Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
85th percentile
Higher net margin than 85% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
82nd percentile
Faster asset growth than 82% of similar nonprofits.
Revenue Growth
81st percentile
Faster revenue growth than 81% of similar nonprofits.
Balance Sheet
Assets
Up$60,017
Up $18,250 (+44%) from 2016
Net Assets
Up$60,017
Up $18,250 (+44%) from 2016
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$55,149
Up $14,441 (+35%) from 2016
Expenses
$36,900
No earlier filing loaded for comparison.
Net Income
$18,249
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Oct 31, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $85,066
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
| Description | Grants | Expenses |
|---|---|---|
| SPONSORED 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 550 PEOPLE REGISTERED. | $36,000 | $36,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOE NELSON | Chairman | - | $0 | - | - |
| ZEE LAMB | Trustee | - | $0 | - | - |
| NEILL NELSON | Trustee | - | $0 | - | - |
| GARRY HODGES | Secretary | - | $0 | - | - |
| ROB GOTTSCHALK | Treasurer | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Mud Run-tackle | $81,968 | $27,395 | $19,138 | $8,257 |
| Total Events | $81,968 | $27,395 | $29,917 | $-2,522 |
Filing and Contact Details
Filer
- Filer Name
- Rocky Mount Rotary Charitable Trust
- EIN
- 83-0398757
- Phone
- 2529377500
- Address
- PO BOX 8888, ROCKY MOUNT, NC 27804
Signing Officer
- Name
- Joe Nelson
- Title
- Chairman
- Phone
- 2522126061
- Signed
- 2017-10-31
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bunch & Company Llp
- Address
- PO BOX 7608, ROCKY MOUNT, NC 27804-0608
- Preparer
- Terri W Sharpe CPA
- Phone
- 2524430551
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10
“Nash community college 08/22/2016 522 n. Old carriage road rocky mount, nc 27804 12,000 0 0 edgecombe community college 08/29/2016 225 tarboro street rocky mount, nc 27801 12,000 0 0 north carolina wesleyan college inc 08/22/2016 3400 n. Wesleyan blvd rocky mount, nc 27804 12,000 0 0”
Form 990-ez, Part I, Line 16
“Expenses office 150 total 150”
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.”
Raw XML Appendix160 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/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ROB GOTTSCHALK |
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ROCKY MOUNT |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 27804 |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 60017 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 55518 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
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| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 18249 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 750 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 41768 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 60017 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 29548 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 36000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 85066 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 41768 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 60017 |
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| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 60017 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | NEILL NELSON |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ROB GOTTSCHALK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 150 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SPONSORED 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 550 PEOPLE REGISTERED. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 36000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 36000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 29917 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -369 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 36900 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 36000 |
| IRS990EZ/TotalRevenueAmt | 0 | 55149 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 55518 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 61895 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 382 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 351 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 118146 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 29548 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.96530 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 114046 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 4100 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 55518 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 61895 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 382 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 351 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 118146 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 118146 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt | 0 | 3000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt | 0 | 3000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 54573 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 54573 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 29917 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 7000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 7000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | MUD RUN-TACKLE |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 779 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 779 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 81968 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 81968 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 27395 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 27395 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | -2522 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 19138 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 19138 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NASH COMMUNITY COLLEGE 08/22/2016 522 N. OLD CARRIAGE ROAD ROCKY MOUNT, NC 27804 12,000 0 0 EDGECOMBE COMMUNITY COLLEGE 08/29/2016 225 TARBORO STREET ROCKY MOUNT, NC 27801 12,000 0 0 NORTH CAROLINA WESLEYAN COLLEGE INC 08/22/2016 3400 N. WESLEYAN BLVD ROCKY MOUNT, NC 27804 12,000 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE 150 TOTAL 150 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOE NELSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2522126061 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-10-31 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROCKY MOUNT ROTARY CHARITABLE TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROCK |
| ReturnHeader/Filer/EIN | 0 | 830398757 |
| ReturnHeader/Filer/PhoneNum | 0 | 2529377500 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 8888 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ROCKY MOUNT |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 27804 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | B248751270282C172A031A2E5A5153ED4916C57B |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | B248751270282C172A031A2E5A5153ED4916C57B |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 561852200 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BUNCH & COMPANY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 7608 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ROCKY MOUNT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 278040608 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2524430551 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-10-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TERRI W SHARPE CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2017-11-01T10:29:52-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $60,017
- Liabilities
- -
- Net assets
- $60,017
- Revenue
- $55,149
- Expenses
- $36,900
- Net income
- $18,249