Charles County Rotary Foundation Incorporated

990EZ • Fiscal year 2013 • EIN 52-1962182

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 28, 2013

Organization Profile N/A

PO Box 192520646

Siviq Scores

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

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

15%

Higher net margin than 71% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

11%

Faster asset growth than 65% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

29%

Faster revenue growth than 77% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets56th percentile

Assets

$190,281

Up $19,593 (+11%) from 2012

Net Assets

$190,191

Up $19,593 (+11%) from 2012

Liabilities

Flat

$90

Flat from 2012

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin71st percentile

Revenue

$70,030

Up $15,549 (+29%) from 2012

Expenses

$59,862

Up $11,662 (+24%) from 2012

Net Income

$10,168

Up $3,887 (+62%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$190,281

Liabilities$90

Net Assets$190,191

Open 2013 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$70,030

Expenses$59,862

Net Income$10,168

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Oct 28, 2013
Return Version: 2012v2.3

Mission and Program Overview

Mission

Primary exempt purposecollege scholarships for seniors of local high schools, and donations to other qaualified exempt organizations.

Filing and Contact Details

Filer

EIN: 52-1962182

Raw XML Appendix207 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
CompensationExplanation/Compensation/PersonName	0	GREGORY C COCKERHAM
CompensationExplanation/Compensation/PersonName	1	JOHN G HUNGERFORD IV
CompensationExplanation/Compensation/PersonName	2	JAMES F DIMISA
CompensationExplanation/Compensation/PersonName	3	E LARRY SANDERS III
CompensationExplanation/Compensation/PersonName	4	BARRY I ARON
CompensationExplanation/Compensation/PersonName	5	JOSH JOSON
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	166104
IRS990EZ/CashSavingsAndInvestments/EOY	0	186005
IRS990EZ/ContributionsGiftsGrantsEtc	0	14530
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	10168
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/FundraisingGrossIncome	0	88055
IRS990EZ/GrantsAndSimilarAmountsPaid	0	59255
IRS990EZ/GrossReceipts	0	103397
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InvestmentIncome	0	812
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	170598
IRS990EZ/NetAssetsOrFundBalancesBOY	0	170598
IRS990EZ/NetAssetsOrFundBalances/EOY	0	190191
IRS990EZ/NetAssetsOrFundBalancesEOY	0	190191
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	GREGORY C COCKERHAM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	JOHN G HUNGERFORD IV
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	JAMES F DIMISA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	E LARRY SANDERS III
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	BARRY I ARON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	JOSH JOSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	DIRECTOR
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/BOY	0	4584
IRS990EZ/OtherAssetsTotal/EOY	0	4276
IRS990EZ/OtherChangesInNetAssets	0	9425
IRS990EZ/OtherExpensesTotal	0	607
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	COLLEGE SCHOLARSHIPS FOR SENIORS OF LOCAL HIGH SCHOOLS, AND DONATIONS TO OTHER QUALIFIED EXEMPT ORGANIZATIONS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	ADMINISTRATION OF SCHOLARSHIP PROGRAM AND LOCAL AND INTERNATIONAL CHARITABLE ACTIVITIES
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	59255
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	59862
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	33367
IRS990EZ/SpecialEventsNetIncomeLoss	0	54688
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	MD
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	90
IRS990EZ/SumOfTotalLiabilities/EOY	0	90
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	9500 PENNSYLVANIA AVENUE SUITE 11
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	UPPER MARLBORO
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	MD
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	20772
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	JOHN E STRINGER CPA
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	3015991255
IRS990EZ/TotalAssets/BOY	0	170688
IRS990EZ/TotalAssets/EOY	0	190281
IRS990EZ/TotalExpenses	0	59862
IRS990EZ/TotalProgramServiceExpenses	0	59862
IRS990EZ/TotalRevenue	0	70030
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	14530
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	5200
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	2920
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	6125
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	5160
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	33935
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear	0	812
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	291
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	248
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years	0	244
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years	0	849
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	2444
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYear	0	88055
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus1Year	0	87288
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus2Years	0	85454
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus3Years	0	76475
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus4Years	0	75373
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total	0	412645
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	812
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	291
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	248
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years	0	244
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years	0	849
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	2444
IRS990ScheduleA/InvestmentIncomePercentage	0	0.01000
IRS990ScheduleA/PriorYearSupportPercentage	0	0.97470
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.03000
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.99460
IRS990ScheduleA/PublicSupportTotal509	0	446580
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	102585
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	92488
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	88374
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	82600
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	80533
IRS990ScheduleA/Total509/Total	0	446580
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	103397
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	92779
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	88622
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	82844
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	81382
IRS990ScheduleA/TotalSupportTotal/Total	0	449024
IRS990ScheduleG/EventsInformation/CashPrizesEvent1	0	1560
IRS990ScheduleG/EventsInformation/CashPrizesTotalEvents	0	1560
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	33367
IRS990ScheduleG/EventsInformation/EntertainmentEvent1	0	1650
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents	0	1650
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent1	0	23498
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents	0	23498
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	88055
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	88055
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	88055
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	88055
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	LOBSTER FESTIVA
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	54688
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	5159
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	5159
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent1	0	1500
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents	0	1500
IRS990ScheduleG/LicensedStates	0	MD
IRS990ScheduleG/StatesWhereGamingConducted	0	MD
IRS990ScheduleO/GeneralExplanation/Explanation	0	NONE SCHOLARSHIPS 05/15/2012 14,750 0 0
IRS990ScheduleO/GeneralExplanation/Explanation	1	LAPLATA METHODIST CHURCH COMMUNITY SERVICE 11/09/2012 ROUTE 6 LAPLATA, MD 20646 16,780 0 0 HOSPICE OF CHARLES COUNTY COMMUNITY SERVICE 03/19/2013 2505 DAVIS ROAD WALDORF, MD 20603 7,500 0 0
IRS990ScheduleO/GeneralExplanation/Explanation	2	EXPENSES DISTRICT CONFERENCE 100 BANK SERVICE CHARGES 26 DUES - CHAMBER OF COMMERC 150 POSTAGE 136 STATE REGISTRATION FEES 100 MISCELLANEOUS 95 TOTAL 607
IRS990ScheduleO/GeneralExplanation/Explanation	3	UNREALIZED APPRECIATION OF SECURITIES 9,425
IRS990ScheduleO/GeneralExplanation/Explanation	4	PREPAID EXPENSES AND DEFERRED CHARGES 1,250 1,250 4,616 4,616 LESS ACCUMULATED DEPRECIATION 1,282 1,590 TOTAL 4,584 4,276
IRS990ScheduleO/GeneralExplanation/Explanation	5	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 90 90
IRS990ScheduleO/GeneralExplanation/Explanation	6	COLLEGE SCHOLARSHIPS FOR SENIORS OF LOCAL HIGH SCHOOLS, AND DONATIONS TO OTHER QUALIFIED EXEMPT ORGANIZATIONS.
IRS990ScheduleO/GeneralExplanation/Identifier	0	GRANTS AND SIMILAR AMTS PAID TO INDIVIDUALS
IRS990ScheduleO/GeneralExplanation/Identifier	1	GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier	2	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	3	OTHER CHANGES IN NET ASSETS OR FUND BALANCES
IRS990ScheduleO/GeneralExplanation/Identifier	4	OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier	5	OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier	6	PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference	6	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	521962182
ReturnHeader/Filer/Name/BusinessNameLine1	0	CHARLES COUNTY ROTARY
ReturnHeader/Filer/Name/BusinessNameLine2	0	FOUNDATION INC
ReturnHeader/Filer/NameControl	0	CHAR
ReturnHeader/Filer/Phone	0	3019348642
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 1925
ReturnHeader/Filer/USAddress/City	0	LAPLATA
ReturnHeader/Filer/USAddress/State	0	MD
ReturnHeader/Filer/USAddress/ZIPCode	0	20646
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-10-28
ReturnHeader/Officer/Name	0	E LARRY SANDERS III
ReturnHeader/Officer/Phone	0	3019348642
ReturnHeader/Officer/Title	0	TREASURER
ReturnHeader/Preparer/DatePrepared	0	2013-10-28
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	ARONHALT STRINGER & COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	9500 PENNSYLVANIA AVENUE SUITE 11
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	UPPER MARLBORO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	20772
ReturnHeader/Preparer/Name	0	JOHN E STRINGER CPA
ReturnHeader/Preparer/Phone	0	3015991255
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-10-28T15:18:15-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $190,281
Liabilities: $90
Net assets: $190,191
Revenue: $70,030
Expenses: $59,862
Net income: $10,168

