Civic Intelligence

Yorktown Rotary Foundation

990 • Fiscal year 2016 • EIN 20-2901292

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 10, 2017

Organization ProfileN/A
P O Box 142Yorktown, VA 23690

(757) 898-1167

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-49%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

15th percentile

-31%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$23,638

Down $10,419 (-31%) from 2015

Net Assets

Down

$23,638

Down $10,419 (-31%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin8th percentile

Revenue

Down

$21,138

Down $13,085 (-38%) from 2015

Expenses

Up

$31,557

Up $8,222 (+35%) from 2015

Net Income

Down

-$10,419

Down $21,307 (-196%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2016

Assets$23,638
Liabilities$0
Net Assets$23,638
Open 2016 Filing

Operations Trend

Revenue Growth13th 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

2016

Revenue$21,138
Expenses$31,557
Net Income-$10,419
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 10, 2017
Return Version
2015v3.0
Gross Receipts
$25,282
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.

The Foundation provides scholarships to area high school seniors, support for community based organizaitons, and support to the Rotary Internaitonal organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$34,057$23,638▼ $10,419
Rtn Earn Endowment Incm Other Fnds$15,000$15,000→ $0
Cap Stk Tr Prin Current Funds$19,057$8,638▼ $10,419
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$34,057$23,638▼ $10,419
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,057$23,638▼ $10,419
Total Liabilities and Net Assets / Fund Balance$34,057$23,638▼ $10,419
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Bill PopeTrustee
Randy PhilpottTrustee
Harry FaganSecretary
Helmut WalterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,141
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-3
Change in Net Assets
$-10,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,365
Other Expenses$3,192
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,165--$17,165
Foreign Grants$6,700--$6,700
Grants to Domestic Individuals$4,500--$4,500
Other Expenses$1,000$405-$405
Total Functional Expenses$31,152$405$0$31,557
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,144
Fundraising Gross Income$4,141
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The organization informally monitors for conflicts of interes.”

Form 990, Part VI, Section C, line 18

“Copies are held on file and are available upon request.”

Form 990, Part VI, Section C, line 19

“Copies are held on file and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Yorktown Rotary Foundation
EIN
20-2901292
Address
P O Box 142, Yorktown, VA 23690

Signing Officer

Name
Helmut Walter
Title
Treasurer
Signed
2017-07-10
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Harry L Fagan PC
Address
735 Thimble Shoals Blvd, Newport News, VA 23606
Preparer
Harry L Fagan
Phone
7578733627
Raw XML Appendix311 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/ReturnTs02017-07-11T06:32:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,638
Liabilities
$0
Net assets
$23,638
Revenue
$21,138
Expenses
$31,557
Net income
-$10,419
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