Civic Intelligence

Rotary International Manteo Rotary Club

990 • Fiscal year 2016 • EIN 56-6088440

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 01, 2016

P O Box 1621Manteo, NC 27954

(252) 473-1716

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

4.7%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

Up

$81,288

Up $10,375 (+15%) from 2013

Net Assets

Up

$81,288

Up $10,710 (+15%) from 2013

Liabilities

Down

$0

Down $335 (-100%) from 2013

Revenue

$45,242

No earlier filing loaded for comparison.

Expenses

Down

$37,619

Down $898 (-2.3%) from 2013

Net Income

$7,623

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $81,370Liabilities 2011: $0Net Assets 2011: $81,3702011Assets 2012: $78,000Liabilities 2012: $445Net Assets 2012: $77,5552012Assets 2013: $70,913Liabilities 2013: $335Net Assets 2013: $70,5782013Assets 2016: $81,288Liabilities 2016: $0Net Assets 2016: $81,2882016Assets 2017: $64,479Liabilities 2017: $0Net Assets 2017: $64,4792017Assets 2018: $7,951Liabilities 2018: $706Net Assets 2018: $7,2452018Assets 2021: $23,220Liabilities 2021: $0Net Assets 2021: $23,2202021

Highlighted filing

2016

Assets$81,288
Liabilities$0
Net Assets$81,288

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $63,424Expenses 2011: $55,264Net Income 2011: $8,1602011Expenses 2012: $59,5802012Expenses 2013: $38,5172013Revenue 2016: $45,242Expenses 2016: $37,619Net Income 2016: $7,6232016Revenue 2017: $50,653Expenses 2017: $67,462Net Income 2017: -$16,8092017Revenue 2018: $30,225Expenses 2018: $87,459Net Income 2018: -$57,2342018Revenue 2021: $47,458Expenses 2021: $46,508Net Income 2021: $9502021

Highlighted filing

2016

Revenue$45,242
Expenses$37,619
Net Income$7,623
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 1, 2016
Return Version
2015v2.1
Gross Receipts
$61,384
Mission and Program Overview

Mission

Rotary is an organization of business and professional leaders united worldwide who provide humanitarian services, encourage high ethical standards in all vocations and help build goodwill and peace in the world

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$73,665$81,288▲ $7,623
Total Assets$73,665$81,288▲ $7,623
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$73,665$81,288▲ $7,623
Total Net Assets Fund Balance$73,665$81,288▲ $7,623
Total Liabilities and Net Assets / Fund Balance$73,665$81,288▲ $7,623
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jason SherwoodPresident
Brent TomlinsonTreasury
Revenue and Support

Revenue Composition

Contributions and Grants
$20,792
Program Service Revenue
$0
Investment Income
$1,095
Other Revenue
$23,355
Change in Net Assets
$7,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,773
Other Expenses$12,846
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$24,773--$24,773
Conferences and Meetings$7,512--$7,512
Fees for Services Other$3,503--$3,503
Office Expenses$1,831--$1,831
Total Functional Expenses$37,619$0$0$37,619
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,497
Fundraising Direct Expenses$16,142
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fishing Tournme$39,497$39,497$16,142$23,355
Total Events$39,497$39,497$16,142$23,355
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
56-6088440
Address
P O BOX 1621, MANTEO, NC 27954

Signing Officer

Name
Brent Tomlinson
Title
Treasury
Signed
2016-12-01
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Dowdy & Osborne Llp
Address
PO BOX 9, NAGS HEAD, NC 27959
Preparer
Jeffrey Dowdy
Phone
2524494404
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

The rotary objective is service to the community through college schlorships and community service

Raw XML Appendix234 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ROTARY IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS UNITED WORLDWIDE WHO PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND PEACE IN THE WORLD
IRS990/BooksInCareOfDetail/PersonNm0ROBIN MANN
IRS990/BooksInCareOfDetail/PhoneNum02524731716
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1621
IRS990/BooksInCareOfDetail/USAddress/CityNm0MANTEO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027954
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt073665
IRS990/CashNonInterestBearingGrp/EOYAmt081288
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07512
IRS990/ConferencesMeetingsGrp/TotalAmt07512
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt020792
IRS990/CYGrantsAndSimilarPaidAmt024773
IRS990/CYInvestmentIncomeAmt01095
IRS990/CYOtherExpensesAmt012846
IRS990/CYOtherRevenueAmt023355
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt07623
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt037619
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt045242
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE ROTARY OBJECTIVE IS SERVICE TO THE COMMUNITY THROUGH COLLEGE SCHLORSHIPS AND COMMUNITY SERVICE
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt015000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03503
IRS990/FeesForServicesOtherGrp/TotalAmt03503
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt024773
IRS990/ForeignGrantsGrp/TotalAmt024773
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0BRENT TOMLINSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JASON SHERWOOD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURY
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt016142
IRS990/FundraisingGrossIncomeAmt039497
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt01400
IRS990/GrantAmt015000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt061384
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01095
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01095
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt019392
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ROTARY IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS UNITED WORLDWIDE WHO PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND PEACE IN THE WORLD
IRS990/MoreThan5000KToIndividualsInd0true
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt073665
IRS990/NetAssetsOrFundBalancesEOYAmt081288
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt023355
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt023355
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt01831
IRS990/OfficeExpensesGrp/TotalAmt01831
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ROTARY OBJECTIVE IS SERVICE TO THE COMMUNITY THROUGH COLLEGE SCHLORSHIPS AND COMMUNITY SERVICE
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt022619
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt09773
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt07623
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt015000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0DIRECT UNIVER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt015
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0COLLEGE SHOLARSHIPS
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt09773
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016142
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FISHING TOURNME
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039497
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023355
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016142
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016142
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ROTARY OBJECTIVE IS SERVICE TO THE COMMUNITY THROUGH COLLEGE SCHLORSHIPS AND COMMUNITY SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt073665
IRS990/TotalAssetsEOYAmt081288
IRS990/TotalAssetsGrp/BOYAmt073665
IRS990/TotalAssetsGrp/EOYAmt081288
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt020792
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037619
IRS990/TotalFunctionalExpensesGrp/TotalAmt037619
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt073665
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt081288
IRS990/TotalOtherProgSrvcExpenseAmt022619
IRS990/TotalOtherProgSrvcGrantAmt09773
IRS990/TotalProgramServiceExpensesAmt037619
IRS990/TotalRevenueGrp/ExclusionAmt023355
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01095
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt045242
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073665
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt081288
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt073665
IRS990/UnrestrictedNetAssetsGrp/EOYAmt081288
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0MANTEOROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT TOMLINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURY
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MANTEO ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0566088440
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1621
ReturnHeader/Filer/USAddress/CityNm0MANTEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027954
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203819934
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOWDY & OSBORNE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAGS HEAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027959
ReturnHeader/PreparerPersonGrp/PhoneNum02524494404
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY DOWDY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-15T15:48:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings