Civic Intelligence

Yorktown Rotary Foundation

990EZ • Fiscal year 2013 • EIN 20-2901292

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 14, 2013

Organization ProfileN/A
P O Box 14223690
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

18th percentile

-23%

Faster asset growth than 18% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,993

Down $7,260 (-23%) from 2012

Net Assets

Down

$23,993

Down $7,260 (-23%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Up

$27,761

Up $3,935 (+17%) from 2012

Expenses

Up

$35,021

Up $20,523 (+142%) from 2012

Net Income

Down

-$7,260

Down $16,588 (-178%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$40K$30K$20K$10K$0Assets 2010: $22,879Net Assets 2010: $22,8792010Assets 2011: $21,925Liabilities 2011: $02011Assets 2012: $31,253Net Assets 2012: $31,2532012Assets 2013: $23,993Net Assets 2013: $23,9932013Assets 2014: $23,169Net Assets 2014: $23,1692014Assets 2015: $34,057Net Assets 2015: $34,0572015Assets 2016: $23,638Liabilities 2016: $0Net Assets 2016: $23,6382016Assets 2017: $26,156Liabilities 2017: $0Net Assets 2017: $26,1562017Assets 2018: $17,760Liabilities 2018: $0Net Assets 2018: $17,7602018Assets 2019: $29,637Liabilities 2019: $0Net Assets 2019: $29,6372019Assets 2020: $17,449Liabilities 2020: $0Net Assets 2020: $17,4492020Assets 2021: $24,639Liabilities 2021: $0Net Assets 2021: $24,6392021Assets 2022: $30,416Liabilities 2022: $0Net Assets 2022: $30,4162022Assets 2023: $33,732Liabilities 2023: $0Net Assets 2023: $33,7322023Assets 2024: $34,681Liabilities 2024: $0Net Assets 2024: $34,6812024

Highlighted filing

2013

Assets$23,993
Liabilities-
Net Assets$23,993
Open 2013 Filing

Operations Trend

Revenue Growth69th percentile

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

$40K$20K$0-$20KRevenue 2010: $22,992Expenses 2010: $20,877Net Income 2010: $2,1152010Revenue 2011: $12,409Expenses 2011: $13,363Net Income 2011: -$9542011Revenue 2012: $23,826Expenses 2012: $14,498Net Income 2012: $9,3282012Revenue 2013: $27,761Expenses 2013: $35,021Net Income 2013: -$7,2602013Revenue 2014: $19,173Expenses 2014: $19,997Net Income 2014: -$8242014Revenue 2015: $34,223Expenses 2015: $23,335Net Income 2015: $10,8882015Revenue 2016: $21,138Expenses 2016: $31,557Net Income 2016: -$10,4192016Revenue 2017: $23,035Expenses 2017: $20,517Net Income 2017: $2,5182017Revenue 2018: $17,899Expenses 2018: $26,295Net Income 2018: -$8,3962018Revenue 2019: $33,183Expenses 2019: $21,979Net Income 2019: $11,2042019Revenue 2020: $12,958Expenses 2020: $25,146Net Income 2020: -$12,1882020Revenue 2021: $19,830Expenses 2021: $12,690Net Income 2021: $7,1402021Revenue 2022: $23,114Expenses 2022: $17,337Net Income 2022: $5,7772022Revenue 2023: $24,314Expenses 2023: $20,998Net Income 2023: $3,3162023Revenue 2024: $24,858Expenses 2024: $23,909Net Income 2024: $9492024

Highlighted filing

2013

Revenue$27,761
Expenses$35,021
Net Income-$7,260
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 14, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

To provide scholarship awards to the worthy graduating seniors of York County high schools. To provide support for community youth activities and charitable organizations in support of the mission of the Rotary Club of Yorktown.

Filing and Contact Details

Filer

EIN
20-2901292
Raw XML Appendix158 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Helmut Walter
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Harry Fagan
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Bill Pope
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3John Kolbeck
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Trustee
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IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal01580
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0To provide scholarship awards to the worthy graduating seniors of York County high schools. To provide support for community youth activities and charitable organizations in support of the mission of the Rotary Club of Yorktown.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Provided $4,500 of scholarship awards and over $9,000 of support to local area charities and youth activities. Continued to provide support to the charitable and outreach activities of the Rotary Club of Yorktown.
IRS990EZ/ProhibitedTaxShelterTrans0false
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IRS990EZ/SpecialEventsNetIncomeLoss0453
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10119 Larchwood Rd
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Yorktown
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0VA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode023692
IRS990EZ/TheBooksAreInCareOf/NamePerson0Helmut Walter
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07578981167
IRS990EZ/TotalAssets/BOY031253
IRS990EZ/TotalAssets/EOY023993
IRS990EZ/TotalExpenses035021
IRS990EZ/TotalRevenue027761
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear027308
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year021019
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years010401
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years019500
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years05522
IRS990ScheduleA/GiftsGrantsContribReceived509/Total083750
IRS990ScheduleA/GrossInvestmentIncome509/Total00
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IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year07180
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years06388
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years07921
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years015278
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total041515
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IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
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IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportTotal5090125265
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IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear032056
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year028199
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IRS990ScheduleA/Total509/Total0125265
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years027421
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years020800
IRS990ScheduleA/TotalSupportTotal/Total0125265
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0License & fees $55
IRS990ScheduleO/GeneralExplanation/Explanation1Edmarc family weekend $1381
IRS990ScheduleO/GeneralExplanation/Explanation2Office Expenses $144
IRS990ScheduleO/GeneralExplanation/Explanation3| Donee's Name: Sawhill Memorial | Cash Amount Given: $14100
IRS990ScheduleO/GeneralExplanation/Explanation4| Donee's Name: Lackey Free Clinic | Donee's Address: 1620 Old Williamsburg Rd Yorktown, VA 23690 | Cash Amount Given: $10011
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 16.2
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IRS990ScheduleO/GeneralExplanation/ReturnReference4Grants and Similar Amounts Paid In Excess of $5,000.5
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0202901292
ReturnHeader/Filer/Name/BusinessNameLine10Yorktown Rotary Foundation
ReturnHeader/Filer/NameControl0YORK
ReturnHeader/Filer/USAddress/AddressLine10P O Box 142
ReturnHeader/Filer/USAddress/City0Yorktown
ReturnHeader/Filer/USAddress/State0VA
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ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0Helmut Walter
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VA
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ReturnHeader/Preparer/Name0Harry L Fagan
ReturnHeader/Preparer/Phone07578733627
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T05:49:56-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,993
Liabilities
-
Net assets
$23,993
Revenue
$27,761
Expenses
$35,021
Net income
-$7,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$24.9$23.9$0.95
2023Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$24.3$21.0$3.32
2022Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$23.1$17.3$5.78
2021Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$19.8$12.7$7.14
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$13.0$25.1$12.2
2019Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$33.2$22.0$11.2
2018Summary only. Only limited summary data is available for this year.$17.8$0.00$17.8$17.9$26.3$8.40
2017Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$23.0$20.5$2.52
2016Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$21.1$31.6$10.4
2015Detailed filing. Detailed filing data is available for this year.$34.1$34.1$34.2$23.3$10.9
2014Detailed filing. Detailed filing data is available for this year.$23.2$23.2$19.2$20.0$0.82
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$24.0$27.8$35.0$7.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$31.3$23.8$14.5$9.33
2011Summary only. Only limited summary data is available for this year.$21.9$0.00$12.4$13.4$0.95
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$22.9$23.0$20.9$2.12