Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 52-6047462

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 12, 2015

PO Box 84Bethesda, MD 20818

(301) 229-6105

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-9.3%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$6,132

Up $1,398 (+30%) from 2013

Net Assets

Up

$6,132

Up $1,398 (+30%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$113,183

Down $11,647 (-9.3%) from 2013

Expenses

Down

$111,785

Down $3,390 (-2.9%) from 2013

Net Income

Down

$1,398

Down $8,257 (-86%) from 2013

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0-$10KAssets 2010: $4,375Liabilities 2010: $02010Assets 2011: $1Liabilities 2011: $2,3532011Assets 2012: $0Liabilities 2012: $4,921Net Assets 2012: -$4,9212012Assets 2013: $4,734Liabilities 2013: $0Net Assets 2013: $4,7342013Assets 2014: $6,132Liabilities 2014: $0Net Assets 2014: $6,1322014Assets 2015: $12,610Liabilities 2015: $02015Assets 2016: $16,520Liabilities 2016: $02016Assets 2017: $12,057Liabilities 2017: $02017Assets 2018: $7,920Liabilities 2018: $02018Assets 2019: $11,559Liabilities 2019: $02019Assets 2020: $12,493Liabilities 2020: $0Net Assets 2020: $12,4932020Assets 2021: $17,682Liabilities 2021: $0Net Assets 2021: $17,6822021Assets 2022: $17,702Liabilities 2022: $143Net Assets 2022: $17,5592022Assets 2023: $24,365Liabilities 2023: $0Net Assets 2023: $24,3652023Assets 2024: $34,327Liabilities 2024: $0Net Assets 2024: $34,3272024

Highlighted filing

2014

Assets$6,132
Liabilities$0
Net Assets$6,132

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $99,128Expenses 2010: $97,981Net Income 2010: $1,1472010Revenue 2011: $90,909Expenses 2011: $97,637Net Income 2011: -$6,7282011Revenue 2012: $99,865Expenses 2012: $102,433Net Income 2012: -$2,5682012Revenue 2013: $124,830Expenses 2013: $115,175Net Income 2013: $9,6552013Revenue 2014: $113,183Expenses 2014: $111,785Net Income 2014: $1,3982014Revenue 2015: $123,443Expenses 2015: $116,965Net Income 2015: $6,4782015Revenue 2016: $123,527Expenses 2016: $119,617Net Income 2016: $3,9102016Revenue 2017: $116,260Expenses 2017: $120,723Net Income 2017: -$4,4632017Revenue 2018: $106,412Expenses 2018: $110,549Net Income 2018: -$4,1372018Revenue 2019: $110,974Expenses 2019: $107,335Net Income 2019: $3,6392019Revenue 2020: $102,574Expenses 2020: $101,640Net Income 2020: $9342020Revenue 2021: $69,344Expenses 2021: $64,155Net Income 2021: $5,1892021Revenue 2022: $68,199Expenses 2022: $70,245Net Income 2022: -$2,0462022Revenue 2023: $91,281Expenses 2023: $84,475Net Income 2023: $6,8062023Revenue 2024: $106,768Expenses 2024: $96,806Net Income 2024: $9,9622024

Highlighted filing

2014

Revenue$113,183
Expenses$111,785
Net Income$1,398
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$113,183
Mission and Program Overview

Mission

Provide speaker and social programs for membership

Local club of rotary international

Program Services

DescriptionGrantsExpenses
LOCAL CLUB OF ROTARY INTERNATIONAL$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD TANENBAUMPresident-$0--
JACK ALEXANDERPresident-Elect-$0--
STUART SCHWAGERSecretary-$0--
JOHN BRECKENRIDGETreasurer-$0--
JEFF CAMPBELLVice President-$0--
BARBARA OTTDirector-$0--
LAWRENCE KOTCHEKDirector-$0--
RICHARD KLINEDirector-$0--
OKINYI AYUNGODirector-$0--
BEYHAN TROCKDirector-$0--
VARDA FINKDirector-$0--
Filing and Contact Details

