Civic Intelligence

Rotary International

EIN 54-1401924 • 501(c)4 • Portsmouth, VA

Profile

To enhance the lives of others through service

Post Office Box 6862Portsmouth, VA 23703

www.churchlandrotary.org

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

69th percentile

8.2%

Faster asset growth than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

1.8%

Faster revenue growth than 54% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$55,327

Up $4,216 (+8.2%) from 2022

Liabilities

Down

$650

Down $671 (-51%) from 2022

Net Assets

Up

$54,677

Up $4,887 (+9.8%) from 2022

Revenue

Up

$45,468

Up $804 (+1.8%) from 2022

Expenses

Down

$40,628

Down $3,651 (-8.2%) from 2022

Net Income

Up

$4,840

Up $4,455 (+1157%) from 2022

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $64,555Liabilities 2011: $400Net Assets 2011: $64,1552011Assets 2012: $71,735Liabilities 2012: $250Net Assets 2012: $71,4852012Assets 2013: $60,999Liabilities 2013: $150Net Assets 2013: $60,8492013Assets 2014: $77,517Liabilities 2014: $694Net Assets 2014: $76,8232014Assets 2015: $68,266Liabilities 2015: $500Net Assets 2015: $67,7662015Assets 2016: $49,344Liabilities 2016: $2,780Net Assets 2016: $46,5642016Assets 2017: $47,709Liabilities 2017: $2,645Net Assets 2017: $45,0642017Assets 2018: $47,315Liabilities 2018: $1,065Net Assets 2018: $46,2502018Assets 2019: $46,846Liabilities 2019: $968Net Assets 2019: $45,8782019Assets 2020: $51,233Liabilities 2020: $2,278Net Assets 2020: $48,9562020Assets 2021: $51,107Liabilities 2021: $1,256Net Assets 2021: $49,8512021Assets 2022: $51,111Liabilities 2022: $1,321Net Assets 2022: $49,7902022Assets 2023: $55,327Liabilities 2023: $650Net Assets 2023: $54,6772023

Highlighted filing

2023

Assets$55,327
Liabilities$650
Net Assets$54,677

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $61,0782011Revenue 2012: $67,029Expenses 2012: $59,699Net Income 2012: $7,3302012Expenses 2013: $80,9922013Revenue 2014: $73,290Expenses 2014: $57,315Net Income 2014: $15,9752014Revenue 2015: $72,880Expenses 2015: $81,937Net Income 2015: -$9,0572015Revenue 2016: $37,279Expenses 2016: $58,483Net Income 2016: -$21,2042016Revenue 2017: $46,726Expenses 2017: $48,225Net Income 2017: -$1,4992017Revenue 2018: $58,079Expenses 2018: $56,894Net Income 2018: $1,1852018Revenue 2019: $76,709Expenses 2019: $77,080Net Income 2019: -$3712019Revenue 2020: $61,365Expenses 2020: $59,016Net Income 2020: $2,3492020Revenue 2021: $42,036Expenses 2021: $41,140Net Income 2021: $8962021Revenue 2022: $44,664Expenses 2022: $44,279Net Income 2022: $3852022Revenue 2023: $45,468Expenses 2023: $40,628Net Income 2023: $4,8402023

Highlighted filing

2023

Revenue$45,468
Expenses$40,628
Net Income$4,840

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.3$0.65$54.7$45.5$40.6$4.84
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.1$1.32$49.8$44.7$44.3$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.1$1.26$49.9$42.0$41.1$0.90
2020Summary only. Only limited summary data is available for this year.$51.2$2.28$49.0$61.4$59.0$2.35
2019Summary only. Only limited summary data is available for this year.$46.8$0.97$45.9$76.7$77.1$0.37
2018Summary only. Only limited summary data is available for this year.$47.3$1.07$46.3$58.1$56.9$1.19
2017Summary only. Only limited summary data is available for this year.$47.7$2.65$45.1$46.7$48.2$1.50
2016Summary only. Only limited summary data is available for this year.$49.3$2.78$46.6$37.3$58.5$21.2
2015Summary only. Only limited summary data is available for this year.$68.3$0.50$67.8$72.9$81.9$9.06
2014Summary only. Only limited summary data is available for this year.$77.5$0.69$76.8$73.3$57.3$16.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.0$0.15$60.8$81.0
2012Summary only. Only limited summary data is available for this year.$71.7$0.25$71.5$67.0$59.7$7.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.6$0.40$64.2$61.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$80,498
Mission and Program Overview

