Civic Intelligence

South Brunswick Islands Rotary Foundation

EIN 82-5054684 • 501(c)3 • Ocean Isle Beach, NC

Pub. 78 Eligible990-N CoverageNTEE S11

Profile

To raise funds for charitable projects

PO Box 6342Ocean Isle Beach, NC 28469

n/A

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

74th percentile

29%

Higher net margin than 74% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

NTEE S • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

NTEE S • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

32%

Faster revenue growth than 76% of similar nonprofits.

NTEE S • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$87,471

Up $20,485 (+31%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$87,471

Up $20,485 (+31%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Up

$71,063

Up $17,357 (+32%) from 2023

Expenses

Down

$50,578

Down $11,628 (-19%) from 2023

Net Income

Up

$20,485

Up $28,985 (+341%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$100K$50K$0Assets 2019: $37,799Net Assets 2019: $37,7992019Assets 2020: $21,910Net Assets 2020: $21,9102020Assets 2021: $62,965Net Assets 2021: $62,9652021Assets 2022: $73,901Net Assets 2022: $73,9012022Assets 2023: $66,986Net Assets 2023: $66,9862023Assets 2024: $87,471Net Assets 2024: $87,4712024

Highlighted filing

2024

Assets$87,471
Liabilities-
Net Assets$87,471
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$100K$50K$0-$50KRevenue 2019: $40,345Expenses 2019: $7,007Net Income 2019: $33,3382019Revenue 2020: $35,524Expenses 2020: $51,413Net Income 2020: -$15,8892020Revenue 2021: $90,304Expenses 2021: $50,198Net Income 2021: $40,1062021Revenue 2022: $55,830Expenses 2022: $45,871Net Income 2022: $9,9592022Revenue 2023: $53,706Expenses 2023: $62,206Net Income 2023: -$8,5002023Revenue 2024: $71,063Expenses 2024: $50,578Net Income 2024: $20,4852024

Highlighted filing

2024

Revenue$71,063
Expenses$50,578
Net Income$20,485
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,471
Liabilities
-
Net assets
$87,471
Revenue
$71,063
Expenses
$50,578
Net income
$20,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$87.5$87.5$71.1$50.6$20.5
2023Detailed filing. Detailed filing data is available for this year.$67.0$67.0$53.7$62.2$8.50
2022Detailed filing. Detailed filing data is available for this year.$73.9$73.9$55.8$45.9$9.96
2021Detailed filing. Detailed filing data is available for this year.$63.0$63.0$90.3$50.2$40.1
2020Detailed filing. Detailed filing data is available for this year.$21.9$21.9$35.5$51.4$15.9
2019Detailed filing. Detailed filing data is available for this year.$37.8$37.8$40.3$7.01$33.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.0
Gross Receipts
$115,489
Mission and Program Overview

Mission

To raise funds for charitable projects

Program Services

DescriptionGrantsExpenses
PROJECTS THAT WERE DESIGNATED BY ORGANIZATION FOR ASSISTANCE WERE PROVIDED PROCEEDS TO AID IN THEIR FUTURE ENDEAVORS-$47,677
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANNY HARDYPresident-$0--
JOHN MOHRVice Preside-$0--
LIN KELLEYTreasurerPT$0--
BARB DRESSERSecretary-$0--
ED HARTNETTTrustee-$0--
W J MCLAMBTrustee-$0--
MARY ELLEN GOODTrustee-$0--
FRAN WYLIETrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bike Event$55,643$55,643$23,259$32,384
Golf Tournament$39,470$39,470$17,247$22,223
Total Events$95,113$95,113$40,506$54,607
Filing and Contact Details

Filer

Filer Name
South Brunswick Islands Rotary Foun
EIN
82-5054684
Phone
9106203706
Address
PO BOX 6342, OCEAN ISLE BEACH, NC 28469

Signing Officer

Name
Lin Kelley
Title
Treasurer
Phone
9106203706
Signed
2025-09-22

Preparer

Firm
Thompson Price Scott Adams & Co Pa
Address
PO BOX 10339 - 1123 N HOWE ST, SOUTHPORT, NC 28461
Preparer
Duncan B Hilburn
Phone
9104579455
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank and cc fees 520 insurance 257 pass thru to intended acc 1,474 charitable giving & proje 47,677 total 49,928”

Form 990-ez, Part I, Line 20

“Prior period adjustment 0”

Raw XML Appendix164 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/BooksInCareOfDetail/USAddress/CityNm0OCEAN ISLE BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANNY HARDY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARB DRESSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ED HARTNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5W J MCLAMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARY ELLEN GOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FRAN WYLIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049928
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR CHARITABLE PROJECTS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047677
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044426
IRS990EZ/SpecialEventsNetIncomeLossAmt055322
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt071063
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011816
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0101832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0100917
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069134
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0239373
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BIKE EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055643
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK AND CC FEES 520 INSURANCE 257 PASS THRU TO INTENDED ACC 1,474 CHARITABLE GIVING & PROJE 47,677 TOTAL 49,928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LIN KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09106203706
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH BRUNSWICK ISLANDS ROTARY FOUN
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0825054684
ReturnHeader/Filer/PhoneNum09106203706
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6342
ReturnHeader/Filer/USAddress/CityNm0OCEAN ISLE BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028469
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028461
ReturnHeader/PreparerPersonGrp/PhoneNum09104579455
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUNCAN B HILBURN
ReturnHeader/ReturnTs02025-09-23T08:15:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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