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.55	$0.01	$4.54	$1.15	$0.67	$0.48
2023Detailed filing. Detailed filing data is available for this year.	$3.98	$0.01	$3.97	$1.01	$0.64	$0.37
2022Detailed filing. Detailed filing data is available for this year.	$3.44	$0.01	$3.43	$0.70	$0.52	$0.17
2021Detailed filing. Detailed filing data is available for this year.	$3.64	$0.01	$3.63	$0.32	$0.64	$0.32
2020Detailed filing. Detailed filing data is available for this year.	$3.45	$0.01	$3.44	$0.90	$0.63	$0.27
2019Detailed filing. Detailed filing data is available for this year.	$3.30	$0.01	$3.29	$0.92	$0.76	$0.16
2018Detailed filing. Detailed filing data is available for this year.	$3.12	$0.01	$3.11	$0.71	$0.40	$0.31
2017Detailed filing. Detailed filing data is available for this year.	$2.77	$0.02	$2.76	$0.61	$0.33	$0.28
2016Detailed filing. Detailed filing data is available for this year.	$2.37	$0.00	$2.37	$0.62	$0.45	$0.17
2015Detailed filing. Detailed filing data is available for this year.	$2.30	$0.03	$2.27	$0.61	$0.48	$0.13
2014Detailed filing. Detailed filing data is available for this year.	$2.16	$0.00	$2.16	$0.63	$0.51	$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.90	$0.00	$1.90	$0.70	$0.60	$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.71	$0.00	$1.71	$0.54	$0.48	$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.67	$0.00	$1.67	$0.51	$0.43	$0.09