Civic Intelligence

Rocky Mount Rotary Charitable Trust

990EZ • Fiscal year 2016 • EIN 83-0398757

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 07, 2017

1114 Benvenue RoadRocky Mount, NC 27804

(252) 212-6061

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$41,767

No earlier filing loaded for comparison.

Net Assets

$41,767

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$40,708

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2016: $41,767Net Assets 2016: $41,7672016Assets 2017: $60,017Net Assets 2017: $60,0172017Assets 2018: $104,658Net Assets 2018: $104,6582018Assets 2019: $128,411Net Assets 2019: $128,4112019Assets 2020: $111,682Net Assets 2020: $111,6822020Assets 2021: $82,220Net Assets 2021: $82,2202021Assets 2022: $143,776Net Assets 2022: $143,7762022Assets 2023: $165,297Net Assets 2023: $165,2972023Assets 2024: $164,114Net Assets 2024: $164,1142024Assets 2025: $182,395Net Assets 2025: $182,3952025

Highlighted filing

2016

Assets$41,767
Liabilities-
Net Assets$41,767

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $40,7082016Revenue 2017: $55,149Expenses 2017: $36,900Net Income 2017: $18,2492017Revenue 2018: $96,294Expenses 2018: $51,652Net Income 2018: $44,6422018Revenue 2019: $111,536Expenses 2019: $87,784Net Income 2019: $23,7522019Revenue 2020: $76,827Expenses 2020: $93,557Net Income 2020: -$16,7302020Revenue 2021: $22,420Expenses 2021: $51,883Net Income 2021: -$29,4632021Revenue 2022: $91,780Expenses 2022: $30,224Net Income 2022: $61,5562022Revenue 2023: $111,734Expenses 2023: $90,212Net Income 2023: $21,5222023Revenue 2024: $104,122Expenses 2024: $105,305Net Income 2024: -$1,1832024Revenue 2025: $112,941Expenses 2025: $94,661Net Income 2025: $18,2802025

Highlighted filing

2016

Revenue$40,708
Expenses-
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 7, 2017
Return Version
2015v3.0
Gross Receipts
$65,881
Mission and Program Overview

Mission

Part iii organization's primary exempt purpose create and operate a monetary fund to support projects identified with rotary international as charitable and benefitting the needs of humanity, i.e. Relief from suffering caused by natural disasters occuring throughout this and other rotary districts, education, health and hunger causes as such needs are identified by the president of the rocky mount rotary club and by the rocky mount rotary club.

Program Services

DescriptionGrantsExpenses
ORGANIZED TACKLE THE TAR, A 5K OBSTACLE COURSE CHALLENGE, WITH NET PROCEEDS TO PROVIDE SCHOLARSHIP FUNDS TO THREE AREA COLLEGES. THE EVENT WAS HELD IN MAY WITH ROUGHLY 350 PEOPLE REGISTERED. IN ITS INITIAL YEAR, THE EVENT EXCEEDED EXPECTATIONS AND NASH COMMUNITY COLLEGE, EDGECOMBE COMMUNITY COLLEGE AND NC WESLEYAN COLLEGE RECEIVED SCHOLARSHIP FUNDS OF 12,000 EACH IN AUGUST 2016.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE NELSONPresident-$0--
LIZZY CLAPSADLTreasurer-$0--
PAUL PEELDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mud Run-tackle$65,881$6,376$12,390$-6,014
Total Events$65,881$6,376$25,173$-18,797
Filing and Contact Details

Filer

Filer Name
Rocky Mount Rotary Charitable Trust
EIN
83-0398757
Phone
2522126061
Address
1114 BENVENUE ROAD, ROCKY MOUNT, NC 27804

Signing Officer

Name
Joe Nelson
Title
President
Phone
2522126061
Signed
2017-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Bunch & Company Llp
Address
PO BOX 7608, ROCKY MOUNT, NC 27804-0608
Preparer
Charles F Rose
Phone
2524430551
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

Part iii organization's primary exempt purpose create and operate a monetary fund to support projects identified with rotary international as charitable and benefitting the needs of humanity, i.e. Relief from suffering caused by natural disasters occuring throughout this and other rotary districts, education, health and hunger causes as such needs are identified by the president of the rocky mount rotary club and by the rocky mount rotary club.

Form 990-ez, Part III, Line 28

Organized tackle the tar, a 5k obstacle course challenge, with net proceeds to provide scholarship funds to three area colleges. The event was held in may with roughly 350 people registered. In its initial year, the event exceeded expectations and nash community college, edgecombe community college and nc wesleyan college received scholarship funds of 12,000 each in august 2016.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART III ORGANIZATION'S PRIMARY EXEMPT PURPOSE CREATE AND OPERATE A MONETARY FUND TO SUPPORT PROJECTS IDENTIFIED WITH ROTARY INTERNATIONAL AS CHARITABLE AND BENEFITTING THE NEEDS OF HUMANITY, I.E. RELIEF FROM SUFFERING CAUSED BY NATURAL DISASTERS OCCURING THROUGHOUT THIS AND OTHER ROTARY DISTRICTS, EDUCATION, HEALTH AND HUNGER CAUSES AS SUCH NEEDS ARE IDENTIFIED BY THE PRESIDENT OF THE ROCKY MOUNT ROTARY CLUB AND BY THE ROCKY MOUNT ROTARY CLUB.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZED TACKLE THE TAR, A 5K OBSTACLE COURSE CHALLENGE, WITH NET PROCEEDS TO PROVIDE SCHOLARSHIP FUNDS TO THREE AREA COLLEGES. THE EVENT WAS HELD IN MAY WITH ROUGHLY 350 PEOPLE REGISTERED. IN ITS INITIAL YEAR, THE EVENT EXCEEDED EXPECTATIONS AND NASH COMMUNITY COLLEGE, EDGECOMBE COMMUNITY COLLEGE AND NC WESLEYAN COLLEGE RECEIVED SCHOLARSHIP FUNDS OF 12,000 EACH IN AUGUST 2016.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
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ReturnHeader/ReturnTs02017-02-09T14:11:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings