Civic Intelligence

Foundation of Leonardtown

EIN 52-1973908 • 501(c)3 • Leonardtown, MD

Profile

To provide support for the leonardtown rotary club, providing an opportunity for donations to be invested until they can be used to further the club's scholarship program services and other program services of the club.

PO Box 662Leonardtown, MD 20650

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$143,024

Up $25,544 (+22%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$143,024

Up $32,860 (+30%) from 2020

Revenue

Up

$17,107

Up $3,024 (+21%) from 2020

Expenses

Down

$5,848

Down $1,702 (-23%) from 2020

Net Income

Up

$11,259

Up $4,726 (+72%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $100,908Liabilities 2011: $02011Assets 2012: $96,338Liabilities 2012: $5,2202012Assets 2013: $108,074Liabilities 2013: $2,654Net Assets 2013: $105,4202013Assets 2014: $107,064Liabilities 2014: $6,001Net Assets 2014: $101,0632014Assets 2015: $98,640Liabilities 2015: $3,609Net Assets 2015: $95,0312015Assets 2016: $92,712Liabilities 2016: $3,609Net Assets 2016: $89,1032016Assets 2017: $102,496Liabilities 2017: $3,609Net Assets 2017: $98,8872017Assets 2018: $114,790Liabilities 2018: $3,609Net Assets 2018: $111,1812018Assets 2019: $105,476Liabilities 2019: $3,609Net Assets 2019: $101,8672019Assets 2020: $117,480Liabilities 2020: $7,316Net Assets 2020: $110,1642020Assets 2021: $143,024Net Assets 2021: $143,0242021

Highlighted filing

2021

Assets$143,024
Liabilities-
Net Assets$143,024

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2011: $3,290Expenses 2011: $2,867Net Income 2011: $4232011Revenue 2012: $20,649Expenses 2012: $28,624Net Income 2012: -$7,9752012Revenue 2013: $14,387Expenses 2013: $9,346Net Income 2013: $5,0412013Revenue 2014: $12,317Expenses 2014: $16,093Net Income 2014: -$3,7762014Revenue 2015: $17,133Expenses 2015: $14,841Net Income 2015: $2,2922015Revenue 2016: $12,495Expenses 2016: $10,170Net Income 2016: $2,3252016Revenue 2017: $18,134Expenses 2017: $15,952Net Income 2017: $2,1822017Revenue 2018: $23,802Expenses 2018: $8,758Net Income 2018: $15,0442018Revenue 2019: $15,057Expenses 2019: $23,310Net Income 2019: -$8,2532019Revenue 2020: $14,083Expenses 2020: $7,550Net Income 2020: $6,5332020Revenue 2021: $17,107Expenses 2021: $5,848Net Income 2021: $11,2592021

Highlighted filing

2021

Revenue$17,107
Expenses$5,848
Net Income$11,259

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 21, 2022
Return Version
2020v4.0
Gross Receipts
$49,798
Mission and Program Overview

Mission

To provide support for the leonardtown rotary club, providing an opportunity for donations to be invested until they can be used to further the club's scholarship program services and other program services of the club.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORT FOR THE LEONARDTOWN ROTARY CLUB, PROVIDING AN OPPORTUNITY FOR DONATIONS TO BE INVESTED UNTIL THEY CAN BE USED TO FURTHER THE CLUB'S SCHOLARSHIP PROGRAM SERVICES AND OTHER PROGRAM SERVICES OF THE CLUB.$4,167$5,848
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY ALLENSecretary-$0--
BARBARA THOMPSONFoundation C-$0--
CATHERINE ASKEYTreasurer-$0--
DAVE MCDONOUGHPresident-$0--
CAROLYN EGRIEDirector-$0--
RAY DODSONDirector-$0--
LISA BLACKWELLDirector-$0--
ROBIN FINNACOMDirector-$0--
ALISON ROBINSONDirector-$0--
RICK STEINMETZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Foundation of Leonardtown
EIN
52-1973908
Phone
3014755671
Address
PO BOX 662, LEONARDTOWN, MD 20650

Signing Officer

Name
Catherine Askey
Title
Treasurer
Phone
3014755671
Signed
2022-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Askey Askey & Associates CPA LLC
Address
PO BOX 662, LEONARDTOWN, MD 20650-0662
Preparer
Catherine a Askey CPA
Phone
3014755671
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses investment expenses 1,657 bank charges 24 total 1,681

Form 990-ez, Part I, Line 20

Unrealized gain on mutual funds 21,600

Form 990-ez, Part II, Line 26

Due to oyster reef project 3,609 0 due to rotary international 3,707 0

Form 990-ez, Part III

To provide support for the leonardtown rotary club, providing an opportunity for donations to be invested until they can be used to further the club's scholarship program services and other program services of the club.

Form 990-ez, Part III, Line 28

To provide support for the leonardtown rotary club, providing an opportunity for donations to be invested until they can be used to further the club's scholarship program services and other program services of the club.

Raw XML Appendix194 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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CompensationExplanation/CompensationExplanationGrp/PersonNm5RAY DODSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FOUNDATION C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FOR THE LEONARDTOWN ROTARY CLUB, PROVIDING AN OPPORTUNITY FOR DONATIONS TO BE INVESTED UNTIL THEY CAN BE USED TO FURTHER THE CLUB'S SCHOLARSHIP PROGRAM SERVICES AND OTHER PROGRAM SERVICES OF THE CLUB.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INVESTMENT EXPENSES 1,657 BANK CHARGES 24 TOTAL 1,681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON MUTUAL FUNDS 21,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO OYSTER REEF PROJECT 3,609 0 DUE TO ROTARY INTERNATIONAL 3,707 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SUPPORT FOR THE LEONARDTOWN ROTARY CLUB, PROVIDING AN OPPORTUNITY FOR DONATIONS TO BE INVESTED UNTIL THEY CAN BE USED TO FURTHER THE CLUB'S SCHOLARSHIP PROGRAM SERVICES AND OTHER PROGRAM SERVICES OF THE CLUB.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE SUPPORT FOR THE LEONARDTOWN ROTARY CLUB, PROVIDING AN OPPORTUNITY FOR DONATIONS TO BE INVESTED UNTIL THEY CAN BE USED TO FURTHER THE CLUB'S SCHOLARSHIP PROGRAM SERVICES AND OTHER PROGRAM SERVICES OF THE CLUB.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03014755671
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION OF LEONARDTOWN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY INC
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0521973908
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ReturnHeader/PreparerPersonGrp/PhoneNum03014755671
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE A ASKEY CPA
ReturnHeader/ReturnTs02022-04-27T08:04:44-05:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ASKEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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