Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 54-1416043

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 07, 2015

Organization ProfilejccRotary.org
PO Box 5956Williamsburg, VA 23188

(757) 229-3160

Siviq Scores

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

Liabilities / Assets

87th percentile

0.33x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

82nd percentile

0.17x

Higher debt load relative to revenue than 82% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

40th percentile

-2.0%

Faster asset growth than 40% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-6.5%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$21,406

Down $446 (-2.0%) from 2014

Net Assets

Down

$14,331

Down $6,472 (-31%) from 2014

Liabilities

Up

$7,075

Up $6,026 (+574%) from 2014

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin17th percentile

Revenue

Down

$42,742

Down $2,972 (-6.5%) from 2014

Expenses

Up

$49,214

Up $1,861 (+3.9%) from 2014

Net Income

Down

-$6,472

Down $4,833 (-295%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2015

Assets$21,406
Liabilities$7,075
Net Assets$14,331
Open 2015 Filing

Operations Trend

Revenue Growth35th 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

2015

Revenue$42,742
Expenses$49,214
Net Income-$6,472
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 7, 2015
Return Version
2014v6.0
Gross Receipts
$42,742
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 & FACILITY PAYMENTS-$39,690
PAYMENTS TO ROTARY INTERNATIONAL - INCLUDES PAYMENT OF ANNUAL DUES TO RI AND ROTARY DISTRICT 7600.-$5,629
CLUB OPERATING/ADMINISTRATIVE EXPENSES-$3,894
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN TENNEYPast-President-$0--
STEVE MOSIERVP-SecyPT$0--
STEVE GAUMONDDirector-$0--
LAURA FELDMANPresidentPT$0--
JAMES J OLIVERTreasurerPT$0--
BILL WALLISDirector-$0--
ROBERT PACEKDirector-$0--
ANTHONY VALLONEDirector-$0--
STEVE MENAQUALEDirector-$0--
TERRY LOVVORNDirector-$0--
JEFF PLATTEDirector-$0--
ANDREW GILFILLANPresident-Elect-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of James City County
EIN
54-1416043
Phone
7572293160
Address
PO Box 5956, Williamsburg, VA 23188

Signing Officer

Name
James J Oliver
Title
Treasurer
Phone
7572293160
Signed
2015-11-07
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Guest meals 789. Social events 840. Member ties, scarfs, supplies, etc. 0.”

Form 990EZ, Part I, Line 16

“Payments to rotary international (dues) 3750. Meeting meal payments 36929. Rotary district dues/expenses - seminars, conf., etc. 3050. Club supplies & postage 1679. Social events 2762. Technology trgm/support, web site 819. Merchant fees (credit card) 225.”

Form 990EZ, Part II, Line 24

“Account receivable from members 0. 3547.”

Form 990EZ, Part II, Line 26

“Amounts due james city county rotary foundation 7075.”

Raw XML Appendix141 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES J OLIVER
IRS990EZ/BooksInCareOfDetail/PhoneNum07572293160
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0104 Lake Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Williamsburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023185
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021852
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017859
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6472
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021852
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021406
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt042742
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041112
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020803
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014331
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020803
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014331
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt412.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt114.00
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN TENNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE MOSIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE GAUMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA FELDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES J OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BILL WALLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT PACEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANTHONY VALLONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVE MENAQUALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TERRY LOVVORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JEFF PLATTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ANDREW GILFILLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP-Secy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11President-Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03547
IRS990EZ/OtherExpensesTotalAmt049214
IRS990EZ/OtherRevenueTotalAmt01629
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 & FACILITY PAYMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CLUB OPERATING/ADMINISTRATIVE EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05629
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt139690
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23894
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01049
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07075
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049214
IRS990EZ/TotalProgramServiceExpensesAmt049213
IRS990EZ/TotalRevenueAmt042742
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0jccRotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GUEST MEALS 789. SOCIAL EVENTS 840. MEMBER TIES, SCARFS, SUPPLIES, ETC. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYMENTS TO ROTARY INTERNATIONAL (DUES) 3750. MEETING MEAL PAYMENTS 36929. ROTARY DISTRICT DUES/EXPENSES - SEMINARS, CONF., ETC. 3050. CLUB SUPPLIES & POSTAGE 1679. SOCIAL EVENTS 2762. TECHNOLOGY TRGM/SUPPORT, WEB SITE 819. MERCHANT FEES (CREDIT CARD) 225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNT RECEIVABLE FROM MEMBERS 0. 3547.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AMOUNTS DUE JAMES CITY COUNTY ROTARY FOUNDATION 7075.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES J OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07572293160
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of James City County
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0541416043
ReturnHeader/Filer/PhoneNum07572293160
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5956
ReturnHeader/Filer/USAddress/CityNm0Williamsburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023188
ReturnHeader/ReturnTs02016-05-16T10:59:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,406
Liabilities
$7,075
Net assets
$14,331
Revenue
$42,742
Expenses
$49,214
Net income
-$6,472
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