Mission

To enhance the lives of others through service

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$40,926$45,453▲ $4,527
Cash and Non-Interest-Bearing Accounts$10,185$9,874▼ $311
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$51,111$55,327▲ $4,216
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$796$0▼ $796
Deferred Revenue$525$650▲ $125
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,321$650▼ $671
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$49,790$54,677▲ $4,887
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$49,790$54,677▲ $4,887
Total Liabilities and Net Assets / Fund Balance$51,111$55,327▲ $4,216
Compensation and Service Providers

Board Members and Trustees

NameTitle
Debra J AleckImmediate Past President
Charles OwensPresident
Duraid AlnaifPresident Elect
David StephensonSecretary
Nancy D QuellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,875
Program Service Revenue
$0
Investment Income
$276
Other Revenue
$16,317
All Other Contributions
$0
Change in Net Assets
$4,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,628
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings-$18,264-$18,264
Payments to Affiliates-$5,071-$5,071
Occupancy-$2,520-$2,520
Other Expenses$2,500$0$0$2,500
Office Expenses-$2,106-$2,106
Information Technology-$566-$566
Fees for Services Legal-$35-$35
Total Functional Expenses$12,066$28,562$0$40,628
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,347
Fundraising Direct Expenses$35,030
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotary Memorial Golf Classic$29,049$29,049$22,248$6,801
Peanut Fundraiser$16,304$16,304$10,448$5,856
Total Events$51,348$51,348$35,031$16,317
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization consists of members per the Rotary International charter.

Form 990, Part VI, Section A, Line 7A

The Board of Directors are nominated and voted on each year by the membership body.

Form 990, Part VI, Section B, Line 11B

The year end financial numbers were reviewed by the board at the first board meeting of the new fiscal year and approved. Those approved numbers are used to prepare the tax return. The tax return draft is presented to the board for inspection prior to filing.

Form 990, Part VI, Section C, Line 19

The tax return and other documents are available to interested parties upon request. There are no written conflict of interest policies.

Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
54-1401924
Phone
7576865865
Address
Post Office Box 6862, Portsmouth, VA 23703

Signing Officer

Name
Nancy Quell
Title
Treasurer
Phone
7576865865
Signed
2023-10-31

Organization Details

Principal Officer
Charles Owens
Formed
1985
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Accounting software error in balance write off.

Raw XML AppendixShowing 400 of 424 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
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IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ENHANCE THE LIVES OF OTHERS THROUGH SERVICE
IRS990/AllOtherContributionsAmt00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0Nancy Quell
IRS990/BooksInCareOfDetail/PhoneNum07576865865
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05322 Shoal Creek Road
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IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt028875
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0276
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IRS990/CYOtherRevenueAmt016317
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IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
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IRS990/ExpenseAmt04816
IRS990/FamilyOrBusinessRlnInd00
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt035
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DEBRA J ALECK
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY D QUELL
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm3DURAID ALNAIF
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID STEPHENSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FundraisingDirectExpensesAmt035030
IRS990/FundraisingGrossIncomeAmt051347
IRS990/GainOrLossGrp/OtherAmt00
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IRS990/PYOtherExpensesAmt044279
IRS990/PYOtherRevenueAmt015314
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0385
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt044279
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt044664
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04840
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040926
IRS990/SavingsAndTempCashInvstGrp/EOYAmt045453
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROTARY MEMORIAL GOLF CLASSIC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PEANUT FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029049
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05995
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029049
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05995
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016317
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035031
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010448
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization consists of members per the Rotary International charter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors are nominated and voted on each year by the membership body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE YEAR END FINANCIAL NUMBERS WERE REVIEWED BY THE BOARD AT THE FIRST BOARD MEETING OF THE NEW FISCAL YEAR AND APPROVED. THOSE APPROVED NUMBERS ARE USED TO PREPARE THE TAX RETURN. THE TAX RETURN DRAFT IS PRESENTED TO THE BOARD FOR INSPECTION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The tax return and other documents are available to interested parties upon request. There are no written conflict of interest policies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounting software error in balance write off.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt051111
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012066
IRS990/TotalFunctionalExpensesGrp/TotalAmt040628
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt01321
IRS990/TotalLiabilitiesGrp/EOYAmt0650
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054677
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
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IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0276
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IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02239 Tulip Tree Circle
IRS990/USAddress/CityNm0Suffolk
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023435
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.churchlandrotary.org

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