Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 91-1962349

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 20, 2016

PO Box 31Cary, NC 27512

(919) 971-0723

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

32nd percentile

-3.8%

Higher net margin than 32% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

30th percentile

-6.2%

Faster asset growth than 30% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$26,208

Down $1,727 (-6.2%) from 2014

Net Assets

Down

$26,208

Down $1,727 (-6.2%) from 2014

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$45,166

Up $4,758 (+12%) from 2014

Expenses

Up

$46,893

Up $4,079 (+9.5%) from 2014

Net Income

Up

-$1,727

Up $679 (+28%) from 2014

Historical Trend

Balance Sheet Trend

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: $27,935Net Assets 2014: $27,9352014Assets 2015: $26,208Liabilities 2015: $0Net 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

2015

Assets$26,208
Liabilities$0
Net Assets$26,208

Operations Trend

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

2015

Revenue$45,166
Expenses$46,893
Net Income-$1,727
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 20, 2016
Return Version
2014v6.0
Gross Receipts
$62,355
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.$29,064$17,629
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ed ShearinPresident-$0--
Scott MackeyTreasurer-$0--
Rose CorneliousSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting$15,286$15,286$6,946$8,340
Poinsettia Sale$9,732$9,732$5,843$3,889
Total Events$32,938$32,938$17,189$15,749
Filing and Contact Details

Filer

Filer Name
Morrisville Rotary Club
EIN
91-1962349
Phone
9199710723
Address
PO Box 31, Cary, NC 27512

Signing Officer

Name
Scott Mackey
Title
Treasurer
Signed
2016-01-20
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: $7629

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: Public Charity | Donee's Name: Rotary Foundation | Donee's Address: 14280 Collections Center Drive Chicago, IL 60693 | Cash Amount Given: $10000

Other Expenses.1001

Advertising and Promotion $73

Other Expenses.1002

Office Expenses $195

Other Expenses.1

Meeting Fees $22018

Other Expenses.2

Rotary Dues $5026

Other Expenses.3

Conferences $1255

Other Expenses.4

Miscellaneous $497

Other Expenses.5

Raffle Winner $200

Raw XML Appendix126 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/PersonNm0Scott Mackey
IRS990EZ/BooksInCareOfDetail/PhoneNum09199710723
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0116 Old Savannah Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Morrisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027935
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026208
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1727
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027935
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026208
IRS990EZ/FundraisingGrossIncomeAmt032938
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017629
IRS990EZ/GrossReceiptsAmt062355
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt029417
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027935
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026208
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027935
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026208
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ed Shearin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Scott Mackey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rose Cornelious
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029264
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029064
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017629
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt017189
IRS990EZ/SpecialEventsNetIncomeLossAmt015749
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046893
IRS990EZ/TotalProgramServiceExpensesAmt029064
IRS990EZ/TotalRevenueAmt045166
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017189
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Wine Tasting
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Poinsettia Sale
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07920
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07920
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032938
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015749
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04400
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017189
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06946
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05843
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: $5,000 | Cash Amount Given: $7629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Public Charity | Donee's Name: Rotary Foundation | Donee's Address: 14280 Collections Center Drive Chicago, IL 60693 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $73
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meeting Fees $22018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rotary Dues $5026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conferences $1255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous $497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Raffle Winner $200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
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
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Mackey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRISVILLE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0911962349
ReturnHeader/Filer/PhoneNum09199710723
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 31
ReturnHeader/Filer/USAddress/CityNm0Cary
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027512
ReturnHeader/ReturnTs02016-01-20T06:56:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings