420Net Income 2020: $5,1042020

Highlighted filing

2017

Revenue$12,851
Expenses$15,812
Net Income-$2,961
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$12,851
Mission and Program Overview

Mission

Advancement of international understanding, goodwill and peace through business and scholar exchanges

Program Services

DescriptionGrantsExpenses
ADVANCEMENT OF INTERNATIONAL UNDERSTANDING BY SUPPORTING INTERNATIONAL BUSINESS EXCHANGE AND SCHOLARS EXCHANGE-$11,555
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY KIDDERPresidentPT$0--
PAUL BRANDENBURGPres Elect-$0--
JACKIE HEIMSecretary-$0--
LEE PENNELLTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Club of Lenoir
EIN
56-6062609
Phone
8288967656
Address
P O Box 1834, Lenoir, NC 28645

Signing Officer

Name
Lee Pennell
Title
Treasurer
Phone
8288967656
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
David J Manifold CPA
Address
P O Box 2063, Lenoir, NC 28645-2063
Preparer
David J Manifold CPA
Phone
8288967656
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Rotary International dues & Convention 9820.”

Form 990EZ, Part I, Line 16

“District dues & assemblies 1595.”

Form 990EZ, Part I, Line 16

“Website 140.”

Raw XML Appendix119 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/PersonNm0LEE PENNELL
IRS990EZ/BooksInCareOfDetail/PhoneNum08288967656
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01844 Cedar Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lenoir
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028645
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09892
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06235
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2961
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0580
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012323
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09762
IRS990EZ/FundraisingGrossIncomeAmt02365
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt012851
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010486
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010898
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07937
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010898
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07937
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY KIDDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL BRANDENBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACKIE HEIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEE PENNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Pres Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02431
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03527
IRS990EZ/OtherExpensesTotalAmt011555
IRS990EZ/PrimaryExemptPurposeTxt0Advancement of international understanding, goodwill and peace through business and scholar exchanges
IRS990EZ/PrintingPublicationsPostageAmt03677
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVANCEMENT OF INTERNATIONAL UNDERSTANDING BY SUPPORTING INTERNATIONAL BUSINESS EXCHANGE AND SCHOLARS EXCHANGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011555
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt02365
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01425
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01825
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015812
IRS990EZ/TotalProgramServiceExpensesAmt011555
IRS990EZ/TotalRevenueAmt012851
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rotary International dues & Convention 9820.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1District dues & assemblies 1595.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website 140.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE PENNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08288967656
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Club of Lenoir
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0566062609
ReturnHeader/Filer/PhoneNum08288967656
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 1834
ReturnHeader/Filer/USAddress/CityNm0Lenoir
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028645
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.187.170.211
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:37:15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID J MANIFOLD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 2063
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lenoir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286452063
ReturnHeader/PreparerPersonGrp/PhoneNum08288967656
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J MANIFOLD CPA
ReturnHeader/ReturnTs02017-11-09T18:37:27-08:00
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
$9,762
Liabilities
$1,825
Net assets
$7,937
Revenue
$12,851
Expenses
$15,812
Net income
-$2,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$13.9$18.5$13.4$5.10
2019Detailed filing. Detailed filing data is available for this year.$8.81$8.81$15.4$17.3$1.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$10.7$16.8$15.9$0.96
2017Detailed filing. Detailed filing data is available for this year.$9.76$1.83$7.94$12.9$15.8$2.96
2016Detailed filing. Detailed filing data is available for this year.$12.3$1.43$10.9$14.2$16.7$2.49
2015Detailed filing. Detailed filing data is available for this year.$15.2$1.80$13.4$15.1$16.9$1.78
2014Detailed filing. Detailed filing data is available for this year.$17.2$1.98$15.2$18.3$17.7$0.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$2.14$14.6$18.9$23.3$4.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$1.26$18.9$19.6$16.0$3.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$1.91$15.4$19.7$19.1$0.56
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits