Civic Intelligence

Lenoir Rotary Club Activities Fund

EIN 56-6062610 • 501(c)3 • Lenoir, NC

Pub. 78 Eligible990-N CoverageNTEE S80

Profile

Advancement of international understanding, goodwill & peace through exchanges

P O Box 1834Lenoir, NC 28645

n/A

Siviq Scores

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

Liabilities / Assets

87th percentile

0.18x

Higher debt load relative to assets than 87% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

0.22x

Higher debt load relative to revenue than 90% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2020

Net Margin

81st percentile

43%

Higher net margin than 81% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE S80 • <$500k nonprofits • Source year 2020

Asset Growth

90th percentile

113%

Faster asset growth than 90% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

81%

Faster revenue growth than 86% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$27,639

Up $14,662 (+113%) from 2019

Liabilities

$5,000

No earlier filing loaded for comparison.

Net Assets

Up

$22,639

Up $9,662 (+74%) from 2019

Operations
Liabilities / Revenue90th percentileNet Margin81st percentile

Revenue

Up

$22,301

Up $9,979 (+81%) from 2019

Expenses

Down

$12,639

Down $1,361 (-9.7%) from 2019

Net Income

Up

$9,662

Up $11,340 (+676%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$60K$40K$20K$0Assets 2011: $47,739Liabilities 2011: $1,000Net Assets 2011: $46,7392011Assets 2012: $52,761Liabilities 2012: $3,400Net Assets 2012: $49,3612012Assets 2013: $50,662Liabilities 2013: $1,775Net Assets 2013: $48,8872013Assets 2014: $40,389Liabilities 2014: $1,875Net Assets 2014: $38,5142014Assets 2015: $43,196Liabilities 2015: $1,875Net Assets 2015: $41,3212015Assets 2016: $21,879Net Assets 2016: $21,8792016Assets 2017: $20,625Net Assets 2017: $20,6252017Assets 2018: $14,655Net Assets 2018: $14,6552018Assets 2019: $12,977Net Assets 2019: $12,9772019Assets 2020: $27,639Liabilities 2020: $5,000Net Assets 2020: $22,6392020

Highlighted filing

2020

Assets$27,639
Liabilities$5,000
Net Assets$22,639
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

$40K$20K$0-$20KRevenue 2011: $14,792Expenses 2011: $11,715Net Income 2011: $3,0772011Revenue 2012: $19,079Expenses 2012: $16,457Net Income 2012: $2,6222012Revenue 2013: $15,584Expenses 2013: $16,058Net Income 2013: -$4742013Revenue 2014: $8,850Expenses 2014: $19,223Net Income 2014: -$10,3732014Revenue 2015: $20,322Expenses 2015: $24,515Net Income 2015: -$4,1932015Revenue 2016: $16,513Expenses 2016: $30,831Net Income 2016: -$14,3182016Revenue 2017: $16,531Expenses 2017: $17,785Net Income 2017: -$1,2542017Revenue 2018: $10,813Expenses 2018: $16,783Net Income 2018: -$5,9702018Revenue 2019: $12,322Expenses 2019: $14,000Net Income 2019: -$1,6782019Revenue 2020: $22,301Expenses 2020: $12,639Net Income 2020: $9,6622020

Highlighted filing

2020

Revenue$22,301
Expenses$12,639
Net Income$9,662
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$27,639
Liabilities
$5,000
Net assets
$22,639
Revenue
$22,301
Expenses
$12,639
Net income
$9,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$27.6$5.00$22.6$22.3$12.6$9.66
2019Detailed filing. Detailed filing data is available for this year.$13.0$13.0$12.3$14.0$1.68
2018Detailed filing. Detailed filing data is available for this year.$14.7$14.7$10.8$16.8$5.97
2017Detailed filing. Detailed filing data is available for this year.$20.6$20.6$16.5$17.8$1.25
2016Detailed filing. Detailed filing data is available for this year.$21.9$21.9$16.5$30.8$14.3
2015Detailed filing. Detailed filing data is available for this year.$43.2$1.88$41.3$20.3$24.5$4.19
2014Detailed filing. Detailed filing data is available for this year.$40.4$1.88$38.5$8.85$19.2$10.4
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.7$1.78$48.9$15.6$16.1$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.8$3.40$49.4$19.1$16.5$2.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.7$1.00$46.7$14.8$11.7$3.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 19, 2020
Return Version
2019v5.1
Gross Receipts
$26,689
Mission and Program Overview

Mission

Advancement of international understanding, goodwill & peace through exchanges

Program Services

DescriptionGrantsExpenses
Rotary Activities achieved it exempt purpose byproviding $2700 in college scholarships, $1800 in sponsoring community youth leadership programs, $3422 for exception children and public health and educational programs$0$7,922
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ethan GilleyPresident-$0--
Debbie EllerPresident Elect-$0--
Jackie HeimSecretary-$0--
Lee PennellTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cycle to Serve----
Lobster Dinner Silent Auction----
Filing and Contact Details

Filer

Filer Name
Lenoir Rotary Club Activities Fund
EIN
56-6062610
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

“Youth Scholarships 1800.”

Form 990EZ, Part I, Line 16

“Dictionary project & exceptional children 3422.”

Form 990EZ, Part I, Line 16

“Community support (Boy Scouts/Helping Hands) 3087.”

Form 990EZ, Part I, Line 16

“World Community Service & Polio Plus 2815.”

Raw XML Appendix163 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/BOYAmt012977
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027639
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016556
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09662
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0905
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012977
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027639
IRS990EZ/FundraisingGrossIncomeAmt010133
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt026689
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012977
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022639
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012977
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022639
IRS990EZ/OccupancyRentUtltsAndMaintAmt0440
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011124
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advancement of international understanding, goodwill & peace through exchanges
IRS990EZ/PrintingPublicationsPostageAmt0170
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Rotary Activities achieved it exempt purpose byproviding $2700 in college scholarships, $1800 in sponsoring community youth leadership programs, $3422 for exception children and public health and educational programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07922
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04388
IRS990EZ/SpecialEventsNetIncomeLossAmt05745
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012639
IRS990EZ/TotalProgramServiceExpensesAmt07922
IRS990EZ/TotalRevenueAmt022301
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05700
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024
IRS990ScheduleA/InvestmentIncomeCYPct00.00420
IRS990ScheduleA/InvestmentIncomePYPct00.00790
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99580
IRS990ScheduleA/PublicSupportPY509Pct00.99210
IRS990ScheduleA/PublicSupportTotal509Amt05700
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/Total509Grp/TotalAmt05700
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05724
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cycle to Serve
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Lobster Dinner Silent Auction
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Youth Scholarships 1800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dictionary project & exceptional children 3422.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Community support (Boy Scouts/Helping Hands) 3087.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3World Community Service & Polio Plus 2815.
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
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/BusinessNameLine1Txt0Lenoir Rotary Club Activities Fund
ReturnHeader/Filer/BusinessNameControlTxt0LENO
ReturnHeader/Filer/EIN0566062610
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/IPDt02020-10-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:06:26
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/ReturnTs02020-10-23T13:06:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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