Rotary International

990EZ • Fiscal year 2016 • EIN 91-1962349

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 09, 2017

Organization Profile N/A

PO Box 31Cary, NC 27512

(919) 516-3357

Siviq Scores

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

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

1.2%

Higher net margin than 45% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

1.7%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

-21%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets57th percentile

Assets

$26,649

Up $441 (+1.7%) from 2015

Net Assets

$26,649

Up $441 (+1.7%) from 2015

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin45th percentile

Revenue

Down

$35,548

Down $9,618 (-21%) from 2015

Expenses

Down

$35,107

Down $11,786 (-25%) from 2015

Net Income

$441

Up $2,168 (+126%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

Highlighted filing

2016

Assets$26,649

Liabilities$0

Net Assets$26,649

Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

Highlighted filing

2016

Revenue$35,548

Expenses$35,107

Net Income$441

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Feb 9, 2017
Return Version: 2015v3.0
Gross Receipts: $46,018

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

Description	Grants	Expenses
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.	$30,731	$4,310

Compensation and Service Providers

Top Officer Pay85th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LeeAnn Graham	President	-	$0	-	-
Kathy Burns	Vice President	-	$0	-	-
Melissa Duhamel	Secretary	-	$0	-	-
Kathy Chorba	Treasurer	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Wine Tasting	$12,391	$12,391	$4,205	$8,186
Poinsettia Sale	$10,915	$10,915	$6,265	$4,650
Total Events	$23,306	$23,306	$10,470	$12,836

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: Kathy Burns
Title: Vice President
Signed: 2017-02-09
Discuss with paid preparer: No

Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $48”

Other Expenses.1

“Meeting Fees $23464”

Other Expenses.2

“Rotary Dues $4916”

Other Expenses.3

“Conferences $900”

Other Expenses.4

“Club Name Badges $642”

Other Expenses.5

“Club Awards $529”

Other Expenses.6

“Website $132”

Other Expenses.7

“Raffle Winner $100”

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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Kathy Chorba
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9196259663
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	991 High House Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Cary
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	27513
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	26208
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	26649
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	450
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	441
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	26208
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	26649
IRS990EZ/FundraisingGrossIncomeAmt	0	23306
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	4310
IRS990EZ/GrossReceiptsAmt	0	46018
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/GroupExemptionNum	0	0573
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	22262
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	26208
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	26649
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	26208
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	26649
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LeeAnn Graham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Kathy Burns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Melissa Duhamel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Kathy Chorba
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Treasurer
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	30731
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	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.
IRS990EZ/PrintingPublicationsPostageAmt	0	66
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	30731
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	4310
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	10470
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	12836
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	35107
IRS990EZ/TotalProgramServiceExpensesAmt	0	30731
IRS990EZ/TotalRevenueAmt	0	35548
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	10470
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	Wine Tasting
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	Poinsettia Sale
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	12391
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	10915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	23306
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	12391
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	10915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	23306
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	12836
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	10470
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	4205
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	6265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Office Expenses $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Meeting Fees $23464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Rotary Dues $4916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Conferences $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Club Name Badges $642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Club Awards $529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	Website $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	Raffle Winner $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Other Expenses.7
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Kathy Burns
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MORRISVILLE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt	0	MORR
ReturnHeader/Filer/EIN	0	911962349
ReturnHeader/Filer/PhoneNum	0	9195163357
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 31
ReturnHeader/Filer/USAddress/CityNm	0	CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27512
ReturnHeader/ReturnTs	0	2017-02-09T12:04:26-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $26,649
Liabilities: $0
Net assets: $26,649
Revenue: $35,548
Expenses: $35,107
Net income: $441

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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	$0.00	$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