Civic Intelligence

Abingdon Rotary Foundation Inc.

990 • Fiscal year 2017 • EIN 20-1076415

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 19, 2017

P O Box 2574Abingdon, VA 24212-2574

(276) 628-5662

Siviq Scores

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

Liabilities / Assets

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-7.4%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-9.3%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$22,899

Down $3,040 (-12%) from 2016

Net Assets

Down

$21,570

Down $3,123 (-13%) from 2016

Liabilities

Up

$1,329

Up $83 (+6.7%) from 2016

Revenue

Down

$55,766

Down $5,688 (-9.3%) from 2016

Expenses

Down

$59,908

Down $6,750 (-10%) from 2016

Net Income

Up

-$4,142

Up $1,062 (+20%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $48,693Liabilities 2011: $0Net Assets 2011: $48,6932011Assets 2012: $46,439Liabilities 2012: $125Net Assets 2012: $46,3142012Assets 2013: $41,945Liabilities 2013: $0Net Assets 2013: $41,9452013Assets 2014: $32,490Liabilities 2014: $1,260Net Assets 2014: $31,2302014Assets 2015: $31,332Liabilities 2015: $1,435Net Assets 2015: $29,8972015Assets 2016: $25,939Liabilities 2016: $1,246Net Assets 2016: $24,6932016Assets 2017: $22,899Liabilities 2017: $1,329Net Assets 2017: $21,5702017Assets 2018: $28,000Liabilities 2018: $3,691Net Assets 2018: $24,3092018Assets 2019: $65,712Liabilities 2019: $1,360Net Assets 2019: $64,3522019Assets 2020: $79,733Liabilities 2020: $50,000Net Assets 2020: $29,7332020Assets 2021: $87,783Liabilities 2021: $50,000Net Assets 2021: $37,7832021Assets 2022: $122,285Liabilities 2022: $50,500Net Assets 2022: $71,7852022Assets 2023: $41,579Liabilities 2023: $0Net Assets 2023: $41,5792023Assets 2024: $58,509Liabilities 2024: $2,148Net Assets 2024: $56,3612024Assets 2025: $78,248Liabilities 2025: $14,732Net Assets 2025: $63,5162025

Highlighted filing

2017

Assets$22,899
Liabilities$1,329
Net Assets$21,570

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $41,9122011Expenses 2012: $181,4112012Expenses 2013: $55,8402013Revenue 2014: $71,582Expenses 2014: $80,997Net Income 2014: -$9,4152014Revenue 2015: $55,263Expenses 2015: $56,596Net Income 2015: -$1,3332015Revenue 2016: $61,454Expenses 2016: $66,658Net Income 2016: -$5,2042016Revenue 2017: $55,766Expenses 2017: $59,908Net Income 2017: -$4,1422017Revenue 2018: $32,905Expenses 2018: $30,166Net Income 2018: $2,7392018Revenue 2019: $78,424Expenses 2019: $38,422Net Income 2019: $40,0022019Revenue 2020: $32,968Expenses 2020: $20,131Net Income 2020: $12,8372020Revenue 2021: $28,184Expenses 2021: $20,129Net Income 2021: $8,0552021Revenue 2022: $56,966Expenses 2022: $22,964Net Income 2022: $34,0022022Revenue 2023: $54,079Expenses 2023: $34,861Net Income 2023: $19,2182023Revenue 2024: $55,818Expenses 2024: $41,036Net Income 2024: $14,7822024Revenue 2025: $56,298Expenses 2025: $49,143Net Income 2025: $7,1552025

Highlighted filing

2017

Revenue$55,766
Expenses$59,908
Net Income-$4,142
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 19, 2017
Return Version
2016v3.0
Gross Receipts
$55,766
Mission and Program Overview

Mission

Raise funds for community and world service

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$23,996$22,899▼ $1,097
Rtn Earn Endowment Incm Other Fnds$17,556$14,433▼ $3,123
Pd in Cap Srpls Land Bldg Eqp Fund$7,137$7,137→ $0
Accounts Receivable$1,943--
Total Assets$25,939$22,899▼ $3,040
Liabilities
Accounts Payable and Accrued Expenses$1,246$1,329▲ $83
Total Liabilities$1,246$1,329▲ $83
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,693$21,570▼ $3,123
Total Liabilities and Net Assets / Fund Balance$25,939$22,899▼ $3,040
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jan Reevespresident
Tim WebbDirector
Kristie HelmsAsst Treasurer
Mark TrentSecretary
Doris ShumanTreasurer
Danielle StarnesVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$8,052
Program Service Revenue
$47,682
Investment Income
$32
Other Revenue
$0
All Other Contributions
$6,000
Change in Net Assets
$-4,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,908
Grants and Similar Amounts Paid$9,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,000--$9,000
Other Expenses$4,000$0$0$4,000
Office Expenses$0$129$0$129
Fees for Service Investment Mgmnt Fees$97$0$0$97
Total Functional Expenses$59,779$129$0$59,908
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Abingdon Rotary Foundation Inc
EIN
20-1076415
Phone
2766285662
Address
P O BOX 2574, Abingdon, VA 24212-2574

Signing Officer

Name
Doris C Shuman Treas
Title
Treasurer
Phone
2766285662
Signed
2017-07-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doris Shuman
Formed
1925
Legal Domicile
Va
Voting Board Members
75
Independent Board Members
75
Employees
0
Volunteers
75

Preparer

Firm
Doris C Shuman
Address
116 VALLEY ST NE, ABINGDON, VA 24210
Preparer
Doris Clendenen Shuman
Phone
2766285662
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Discussed at annual retreat

Raw XML Appendix338 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.

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ReturnHeader/BusinessOfficerGrp/PersonNm0DORIS C SHUMAN TREAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02766285662
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ABINGDON ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ABIN
ReturnHeader/Filer/EIN0201076415
ReturnHeader/Filer/PhoneNum02766285662
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2574
ReturnHeader/Filer/USAddress/CityNm0Abingdon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0242122574
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId078B24AC8A0FB4646F89914649939ADBB7F87A903
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078B24AC8A0FB4646F89914649939ADBB7F87A903
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.27.85.181
ReturnHeader/FilingSecurityInformation/IPDt02017-07-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:55:40
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DORIS C SHUMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 VALLEY ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ABINGDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024210
ReturnHeader/PreparerPersonGrp/PhoneNum02766285662
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORIS CLENDENEN SHUMAN
ReturnHeader/ReturnTs02017-07-19T12:55:45-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.78$0.15$0.64$0.56$0.49$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.56$0.56$0.41$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.54$0.35$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.51$0.72$0.57$0.23$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.50$0.38$0.28$0.20$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.50$0.30$0.33$0.20$0.13
2019Summary only. Only limited summary data is available for this year.$0.66$0.01$0.64$0.78$0.38$0.40
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.04$0.24$0.33$0.30$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.22$0.56$0.60$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.25$0.61$0.67$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.30$0.55$0.57$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.31$0.72$0.81$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$1.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.42