Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 56-6062609

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 19, 2020

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

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

81st percentile

28%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

91st percentile

58%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

21%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$13,914

Up $5,104 (+58%) from 2019

Net Assets

Up

$13,914

Up $5,104 (+58%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

Up

$18,524

Up $3,166 (+21%) from 2019

Expenses

Down

$13,420

Down $3,854 (-22%) from 2019

Net Income

Up

$5,104

Up $7,020 (+366%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st 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: $13,914Liabilities 2020: $0Net Assets 2020: $13,9142020

Highlighted filing

2020

Assets$13,914
Liabilities$0
Net Assets$13,914
Open 2020 Filing

Operations Trend

Revenue Growth86th 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

2020

Revenue$18,524
Expenses$13,420
Net Income$5,104
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 19, 2020
Return Version
2019v5.1
Gross Receipts
$35,640
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$0$0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ethan GilleyPresidentPT$0--
Debbie EllerPres 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
2020-10-19
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 16

“Rotary International dues & Convention 9857.”

Form 990EZ, Part I, Line 16

“Accounting fees & postage 1072.”

Form 990EZ, Part I, Line 16

“Website maintenance & Program of Work 987.”

Form 990EZ, Part I, Line 16

“Club service 342.”

Form 990EZ, Part I, Line 16

“Rotary International Conv & travel 1162.”

Raw XML Appendix129 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/BOYAmt05801
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010640
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt017116
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05104
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08810
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013914
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06019
IRS990EZ/GrossReceiptsAmt035640
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt023135
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012505
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08810
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013914
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08810
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013914
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ethan Gilley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Debbie Eller
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/BOYAmt03009
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03274
IRS990EZ/OtherExpensesTotalAmt013420
IRS990EZ/PrimaryExemptPurposeTxt0Advancement of international understanding, goodwill and peace through business and scholar exchanges
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Advancement of international understanding by supporting international business exchange and scholars exchange
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013420
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt018524
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rotary International dues & Convention 9857.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounting fees & postage 1072.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website maintenance & Program of Work 987.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Club service 342.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rotary International Conv & travel 1162.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Pennell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08288967656
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-19
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/AtSubmissionCreationDeviceId07AB0B19127BA923266E3C59A52FCC0D7914BA1F2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07AB0B19127BA923266E3C59A52FCC0D7914BA1F2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.194.180.90
ReturnHeader/FilingSecurityInformation/IPDt02020-10-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:14:05
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/ZIPCd028645
ReturnHeader/PreparerPersonGrp/PhoneNum08288967656
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David J Manifold CPA
ReturnHeader/ReturnTs02020-10-22T12:14:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,914
Liabilities
$0
Net assets
$13,914
Revenue
$18,524
Expenses
$13,420
Net income
$5,104
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$13.9$0.00$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2020 filings • 501(c)4 • <$500k nonprofits