Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 20-0553767

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

PO Box 130119971

(302) 226-1919

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

31st percentile

-4.8%

Higher net margin than 31% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

36th percentile

-3.8%

Faster asset growth than 36% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

8.5%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$44,835

Down $1,755 (-3.8%) from 2013

Net Assets

Down

$44,472

Down $2,118 (-4.5%) from 2013

Liabilities

Up

$363

Up $363 from 2013

Revenue

Up

$43,781

Up $3,422 (+8.5%) from 2013

Expenses

Up

$45,899

Up $4,418 (+11%) from 2013

Net Income

Down

-$2,118

Down $996 (-89%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $48,099Liabilities 2012: $0Net Assets 2012: $48,0992012Assets 2013: $46,590Liabilities 2013: $0Net Assets 2013: $46,5902013Assets 2014: $44,835Liabilities 2014: $363Net Assets 2014: $44,4722014Assets 2017: $70,941Liabilities 2017: $25,166Net Assets 2017: $45,7752017Assets 2018: $75,161Liabilities 2018: $15,948Net Assets 2018: $59,2132018Assets 2019: $57,213Net Assets 2019: $57,2132019Assets 2020: $55,997Net Assets 2020: $55,9972020Assets 2021: $53,878Liabilities 2021: $5,270Net Assets 2021: $48,6082021

Highlighted filing

2014

Assets$44,835
Liabilities$363
Net Assets$44,472

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $48,055Expenses 2012: $36,276Net Income 2012: $11,7792012Revenue 2013: $40,359Expenses 2013: $41,481Net Income 2013: -$1,1222013Revenue 2014: $43,781Expenses 2014: $45,899Net Income 2014: -$2,1182014Revenue 2017: $77,142Expenses 2017: $79,516Net Income 2017: -$2,3742017Revenue 2018: $67,781Expenses 2018: $54,340Net Income 2018: $13,4412018Revenue 2019: $42,610Expenses 2019: $44,610Net Income 2019: -$2,0002019Revenue 2020: $45,172Expenses 2020: $46,387Net Income 2020: -$1,2152020Revenue 2021: $27,000Expenses 2021: $34,390Net Income 2021: -$7,3902021

Highlighted filing

2014

Revenue$43,781
Expenses$45,899
Net Income-$2,118
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$52,947
Mission and Program Overview

Mission

Service to others and advancement of international goodwill

Program Services

DescriptionGrantsExpenses
PROGRAM SERVICE ACCOMPLISHMENTS: COMMUNITY SUPPORT PROGRAMS - 52 WEEKLY MEETINGS TO DISCUSS AND PLAN COMMUNITY AFFAIRS FOR AN AVERAGE OF 30 MEMBERS. STIPENDS FOR 1 FOREIGN EXCHANGE STUDENT. SEVERAL LOCAL COMMUNITY GRANTS$9,066$34,217
INTERNATIONAL GOODWILL - DONATIONS TO ROTARY FOUNDATION FOR ITS ANNUAL FUND AND POLIO PLUS$4,682$4,682
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA WINEGARPresidentPT$0--
RICHARD MILLERPresident -PT$0--
TARRIE MILLERSecretaryPT$0--
ALISON HOUCKTreasurerPT$0--
SCOTT BOSSERTClub DirectoPT$0--
PAT CAMPBELL-WHITEPresident NoPT$0--
RICHARD CECILClub DirectoPT$0--
SUSAN GIOVEFoundation CPT$0--
STEVE GROSSMANPast PresidePT$0--
PHILLIP ALLENAssistant GoPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$18,370$18,120$114$18,006
Total Events$18,370$18,120$6,252$11,868
Filing and Contact Details

Filer

EIN
20-0553767
Phone
3022261919

Signing Officer

Name
Alison Houck CPA
Title
Treasurer
Phone
3022261919
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
Tammy Ordway
Phone
3026744305
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Guest income 520 total 520

Form 990-ez, Part I, Line 10

9,066 0 0

Form 990-ez, Part I, Line 16

Expenses advertising 1,480 bank fees 81 district 7630 dues 2,274 office and club supplies 2,942 investment fees 427 rotary international dues 2,708 holiday charity events 1,521 total 11,433

Form 990-ez, Part II, Line 26

DEFERRED REVENUE 0 363

Form 990-ez, Part III, Line 28

Program service accomplishments: community support programs - 52 weekly meetings to discuss and plan community affairs for an average of 30 members. Stipends for 1 foreign exchange student. Several local community grants

