Civic Intelligence

Cape Henry Rotary Foundation

990EZ • Fiscal year 2020 • EIN 46-5515643

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 20, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

30th percentile

-8.0%

Higher net margin than 30% of similar nonprofits.

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

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.

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

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

47th percentile

-17%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 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

Net Assets

Down

$62,629

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin30th 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

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2020

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

Operations Trend

Revenue Growth47th 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

2020

Revenue$43,233
Expenses$46,709
Net Income-$3,476
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 20, 2020
Return Version
2019v5.0
Gross Receipts
$91,519
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.$40,647$46,709
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Crush$91,286$91,286$9,091$82,195
Total Events$91,286$91,286$48,286$43,000
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
7574048089
Signed
2020-08-20

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 117 total 117”

Form 990-ez, Part I, Line 16

“Expenses marketing 2,700 technology 360 bank fees 75 miscellaneous 476 maintenance 1,633 total 5,244”

Form 990-ez, Part I, Line 20

“Unrealized gain/loss -3,743”

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 Appendix172 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-3743
IRS990EZ/OtherExpensesTotalAmt05244
IRS990EZ/OtherRevenueTotalAmt0117
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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/PrintingPublicationsPostageAmt063
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040647
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt043233
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0570182
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0593281
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt033223
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 117 TOTAL 117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 2,700 TECHNOLOGY 360 BANK FEES 75 MISCELLANEOUS 476 MAINTENANCE 1,633 TOTAL 5,244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN/LOSS -3,743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-11-19 02:30:22Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07574048089
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-20
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
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ReturnHeader/FilingSecurityInformation/IPDt02020-08-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:32:55
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/PreparationDt02020-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY C GOLDBERG CPA
ReturnHeader/ReturnTs02020-08-21T13:32:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

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
2020Detailed filing. Detailed filing data is available for this year.$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