Civic Intelligence

Apex Sunrise Rotary Foundation

990EZ • Fiscal year 2016 • EIN 80-0851824

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 26, 2017

PO Box 1906Apex, NC 27502

(919) 342-3215

Siviq Scores

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

Liabilities / Assets

89th percentile

0.04x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • NTEE T • <$500k nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.05x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • NTEE T • <$500k nonprofits • Source year 2016

Net Margin

82nd percentile

52%

Higher net margin than 82% of similar nonprofits.

2016 filings • NTEE T • <$500k nonprofits • Source year 2016

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2016 filings • NTEE T • <$500k nonprofits • Source year 2016

Asset Growth

87th percentile

62%

Faster asset growth than 87% of similar nonprofits.

2016 filings • NTEE T • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

90%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • NTEE T • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$104,036

Up $39,778 (+62%) from 2015

Net Assets

$100,267

No earlier filing loaded for comparison.

Liabilities

Up

$3,769

Up $3,269 (+654%) from 2015

Revenue

Up

$70,820

Up $33,470 (+90%) from 2015

Expenses

Down

$34,311

Down $7 (-0.0%) from 2015

Net Income

Up

$36,509

Up $33,477 (+1104%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $22,850Net Assets 2013: $22,8502013Assets 2014: $61,226Liabilities 2014: $5002014Assets 2015: $64,258Liabilities 2015: $5002015Assets 2016: $104,036Liabilities 2016: $3,769Net Assets 2016: $100,2672016Assets 2017: $134,019Liabilities 2017: $36,445Net Assets 2017: $97,5742017Assets 2018: $123,417Liabilities 2018: $46,7952018Assets 2019: $121,937Liabilities 2019: $22,5702019Assets 2020: $108,445Net Assets 2020: $108,4452020Assets 2021: $99,793Net Assets 2021: $99,7932021Assets 2022: $101,279Net Assets 2022: $101,2792022Assets 2023: $97,040Liabilities 2023: $350Net Assets 2023: $96,6902023Assets 2024: $97,675Net Assets 2024: $97,6752024

Highlighted filing

2016

Assets$104,036
Liabilities$3,769
Net Assets$100,267

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $22,8502013Revenue 2014: $56,068Expenses 2014: $8,514Net Income 2014: $47,5542014Revenue 2015: $37,350Expenses 2015: $34,318Net Income 2015: $3,0322015Revenue 2016: $70,820Expenses 2016: $34,311Net Income 2016: $36,5092016Revenue 2017: $48,881Expenses 2017: $51,574Net Income 2017: -$2,6932017Revenue 2018: $36,880Expenses 2018: $57,832Net Income 2018: -$20,9522018Revenue 2019: $47,506Expenses 2019: $24,761Net Income 2019: $22,7452019Revenue 2020: $98,834Expenses 2020: $112,326Net Income 2020: -$13,4922020Revenue 2021: $30,597Expenses 2021: $39,249Net Income 2021: -$8,6522021Revenue 2022: $50,876Expenses 2022: $49,390Net Income 2022: $1,4862022Revenue 2023: $23,862Expenses 2023: $28,451Net Income 2023: -$4,5892023Revenue 2024: $74,927Expenses 2024: $74,292Net Income 2024: $6352024

Highlighted filing

2016

Revenue$70,820
Expenses$34,311
Net Income$36,509
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 26, 2017
Return Version
2015v3.0
Gross Receipts
$172,206
Mission and Program Overview

Mission

To support various charitible organizations and causes

Program Services

DescriptionGrantsExpenses
Gene Daniels Scholarship$14,000-
Gifts to Western Wake Crisis Ministry$10,000-
Sponsorship of several Rotary Projects including Alzheimers, Life Experiences, Yganda fence project, toys for little tots, Polio plus, and Duke University cancer research$6,055-
Gifts to Holly Springs Rotary in support of the Memory and Music program - This program provide ipods and music to premote$3,621-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom HayniePresident-$0--
Tom GebbiaVice President-$0--
Mark BryantSecretary-$0--
John SperathTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Pigfest$143,995$143,995$27,416$116,579
Gene Daniels Memorial Scholarship$8,560$8,560$3,102$5,458
Total Events$167,451$167,451$96,631$70,820
Filing and Contact Details

Filer

Filer Name
Apex Sunrise Rotary Foundation
EIN
80-0851824
Phone
9193423215
Address
PO BOX 1906, APEX, NC 27502

Signing Officer

Name
John Sperath
Title
Treasurer
Phone
9192150437
Signed
2017-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Chris Jackson CPA PLLC
Address
5420 Levering Mill Road, Apex, NC 27539
Preparer
Chris D Jackson
Phone
9193423215
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Sponsorship of several Rotary Projects including Alzheimers, Life Experiences, Yganda fence project, toys for little tots, Polio plus, and Duke University cancer research Grants and allocations 6,055, Program service expenses 0

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Pigfest, Grantee Western Wake Crisis Ministry, Cash Grant 10,000, Relationship

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

Bank charges 135

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

Accounts Receivable Beginning of year 0, End of year 500

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

Undeposited Funds Beginning of year 300, End of year 1,000

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

Oktoberfest Beginning of year 0, End of year 10,000

Form 990-EZ, Part II, Line 26, Liabilities

Accounts Payable Beginning of year 0, End of year 3,269

Form 990-EZ, Part II, Line 26, Liabilities

Other Liabilities Beginning of year 500, End of year 500

Raw XML Appendix184 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/PersonNm2Mark Bryant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Sperath
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt011500
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Gene Daniels Scholarship
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Gifts to Holly Springs Rotary in support of the Memory and Music program - This program provide ipods and music to premote
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Sponsorship of several Rotary Projects including Alzheimers, Life Experiences, Yganda fence project, toys for little tots, Polio plus, and Duke University cancer research
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23621
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt36055
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt070820
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03769
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt034311
IRS990EZ/TotalRevenueAmt070820
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http//www.apexsunriserotaryclub.org/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0173773
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0129436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0102534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0405743
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0102534
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0405743
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt012875
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt012875
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt096631
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt01800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gene Daniels Memorial Scholarship
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Apex Pigfest
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt023299
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0143995
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014896
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08560
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0167451
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt070820
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt04238
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04238
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030518
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03102
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt021313
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt02588
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt023901
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sponsorship of several Rotary Projects including Alzheimers, Life Experiences, Yganda fence project, toys for little tots, Polio plus, and Duke University cancer research Grants and allocations 6,055, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Pigfest, Grantee Western Wake Crisis Ministry, Cash Grant 10,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank charges 135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable Beginning of year 0, End of year 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Undeposited Funds Beginning of year 300, End of year 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Oktoberfest Beginning of year 0, End of year 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable Beginning of year 0, End of year 3,269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other Liabilities Beginning of year 500, End of year 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Sperath
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09192150437
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APEX SUNRISE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0APEX
ReturnHeader/Filer/EIN0800851824
ReturnHeader/Filer/PhoneNum09193423215
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1906
ReturnHeader/Filer/USAddress/CityNm0APEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chris Jackson CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05420 Levering Mill Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apex
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027539
ReturnHeader/PreparerPersonGrp/PhoneNum09193423215
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris D Jackson
ReturnHeader/ReturnTs02017-03-13T02:56:00-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings