Civic Intelligence

Rotary Foundation of Apex Incorporated

EIN 58-1741616 • 501(c)3 • Apex, NC

Profile

Rotary is a service organization working locally, regionally and internationally to combat hunger, improve health and water conditions and provide education using the motto "service above self"

PO Box 131Apex, NC 27502

www.apexrotary.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

39th percentile

-2.8%

Higher net margin than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-4.4%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$47,309

Down $2,161 (-4.4%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$47,309

Down $2,161 (-4.4%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Up

$77,689

Up $15,053 (+24%) from 2022

Expenses

Up

$79,850

Up $13,226 (+20%) from 2022

Net Income

Up

-$2,161

Up $1,827 (+46%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$60K$40K$20K$0Assets 2011: $10,731Liabilities 2011: $02011Assets 2012: $13,739Liabilities 2012: $02012Assets 2013: $16,117Liabilities 2013: $02013Assets 2014: $23,080Liabilities 2014: $0Net Assets 2014: $23,0802014Assets 2015: $29,871Liabilities 2015: $0Net Assets 2015: $29,8712015Assets 2016: $29,497Liabilities 2016: $0Net Assets 2016: $29,4972016Assets 2017: $38,933Liabilities 2017: $0Net Assets 2017: $38,9332017Assets 2018: $52,865Net Assets 2018: $52,8652018Assets 2019: $49,627Net Assets 2019: $49,6272019Assets 2020: $56,673Net Assets 2020: $56,6732020Assets 2021: $53,458Net Assets 2021: $53,4582021Assets 2022: $49,470Net Assets 2022: $49,4702022Assets 2023: $47,309Net Assets 2023: $47,3092023

Highlighted filing

2023

Assets$47,309
Liabilities-
Net Assets$47,309
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

$100K$50K$0-$50KRevenue 2011: $50,727Expenses 2011: $58,410Net Income 2011: -$7,6832011Revenue 2012: $52,472Expenses 2012: $49,464Net Income 2012: $3,0082012Revenue 2013: $43,320Expenses 2013: $40,862Net Income 2013: $2,4582013Revenue 2014: $44,558Expenses 2014: $37,595Net Income 2014: $6,9632014Revenue 2015: $47,074Expenses 2015: $40,283Net Income 2015: $6,7912015Revenue 2016: $44,208Expenses 2016: $44,582Net Income 2016: -$3742016Revenue 2017: $48,211Expenses 2017: $38,775Net Income 2017: $9,4362017Revenue 2018: $52,977Expenses 2018: $40,045Net Income 2018: $12,9322018Revenue 2019: $43,158Expenses 2019: $46,396Net Income 2019: -$3,2382019Revenue 2020: $58,591Expenses 2020: $51,545Net Income 2020: $7,0462020Revenue 2021: $19,868Expenses 2021: $23,083Net Income 2021: -$3,2152021Revenue 2022: $62,636Expenses 2022: $66,624Net Income 2022: -$3,9882022Revenue 2023: $77,689Expenses 2023: $79,850Net Income 2023: -$2,1612023

Highlighted filing

2023

Revenue$77,689
Expenses$79,850
Net Income-$2,161
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,309
Liabilities
-
Net assets
$47,309
Revenue
$77,689
Expenses
$79,850
Net income
-$2,161
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$47.3$47.3$77.7$79.9$2.16
2022Detailed filing. Detailed filing data is available for this year.$49.5$49.5$62.6$66.6$3.99
2021Detailed filing. Detailed filing data is available for this year.$53.5$53.5$19.9$23.1$3.22
2020Detailed filing. Detailed filing data is available for this year.$56.7$56.7$58.6$51.5$7.05
2019Detailed filing. Detailed filing data is available for this year.$49.6$49.6$43.2$46.4$3.24
2018Detailed filing. Detailed filing data is available for this year.$52.9$52.9$53.0$40.0$12.9
2017Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$48.2$38.8$9.44
2016Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$44.2$44.6$0.37
2015Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$47.1$40.3$6.79
2014Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$44.6$37.6$6.96
2013Summary only. Only limited summary data is available for this year.$16.1$0.00$43.3$40.9$2.46
2012Summary only. Only limited summary data is available for this year.$13.7$0.00$52.5$49.5$3.01
2011Summary only. Only limited summary data is available for this year.$10.7$0.00$50.7$58.4$7.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$90,106
Mission and Program Overview

Mission

Rotary is a service organization working locally, regionally and internationally to combat hunger, improve health and water conditions and provide education using the motto "service above self"

Program Services

DescriptionGrantsExpenses
DONATED FUNDS TO LOCAL FOOD BANK$7,424$7,424
DONATED FUNDS TO TECHNICAL COLLEGE FOR SCHOLARSHIPS$3,000$3,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan GibsonPresidentPT$0--
Brian YatesPresident Elect-$0--
David BrownTreasurer-$0--
HL MontagueSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pancake Bkfts$28,683$28,683-$28,683
Chistmas Parade$19,324$19,324$6,135$13,189
Total Events$53,757$53,757$12,417$41,340
Filing and Contact Details

Filer

Filer Name
Rotary Foundation of Apex Incorporated
EIN
58-1741616
Phone
9193627600
Address
PO Box 131, Apex, NC 27502

Signing Officer

Name
Brian Yates
Title
Treasurer
Phone
9193627600
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Roscoe & Roscoe PA
Address
8708 NC Highway 902, Pittsboro, NC 27312
Preparer
Jeffrey V Roscoe CPA
Phone
9198185807
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Visitor meals and happy thoughts 360.”

Form 990EZ, Part I, Line 8

“Other 1048.”

Form 990EZ, Part I, Line 10

“Funds to help feed the hungry; Contribution; Western Wake Crisis Ministry: 1600 Olive Chapel Rd #408, Apex, NC, 27502; None, 7424.”

Form 990EZ, Part I, Line 10

“Miscellaneous amounts individually less than $5,000.; Dues & contributions; : , , , ; , 39412.”

Form 990EZ, Part I, Line 16

“Supplies 1095.”

Form 990EZ, Part I, Line 16

“Chamber of Commerce dues 200.”

Form 990EZ, Part I, Line 16

“Accounting software & services 657.”

Form 990EZ, Part I, Line 16

“Bank fees 612.”

Form 990EZ, Part I, Line 16

“Lunch meeting expense 25587.”

Form 990EZ, Part I, Line 16

“Promotion and advertising 1800.”

Form 990EZ, Part I, Line 16

“Miscellaneous 1293.”

Form 990EZ, Part I, Line 16

“Web site fees 561.”

Form 990EZ, Part I, Line 16

“Awards 539.”

Form 990EZ, Part I, Line 16

“Continuing education 470.”

Raw XML Appendix223 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dan Gibson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian Yates
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HL Montague
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032814
IRS990EZ/OtherRevenueTotalAmt01408
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY IS A SERVICE ORGANIZATION WORKING LOCALLY, REGIONALLY AND INTERNATIONALLY TO COMBAT HUNGER, IMPROVE HEALTH AND WATER CONDITIONS AND PROVIDE EDUCATION USING THE MOTTO "SERVICE ABOVE SELF"
IRS990EZ/PrintingPublicationsPostageAmt0200
IRS990EZ/ProgramServiceRevenueAmt0150
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07424
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07424
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt041340
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079850
IRS990EZ/TotalProgramServiceExpensesAmt010424
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.apexrotary.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018990
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0146303
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt044
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00140
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Visitor meals and happy thoughts 360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other 1048.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Funds to help feed the hungry; Contribution; Western Wake Crisis Ministry: 1600 Olive Chapel Rd #408, Apex, NC, 27502; None, 7424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous amounts individually less than $5,000.; Dues & contributions; : , , , ; , 39412.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 1095.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Chamber of Commerce dues 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounting software & services 657.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank fees 612.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Lunch meeting expense 25587.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Promotion and advertising 1800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous 1293.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Web site fees 561.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Awards 539.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Continuing education 470.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Yates
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09193627600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Foundation of Apex Incorporated
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0581741616
ReturnHeader/Filer/PhoneNum09193627600
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 131
ReturnHeader/Filer/USAddress/CityNm0Apex
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027502
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562065221
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roscoe & Roscoe PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08708 NC Highway 902
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027312
ReturnHeader/PreparerPersonGrp/PhoneNum09198185807
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey V Roscoe CPA
ReturnHeader/ReturnTs02024-05-15T15:51:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Yates
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits