Civic Intelligence

Triangle Oktoberfest Rotary Foundation

990EZ • Fiscal year 2017 • EIN 81-2674524

Jan 01, 2017 to Dec 31, 2017

Cary, NC
Siviq Scores

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

Liabilities / Assets

95th percentile

0.26x

Higher debt load relative to assets than 95% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

0.29x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Net Margin

76th percentile

34%

Higher net margin than 76% of similar nonprofits.

2017 filings • NTEE T50 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

84th percentile

45%

Faster asset growth than 84% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

70%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$75,567

Up $23,430 (+45%) from 2016

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$20,000

Flat from 2016

Revenue

Up

$68,430

Up $28,293 (+70%) from 2016

Expenses

Up

$45,000

Up $37,000 (+463%) from 2016

Net Income

Down

$23,430

Down $8,707 (-27%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $52,137Liabilities 2016: $20,0002016Assets 2017: $75,567Liabilities 2017: $20,0002017Assets 2018: $81,887Liabilities 2018: $20,0002018Assets 2019: $102,344Liabilities 2019: $20,0002019Assets 2020: $20,783Liabilities 2020: $20,0002020Assets 2021: $38,315Liabilities 2021: $955Net Assets 2021: $37,3602021Assets 2022: $67,513Liabilities 2022: $58,074Net Assets 2022: $9,4392022Assets 2023: $42,827Liabilities 2023: $20,744Net Assets 2023: $22,0832023Assets 2024: $59,549Liabilities 2024: $34,500Net Assets 2024: $25,0492024

Highlighted filing

2017

Assets$75,567
Liabilities$20,000
Net Assets-

Operations Trend

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

$200K$100K$0-$100KRevenue 2016: $40,137Expenses 2016: $8,000Net Income 2016: $32,1372016Revenue 2017: $68,430Expenses 2017: $45,000Net Income 2017: $23,4302017Revenue 2018: $61,320Expenses 2018: $55,000Net Income 2018: $6,3202018Revenue 2019: $112,457Expenses 2019: $92,000Net Income 2019: $20,4572019Revenue 2020: $8,439Expenses 2020: $90,000Net Income 2020: -$81,5612020Revenue 2021: $96,577Expenses 2021: $80,000Net Income 2021: $16,5772021Revenue 2022: $27,079Expenses 2022: $35,000Net Income 2022: -$7,9212022Revenue 2023: $157,592Expenses 2023: $144,948Net Income 2023: $12,6442023Revenue 2024: $153,853Expenses 2024: $150,887Net Income 2024: $2,9662024

Highlighted filing

2017

Revenue$68,430
Expenses$45,000
Net Income$23,430
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Mission and Program Overview

Mission

The Triangle Oktoberfest Rotary Foundation (Foundation) supports and raises funds for the Apex Sunrise Rotary Foundation, Cary MacGregor Rotary Foundation and other 501(c)(3) organizations in the community. To provide this funding the Foundation raises funds at its signature event the Triangle Oktoberfest, which is presented by members of the Apex Sunrise and Cary MacGregor Rotary Clubs as well as other volunteers.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings