Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
7th percentile
Higher net margin than 7% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
6th percentile
Faster asset growth than 6% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
Balance Sheet
Assets
Down$13,058
Down $13,591 (-51%) from 2016
Net Assets
Down$13,058
Down $13,591 (-51%) from 2016
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$29,515
Down $6,033 (-17%) from 2016
Expenses
Up$43,106
Up $7,999 (+23%) from 2016
Net Income
Down-$13,591
Down $14,032 (-3182%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- May 14, 2018
- Return Version
- 2016v3.0
- Gross Receipts
- $41,795
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. | $13,412 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kathy Burns | President | - | $0 | - | - |
| Kathy Chorba | Treasurer | - | $0 | - | - |
| Melissa Duhamel | Secretary | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Wine Tasting | $15,478 | $15,478 | $6,941 | $8,537 |
| Poinsettia Sale | $7,676 | $7,676 | $5,339 | $2,337 |
| Total Events | $23,154 | $23,154 | $12,280 | $10,874 |
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
- 2018-05-14
- 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: $13412”
Other Expenses.1002
“Office Expenses $114”
Other Expenses.1
“Meeting Fees $23291”
Other Expenses.2
“Rotary Dues $4873”
Other Expenses.3
“Conferences $880”
Other Expenses.4
“Name Tags $360”
Other Expenses.5
“Raffle Winner $100”
Other Expenses.6
“Mailing Services $70”
Other Expenses.7
“Postage $6”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Scott Mackey |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9199710723 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 116 Old Savannah Drive |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Morrisville |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 27560 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 26649 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 13058 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -13591 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 26649 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 13058 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 23154 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 13412 |
| IRS990EZ/GrossReceiptsAmt | 0 | 41795 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 18641 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 26649 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 13058 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 26649 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 13058 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Kathy Burns |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Kathy Chorba |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Melissa Duhamel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 29694 |
| 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/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 | 13412 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 12280 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 10874 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 43106 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 13412 |
| IRS990EZ/TotalRevenueAmt | 0 | 29515 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 12280 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Wine Tasting |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Poinsettia Sale |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 15478 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 7676 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 23154 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 15478 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 7676 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 23154 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 10874 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 12280 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 6941 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 5339 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: $5,000 | Cash Amount Given: $13412 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $114 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Meeting Fees $23291 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Rotary Dues $4873 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Conferences $880 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Name Tags $360 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Raffle Winner $100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Mailing Services $70 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Postage $6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.7 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Scott Mackey |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MORRISVILLE ROTARY CLUB |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MORR |
| ReturnHeader/Filer/EIN | 0 | 911962349 |
| ReturnHeader/Filer/PhoneNum | 0 | 9199710723 |
| 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 | 2018-05-14T10:29:54-07:00 |
| 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
- $13,058
- Liabilities
- $0
- Net assets
- $13,058
- Revenue
- $29,515
- Expenses
- $43,106
- Net income
- -$13,591
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View OrganizationThe Rotary Club of Southwest Durham
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