Civic Intelligence

Hickory Rotary Club

EIN 58-1384040 • 501(c)4 • Hickory, NC

Profile

Primary service avenue is education.

PO Box 2628Hickory, NC 28603-2628

hickoryrotary.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

39th percentile

-3.1%

Higher net margin than 39% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

49th percentile

-1.2%

Faster asset growth than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$288,502

Down $3,617 (-1.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$288,502

Down $3,617 (-1.2%) from 2024

Revenue

Up

$126,271

Up $28,034 (+29%) from 2024

Expenses

Down

$130,178

Down $7,435 (-5.4%) from 2024

Net Income

Up

-$3,907

Up $35,469 (+90%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $557,970Liabilities 2011: $2,650Net Assets 2011: $555,3202011Assets 2012: $591,843Liabilities 2012: $34,800Net Assets 2012: $557,0432012Assets 2013: $54,875Liabilities 2013: $27,450Net Assets 2013: $27,4252013Assets 2014: $44,022Liabilities 2014: $21,900Net Assets 2014: $22,1222014Assets 2015: $37,541Liabilities 2015: $20,850Net Assets 2015: $16,6912015Assets 2016: $33,455Liabilities 2016: $21,401Net Assets 2016: $12,0542016Assets 2017: $27,444Liabilities 2017: $80Net Assets 2017: $27,3642017Assets 2018: $23,213Liabilities 2018: $480Net Assets 2018: $22,7332018Assets 2019: $17,662Liabilities 2019: $736Net Assets 2019: $16,9262019Assets 2020: $8,729Liabilities 2020: $250Net Assets 2020: $8,4792020Assets 2021: $9,102Liabilities 2021: $383Net Assets 2021: $8,7192021Assets 2022: $9,599Liabilities 2022: $0Net Assets 2022: $9,5992022Assets 2023: $24,484Liabilities 2023: $0Net Assets 2023: $24,4842023Assets 2024: $292,119Liabilities 2024: $0Net Assets 2024: $292,1192024Assets 2025: $288,502Liabilities 2025: $0Net Assets 2025: $288,5022025

Highlighted filing

2025

Assets$288,502
Liabilities$0
Net Assets$288,502

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $128,5012011Expenses 2012: $124,3442012Expenses 2013: $55,1072013Revenue 2014: $57,969Expenses 2014: $58,647Net Income 2014: -$6782014Revenue 2015: $59,650Expenses 2015: $65,081Net Income 2015: -$5,4312015Revenue 2016: $54,775Expenses 2016: $54,537Net Income 2016: $2382016Revenue 2017: $65,340Expenses 2017: $50,377Net Income 2017: $14,9632017Revenue 2018: $43,963Expenses 2018: $48,594Net Income 2018: -$4,6312018Revenue 2019: $41,983Expenses 2019: $47,730Net Income 2019: -$5,7472019Revenue 2020: $35,934Expenses 2020: $44,206Net Income 2020: -$8,2722020Revenue 2021: $29,587Expenses 2021: $29,347Net Income 2021: $2402021Revenue 2022: $28,219Expenses 2022: $27,339Net Income 2022: $8802022Revenue 2023: $43,530Expenses 2023: $28,645Net Income 2023: $14,8852023Revenue 2024: $98,237Expenses 2024: $137,613Net Income 2024: -$39,3762024Revenue 2025: $126,271Expenses 2025: $130,178Net Income 2025: -$3,9072025

Highlighted filing

2025

Revenue$126,271
Expenses$130,178
Net Income-$3,907

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.26$1.30$0.04
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.00$2.92$0.98$1.38$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.44$0.29$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.28$0.27$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.30$0.29$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.08$0.36$0.44$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.01$0.17$0.42$0.48$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.44$0.49$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.65$0.50$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.21$0.12$0.55$0.55$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.21$0.17$0.60$0.65$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.22$0.22$0.58$0.59$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.27$0.27$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.35$5.57$1.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$0.03$5.55$1.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 28, 2026
Return Version
2024v5.0
Gross Receipts
$126,271
Mission and Program Overview

Mission

Primary service avenue is education.

Primary service avenue is education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$292,119$288,502▼ $3,617
Cash and Non-Interest-Bearing Accounts$274,555$264,422▼ $10,133
Accounts Receivable$17,564$24,080▲ $6,516
Total Assets$292,119$288,502▼ $3,617
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$292,119$288,502▼ $3,617
Total Liabilities and Net Assets / Fund Balance$292,119$288,502▼ $3,617
Compensation and Service Providers

Board Members and Trustees

NameTitle
David LeonettiSocial Chair
Tara BlandSocial Chair
Tara HicksYouth Chair
Robert AutenPresident
Marjorie Pitts HildebrandPresident-el
Brandon WeilandDirector
Charles AmannDirector
David MooreDirector
Julie PackerDirector
Linda LongDirector
Walter Moone IiiClub Admin C
Douglas LocascioClub Directo
Ernest SillsClub Poliopl
Susan SmithCommunity Se
John HallFoundation C
Tina DaoFund Raising
Lori AlalaMembership C
Claude Abernethy IiiScholarship
Bonita FerrettiSecretary
Richard BarnhardtSecretary
Jill PattonTreasurer
Kristine HuttonTreasurer
Lynn LoehrTreasurer
Deaton SmithWebmaster
Revenue and Support

Revenue Composition

Contributions and Grants
$93,918
Program Service Revenue
$31,651
Investment Income
$702
Other Revenue
$0
All Other Contributions
$59,569
Change in Net Assets
$-3,907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,498
Grants and Similar Amounts Paid$34,680
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$5,841$17,056-$22,897
Grants to Domestic Orgs$20,325--$20,325
Grants to Domestic Individuals$14,355--$14,355
Other Expenses$8,035$15,237-$8,035
Fees for Services Accounting-$2,000-$2,000
Total Functional Expenses$95,885$34,293$0$130,178
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Paul Harris Foundation---$14,075
Nc State University---$6,250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

Club's treasurer, president, vice president and secretary review return before filing.

Form 990, Page 6, Part VI, Line 19

The 990 is available upon request to any person, whether a rotary club member or not.

Filing and Contact Details

Filer

Filer Name
Hickory Rotary Club
EIN
58-1384040
Phone
8283229300
Address
PO BOX 2628, HICKORY, NC 28603

Signing Officer

Name
Kristine Hutton
Title
Treasurer
Phone
8283229300
Signed
2026-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jill Patton
Formed
1921
Legal Domicile
Nc
Voting Board Members
24
Independent Board Members
24
Employees
0

Preparer

Firm
K Dorran Swearngan CPA Pa
Address
PO BOX 6237, HICKORY, NC 28603
Preparer
K Dorran Swearngan
Phone
8284952662
Supplemental Narrative

Additional Explanations

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

DONATIONS TO CHARITIES.

Form 990, Part IX, Line 24E

Penalties 0 7,532 0 dues paid to distrct 0 6,413 0 award plaques 2,029 0 0 training expense 0 1,080 0 polio plus expense 1,042 0 0 ryla expense 800 0 0 dacdb expense 0 749 0 cart expense 730 0 0 bank fees 0 544 0 miscllaneous expense 495 0 0 postage expense 0 479 0 fundraiser expense 402 0 0 50/50 drawing 343 0 0 bank charges cc clearing 0 259 0 total 5,841 17,056 0

Raw XML Appendix391 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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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0PRIMARY SERVICE AVENUE IS EDUCATION.
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0292119
IRS990/NetAssetsOrFundBalancesEOYAmt0288502
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IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OtherChangesInNetAssetsAmt0290
IRS990/OtherExpensesGrp/Desc0MEMBER MEALS EXPENSE
IRS990/OtherExpensesGrp/Desc1CHARITABLE CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc2DUES PAID TO RI
IRS990/OtherExpensesGrp/Desc3SOCIAL ACTIVITY EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015237
IRS990/OtherExpensesGrp/ProgramServicesAmt031939
IRS990/OtherExpensesGrp/ProgramServicesAmt115390
IRS990/OtherExpensesGrp/ProgramServicesAmt28035
IRS990/OtherExpensesGrp/TotalAmt031939
IRS990/OtherExpensesGrp/TotalAmt115390
IRS990/OtherExpensesGrp/TotalAmt215237
IRS990/OtherExpensesGrp/TotalAmt38035
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JILL PATTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER MEALS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt031651
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt031651
IRS990/ProgSrvcAccomActyOtherGrp/Desc0DONATIONS TO CHARITIES.
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IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt034680
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt013
IRS990ScheduleI/RecipientTable/CashGrantAmt014075
IRS990ScheduleI/RecipientTable/CashGrantAmt16250
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PAUL HARRIS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NC STATE UNIVERSITY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATIONS TO CHARITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLUB'S TREASURER, PRESIDENT, VICE PRESIDENT AND SECRETARY REVIEW RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS AVAILABLE UPON REQUEST TO ANY PERSON, WHETHER A ROTARY CLUB MEMBER OR NOT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PENALTIES 0 7,532 0 DUES PAID TO DISTRCT 0 6,413 0 AWARD PLAQUES 2,029 0 0 TRAINING EXPENSE 0 1,080 0 POLIO PLUS EXPENSE 1,042 0 0 RYLA EXPENSE 800 0 0 DACDB EXPENSE 0 749 0 CART EXPENSE 730 0 0 BANK FEES 0 544 0 MISCLLANEOUS EXPENSE 495 0 0 POSTAGE EXPENSE 0 479 0 FUNDRAISER EXPENSE 402 0 0 50/50 DRAWING 343 0 0 BANK CHARGES CC CLEARING 0 259 0 TOTAL 5,841 17,056 0
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095885
IRS990/TotalFunctionalExpensesGrp/TotalAmt0130178
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0288502
IRS990/TotalOtherProgSrvcExpenseAmt034680
IRS990/TotalOtherProgSrvcGrantAmt034680
IRS990/TotalProgramServiceExpensesAmt095885
IRS990/TotalProgramServiceRevenueAmt031651
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt032353
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0126271
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0292119
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0288502
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt024
IRS990/VotingMembersIndependentCnt024
IRS990/WebsiteAddressTxt0HICKORYROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTINE HUTTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08283229300
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HICKORY ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0HICK
ReturnHeader/Filer/EIN0581384040
ReturnHeader/Filer/PhoneNum08283229300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2628
ReturnHeader/Filer/USAddress/CityNm0HICKORY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028603
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832444459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0K DORRAN SWEARNGAN CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6237
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028603
ReturnHeader/PreparerPersonGrp/PhoneNum08284952662
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0K DORRAN SWEARNGAN
ReturnHeader/ReturnTs02026-01-28T15:06:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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