Civic Intelligence

Rotary Club of Staunton-Augusta Co

990EZ • Fiscal year 2014 • EIN 54-1350918

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 04, 2014

Organization ProfileN/A
PO Box 2427Staunton, VA 24402-2427

(540) 886-6231

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

20th percentile

-12%

Higher net margin than 20% 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

6th percentile

-45%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

67th percentile

9.2%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$4,195

Down $3,391 (-45%) from 2013

Net Assets

Down

$4,195

Down $3,391 (-45%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin20th percentile

Revenue

Up

$27,869

Up $2,356 (+9.2%) from 2013

Expenses

Up

$31,260

Up $2,853 (+10%) from 2013

Net Income

Down

-$3,391

Down $497 (-17%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$15K$10K$5.0K$0Assets 2011: $9,396Net Assets 2011: $9,3962011Assets 2012: $10,480Net Assets 2012: $10,4802012Assets 2013: $7,586Net Assets 2013: $7,5862013Assets 2014: $4,195Liabilities 2014: $0Net Assets 2014: $4,1952014Assets 2015: $8,877Liabilities 2015: $3,094Net Assets 2015: $5,7832015Assets 2016: $12,987Liabilities 2016: $2,200Net Assets 2016: $10,7872016Assets 2017: $9,083Liabilities 2017: $1,500Net Assets 2017: $7,5832017Assets 2018: $10,336Liabilities 2018: $1,700Net Assets 2018: $8,6362018

Highlighted filing

2014

Assets$4,195
Liabilities$0
Net Assets$4,195
Open 2014 Filing

Operations Trend

Revenue Growth67th percentile

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

$40K$20K$0-$20KRevenue 2011: $30,024Expenses 2011: $27,885Net Income 2011: $2,1392011Revenue 2012: $32,985Expenses 2012: $31,901Net Income 2012: $1,0842012Revenue 2013: $25,513Expenses 2013: $28,407Net Income 2013: -$2,8942013Revenue 2014: $27,869Expenses 2014: $31,260Net Income 2014: -$3,3912014Revenue 2015: $33,021Expenses 2015: $31,433Net Income 2015: $1,5882015Revenue 2016: $37,659Expenses 2016: $32,655Net Income 2016: $5,0042016Revenue 2017: $30,953Expenses 2017: $34,157Net Income 2017: -$3,2042017Revenue 2018: $33,130Expenses 2018: $32,077Net Income 2018: $1,0532018

Highlighted filing

2014

Revenue$27,869
Expenses$31,260
Net Income-$3,391
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 4, 2014
Return Version
2013v3.1
Gross Receipts
$30,885
Mission and Program Overview

Mission

To improve the general conditions for people living in the local community, united states, and world by individuals coming together for charitable and benevolent purposes.

Program Services

DescriptionGrantsExpenses
TO IMPROVE THE GENERAL LIVING CONDITIONS IN THE LOCAL COMMUNITY, THE UNITED STATES, AND THE WORLD.$11,676$31,260
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY KAY VANHOOSERSecretary-$0--
BRUCE FRANKDirector-$0--
DONALD V STEGER JRTreasurer-$0--
SHERRY P TALBOTTDirector-$0--
DIANTHA MCCAULEYPres. Elect-$0--
ELIZABETH GODFREYPres. Elect--$0--
WILLIAM D LAYMANPresident-$0--
SAM D HEARNEDirector-$0--
DIANE WOODSONPast Preside-$0--
HOWARD L VANCEDirector-$0--
Filing and Contact Details

Filer

EIN
54-1350918
Phone
5408866231

Signing Officer

Name
Donald V Steger Jr
Title
Treasurer
Phone
5408866231
Signed
2014-11-04
Discuss with paid preparer
Yes

Preparer

Preparer
Donald V Steger Jr
Phone
5408866231
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses job club 1,540 tuition award 1,286 dg area meeting 338 homestead conference 49 other club gatherings 402 pets conference 524 gse exchange 445 vocational awards banquet 715 youth leadership conference 1,370 meals 8,548 office supplies and expen 1,141 p. O. Box rent 92 membership dues 3,134 total 19,584”

Form 990-ez, Part II, Line 24

“Accounts receivable 425 1,096 total 425 1,096”

Form 990-ez, Part III

“To improve the general conditions for people living in the local community, united states, and world by individuals coming together for charitable and benevolent purposes.”

