Civic Intelligence

Morrisville Rotary Club

EIN 91-1962349 • 501(c)4 • Cary, NC

Profile

Rotary Organization. The mission is to try to provide service to others, promote integrity and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

PO Box 31Cary, NC 27512

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

68th percentile

6.8%

Faster asset growth than 68% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-25%

Faster revenue growth than 26% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$35,228

Up $2,242 (+6.8%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$35,228

Up $2,242 (+6.8%) from 2020

Operations
Liabilities / Revenue61st percentileNet Margin69th percentile

Revenue

Down

$17,628

Down $5,840 (-25%) from 2020

Expenses

Down

$15,386

Down $24,939 (-62%) from 2020

Net Income

Up

$2,242

Up $19,099 (+113%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$60K$40K$20K$0Assets 2011: $7,662Liabilities 2011: $02011Assets 2012: $18,382Net Assets 2012: $18,3822012Assets 2013: $30,341Net Assets 2013: $30,3412013Assets 2014: $27,935Net Assets 2014: $27,9352014Assets 2015: $26,208Net Assets 2015: $26,2082015Assets 2016: $26,649Net Assets 2016: $26,6492016Assets 2017: $13,058Net Assets 2017: $13,0582017Assets 2018: $24,917Net Assets 2018: $24,9172018Assets 2019: $49,843Net Assets 2019: $49,8432019Assets 2020: $32,986Liabilities 2020: $0Net Assets 2020: $32,9862020Assets 2021: $35,228Net Assets 2021: $35,2282021

Highlighted filing

2021

Assets$35,228
Liabilities-
Net Assets$35,228
Open 2021 Filing

Operations Trend

Revenue Growth26th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $30,644Expenses 2011: $28,191Net Income 2011: $2,4532011Revenue 2012: $42,692Expenses 2012: $31,972Net Income 2012: $10,7202012Revenue 2013: $46,673Expenses 2013: $34,714Net Income 2013: $11,9592013Revenue 2014: $40,408Expenses 2014: $42,814Net Income 2014: -$2,4062014Revenue 2015: $45,166Expenses 2015: $46,893Net Income 2015: -$1,7272015Revenue 2016: $35,548Expenses 2016: $35,107Net Income 2016: $4412016Revenue 2017: $29,515Expenses 2017: $43,106Net Income 2017: -$13,5912017Revenue 2018: $49,973Expenses 2018: $38,114Net Income 2018: $11,8592018Revenue 2019: $55,052Expenses 2019: $30,126Net Income 2019: $24,9262019Revenue 2020: $23,468Expenses 2020: $40,325Net Income 2020: -$16,8572020Revenue 2021: $17,628Expenses 2021: $15,386Net Income 2021: $2,2422021

Highlighted filing

2021

Revenue$17,628
Expenses$15,386
Net Income$2,242
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,228
Liabilities
-
Net assets
$35,228
Revenue
$17,628
Expenses
$15,386
Net income
$2,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$35.2$35.2$17.6$15.4$2.24
2020Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$23.5$40.3$16.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.8$49.8$55.1$30.1$24.9
2018Detailed filing. Detailed filing data is available for this year.$24.9$24.9$50.0$38.1$11.9
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$13.1$29.5$43.1$13.6
2016Detailed filing. Detailed filing data is available for this year.$26.6$26.6$35.5$35.1$0.44
2015Detailed filing. Detailed filing data is available for this year.$26.2$26.2$45.2$46.9$1.73
2014Detailed filing. Detailed filing data is available for this year.$27.9$27.9$40.4$42.8$2.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$30.3$46.7$34.7$12.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$18.4$42.7$32.0$10.7
2011Summary only. Only limited summary data is available for this year.$7.66$0.00$30.6$28.2$2.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$22,572
Mission and Program Overview

Mission

Rotary Organization. The mission is to try to provide service to others, promote integrity and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

The mission is to try to provide service to others, promote integrity and advance world understanding, goodwill and peace through its fellowship of business,and community leaders.

Program Services

DescriptionGrantsExpenses
The mission is to try to provide service to others, promote integrity and advance world understanding and peace through its fellowship of business and community leaders.$10,227$5,159
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott MackeyPresident-$0--
ROSE CORNELIOUSVice President-$0--
ROBERT MOURODirector-$0--
SRINI KOLATHURDirector-$0--
MELISSA WILLIAMSONDirector-$0--
VERONICA BENTDirector-$0--
KEITH HOLSHAUSENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Morrisville Rotary Club
EIN
91-1962349
Phone
9195163357
Address
PO BOX 31, CARY, NC 27512

Signing Officer

Name
Rose Cornelius
Title
President
Signed
2022-05-11
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $5159”

Other Expenses.1002

“Office Expenses $27”

Other Expenses.1005

“Travel $1844”

Other Expenses.1007

“Conferences, Conventions, and Meetings $100”

Other Expenses.1

“Dues $4567”

Other Expenses.2

“RYLA Sponsorships $2000”

Other Expenses.3

“Club Awards $1333”

Other Expenses.4

“Quickbooks $200”

Other Expenses.5

“P.O. Box $106”

Other Expenses.6

“Bank Fees $50”

Raw XML Appendix134 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kathy Burns
IRS990EZ/BooksInCareOfDetail/PhoneNum09195163357
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09247 Heritage Dr SW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Calabash
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028467
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032986
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035228
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012043
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02242
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032986
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035228
IRS990EZ/FundraisingGrossIncomeAmt08029
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05159
IRS990EZ/GrossReceiptsAmt022572
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032986
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035228
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032986
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035228
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Scott Mackey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROSE CORNELIOUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT MOURO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SRINI KOLATHUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VERONICA BENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KEITH HOLSHAUSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010227
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission is to try to provide service to others, promote integrity and advance world understanding, goodwill and peace through its fellowship of business,and community leaders.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The mission is to try to provide service to others, promote integrity and advance world understanding and peace through its fellowship of business and community leaders.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010227
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05159
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04944
IRS990EZ/SpecialEventsNetIncomeLossAmt03085
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015386
IRS990EZ/TotalProgramServiceExpensesAmt010227
IRS990EZ/TotalRevenueAmt017628
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0morrisvillerotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $5159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $1844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues $4567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RYLA Sponsorships $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Club Awards $1333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Quickbooks $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8P.O. Box $106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Fees $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Rose Cornelius
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRISVILLE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0911962349
ReturnHeader/Filer/PhoneNum09195163357
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 31
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027512
ReturnHeader/ReturnTs02022-05-11T05:05:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rose
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cornelius
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits