Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 56-6063027

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2018

Organization ProfileCLAYTONROTARYCLUB.ORG
PO Box 462Clayton, NC 27528

(919) 971-7869

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2018 filings • NTEE S • <$500k nonprofits • Source year 2018

Liabilities / Revenue

50th percentile

0.00x

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

2018 filings • NTEE S • <$500k nonprofits • Source year 2018

Net Margin

47th percentile

2.0%

Higher net margin than 47% of similar nonprofits.

2018 filings • NTEE S • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • NTEE S • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

4.2%

Faster asset growth than 55% of similar nonprofits.

2018 filings • NTEE S • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • NTEE S • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$32,556

Up $1,314 (+4.2%) from 2017

Net Assets

Up

$32,556

Up $1,314 (+4.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin47th percentile

Revenue

Down

$65,093

Down $8,350 (-11%) from 2017

Expenses

Up

$63,779

Up $3,884 (+6.5%) from 2017

Net Income

Down

$1,314

Down $12,234 (-90%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$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

2018

Assets$32,556
Liabilities$0
Net Assets$32,556
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$65,093
Expenses$63,779
Net Income$1,314
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$65,093
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
CHRISTMAS PARADE$0$3,000
SPAGHETTI DINNER$0$110
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK HEILMANNPresident-$0--
MICHAEL SIMSSecretary-$0--
BILL BARTONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Clayton Rotary
EIN
56-6063027
Phone
9199717869
Address
PO BOX 462, CLAYTON, NC 27528

Signing Officer

Name
Rick Heilmann
Title
President
Phone
9199717869
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
911 PAVERSTONE DRIVE STE A, RALEIGH, NC 27615
Preparer
Gary a Jewell CPA
Phone
9198481259
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 486.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: club awards. Amount: 1,120. Description: fundraiser expenses. Amount: 3,110. Total to form 990-ez, line 16: 4,230.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: member dues receivables. Beg. Of year amount: 1,624. End of year amount: 700. Description: clayton rotary donor advised fund. Beg. Of year amount: 0. End of year amount: 10,000. Description: other depreciable assets. Beg. Of year amount: 1,216. End of year amount: 730.”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt027024
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BILL BARTON
IRS990EZ/BooksInCareOfDetail/PhoneNum09199717896
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 462
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027528
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028402
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021126
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt012645
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01314
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031242
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032556
IRS990EZ/FundraisingGrossIncomeAmt014666
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032039
IRS990EZ/GrossReceiptsAmt065093
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt036617
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031242
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032556
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031242
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032556
IRS990EZ/OccupancyRentUtltsAndMaintAmt0486
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK HEILMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL SIMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILL BARTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02840
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011430
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04230
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT COMMUNITY AND WORLDWIDE ORGANIZATIONS AND EVENTS THROUGH SPONSORSHIP OF LOCAL BUSINESS OWNERS.
IRS990EZ/ProgramServiceRevenueAmt01165
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHRISTMAS PARADE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPAGHETTI DINNER
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1110
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt014666
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063779
IRS990EZ/TotalProgramServiceExpensesAmt03110
IRS990EZ/TotalRevenueAmt065093
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://CLAYTONROTARYCLUB.ORG/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt064504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0248916
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026138
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt026138
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt070905
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0319821
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065093
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073444
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt090642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090642
IRS990ScheduleA/Total509Grp/TotalAmt0319821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073444
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt090642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090642
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0319821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 486.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLUB AWARDS. AMOUNT: 1,120. DESCRIPTION: FUNDRAISER EXPENSES. AMOUNT: 3,110. TOTAL TO FORM 990-EZ, LINE 16: 4,230.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEMBER DUES RECEIVABLES. BEG. OF YEAR AMOUNT: 1,624. END OF YEAR AMOUNT: 700. DESCRIPTION: CLAYTON ROTARY DONOR ADVISED FUND. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,000. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,216. END OF YEAR AMOUNT: 730.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK HEILMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09199717869
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAYTON ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0CLAY
ReturnHeader/Filer/EIN0566063027
ReturnHeader/Filer/PhoneNum09199717869
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 462
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027528
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01A0CBC6A4D5FA350FE4E78C97E2698DA9BA7127D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C733F8B1A564720E9564B2DBA5202B1DEACFBFA7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.95.85.203
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm017:01:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0911 PAVERSTONE DRIVE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027615
ReturnHeader/PreparerPersonGrp/PhoneNum09198481259
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY A JEWELL CPA
ReturnHeader/ReturnTs02018-11-08T16:03:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,556
Liabilities
$0
Net assets
$32,556
Revenue
$65,093
Expenses
$63,779
Net income
$1,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.31$0.06$1.25$1.10$1.21$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.95$0.88$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.06$0.71$0.74$0.36$0.38
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.06$0.33$0.89$0.78$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.65$0.64$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.73$0.60$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.92$0.94$0.02