Raw XML Appendix171 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DONNA WINEGAR
CompensationExplanation/CompensationExplanationGrp/PersonNm1RICHARD MILLER
CompensationExplanation/CompensationExplanationGrp/PersonNm2TARRIE MILLER
CompensationExplanation/CompensationExplanationGrp/PersonNm3ALISON HOUCK
CompensationExplanation/CompensationExplanationGrp/PersonNm4SCOTT BOSSERT
CompensationExplanation/CompensationExplanationGrp/PersonNm5PAT CAMPBELLWHITE
CompensationExplanation/CompensationExplanationGrp/PersonNm6RICHARD CECIL
CompensationExplanation/CompensationExplanationGrp/PersonNm7SUSAN GIOVE
CompensationExplanation/CompensationExplanationGrp/PersonNm8STEVE GROSSMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm9PHILLIP ALLEN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt018648
IRS990EZ/BooksInCareOfDetail/PersonNm0ALISON HOUCK
IRS990EZ/BooksInCareOfDetail/PhoneNum03022261919
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1020245 BAY VISTA RD SUITE 204
IRS990EZ/BooksInCareOfDetail/USAddress/City0REHOBOTH BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/State0DE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode019971
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046590
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044835
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05595
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2118
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01990
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046590
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044835
IRS990EZ/FundraisingGrossIncomeAmt023060
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013748
IRS990EZ/GrossReceiptsAmt052947
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03134
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020638
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046590
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044472
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046590
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044472
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA WINEGAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TARRIE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALISON HOUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT BOSSERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAT CAMPBELL-WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RICHARD CECIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUSAN GIOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVE GROSSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PHILLIP ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT -
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CLUB DIRECTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT NO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CLUB DIRECTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FOUNDATION C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ASSISTANT GO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011433
IRS990EZ/OtherRevenueTotalAmt0520
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE TO OTHERS AND ADVANCEMENT OF INTERNATIONAL GOODWILL
IRS990EZ/PrintingPublicationsPostageAmt080
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAM SERVICE ACCOMPLISHMENTS: COMMUNITY SUPPORT PROGRAMS - 52 WEEKLY MEETINGS TO DISCUSS AND PLAN COMMUNITY AFFAIRS FOR AN AVERAGE OF 30 MEMBERS. STIPENDS FOR 1 FOREIGN EXCHANGE STUDENT. SEVERAL LOCAL COMMUNITY GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERNATIONAL GOODWILL - DONATIONS TO ROTARY FOUNDATION FOR ITS ANNUAL FUND AND POLIO PLUS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09066
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14682
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034217
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14682
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09166
IRS990EZ/SpecialEventsNetIncomeLossAmt013894
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0363
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045899
IRS990EZ/TotalProgramServiceExpensesAmt038899
IRS990EZ/TotalRevenueAmt043781
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.REHOBOTHSUNRISE.ROTARY-CLUBS.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0250
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0250
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06252
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0900
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0900
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04213
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018120
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CHAMPIONSHIP SU
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011868
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0114
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0114
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01025
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GUEST INCOME 520 TOTAL 520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19,066 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING 1,480 BANK FEES 81 DISTRICT 7630 DUES 2,274 OFFICE AND CLUB SUPPLIES 2,942 INVESTMENT FEES 427 ROTARY INTERNATIONAL DUES 2,708 HOLIDAY CHARITY EVENTS 1,521 TOTAL 11,433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 0 363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM SERVICE ACCOMPLISHMENTS: COMMUNITY SUPPORT PROGRAMS - 52 WEEKLY MEETINGS TO DISCUSS AND PLAN COMMUNITY AFFAIRS FOR AN AVERAGE OF 30 MEMBERS. STIPENDS FOR 1 FOREIGN EXCHANGE STUDENT. SEVERAL LOCAL COMMUNITY GRANTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON HOUCK CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03022261919
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20REHOBOTH BEACH SUNRISE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0200553767
ReturnHeader/Filer/PhoneNum03022261919
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1301
ReturnHeader/Filer/USAddress/City0REHOBOTH BEACH
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode019971
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520619968
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FAW CASSON & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10160 GREENTREE DRIVE SUITE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode019904
ReturnHeader/PreparerPersonGrp/PhoneNum03026744305
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY ORDWAY
ReturnHeader/ReturnTs02015-05-15T10:13:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings