Civic Intelligence

Cape Henry Rotary Foundation

990EZ • Fiscal year 2017 • EIN 46-5515643

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 17, 2017

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

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

57th percentile

6.6%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

77th percentile

30%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$20,783

Up $4,770 (+30%) from 2016

Net Assets

Up

$19,552

Up $3,539 (+22%) from 2016

Liabilities

$1,231

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin57th percentile

Revenue

Down

$53,886

Down $14,281 (-21%) from 2016

Expenses

Down

$50,347

Down $6,533 (-11%) from 2016

Net Income

Down

$3,539

Down $7,748 (-69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

2017

Assets$20,783
Liabilities$1,231
Net Assets$19,552
Open 2017 Filing

Operations Trend

Revenue Growth23rd percentile

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

2017

Revenue$53,886
Expenses$50,347
Net Income$3,539
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 17, 2017
Return Version
2016v3.0
Gross Receipts
$117,049
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.$46,000$50,347
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHIE JEFFRIESChair-$0--
CHERYL MORREIMTreasurer-$0--
DONNA MAGOONSecretary-$0--
HANK KELLAMDirector-$0--
TOM MCLEMOREDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Crush$117,049$117,049$63,163$53,886
Total Events$117,049$117,049$63,163$53,886
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
2017-07-17

Preparer

Firm
Barnes Brock Cornwell & Painter Plc
Address
908 EDEN WAY N STE 201, CHESAPEAKE, VA 23320-2640
Preparer
Wendy C Goldberg
Phone
7579615017
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses marketing 4,347 total 4,347”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 1,231”

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 Appendix144 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07574120202
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5743
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VIRGINIA BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023471
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IRS990EZ/ExcessOrDeficitForYearAmt03539
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt046000
IRS990EZ/GrossReceiptsAmt0117049
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016013
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04347
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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050347
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt063163
IRS990EZ/SpecialEventsNetIncomeLossAmt053886
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01231
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050347
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IRS990EZ/TotalRevenueAmt053886
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0117049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0120203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt092823
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0330075
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt063163
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0117049
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0117049
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt053886
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt063163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING 4,347 TOTAL 4,347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 1,231
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07574120202
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-17
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ReturnHeader/Filer/BusinessNameControlTxt0CAPE
ReturnHeader/Filer/EIN0465515643
ReturnHeader/Filer/PhoneNum07574120202
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200221868
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNES BROCK CORNWELL & PAINTER PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0908 EDEN WAY N STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESAPEAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0233202640
ReturnHeader/PreparerPersonGrp/PhoneNum07579615017
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY C GOLDBERG
ReturnHeader/ReturnTs02017-07-24T09:52:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,783
Liabilities
$1,231
Net assets
$19,552
Revenue
$53,886
Expenses
$50,347
Net income
$3,539
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
2017Detailed filing. Detailed filing data is available for this year.$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