Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 91-1962349

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 16, 2015

Organization ProfileN/A
5020 Weston ParkwayCary, NC 27513

(919) 380-8484

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

29th percentile

-6.0%

Higher net margin than 29% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

27th percentile

-7.9%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$27,935

Down $2,406 (-7.9%) from 2013

Net Assets

Down

$27,935

Down $2,406 (-7.9%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin29th percentile

Revenue

Down

$40,408

Down $6,265 (-13%) from 2013

Expenses

Up

$42,814

Up $8,100 (+23%) from 2013

Net Income

Down

-$2,406

Down $14,365 (-120%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$60K$40K$20K$0Assets 2011: $7,662Liabilities 2011: $02011Assets 2012: $18,382Net Assets 2012: $18,3822012Assets 2013: $30,341Net Assets 2013: $30,3412013Assets 2014: $27,935Liabilities 2014: $0Net 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

2014

Assets$27,935
Liabilities$0
Net Assets$27,935
Open 2014 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$40,408
Expenses$42,814
Net Income-$2,406
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 16, 2015
Return Version
2013v4.0
Gross Receipts
$53,263
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.

Program Services

DescriptionGrantsExpenses
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.--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Srini KolathurPresident-$0--
Clif KellyTreasurer-$0--
Cynthia DomannSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$11,024$11,024$3,630$7,394
Event 2$8,382$8,382$6,164$2,218
Total Events$26,128$26,128$12,855$13,273
Filing and Contact Details

Filer

EIN
91-1962349
Phone
9193808484

Signing Officer

Name
Clif Kelly
Title
Treasurer
Signed
2015-01-16
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: $5,000 | Cash Amount Given: $13867”

Other Expenses.1002

“Office Expenses $239”

Other Expenses.1

“Meeting Fees $22331”

Other Expenses.2

“Rotary Dues $4691”

Other Expenses.3

“Conferences $766”

Other Expenses.4

“Raffle Winner $400”

Other Expenses.5

“Website $349”

Other Expenses.6

“Miscellaneous $171”

Raw XML Appendix121 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/PhoneNum09193808484
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105020 Weston Parkway
IRS990EZ/BooksInCareOfDetail/USAddress/City0Cary
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode027513
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030341
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027935
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2406
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030341
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027935
IRS990EZ/FundraisingGrossIncomeAmt026128
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013867
IRS990EZ/GrossReceiptsAmt053263
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027135
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030341
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027935
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030341
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027935
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Srini Kolathur
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Clif Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cynthia Domann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028947
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Rotary 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Rotary 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.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt012855
IRS990EZ/SpecialEventsNetIncomeLossAmt013273
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042814
IRS990EZ/TotalRevenueAmt040408
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012855
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011024
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06722
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026128
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011024
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06722
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026128
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Wine Tasting
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Poinsettia Sale
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013273
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03061
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012855
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03630
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06164
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: $5,000 | Cash Amount Given: $13867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meeting Fees $22331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rotary Dues $4691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences $766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Raffle Winner $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Website $349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous $171
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Clif Kelly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10MORRISVILLE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0911962349
ReturnHeader/Filer/PhoneNum09193808484
ReturnHeader/Filer/USAddress/AddressLine105020 WESTON PARKWAY
ReturnHeader/Filer/USAddress/City0Cary
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027513
ReturnHeader/ReturnTs02015-01-16T13:03:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,935
Liabilities
$0
Net assets
$27,935
Revenue
$40,408
Expenses
$42,814
Net income
-$2,406
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$0.00$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