Civic Intelligence

Foundation of Leonardtown Rotary Inc.

990EZ • Fiscal year 2017 • EIN 52-1973908

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 06, 2017

PO Box 288Leonardtown, MD 20650

(301) 475-5671

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

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

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

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

66th percentile

12%

Higher net margin than 66% 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

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Up

$102,496

Up $9,784 (+11%) from 2016

Net Assets

Up

$98,887

Up $9,784 (+11%) from 2016

Liabilities

Flat

$3,609

Flat from 2016

Revenue

Up

$18,134

Up $5,639 (+45%) from 2016

Expenses

Up

$15,952

Up $5,782 (+57%) from 2016

Net Income

Down

$2,182

Down $143 (-6.2%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$102,496
Liabilities$3,609
Net Assets$98,887

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$18,134
Expenses$15,952
Net Income$2,182
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 6, 2017
Return Version
2016v3.0
Gross Receipts
$22,117
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.$8,000$15,952
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN CARNEYPresident-$0--
RUSH COXTreasurer-$0--
LYNN FITRELLSecretary-$0--
CATHERINE A ASKEYDirector-$0--
STEVE KINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Foundation of Leonardtown
EIN
52-1973908
Phone
3014755671
Address
PO BOX 288, LEONARDTOWN, MD 20650

Signing Officer

Name
Dan Carney
Title
President
Phone
3014755671
Signed
2017-09-06
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses investment expenses 807 timeshare costs 1,062 rotary international 6,083 total 7,952

Form 990-ez, Part I, Line 20

Unrealized gain on mutual funds 7,601

Form 990-ez, Part II, Line 26

Due to oyster reef project 3,609 3,609

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 Appendix166 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/BooksInCareOfDetail/PhoneNum03014755671
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt07601
IRS990EZ/OtherExpensesTotalAmt07952
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt04184
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt018134
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INVESTMENT EXPENSES 807 TIMESHARE COSTS 1,062 ROTARY INTERNATIONAL 6,083 TOTAL 7,952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON MUTUAL FUNDS 7,601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO OYSTER REEF PROJECT 3,609 3,609
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/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DAN CARNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03014755671
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION OF LEONARDTOWN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY INC
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ReturnHeader/Filer/EIN0521973908
ReturnHeader/Filer/PhoneNum03014755671
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 288
ReturnHeader/Filer/USAddress/CityNm0LEONARDTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020650
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521999052
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASKEY ASKEY & ASSOCIATES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 662
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEONARDTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0206500662
ReturnHeader/PreparerPersonGrp/PhoneNum03014755671
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE A ASKEY
ReturnHeader/ReturnTs02017-09-07T08:50:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits