ROTARY INTERNATIONAL Rotary Club of Marion NC

EIN: 566052704

Marion, NC

Total Revenue
$125,883
Total Expenses
$60,995
Total Assets
$91,633
Net Assets
$91,633
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Financial Trends

Organization Details

Formation Year
1937
Legal Domicile
NC
Principal Officer
Richard Berlick
Phone
8288038255
Tax Period
2022-07-01 to 2023-06-30

ROTARY INTERNATIONAL Rotary Club of Marion NC, founded in 1937, is a small nonprofit that reported $126K in total revenue in fiscal year 2022. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 52% operating margin.

Mission

Service Above Self is the mission of the Rotary Club of Marion. The club demonstrates this ethic by actively engaging members in community projects and endeavors that do good both locally and abroad. Established in 1939 club members have contributed significantly to the well being of the city and county by raising funds annually to distribute for worthy projects whose contributions to our community exceed expectations. The Rotary Club of Marion endeavors to fill gaps in funding by recognizing small projects and their impact within our community. The club is also committed to youth development and international support of water and wheel chair projects in developing countries.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

$6,000 distributed in grants to local designated 501 (C)3 organizations for projects not covered by operations or dollars use to leverage additional funding. The recipients and grant allocations are...

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$6,000 distributed in grants to local designated 501 (C)3 organizations for projects not covered by operations or dollars use to leverage additional funding. The recipients and grant allocations are as follows: $900 to McDowell Arts and Crafts Association as the fiscal agent for Comfort Quilts. This grant money will be used to purchase fabric and batting to make lap quilts for abused, traumatized and disabled children (from infants to age 18). These funds are being matched with in-kind donations of materials, time and other funds. The quilts are distributed by McDowell County Department of Social Services and Lily's Place. $1,100 to the Lake James Environmental Association. It will be used to purchase supplies and materials for the Kids in the Creek Program that works with approximately 600 McDowell students each year in the activities that give students hands-on experience in the field which are aligned with the science curriculum. $1,250 to Centro Unido Latino-Americano. This money will be used for educational youth programs that foster mental and physical health and life skills and to provide training for the volunteers leading the programs. $1,200 to Mercy Fund Animal Rescue Inc. This grant will be used to purchase dog and cat food for the community Pet Food bank, which allow animals to be fostered and/or stay with their families. This grant will allow Mercy Fund to leverage other funds on a dollar-for-dollar match from the Lathan Fund. $350 to West McDowell Middle School as the fiscal agent for the WMMS Student Government. This money will be used for supplies to help them provide a Valentine's Dinner for seniors and Valentine's cards to seniors receiving Meals on Wheels. $600 to the McDowell Trails Association. This grant will help provide brochures, banners and other materials to promote the 2023 Year of the Trail. These funds shall be matched by other MTA funds. $200 to Bracket Town Farms. It will be used to provide free animal-assisted therapeutic interactions for disabled children. $400 to the Friends of the McDowell County Library as the fiscal agent for Share Seed. This money will be used to purchase startup supplies for a seed-distribution program with assistance from the Master Gardeners program.

Program 2
Expenses: $0 Revenue: $0

$1,500 to Mission Ministries Alliance;$1,000 to New Hope of McDowell;$1,500 Freedom Life Ministries;$500 to McDowell County Health Coalition;$500 to McDowell County;$500 to College & Career...

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$1,500 to Mission Ministries Alliance;$1,000 to New Hope of McDowell;$1,500 Freedom Life Ministries;$500 to McDowell County Health Coalition;$500 to McDowell County;$500 to College & Career Readiness Department (CCR) McDowell Technical Community College;$250 toJason's Getaway;$250 to Friends of Fonta Flora State Trail.

Program 3
Expenses: $14,400 Revenue: $150

Servants with a Heart packing 100K meals for Ukraine.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $101,613
Program Service Revenue $0
Investment Income $7,587
Other Revenue $16,683
TOTAL REVENUE $125,883

Expense Breakdown

Grants Paid $12,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $38,826
Other Expenses $48,995
TOTAL EXPENSES $60,995

Year-over-Year Comparison

2022 2021 Change
Revenue $125,883 $78,911 +0.6%
Expenses $60,995 $13,822 +3.4%
Net Income $64,888 $65,089 0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
N/A
Employees
N/A
Volunteers
77

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Janet Spake Director 2
Director
$0 $0 $0
Steve Pierce Director 1
Director
$0 $0 $0
Elizabeth House Director 2
Director
$0 $0 $0
Alex Portelli Director 2
Director
$0 $0 $0
Mike Conley Director 1
Director
$0 $0 $0
Brian Wilson Director 0
Director
$0 $0 $0
Steve Hunter Director 2
Director
$0 $0 $0
Arthur Parks Director 2
Director
$0 $0 $0
Richard Berlick President 2
Officer
$0 $0 $0
Chip Cross President, Nominee 2
Officer
$0 $0 $0
Nancy Spencer Secretary 2
Officer
$0 $0 $0
Catherine Cosgrove Treasurer 2
Officer
$0 $0 $0
Brandi Behlke Immediate Past President 1
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 $125,883 $60,995 $91,633 $64,888
2019 $66,621 $66,621 $186,434 No data
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