Civic Intelligence

Clayton Rotary

EIN 56-6063027 • 501(c)4 • Clayton, NC

Profile

Support events, causes and organizations that impact their local community.

PO Box 462Clayton, NC 27528

www.clayton.rotary-clubs.org

Siviq Scores

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

Liabilities / Assets

80th percentile

0.04x

Higher debt load relative to assets than 80% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

81st percentile

0.05x

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

NTEE S80 • <$500k nonprofits • Source year 2025

Net Margin

21st percentile

-9.6%

Higher net margin than 21% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

64th percentile

16%

Faster asset growth than 64% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$130,502

Up $17,863 (+16%) from 2024

Liabilities

Up

$5,793

Up $5,793 from 2024

Net Assets

Up

$124,709

Up $12,070 (+11%) from 2024

Revenue

Up

$110,453

Up $15,950 (+17%) from 2024

Expenses

Up

$121,005

Up $32,851 (+37%) from 2024

Net Income

Down

-$10,552

Down $16,901 (-266%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $17,694Liabilities 2016: $0Net Assets 2016: $17,6942016Assets 2017: $31,242Liabilities 2017: $0Net Assets 2017: $31,2422017Assets 2018: $32,556Liabilities 2018: $0Net Assets 2018: $32,5562018Assets 2020: $38,878Liabilities 2020: $5,713Net Assets 2020: $33,1652020Assets 2021: $77,520Liabilities 2021: $6,319Net Assets 2021: $71,2012021Assets 2024: $112,639Liabilities 2024: $0Net Assets 2024: $112,6392024Assets 2025: $130,502Liabilities 2025: $5,793Net Assets 2025: $124,7092025

Highlighted filing

2025

Assets$130,502
Liabilities$5,793
Net Assets$124,709

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $91,964Expenses 2016: $93,767Net Income 2016: -$1,8032016Revenue 2017: $73,443Expenses 2017: $59,895Net Income 2017: $13,5482017Revenue 2018: $65,093Expenses 2018: $63,779Net Income 2018: $1,3142018Revenue 2020: $89,481Expenses 2020: $77,696Net Income 2020: $11,7852020Revenue 2021: $74,131Expenses 2021: $36,095Net Income 2021: $38,0362021Revenue 2024: $94,503Expenses 2024: $88,154Net Income 2024: $6,3492024Revenue 2025: $110,453Expenses 2025: $121,005Net Income 2025: -$10,5522025

Highlighted filing

2025

Revenue$110,453
Expenses$121,005
Net Income-$10,552

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$150,838
Mission and Program Overview

Mission

Support community and worldwide organizations and events through sponsorship of local business owners.

Support Community and Worldwide Org

Program Services

DescriptionGrantsExpenses
MLK Day-$21,384
Flags for Heroes-$15,138
Christmas Parade-$3,863
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen FeldTreasurerPT$0--
Lynn RomanDirectorPT$0--
Randy BerryPresidentPT$0--
Greg AdamsonSecretaryPT$0--
Joe RussottoDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flags for Heroes$57,583$57,583$15,138$42,445
MLK Day$18,939$18,939$21,384$-2,445
Total Events$90,533$90,533$40,385$50,148
Filing and Contact Details

Filer

Filer Name
Clayton Rotary Club
EIN
56-6063027
Phone
9198253001
Address
PO Box 462, Clayton, NC 27528

Signing Officer

Name
Stuart Denham
Title
Treasurer
Signed
2025-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Warta CPA PLLC
Address
110 S Ellington St, Clayton, NC 27520-2306
Preparer
Joseph Warta
Phone
9102424190
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Clayton High School | Cash Amount Given: $10200

Grants and Similar Amounts Paid In Excess of $5,000.7

| Donee's Name: Clayton Chamber of Commerce | Cash Amount Given: $9500

Other Expenses.1001

Advertising and Promotion $2091

Other Expenses.1002

Office Expenses $2147

Other Expenses.1003

Information Technology $1419

Other Expenses.1

Event Expense $35962

Other Expenses.2

Meeting Expense $18614

Other Expenses.3

Grants below $5,000 $17255

Other Expenses.4

Dues $13772

Other Expenses.5

Rent $1950

Other Expenses.6

Education $1921

Other Expenses.7

Bank Fees $1615

Other Expenses.8

Scholarships below $5,000 $1250

Other Expenses.9

Badges and Plaques $1159

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $5793

Raw XML Appendix164 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.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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