Civic Intelligence

Rotary Foundation of Fluvanna Count

EIN 26-1863325 • 501(c)3 • Palmyra, VA

Profile

Community Grants

265 Turkeysag Trl Suite 102 Box 114Palmyra, VA 22963
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

-33%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$415,670

Up $48,022 (+13%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$398,437

Up $16,988 (+4.5%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Down

$51,059

Down $24,608 (-33%) from 2024

Expenses

Down

$20,270

Down $3,129 (-13%) from 2024

Net Income

Down

$30,789

Down $21,479 (-41%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2024: $367,648Net Assets 2024: $381,4492024Assets 2025: $415,670Net Assets 2025: $398,4372025

Highlighted filing

2025

Assets$415,670
Liabilities-
Net Assets$398,437
Open 2025 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0Revenue 2024: $75,667Expenses 2024: $23,399Net Income 2024: $52,2682024Revenue 2025: $51,059Expenses 2025: $20,270Net Income 2025: $30,7892025

Highlighted filing

2025

Revenue$51,059
Expenses$20,270
Net Income$30,789
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$415,670
Liabilities
-
Net assets
$398,437
Revenue
$51,059
Expenses
$20,270
Net income
$30,789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.16$3.98$0.51$0.20$0.31
2024Detailed filing. Detailed filing data is available for this year.$3.68$3.81$0.76$0.23$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 15, 2025
Return Version
2024v5.0
Gross Receipts
$56,619
Mission and Program Overview

Mission

Community Grants

Program Services

DescriptionGrantsExpenses
Coats and shoes for at-risk elementary school children$6,543-
Purchased and Installed a bicycle repair station$5,176$250
College Scholarship for Interact Student$2,000-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rudy GarciaChair-$0--
Catherine GarciaSecretary-$0--
Delores Hubert-ChristmasTreasurer-$0--
Clifford AltschullTrustee-$0--
Anthony O BrienTrustee-$0--
Allan MinkTrustee-$0--
Jerome SteffelTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Foundation of Fluvanna Count
EIN
26-1863325
Address
265 Turkeysag Trl Suite 102 Box 114, PALMYRA, VA 22963

Signing Officer

Name
Catherine Garcia
Title
Secretary
Phone
4348429249
Signed
2025-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Rivanna Woods Financial Tax Servic
Address
267 Turkeysag Trail Suite 114B, PALMYRA, VA 22963
Preparer
Rudy L Garcia
Phone
4344424044
Supplemental Narrative

Additional Explanations

Line 16

“This includes advertising, software and general admin- istrative expenses.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Rudy Garcia
IRS990EZ/BooksInCareOfDetail/PhoneNum04344424044
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0802 Rivanna Woods Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORK UNION
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023055
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0367648
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0415670
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt028280
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030789
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02283
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0367648
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0415670
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017651
IRS990EZ/GrossReceiptsAmt056619
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt028339
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0367648
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0398437
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0367648
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0415670
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rudy Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Catherine Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Delores Hubert-Christmas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Clifford Altschull
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Anthony O Brien
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Allan Mink
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jerome Steffel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0336
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community Grants
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchased and Installed a bicycle repair station
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Coats and shoes for at-risk elementary school children
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2College Scholarship for Interact Student
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05176
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16543
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05560
IRS990EZ/SpecialEventsNetIncomeLossAmt0-5560
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020270
IRS990EZ/TotalProgramServiceExpensesAmt0250
IRS990EZ/TotalRevenueAmt051059
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Non-Stock
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt045536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0150336
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt028339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036551
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021940
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt086830
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt028339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036551
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021940
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt086830
IRS990ScheduleA/InvestmentIncomeCYPct00.36610
IRS990ScheduleA/InvestmentIncomePYPct00.28940
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.63390
IRS990ScheduleA/PublicSupportPY509Pct00.71060
IRS990ScheduleA/PublicSupportTotal509Amt0150336
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028280
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018344
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019060
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045536
IRS990ScheduleA/Total509Grp/TotalAmt0150336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056619
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075667
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045536
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0237166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This includes advertising, software and general admin- istrative expenses.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Catherine Garcia
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum04348429249
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Foundation of Fluvanna Count
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0261863325
ReturnHeader/Filer/USAddress/AddressLine1Txt0265 Turkeysag Trl Suite 102 Box 114
ReturnHeader/Filer/USAddress/CityNm0PALMYRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022963
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061773995
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rivanna Woods Financial Tax Servic
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0267 Turkeysag Trail Suite 114B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALMYRA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022963
ReturnHeader/PreparerPersonGrp/PhoneNum04344424044
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rudy L Garcia
ReturnHeader/ReturnTs02025-07-21T08:04:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.