Civic Intelligence

New Bern Rotary Charitable Foundation

990EZ • Fiscal year 2019 • EIN 94-3478969

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 16, 2020

Organization ProfileNEWBERNROTARYCLUB.ORG
PO Box 818New Bern, NC 28563

(252) 830-8838

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 • NTEE P20 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • NTEE P20 • <$500k nonprofits • Source year 2019

Net Margin

56th percentile

7.0%

Higher net margin than 56% of similar nonprofits.

2019 filings • NTEE P20 • <$500k nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2019 filings • NTEE P20 • <$500k nonprofits • Source year 2019

Asset Growth

73rd percentile

35%

Faster asset growth than 73% of similar nonprofits.

2019 filings • NTEE P20 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

21%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • NTEE P20 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$10,188

Up $2,627 (+35%) from 2018

Net Assets

Up

$10,188

Up $2,627 (+35%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin56th percentile

Revenue

Up

$37,263

Up $6,570 (+21%) from 2018

Expenses

Up

$34,636

Up $5,741 (+20%) from 2018

Net Income

Up

$2,627

Up $829 (+46%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$30K$20K$10K$0Assets 2011: $4,889Liabilities 2011: $02011Assets 2012: $9,176Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $02013Assets 2014: $3,909Liabilities 2014: $02014Assets 2015: $3,680Liabilities 2015: $02015Assets 2018: $7,561Liabilities 2018: $0Net Assets 2018: $7,5612018Assets 2019: $10,188Liabilities 2019: $0Net Assets 2019: $10,1882019Assets 2020: $12,996Liabilities 2020: $0Net Assets 2020: $12,9962020Assets 2021: $10,446Liabilities 2021: $0Net Assets 2021: $10,4462021Assets 2022: $24,787Liabilities 2022: $0Net Assets 2022: $24,7872022Assets 2023: $11,795Liabilities 2023: $0Net Assets 2023: $11,7952023Assets 2024: $8,404Liabilities 2024: $0Net Assets 2024: $8,4042024

Highlighted filing

2019

Assets$10,188
Liabilities$0
Net Assets$10,188
Open 2019 Filing

Operations Trend

Revenue Growth69th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $29,293Expenses 2011: $27,851Net Income 2011: $1,4422011Revenue 2012: $35,162Expenses 2012: $30,875Net Income 2012: $4,2872012Revenue 2013: $36,587Expenses 2013: $41,985Net Income 2013: -$5,3982013Revenue 2014: $26,872Expenses 2014: $25,903Net Income 2014: $9692014Revenue 2015: $24,072Expenses 2015: $24,301Net Income 2015: -$2292015Revenue 2018: $30,693Expenses 2018: $28,895Net Income 2018: $1,7982018Revenue 2019: $37,263Expenses 2019: $34,636Net Income 2019: $2,6272019Revenue 2020: $45,478Expenses 2020: $42,670Net Income 2020: $2,8082020Revenue 2021: $26,435Expenses 2021: $28,985Net Income 2021: -$2,5502021Revenue 2022: $38,266Expenses 2022: $23,925Net Income 2022: $14,3412022Revenue 2023: $25,762Expenses 2023: $38,754Net Income 2023: -$12,9922023Revenue 2024: $52,243Expenses 2024: $55,850Net Income 2024: -$3,6072024

Highlighted filing

2019

Revenue$37,263
Expenses$34,636
Net Income$2,627
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 16, 2020
Return Version
2018v3.2
Gross Receipts
$37,626
Mission and Program Overview

Mission

To promote community service

To promote community service, social interaction and international activism

Program Services

DescriptionGrantsExpenses
TO PROMOTE COMMUNITY SERVICE, SOCIAL INTERACTION AND INTERNATIONAL ACTIVISM$33,063$1,573
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUS CLARKPast President-$0--
DAVID BAXTERPresident-$0--
CLAYTON CHEEKDirector-$0--
WILLIAM SHERMANTreasurer-$0--
MELONI WRAYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Fundraiser$9,998---
Banner Fundraiser$15,449$363$363$0
Total Events$25,685$363$363$0
Filing and Contact Details

Filer

Filer Name
New Bern Rotary Charitable Foundation
EIN
94-3478969
Phone
2528308838
Address
PO BOX 818, NEW BERN, NC 28563

