Civic Intelligence

Cape Henry Rotary Foundation

990EZ • Fiscal year 2016 • EIN 46-5515643

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 04, 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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

73rd percentile

17%

Higher net margin than 73% 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

96th percentile

239%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$16,013

Up $11,286 (+239%) from 2015

Net Assets

Up

$16,013

Up $11,286 (+239%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$68,167

Up $18,490 (+37%) from 2015

Expenses

Up

$56,880

Up $11,930 (+27%) from 2015

Net Income

Up

$11,287

Up $6,560 (+139%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2016

Assets$16,013
Liabilities-
Net Assets$16,013
Open 2016 Filing

Operations Trend

Revenue Growth82nd 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

2016

Revenue$68,167
Expenses$56,880
Net Income$11,287
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 4, 2016
Return Version
2015v3.0
Gross Receipts
$120,203
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.$56,100$56,880
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHIE JEFFRIESPresident-$0--
CHERYL MORREIMTreasurer-$0--
JEREMY JOHNSONSecretary-$0--
HANK KELLAMDirector-$0--
TOM MCLEMOREDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Crush$120,203$120,203$52,036$68,167
Total Events$120,203$120,203$52,036$68,167
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
Treasurer
Signed
2016-11-04

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 780 total 780”

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 Appendix133 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/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/BOYAmt04726
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016013
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011287
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04726
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IRS990EZ/FundraisingGrossIncomeAmt0120203
IRS990EZ/GrantsAndSimilarAmountsPaidAmt056100
IRS990EZ/GrossReceiptsAmt0120203
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04726
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016013
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04726
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHIE JEFFRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERYL MORREIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEREMY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HANK KELLAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM MCLEMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0780
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/GrantsAndAllocationsAmt056100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056880
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt052036
IRS990EZ/SpecialEventsNetIncomeLossAmt068167
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056880
IRS990EZ/TotalProgramServiceExpensesAmt056880
IRS990EZ/TotalRevenueAmt068167
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0120203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt092823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0213026
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0213026
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0120203
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt092823
IRS990ScheduleA/Total509Grp/TotalAmt0213026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0120203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt092823
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0213026
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt052036
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OYSTER CRUSH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0120203
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0120203
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0120203
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0120203
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt068167
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt052036
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt052036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING 780 TOTAL 780
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL MORREIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-04
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/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/PreparationDt02017-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY C GOLDBERG
ReturnHeader/ReturnTs02017-02-13T10:27:05-05:00
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
$16,013
Liabilities
-
Net assets
$16,013
Revenue
$68,167
Expenses
$56,880
Net income
$11,287
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