Rotary International

990EZ • Fiscal year 2018 • EIN 91-1962349

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

Organization Profile N/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.

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

24%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

91%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

69%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets57th percentile

Assets

$24,917

Up $11,859 (+91%) from 2017

Net Assets

$24,917

Up $11,859 (+91%) from 2017

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin83rd percentile

Revenue

$49,973

Up $20,458 (+69%) from 2017

Expenses

Down

$38,114

Down $4,992 (-12%) from 2017

Net Income

$11,859

Up $25,450 (+187%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

Highlighted filing

2018

Assets$24,917

Liabilities$0

Net Assets$24,917

Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

Highlighted filing

2018

Revenue$49,973

Expenses$38,114

Net Income$11,859

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Apr 30, 2019
Return Version: 2017v2.2
Gross Receipts: $60,690

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.	$10,067	-

Compensation and Service Providers

Top Officer Pay86th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Kathy Burns	President	-	$0	-	-
Kathy Chorba	Treasurer	-	$0	-	-
Cindy Domann	Secretary	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Wine Tasting	$28,343	$28,343	$5,566	$22,777
Poinsettia Sale	$8,351	$8,351	$5,151	$3,200
Total Events	$36,694	$36,694	$10,717	$25,977

Filing and Contact Details

Filer

Filer Name: Morrisville Rotary Club
EIN: 91-1962349
Phone: 9193808484
Address: 5020 Weston Parkway, CARY, NC 27513

Signing Officer

Name: Scott Mackey
Title: Treasurer
Signed: 2019-04-30
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: $10067”

Other Expenses.1

“Meeting Fees $19940”

Other Expenses.2

“Dues and subscriptions $6760”

Other Expenses.3

“Conferences $575”

Other Expenses.4

“Miscellaneous expenses $374”

Other Expenses.5

“Raffle Winner $300”

Other Expenses.6

“Postage $98”

Raw XML Appendix117 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	4140 Parklake Ave Suite 330
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Raleigh
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	27612
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	13058
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	24917
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	11859
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	13058
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	24917
IRS990EZ/FundraisingGrossIncomeAmt	0	36694
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	10067
IRS990EZ/GrossReceiptsAmt	0	60690
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/GroupExemptionNum	0	0573
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	23996
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	13058
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	24917
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	13058
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	24917
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	Cindy Domann
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	28047
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	10067
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	10717
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	25977
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	38114
IRS990EZ/TotalProgramServiceExpensesAmt	0	10067
IRS990EZ/TotalRevenueAmt	0	49973
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	10717
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	Wine Tasting
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	Poinsettia Sale
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	28343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	8351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	36694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	28343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	8351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	36694
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	25977
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	10717
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	5566
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	5151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	\| Donee's Name: $5,000 \| Cash Amount Given: $10067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Meeting Fees $19940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DUES AND SUBSCRIPTIONS $6760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Conferences $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	MISCELLANEOUS EXPENSES $374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Raffle Winner $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	Postage $98
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Grants and Similar Amounts Paid In Excess of $5,000.1
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
ReturnHeader/BuildTS	0	2020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Scott Mackey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MORRISVILLE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt	0	MORR
ReturnHeader/Filer/EIN	0	911962349
ReturnHeader/Filer/PhoneNum	0	9193808484
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5020 Weston Parkway
ReturnHeader/Filer/USAddress/CityNm	0	CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27513
ReturnHeader/ReturnTs	0	2019-04-30T11:10:42-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $24,917
Liabilities: $0
Net assets: $24,917
Revenue: $49,973
Expenses: $38,114
Net income: $11,859

	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	$0.00	$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