Civic Intelligence

Cape Henry Rotary Foundation

990EZ • Fiscal year 2015 • EIN 46-5515643

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

Organization ProfileN/A
PO Box 5743Virginia Beach, VA 23471

(757) 412-0202

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

63rd percentile

9.5%

Higher net margin than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$4,727

No earlier filing loaded for comparison.

Net Assets

$4,727

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

$49,677

No earlier filing loaded for comparison.

Expenses

$44,950

No earlier filing loaded for comparison.

Net Income

$4,727

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.

$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

2015

Assets$4,727
Liabilities-
Net Assets$4,727
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$49,677
Expenses$44,950
Net Income$4,727
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$92,823
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.$43,000$44,950
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODGER SCHOONOVERChair-$0--
CHERYL MORREIMTreasurer-$0--
JEREMY JOHNSONSecretary-$0--
HANK KELLAMDirector-$0--
TOM MCLEMOREDirector-$0--
JUDY COCHERELLEx-Officio-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Crush$92,823$92,823$43,146$49,677
Total Events$92,823$92,823$43,146$49,677
Filing and Contact Details

Filer

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

Signing Officer

Name
Cheryl Morreim
Title
Treasuer
Signed
2016-05-13

Preparer

Firm
Wc Goldberg & Company Pc
Address
484 VIKING DR STE 160, VIRGINIA BEACH, VA 23452-7393
Preparer
Wendy C Goldberg CPA
Phone
7574203986
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses marketing 1,950 total 1,950”

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 Appendix132 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/PersonNm0FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07574120202
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5743
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VIRGINIA BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023471
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04727
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04727
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
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IRS990EZ/FundraisingGrossIncomeAmt092823
IRS990EZ/GrantsAndSimilarAmountsPaidAmt043000
IRS990EZ/GrossReceiptsAmt092823
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04727
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RODGER SCHOONOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERYL MORREIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEREMY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HANK KELLAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM MCLEMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUDY COCHERELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EX-OFFICIO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01950
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/GrantsAndAllocationsAmt043000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044950
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043146
IRS990EZ/SpecialEventsNetIncomeLossAmt049677
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044950
IRS990EZ/TotalProgramServiceExpensesAmt044950
IRS990EZ/TotalRevenueAmt049677
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt092823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt092823
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt092823
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092823
IRS990ScheduleA/Total509Grp/TotalAmt092823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092823
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt092823
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043146
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OYSTER CRUSH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt092823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt092823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt092823
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049677
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043146
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt043146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING 1,950 TOTAL 1,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL MORREIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASUER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPE HENRY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAPE
ReturnHeader/Filer/EIN0465515643
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5743
ReturnHeader/Filer/USAddress/CityNm0VIRGINIA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023471
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203094898
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WC GOLDBERG & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0484 VIKING DR STE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VIRGINIA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0234527393
ReturnHeader/PreparerPersonGrp/PhoneNum07574203986
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY C GOLDBERG CPA
ReturnHeader/ReturnTs02016-05-13T15:29:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,727
Liabilities
-
Net assets
$4,727
Revenue
$49,677
Expenses
$44,950
Net income
$4,727
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits