Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 54-1416043

Jul 01, 2013 to Jun 30, 2014 • Filed on Jun 23, 2014

Organization ProfilejccRotary.org
PO Box 885Williamsburg, VA 23187-0855

(757) 566-4511

Siviq Scores

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

Liabilities / Assets

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.02x

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

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

Net Margin

33rd percentile

-3.6%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

85th percentile

$6

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

36th percentile

-3.6%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

53rd percentile

1.8%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$21,852

Down $808 (-3.6%) from 2013

Net Assets

Down

$20,803

Down $1,639 (-7.3%) from 2013

Liabilities

Up

$1,049

Up $831 (+381%) from 2013

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin33rd percentile

Revenue

Up

$45,714

Up $788 (+1.8%) from 2013

Expenses

Up

$47,353

Up $662 (+1.4%) from 2013

Net Income

Up

-$1,639

Up $126 (+7.1%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$40K$30K$20K$10K$0Assets 2010: $26,475Liabilities 2010: $232Net Assets 2010: $26,2432010Assets 2011: $25,827Liabilities 2011: $9432011Assets 2012: $24,456Liabilities 2012: $2492012Assets 2013: $22,660Liabilities 2013: $218Net Assets 2013: $22,4422013Assets 2014: $21,852Liabilities 2014: $1,049Net Assets 2014: $20,8032014Assets 2015: $21,406Liabilities 2015: $7,075Net Assets 2015: $14,3312015Assets 2016: $14,377Liabilities 2016: $897Net Assets 2016: $13,4802016Assets 2017: $20,664Liabilities 2017: $02017Assets 2018: $32,200Liabilities 2018: $02018Assets 2019: $30,266Liabilities 2019: $0Net Assets 2019: $30,2662019Assets 2020: $33,755Liabilities 2020: $0Net Assets 2020: $33,7552020

Highlighted filing

2014

Assets$21,852
Liabilities$1,049
Net Assets$20,803
Open 2014 Filing

Operations Trend

Revenue Growth53rd percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $41,875Expenses 2010: $41,332Net Income 2010: $5432010Revenue 2011: $54,378Expenses 2011: $55,737Net Income 2011: -$1,3592011Revenue 2012: $47,790Expenses 2012: $48,467Net Income 2012: -$6772012Revenue 2013: $44,926Expenses 2013: $46,691Net Income 2013: -$1,7652013Revenue 2014: $45,714Expenses 2014: $47,353Net Income 2014: -$1,6392014Revenue 2015: $42,742Expenses 2015: $49,214Net Income 2015: -$6,4722015Revenue 2016: $49,226Expenses 2016: $50,077Net Income 2016: -$8512016Revenue 2017: $43,263Expenses 2017: $36,079Net Income 2017: $7,1842017Revenue 2018: $49,073Expenses 2018: $37,537Net Income 2018: $11,5362018Revenue 2019: $32,697Expenses 2019: $31,044Net Income 2019: $1,6532019Revenue 2020: $31,700Expenses 2020: $26,652Net Income 2020: $5,0482020

Highlighted filing

2014

Revenue$45,714
Expenses$47,353
Net Income-$1,639
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jun 23, 2014
Return Version
2013v3.1
Gross Receipts
$45,714
Mission and Program Overview

Mission

Provide service to others promote high ethical standards while advancing world understanding, goodwill, and peace through it fellows of business, professional, and community leaders

Promote Social Welfare / Charitable Contributions

Program Services

DescriptionGrantsExpenses
MEAL PAYMENTS - INCLUDES PAYMENT OF WEEKLY MEETING MEALS AND SPECIAL EVENT MEAL PAYMENTS-$31,261
PAYMENTS TO ROTARY INTERNATIONAL - INCLUDES PAYMENT OF ANNUAL DUES TO RI AND ROTARY DISTRICT 7600.-$7,202
CLUB OPERATING/ADMINISTRATIVE EXPENSES-$6,352
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW GILFILLANDirector-$2$4$6
BRIAN TENNEYPresidentPT$0--
STEVE MOSIERVP-SecyPT$0--
STEVE GAUMONDDirector-$0--
LAURA FELDMANPresident-Elect-$0--
JOHN A MOORMANTreasurerPT$0--
BILL WALLISDirector-$0--
WILLIAM SUMLER JRSgt @ Arms-$0--
ANTHONY VALLONEDirector-$0--
STEVE MENAQUALEDirector-$0--
NANCY CARTERPast-President-$0--
JEFF PLATTEDirector-$0--
Filing and Contact Details

