Civic Intelligence

Yorktown Rotary Foundation

990EZ • Fiscal year 2014 • EIN 20-2901292

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 23, 2014

Organization ProfileN/A
P O Box 14223690

(757) 898-1167

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

31st percentile

-4.3%

Higher net margin than 31% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

38th percentile

-3.4%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

16th percentile

-31%

Faster revenue growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,169

Down $824 (-3.4%) from 2013

Net Assets

Down

$23,169

Down $824 (-3.4%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$19,173

Down $8,588 (-31%) from 2013

Expenses

Down

$19,997

Down $15,024 (-43%) from 2013

Net Income

Up

-$824

Up $6,436 (+89%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2014

Assets$23,169
Liabilities-
Net Assets$23,169
Open 2014 Filing

Operations Trend

Revenue Growth16th 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

2014

Revenue$19,173
Expenses$19,997
Net Income-$824
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 23, 2014
Return Version
2013v3.1
Gross Receipts
$23,175
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.

Program Services

DescriptionGrantsExpenses
Provided $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.$612$19,079
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John KolbeckTrustee-$0--
Bill PopeTrustee-$0--
Harry FaganSecretary-$0--
Helmut WalterTreasurer-$0--
Filing and Contact Details

Filer

EIN
20-2901292

Signing Officer

Name
Helmut Walter
Title
Treasurer
Signed
2014-12-23
Discuss with paid preparer
Yes

Preparer

Preparer
Harry L Fagan
Phone
7578733627
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.12

“| Donee's Name: Natasha House | Donee's Address: 128 Goodwin Neck Road Yorktown, va 23692 | Cash Amount Given: $5105”

Other Expenses.1002

“Office Expenses $73”

Other Expenses.1

“Edmarc family weekend $612”

Other Expenses.2

“License & fees $225”

Other Expenses.3

“Miscellanous $8”

Raw XML Appendix155 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/BooksInCareOfDetail/USAddress/AddressLine10119 Larchwood Rd
IRS990EZ/BooksInCareOfDetail/USAddress/City0Yorktown
IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode023692
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023993
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IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Kolbeck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bill Pope
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Harry Fagan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Helmut Walter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0918
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided $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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0612
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019079
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04002
IRS990EZ/SpecialEventsNetIncomeLossAmt067
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019997
IRS990EZ/TotalProgramServiceExpensesAmt0612
IRS990EZ/TotalRevenueAmt019173
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021019
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010401
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt097334
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04748
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt030306
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0127640
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032056
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027421
IRS990ScheduleA/Total509Grp/TotalAmt0127640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023175
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032056
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027421
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0127640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Natasha House | Donee's Address: 128 Goodwin Neck Road Yorktown, va 23692 | Cash Amount Given: $5105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $73
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Edmarc family weekend $612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3License & fees $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellanous $8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Helmut Walter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10Yorktown Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0YORK
ReturnHeader/Filer/EIN0202901292
ReturnHeader/Filer/USAddress/AddressLine10P O Box 142
ReturnHeader/Filer/USAddress/City0Yorktown
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode023690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Harry L Fagan PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10735 Thimble Shoals Blvd Suite 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Newport News
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0236064289
ReturnHeader/PreparerPersonGrp/PhoneNum07578733627
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harry L Fagan
ReturnHeader/ReturnTs02014-12-23T10:24:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,169
Liabilities
-
Net assets
$23,169
Revenue
$19,173
Expenses
$19,997
Net income
-$824
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