Raw XML Appendix144 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/CompensationExplanationGrp/PersonNm0MARY KAY VANHOOSER
CompensationExplanation/CompensationExplanationGrp/PersonNm1BRUCE FRANK
CompensationExplanation/CompensationExplanationGrp/PersonNm2DONALD V STEGER JR
CompensationExplanation/CompensationExplanationGrp/PersonNm3SHERRY P TALBOTT
CompensationExplanation/CompensationExplanationGrp/PersonNm4DIANTHA MCCAULEY
CompensationExplanation/CompensationExplanationGrp/PersonNm5ELIZABETH GODFREY
CompensationExplanation/CompensationExplanationGrp/PersonNm6WILLIAM D LAYMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm7SAM D HEARNE
CompensationExplanation/CompensationExplanationGrp/PersonNm8DIANE WOODSON
CompensationExplanation/CompensationExplanationGrp/PersonNm9HOWARD L VANCE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DONALD V STEGER JR
IRS990EZ/BooksInCareOfDetail/PhoneNum05408866231
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 2006
IRS990EZ/BooksInCareOfDetail/USAddress/City0STAUNTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0244022006
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07161
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03099
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08855
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3391
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07586
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04195
IRS990EZ/FundraisingGrossIncomeAmt03878
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011676
IRS990EZ/GrossReceiptsAmt030885
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016990
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07586
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04195
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07586
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04195
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY KAY VANHOOSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRUCE FRANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD V STEGER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERRY P TALBOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIANTHA MCCAULEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH GODFREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WILLIAM D LAYMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SAM D HEARNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DIANE WOODSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9HOWARD L VANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRES. ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRES. ELECT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0425
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01096
IRS990EZ/OtherExpensesTotalAmt019584
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE THE GENERAL CONDITIONS FOR PEOPLE LIVING IN THE LOCAL COMMUNITY, UNITED STATES, AND WORLD BY INDIVIDUALS COMING TOGETHER FOR CHARITABLE AND BENEVOLENT PURPOSES.
IRS990EZ/ProgramServiceRevenueAmt01144
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO IMPROVE THE GENERAL LIVING CONDITIONS IN THE LOCAL COMMUNITY, THE UNITED STATES, AND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011676
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031260
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03016
IRS990EZ/SpecialEventsNetIncomeLossAmt0862
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031260
IRS990EZ/TotalProgramServiceExpensesAmt031260
IRS990EZ/TotalRevenueAmt027869
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES JOB CLUB 1,540 TUITION AWARD 1,286 DG AREA MEETING 338 HOMESTEAD CONFERENCE 49 OTHER CLUB GATHERINGS 402 PETS CONFERENCE 524 GSE EXCHANGE 445 VOCATIONAL AWARDS BANQUET 715 YOUTH LEADERSHIP CONFERENCE 1,370 MEALS 8,548 OFFICE SUPPLIES AND EXPEN 1,141 P. O. BOX RENT 92 MEMBERSHIP DUES 3,134 TOTAL 19,584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 425 1,096 TOTAL 425 1,096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO IMPROVE THE GENERAL CONDITIONS FOR PEOPLE LIVING IN THE LOCAL COMMUNITY, UNITED STATES, AND WORLD BY INDIVIDUALS COMING TOGETHER FOR CHARITABLE AND BENEVOLENT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD V STEGER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05408866231
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF STAUNTON-AUGUSTA CO
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0541350918
ReturnHeader/Filer/PhoneNum05408866231
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2427
ReturnHeader/Filer/USAddress/City0STAUNTON
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode0244022427
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541877324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DONALD V STEGER JR CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 2006
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0STAUNTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0244022006
ReturnHeader/PreparerPersonGrp/PhoneNum05408866231
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD V STEGER JR
ReturnHeader/ReturnTs02014-11-04T00:53:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,195
Liabilities
$0
Net assets
$4,195
Revenue
$27,869
Expenses
$31,260
Net income
-$3,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$1.70$8.64$33.1$32.1$1.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.08$1.50$7.58$31.0$34.2$3.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$2.20$10.8$37.7$32.7$5.00
2015Detailed filing. Detailed filing data is available for this year.$8.88$3.09$5.78$33.0$31.4$1.59
2014Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$27.9$31.3$3.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$7.59$25.5$28.4$2.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$10.5$33.0$31.9$1.08
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.40$9.40$30.0$27.9$2.14