Filer

EIN
54-1416043
Phone
7575664511

Signing Officer

Name
John a Moorman
Title
Treasurer
Phone
7575664511
Signed
2014-06-23
Discuss with paid preparer
Yes

Preparer

Preparer
James J Oliver
Phone
7572293160
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Guest meals 990. Social events 720. Member ties, scarfs, supplies, etc. 858.”

Form 990EZ, Part I, Line 16

“Payments to rotary international (dues), 3791. Meeting meal payments 31261. Rotary district dues/expenses - seminars, conf., etc. 5064. Club supplies & postage 4698. Social events 2539.”

Raw XML Appendix146 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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IRS990EZ/BooksInCareOfDetail/USAddress/City0Williamsburg
IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0231870885
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022535
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt112
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN TENNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE MOSIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE GAUMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA FELDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN A MOORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BILL WALLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WILLIAM SUMLER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANTHONY VALLONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVE MENAQUALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NANCY CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JEFF PLATTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ANDREW GILFILLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP-Secy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Sgt @ Arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Past-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0125
IRS990EZ/OtherExpensesTotalAmt047353
IRS990EZ/OtherRevenueTotalAmt02568
IRS990EZ/PrimaryExemptPurposeTxt0Promote Social Welfare / Charitable Contributions
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAYMENTS TO ROTARY INTERNATIONAL - INCLUDES PAYMENT OF ANNUAL DUES TO RI AND ROTARY DISTRICT 7600.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEAL PAYMENTS - INCLUDES PAYMENT OF WEEKLY MEETING MEALS AND SPECIAL EVENT MEAL PAYMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CLUB OPERATING/ADMINISTRATIVE EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07202
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt131261
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26352
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0jccRotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GUEST MEALS 990. SOCIAL EVENTS 720. MEMBER TIES, SCARFS, SUPPLIES, ETC. 858.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYMENTS TO ROTARY INTERNATIONAL (DUES), 3791. MEETING MEAL PAYMENTS 31261. ROTARY DISTRICT DUES/EXPENSES - SEMINARS, CONF., ETC. 5064. CLUB SUPPLIES & POSTAGE 4698. SOCIAL EVENTS 2539.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN A MOORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07575664511
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary Club of James City County
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0541416043
ReturnHeader/Filer/PhoneNum07575664511
ReturnHeader/Filer/USAddress/AddressLine10PO Box 885
ReturnHeader/Filer/USAddress/City0Williamsburg
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode0231870855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10NIELSEN ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 6056
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode023188
ReturnHeader/PreparerPersonGrp/PhoneNum07572293160
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J OLIVER
ReturnHeader/ReturnTs02014-09-24T07:43:59-07:00
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
$21,852
Liabilities
$1,049
Net assets
$20,803
Revenue
$45,714
Expenses
$47,353
Net income
-$1,639
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$0.00$33.8$31.7$26.7$5.05
2019Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$32.7$31.0$1.65
2018Summary only. Only limited summary data is available for this year.$32.2$0.00$49.1$37.5$11.5
2017Summary only. Only limited summary data is available for this year.$20.7$0.00$43.3$36.1$7.18
2016Detailed filing. Detailed filing data is available for this year.$14.4$0.90$13.5$49.2$50.1$0.85
2015Detailed filing. Detailed filing data is available for this year.$21.4$7.08$14.3$42.7$49.2$6.47
2014Detailed filing. Detailed filing data is available for this year.$21.9$1.05$20.8$45.7$47.4$1.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$0.22$22.4$44.9$46.7$1.77
2012Summary only. Only limited summary data is available for this year.$24.5$0.25$47.8$48.5$0.68
2011Summary only. Only limited summary data is available for this year.$25.8$0.94$54.4$55.7$1.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$0.23$26.2$41.9$41.3$0.54