Civic Intelligence

Powhatan Rotary Foundation Inc

990EZ • Fiscal year 2016 • EIN 45-1011714

Jul 01, 2015 to Jun 30, 2016 • Filed on May 03, 2017

Organization ProfileN/A
PO Box 327Powhatan, VA 23139

(804) 897-4700

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

83rd percentile

28%

Higher net margin than 83% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$6,673

No earlier filing loaded for comparison.

Net Assets

$6,673

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin83rd percentile

Revenue

$15,216

No earlier filing loaded for comparison.

Expenses

$11,000

No earlier filing loaded for comparison.

Net Income

$4,216

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2016: $6,673Liabilities 2016: $0Net Assets 2016: $6,6732016Assets 2024: $53,423Liabilities 2024: $0Net Assets 2024: $53,4232024

Highlighted filing

2016

Assets$6,673
Liabilities$0
Net Assets$6,673
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2016: $15,216Expenses 2016: $11,000Net Income 2016: $4,2162016Revenue 2024: $58,003Expenses 2024: $33,800Net Income 2024: $24,2032024

Highlighted filing

2016

Revenue$15,216
Expenses$11,000
Net Income$4,216
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 3, 2017
Return Version
2015v3.0
Gross Receipts
$31,969
Mission and Program Overview

Mission

The rotary club of powhatan foundation will continuously strive to be aware of the needs of our neighbors, youth, and our community. We will, to the best of our ability and to the extent our resources allow, strive to help those in need and to raise their hopes for the future. We will strive to exemplify the high ideals and standards of rotary international

Program Services

DescriptionGrantsExpenses
NET PROCEEDS FROM FUNDRAISERS GIVEN TO VARIOUS LOCAL CHARITIES BASED UPON RECOMMENDATIONS FROM THE CHARITY COMMITTEE. THE CLUB HAD 1 MAJOR FUNDRAISER DURING THE YEAR.$0$16,753
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEC WOOLFOLKPresident-$0--
STEVE JENKINSSecretary-$0--
ELIZABETH LLEWELLYNTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Symphony Performance$26,738$26,738$16,753$9,985
Total Events$26,738$26,738$16,753$9,985
Filing and Contact Details

Filer

Filer Name
Powhatan Rotary Foundation Inc
EIN
45-1011714
Phone
8048974700
Address
PO BOX 327, POWHATAN, VA 23139

Signing Officer

Name
Elizabeth Llewellyn
Title
Treasurer
Phone
8048974700
Signed
2017-05-03
Discuss with paid preparer
Yes

Preparer

Firm
GREGG & BAILEY PC CPA'S
Address
15871 CITY VIEW DRIVE SUITE 302, MIDLOTHIAN, VA 23113
Preparer
Elizabeth a Llewellyn CPA
Phone
8048974700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 15.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: powhatan leadership institue. Grantee name: powhatan leadership institue. Grantee address: po box 418 powhatan, va 23139. Date of gift: 02/17/16. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: powhatan educational foundation. Grantee name: powhatan educational foundation. Grantee address: 2320 skaggs road powhatan, va 23139. Date of gift: 02/17/16. Amount given: 10,000. Total included on form 990-ez, line 10: 11,000.”

Raw XML Appendix143 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH LLEWELLYN
IRS990EZ/BooksInCareOfDetail/PhoneNum08048974700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015871 CITY VIEW DRIVE SUITE 302
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIDLOTHIAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023113
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02457
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06673
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IRS990EZ/FundraisingGrossIncomeAmt026738
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011000
IRS990EZ/GrossReceiptsAmt031969
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02457
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06673
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEC WOOLFOLK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE JENKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH LLEWELLYN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherRevenueTotalAmt015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ROTARY CLUB OF POWHATAN FOUNDATION WILL CONTINUOUSLY STRIVE TO BE AWARE OF THE NEEDS OF OUR NEIGHBORS, YOUTH, AND OUR COMMUNITY. WE WILL, TO THE BEST OF OUR ABILITY AND TO THE EXTENT OUR RESOURCES ALLOW, STRIVE TO HELP THOSE IN NEED AND TO RAISE THEIR HOPES FOR THE FUTURE. WE WILL STRIVE TO EXEMPLIFY THE HIGH IDEALS AND STANDARDS OF ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NET PROCEEDS FROM FUNDRAISERS GIVEN TO VARIOUS LOCAL CHARITIES BASED UPON RECOMMENDATIONS FROM THE CHARITY COMMITTEE. THE CLUB HAD 1 MAJOR FUNDRAISER DURING THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016753
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt016753
IRS990EZ/SpecialEventsNetIncomeLossAmt09985
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011000
IRS990EZ/TotalProgramServiceExpensesAmt016753
IRS990EZ/TotalRevenueAmt015216
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05216
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05216
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt05216
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05216
IRS990ScheduleA/Total509Grp/TotalAmt05216
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05216
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05216
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016753
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SYMPHONY PERFORMANCE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026738
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026738
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026738
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026738
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09985
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016753
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: POWHATAN LEADERSHIP INSTITUE. GRANTEE NAME: POWHATAN LEADERSHIP INSTITUE. GRANTEE ADDRESS: PO BOX 418 POWHATAN, VA 23139. DATE OF GIFT: 02/17/16. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: POWHATAN EDUCATIONAL FOUNDATION. GRANTEE NAME: POWHATAN EDUCATIONAL FOUNDATION. GRANTEE ADDRESS: 2320 SKAGGS ROAD POWHATAN, VA 23139. DATE OF GIFT: 02/17/16. AMOUNT GIVEN: 10,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 11,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH LLEWELLYN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08048974700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POWHATAN ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0POWH
ReturnHeader/Filer/EIN0451011714
ReturnHeader/Filer/PhoneNum08048974700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 327
ReturnHeader/Filer/USAddress/CityNm0POWHATAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023139
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541647040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGG & BAILEY PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015871 CITY VIEW DRIVE SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDLOTHIAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023113
ReturnHeader/PreparerPersonGrp/PhoneNum08048974700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH A LLEWELLYN CPA
ReturnHeader/ReturnTs02017-05-03T12:07:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,673
Liabilities
$0
Net assets
$6,673
Revenue
$15,216
Expenses
$11,000
Net income
$4,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.4$0.00$53.4$58.0$33.8$24.2
2016Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$15.2$11.0$4.22