Filer

EIN
52-6047462
Phone
3012296105

Signing Officer

Name
Walter C Pennington
Title
Past President
Phone
3012296105
Signed
2015-02-12
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: initiation fees. Amount: 3,200. Description: club functions. Amount: 5,524. Description: miscellaneous. Amount: 15,838. Description: bulletin sponsorship. Amount: 2,940. Total to form 990-ez, line 8: 27,502.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: ri convention. Amount: 1,000. Description: office supplies & expenses. Amount: 2,454. Description: awards. Amount: 1,736. Description: rotary district-functions. Amount: 1,635. Description: rotary district-dues. Amount: 4,379. Description: rotary international-dues. Amount: 5,019. Description: miscellaneous. Amount: 5,121. Description: paul harris and polio plus contributions. Amount: 10,648. Total to form 990-ez, line 16: 31,992.

Raw XML Appendix147 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/USAddress/City0CABIN JOHN
IRS990EZ/BooksInCareOfDetail/USAddress/State0MD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD TANENBAUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACK ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STUART SCHWAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN BRECKENRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFF CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARBARA OTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAWRENCE KOTCHEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RICHARD KLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8OKINYI AYUNGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BEYHAN TROCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10VARDA FINK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherRevenueTotalAmt027502
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt03664
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL CLUB OF ROTARY INTERNATIONAL
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0111785
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0113183
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INITIATION FEES. AMOUNT: 3,200. DESCRIPTION: CLUB FUNCTIONS. AMOUNT: 5,524. DESCRIPTION: MISCELLANEOUS. AMOUNT: 15,838. DESCRIPTION: BULLETIN SPONSORSHIP. AMOUNT: 2,940. TOTAL TO FORM 990-EZ, LINE 8: 27,502.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RI CONVENTION. AMOUNT: 1,000. DESCRIPTION: OFFICE SUPPLIES & EXPENSES. AMOUNT: 2,454. DESCRIPTION: AWARDS. AMOUNT: 1,736. DESCRIPTION: ROTARY DISTRICT-FUNCTIONS. AMOUNT: 1,635. DESCRIPTION: ROTARY DISTRICT-DUES. AMOUNT: 4,379. DESCRIPTION: ROTARY INTERNATIONAL-DUES. AMOUNT: 5,019. DESCRIPTION: MISCELLANEOUS. AMOUNT: 5,121. DESCRIPTION: PAUL HARRIS AND POLIO PLUS CONTRIBUTIONS. AMOUNT: 10,648. TOTAL TO FORM 990-EZ, LINE 16: 31,992.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER C PENNINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03012296105
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL BETHESDA-CHEVY
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHASE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0526047462
ReturnHeader/Filer/PhoneNum03012296105
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 84
ReturnHeader/Filer/USAddress/City0CABIN JOHN
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode020818
ReturnHeader/ReturnTs02015-02-15T15:00:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.07$0.97$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.91$0.84$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.68$0.70$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.69$0.64$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.03$1.02$0.01
2019Summary only. Only limited summary data is available for this year.$0.12$0.00$1.11$1.07$0.04
2018Summary only. Only limited summary data is available for this year.$0.08$0.00$1.06$1.11$0.04
2017Summary only. Only limited summary data is available for this year.$0.12$0.00$1.16$1.21$0.04
2016Summary only. Only limited summary data is available for this year.$0.17$0.00$1.24$1.20$0.04
2015Summary only. Only limited summary data is available for this year.$0.13$0.00$1.23$1.17$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.13$1.12$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$1.25$1.15$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.05$0.05$1.00$1.02$0.03
2011Summary only. Only limited summary data is available for this year.$0.00$0.02$0.91$0.98$0.07
2010Summary only. Only limited summary data is available for this year.$0.04$0.00$0.99$0.98$0.01