Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 91-1962349

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 13, 2020

Organization ProfileN/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.

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

45%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

95th percentile

100%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

10%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$49,843

Up $24,926 (+100%) from 2018

Net Assets

Up

$49,843

Up $24,926 (+100%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin93rd percentile

Revenue

Up

$55,052

Up $5,079 (+10%) from 2018

Expenses

Down

$30,126

Down $7,988 (-21%) from 2018

Net Income

Up

$24,926

Up $13,067 (+110%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth95th 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: $27,935Net 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: $49,843Liabilities 2019: $0Net Assets 2019: $49,8432019Assets 2020: $32,986Liabilities 2020: $0Net Assets 2020: $32,9862020Assets 2021: $35,228Net Assets 2021: $35,2282021

Highlighted filing

2019

Assets$49,843
Liabilities$0
Net Assets$49,843
Open 2019 Filing

Operations Trend

Revenue Growth70th 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

2019

Revenue$55,052
Expenses$30,126
Net Income$24,926
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 13, 2020
Return Version
2018v3.1
Gross Receipts
$60,983
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.$11,000-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY BURNSPresident-$0--
KATHY CHORBATreasurer-$0--
SHAY WILLIAMSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting$34,223$34,223$75$34,148
Poinsettia Sale$8,315$8,315$5,856$2,459
Total Events$42,538$42,538$5,931$36,607
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
Scott Mackey
Title
Treasurer
Signed
2020-07-13
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Meeting Fees $17170”

Other Expenses.2

“Dues and subscriptions $7116”

Other Expenses.3

“Conferences $475”

Other Expenses.4

“Miscellaneous expenses $295”

Other Expenses.5

“POSTAGE $200”

Other Expenses.6

“Bank Charges $135”

Other Expenses.7

“RAFFLES $100”

Other Expenses.8

“Awards $87”

Raw XML Appendix119 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/PhoneNum09199710723
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0116 Old Savannah Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Morrisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024917
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049843
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024926
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024917
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049843
IRS990EZ/FundraisingGrossIncomeAmt042538
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04548
IRS990EZ/GrossReceiptsAmt060983
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018445
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024917
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049843
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024917
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049843
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY CHORBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHAY WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025578
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/GrantsAndAllocationsAmt011000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05931
IRS990EZ/SpecialEventsNetIncomeLossAmt036607
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030126
IRS990EZ/TotalProgramServiceExpensesAmt011000
IRS990EZ/TotalRevenueAmt055052
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05931
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Wine Tasting
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Poinsettia Sale
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034223
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042538
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034223
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042538
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036607
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05931
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt075
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meeting Fees $17170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES AND SUBSCRIPTIONS $7116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences $475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS EXPENSES $295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4POSTAGE $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RAFFLES $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Awards $87
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Mackey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRISVILLE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0911962349
ReturnHeader/Filer/PhoneNum09195163357
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 31
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027512
ReturnHeader/ReturnTs02020-07-13T04:32:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,843
Liabilities
$0
Net assets
$49,843
Revenue
$55,052
Expenses
$30,126
Net income
$24,926
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
2019Detailed filing. Detailed filing data is available for this year.$49.8$0.00$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$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