Signing Officer

Name
Meloni Wray
Title
President
Phone
2528308838
Signed
2020-12-16
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
PO BOX 1547, NEW BERN, NC 28563
Preparer
Madonna Stafford
Phone
2526335821
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest. Amount: 221.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: alzheimer's association of eastern north carolina. Property description: cash. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: back pack blessings. Property description: cash. Amount given: 5,125.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: carolina east foundation. Property description: cash. Amount given: 350.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: carts. Property description: cash. Amount given: 723.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: cherry hospital. Property description: cash. Amount given: 100.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: craven community college foundation. Property description: cash. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: craven county partners in education. Property description: cash. Amount given: 1,700.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: new bern high school band. Property description: cash. Amount given: 2,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: new bern rotary scholarship foundation. Property description: cash. Amount given: 3,200.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: religious community services. Property description: cash. Amount given: 3,335.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: the rotary foundation. Property description: cash. Amount given: 445.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: arts to end genocide. Property description: cash. Amount given: 1,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: ecu medical and health foundation. Property description: cash. Amount given: 250.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: give grow foundation. Property description: cash. Amount given: 3,335.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: ronald mcdonald house. Property description: cash. Amount given: 6,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: steve burton. Property description: cash. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: william pikor. Property description: cash. Amount given: 2,000. Total included on form 990-ez, line 10: 33,063.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office supplies. Amount: 1,573.”

Raw XML Appendix225 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM SHERMAN JR
IRS990EZ/BooksInCareOfDetail/PhoneNum02528308838
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 772
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027835
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07561
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010188
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt037042
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02627
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07561
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010188
IRS990EZ/FundraisingGrossIncomeAmt0363
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033063
IRS990EZ/GrossReceiptsAmt037626
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07561
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010188
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07561
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010188
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUS CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID BAXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAYTON CHEEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM SHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELONI WRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01573
IRS990EZ/OtherRevenueTotalAmt0221
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE COMMUNITY SERVICE, SOCIAL INTERACTION AND INTERNATIONAL ACTIVISM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE COMMUNITY SERVICE, SOCIAL INTERACTION AND INTERNATIONAL ACTIVISM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033063
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01573
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0363
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034636
IRS990EZ/TotalProgramServiceExpensesAmt01573
IRS990EZ/TotalRevenueAmt037263
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://NEWBERNROTARYCLUB.ORG/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030607
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028343
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0145603
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0221
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt086
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0311
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0221
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt086
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0311
IRS990ScheduleA/InvestmentIncomeCYPct00.00210
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99790
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0145603
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037042
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030607
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028343
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024073
IRS990ScheduleA/Total509Grp/TotalAmt0145603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037263
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt024073
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0145914
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt025322
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015086
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt09998
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0238
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0363
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BANNER FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DINNER FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0363
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0363
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0363
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 221.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ALZHEIMER'S ASSOCIATION OF EASTERN NORTH CAROLINA. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: BACK PACK BLESSINGS. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CAROLINA EAST FOUNDATION. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CARTS. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 723.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CHERRY HOSPITAL. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CRAVEN COMMUNITY COLLEGE FOUNDATION. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CRAVEN COUNTY PARTNERS IN EDUCATION. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: NEW BERN HIGH SCHOOL BAND. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: NEW BERN ROTARY SCHOLARSHIP FOUNDATION. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: RELIGIOUS COMMUNITY SERVICES. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,335.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: THE ROTARY FOUNDATION. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ARTS TO END GENOCIDE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ECU MEDICAL AND HEALTH FOUNDATION. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: GIVE GROW FOUNDATION. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,335.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: RONALD MCDONALD HOUSE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: STEVE BURTON. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: WILLIAM PIKOR. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 33,063.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,573.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELONI WRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02528308838
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW BERN ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0943478969
ReturnHeader/Filer/PhoneNum02528308838
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 818
ReturnHeader/Filer/USAddress/CityNm0NEW BERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028563
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B2F0EA0A3810A48D7E1E02C52297D4E8DBA60347
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.156.199.66
ReturnHeader/FilingSecurityInformation/IPDt02020-12-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:36:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1547
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028563
ReturnHeader/PreparerPersonGrp/PhoneNum02526335821
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MADONNA STAFFORD
ReturnHeader/ReturnTs02020-12-18T12:53:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,188
Liabilities
$0
Net assets
$10,188
Revenue
$37,263
Expenses
$34,636
Net income
$2,627
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$52.2$55.9$3.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$25.8$38.8$13.0
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$0.00$24.8$38.3$23.9$14.3
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$26.4$29.0$2.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$45.5$42.7$2.81
2019Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$37.3$34.6$2.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.56$0.00$7.56$30.7$28.9$1.80
2015Summary only. Only limited summary data is available for this year.$3.68$0.00$24.1$24.3$0.23
2014Summary only. Only limited summary data is available for this year.$3.91$0.00$26.9$25.9$0.97
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$36.6$42.0$5.40
2012Summary only. Only limited summary data is available for this year.$9.18$0.00$35.2$30.9$4.29
2011Summary only. Only limited summary data is available for this year.$4.89$0.00$29.3$27.9$1.44