Civic Intelligence

Cape Henry Rotary Foundation

EIN 46-5515643 • 501(c)3 • Virginia Beach, VA

Profile

The foundation serves the virginia beach and tidewater area in efforts to eradicate polio and similar endeauvors by exercising charitable giving to other 501(c)3 organizations and educational institiutions for the benefit of a student.

PO Box 5743Virginia Beach, VA 23471

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

32nd percentile

-8.0%

Higher net margin than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

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 2020

Asset Growth

40th percentile

-10%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$62,629

Down $7,219 (-10%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$62,629

Down $7,219 (-10%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$43,233

Down $8,681 (-17%) from 2019

Expenses

Up

$46,709

Up $3,313 (+7.6%) from 2019

Net Income

Down

-$3,476

Down $11,994 (-141%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$80K$60K$40K$20K$0Assets 2015: $4,727Net Assets 2015: $4,7272015Assets 2016: $16,013Net Assets 2016: $16,0132016Assets 2017: $20,783Liabilities 2017: $1,231Net Assets 2017: $19,5522017Assets 2018: $61,332Net Assets 2018: $61,3322018Assets 2019: $69,848Net Assets 2019: $69,8482019Assets 2020: $62,629Net Assets 2020: $62,6292020

Highlighted filing

2020

Assets$62,629
Liabilities-
Net Assets$62,629
Open 2020 Filing

Operations Trend

Revenue Growth36th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $49,677Expenses 2015: $44,950Net Income 2015: $4,7272015Revenue 2016: $68,167Expenses 2016: $56,880Net Income 2016: $11,2872016Revenue 2017: $53,886Expenses 2017: $50,347Net Income 2017: $3,5392017Revenue 2018: $108,097Expenses 2018: $66,174Net Income 2018: $41,9232018Revenue 2019: $51,914Expenses 2019: $43,396Net Income 2019: $8,5182019Revenue 2020: $43,233Expenses 2020: $46,709Net Income 2020: -$3,4762020

Highlighted filing

2020

Revenue$43,233
Expenses$46,709
Net Income-$3,476
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$62,629
Liabilities
-
Net assets
$62,629
Revenue
$43,233
Expenses
$46,709
Net income
-$3,476
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.63$0.43$0.47$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.52$0.43$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.61$1.08$0.66$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.01$0.20$0.54$0.50$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.68$0.57$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.50$0.45$0.05
Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 19, 2019
Return Version
2018v3.1
Gross Receipts
$105,516
Mission and Program Overview

Mission

The foundation serves the virginia beach and tidewater area in efforts to eradicate polio and similar endeauvors by exercising charitable giving to other 501(c)3 organizations and educational institiutions for the benefit of a student.

Program Services

DescriptionGrantsExpenses
CHARITABLE GIVING TO OTHER 501(C)3 ORGANIZATIONS AND EDUCATIONAL INSTITIUTIONS FOR THE BENEFIT OF STUDENTS.$39,200$43,396
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI ABSHERChair-$0--
CHERYL MORREIMTreasurer-$0--
HANK KELLAMDirector-$0--
KATHY JEFFRIESDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Crush$105,106$105,106$10,924$94,182
Total Events$105,106$105,106$53,602$51,504
Filing and Contact Details

Filer

Filer Name
Cape Henry Rotary Foundation
EIN
46-5515643
Phone
7574120202
Address
PO BOX 5743, VIRGINIA BEACH, VA 23471

Signing Officer

Name
Cheryl Morreim
Title
Treasurer
Phone
7574120202
Signed
2019-08-19

Preparer

Firm
Wc Goldberg& Co Pc
Address
4429 BONNEY ROAD SUITE 420, VIRGINIA BEACH, VA 23462
Preparer
Wendy C Goldberg CPA
Phone
7572330161
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other income 119 total 119”

Form 990-ez, Part I, Line 16

“Expenses marketing 900 bank fees 489 miscellaneous 300 supplies 27 technology 420 maintenance 1,375 total 3,511”

Form 990-ez, Part III

“The foundation serves the virginia beach and tidewater area in efforts to eradicate polio and similar endeauvors by exercising charitable giving to other 501(c)3 organizations and educational institiutions for the benefit of a student.”

Raw XML Appendix164 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/PersonNm0CHERYL MORREIM
IRS990EZ/BooksInCareOfDetail/PhoneNum07574120202
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5743
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VIRGINIA BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023471
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061330
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069848
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08518
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0685
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061330
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069848
IRS990EZ/FundraisingGrossIncomeAmt0105106
IRS990EZ/GrantsAndSimilarAmountsPaidAmt039200
IRS990EZ/GrossReceiptsAmt0105516
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0291
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061330
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069848
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061330
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069848
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI ABSHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERYL MORREIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HANK KELLAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY JEFFRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03511
IRS990EZ/OtherRevenueTotalAmt0119
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION SERVES THE VIRGINIA BEACH AND TIDEWATER AREA IN EFFORTS TO ERADICATE POLIO AND SIMILAR ENDEAUVORS BY EXERCISING CHARITABLE GIVING TO OTHER 501(C)3 ORGANIZATIONS AND EDUCATIONAL INSTITIUTIONS FOR THE BENEFIT OF A STUDENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE GIVING TO OTHER 501(C)3 ORGANIZATIONS AND EDUCATIONAL INSTITIUTIONS FOR THE BENEFIT OF STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043396
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt053602
IRS990EZ/SpecialEventsNetIncomeLossAmt051504
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043396
IRS990EZ/TotalProgramServiceExpensesAmt043396
IRS990EZ/TotalRevenueAmt051914
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023099
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0105516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0135895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0117049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0120203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt092823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0571486
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98820
IRS990ScheduleA/PublicSupportPY509Pct00.98570
IRS990ScheduleA/PublicSupportTotal509Amt0587585
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt07000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt07000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt07000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt07000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0158994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0117049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0120203
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092823
IRS990ScheduleA/Total509Grp/TotalAmt0594585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0158994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0117049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0120203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092823
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0594585
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt053602
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OYSTER CRUSH
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt034841
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt034841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0105106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0105106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0105106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0105106
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051504
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010924
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010924
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06037
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 119 TOTAL 119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 900 BANK FEES 489 MISCELLANEOUS 300 SUPPLIES 27 TECHNOLOGY 420 MAINTENANCE 1,375 TOTAL 3,511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION SERVES THE VIRGINIA BEACH AND TIDEWATER AREA IN EFFORTS TO ERADICATE POLIO AND SIMILAR ENDEAUVORS BY EXERCISING CHARITABLE GIVING TO OTHER 501(C)3 ORGANIZATIONS AND EDUCATIONAL INSTITIUTIONS FOR THE BENEFIT OF A STUDENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL MORREIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07574120202
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPE HENRY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAPE
ReturnHeader/Filer/EIN0465515643
ReturnHeader/Filer/PhoneNum07574120202
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5743
ReturnHeader/Filer/USAddress/CityNm0VIRGINIA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023471
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F8DA1CA24E96FDB236727D7A786CEDCD9823B05
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04069FC157CB9B80FE8968E93C3C6556E49D6D9C2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-08-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:45:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203094898
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WC GOLDBERG& CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04429 BONNEY ROAD SUITE 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VIRGINIA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023462
ReturnHeader/PreparerPersonGrp/PhoneNum07572330161
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY C GOLDBERG CPA
ReturnHeader/ReturnTs02019-08-20T07:45:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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