Civic Intelligence

Woodstock Rotary Foundation Inc

EIN 27-5429175 • 501(c)3 • Woodstock, VA

Profile

We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.

PO Box 62Woodstock, VA 22664

n/A

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

42nd percentile

-7.8%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-36%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$156,605

Down $13,315 (-7.8%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$156,605

Down $13,315 (-7.8%) from 2022

Revenue

Down

$88,476

Down $49,309 (-36%) from 2022

Expenses

Up

$101,791

Up $46,185 (+83%) from 2022

Net Income

Down

-$13,315

Down $95,494 (-116%) from 2022

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2022: $169,920Liabilities 2022: $0Net Assets 2022: $169,9202022Assets 2023: $156,605Net Assets 2023: $156,6052023

Highlighted filing

2023

Assets$156,605
Liabilities-
Net Assets$156,605

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2022: $137,785Expenses 2022: $55,606Net Income 2022: $82,1792022Revenue 2023: $88,476Expenses 2023: $101,791Net Income 2023: -$13,3152023

Highlighted filing

2023

Revenue$88,476
Expenses$101,791
Net Income-$13,315

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 17, 2023
Return Version
2022v5.0
Gross Receipts
$90,927
Mission and Program Overview

Mission

We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
COMMUNITY PROJECTS - VARIOUS$46,205$46,205
OTHERS-$29,250
SANTA EXPRESS - PROVIDE FOOD AND GOODS TO SHENANDOAH COUNTY FAMILIES IN NEED AT CHRISTMAS.$13,861$13,861
SCHOLARSHIPS - DIRECT SCHOLARSHIPS FOR SHENANDOAH COUNTY HIGH SCHOOL GRADUATES BOUND FOR COLLEGE.$12,475$12,475
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLIE COFFEYTreasurerPT$0--
KIM RYMANPresidentPT$0--
LAURA BENNETTPresident El-$0--
BRANDI SHEETZSecretaryPT$0--
AARON GRISDALEImmidiate Pa-$0--
CENA HUBBELAssistant Tr-$0--
SHARON BARONCELLIDirector-$0--
BLAKE PHILLIPSDirector-$0--
LACEY SNARRClub Informa-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$33,219$33,219$2,451$30,768
Total Events$33,219$33,219$2,451$30,768
Filing and Contact Details

Filer

Filer Name
Woodstock Rotary Foundation Inc
EIN
27-5429175
Phone
5404590000
Address
PO BOX 62, WOODSTOCK, VA 22664

Signing Officer

Name
Kim Ryman
Title
President
Phone
5404590000
Signed
2023-11-17

Preparer

Firm
Daugharty & Company Pc
Address
132 N MAIN ST STE 100, WOODSTOCK, VA 22664
Preparer
George S Daugharty
Phone
5404599000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Endownment transfers 21,000 scrimp & catfish tickets 16,103 paul harris income 4,800 polio/happy dollars amount 2,584 mis income 555 int income 218 cart income 59 total 45,319

Form 990-ez, Part I, Line 10

Cash contribution: 13,861 cash contribution: 46,205 cash contribution: 12,475

Form 990-ez, Part I, Line 16

Expenses shrimp exp 23,473 cart exp 99 dist conf 500 rotary supplies 178 paul harris 5,000 total 29,250

Form 990-ez, Part III

Primary exempt purpose - we provide service to others, promote integrity, and advance world understanding, goodwill,and peace through our fellowship of business, professional, and community leaders.

Form 990-ez, Part III, Line 31

OTHERS

Form 990-ez, Part V

Information regarding personal benefit contracts:the organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.the organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.

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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/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENDOWNMENT TRANSFERS 21,000 SCRIMP & CATFISH TICKETS 16,103 PAUL HARRIS INCOME 4,800 POLIO/HAPPY DOLLARS AMOUNT 2,584 MIS INCOME 555 INT INCOME 218 CART INCOME 59 TOTAL 45,319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 13,861 CASH CONTRIBUTION: 46,205 CASH CONTRIBUTION: 12,475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES SHRIMP EXP 23,473 CART EXP 99 DIST CONF 500 ROTARY SUPPLIES 178 PAUL HARRIS 5,000 TOTAL 29,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIMARY EXEMPT PURPOSE - WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL,AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART V
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxPeriodBeginDt02022-07-01
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ReturnHeader/TaxYr02022

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