Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 54-1416043

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

PO Box 5956Williamsburg, VA 23188

(757) 565-6511

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

37th percentile

-1.7%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-33%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$14,377

Down $7,029 (-33%) from 2015

Net Assets

Down

$13,480

Down $851 (-5.9%) from 2015

Liabilities

Down

$897

Down $6,178 (-87%) from 2015

Revenue

Up

$49,226

Up $6,484 (+15%) from 2015

Expenses

Up

$50,077

Up $863 (+1.8%) from 2015

Net Income

Up

-$851

Up $5,621 (+87%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$14,377
Liabilities$897
Net Assets$13,480

Operations Trend

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

2016

Revenue$49,226
Expenses$50,077
Net Income-$851
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$49,226
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-$42,966
PAYMENTS TO ROTARY INTERNATIONAL - INCLUDES PAYMENT OF ANNUAL DUES TO RI AND ROTARY DISTRICT 7600.-$5,470
CLUB OPERATING/ADMINISTRATIVE EXPENSES-$1,641
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ENRIGHTPresident-ElectPT$0--
BUD ROBESONVP-SecyPT$0--
STEVE GAUMONDDirector-$0--
LAURA FELDMANImmediate Past President-$0--
JAMES J OLIVERTreasurerPT$0--
BILL WALLISDirector-$0--
JACK CLARKDirector-$0--
PETE KOKOLISDirector-$0--
STEVE MENAQUALEPresident Nominee-$0--
TERRY LOVVORNDirector-$0--
BOB MAGNUSSONDirector-$0--
ANDREW GILFILLANPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of James City County
EIN
54-1416043
Phone
7575656511
Address
PO Box 5956, Williamsburg, VA 23188

Signing Officer

Name
Chester Tellis
Title
Treasurer
Phone
7575656511
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Nielsen Associates LLC
Address
PO Box 6056, WILLIAMSBURG, VA 23188
Preparer
James Oliver
Phone
7572293160
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

Guest Meals 1018.

Form 990EZ, Part I, Line 8

Social Events 1472.

Form 990EZ, Part I, Line 8

Member Ties, scarfs, Supplies, etc. 0.

Form 990EZ, Part I, Line 16

Payments to Rotary International (Dues) 3693.

Form 990EZ, Part I, Line 16

Meeting Meal Payments 39774.

Form 990EZ, Part I, Line 16

Rotary District Dues/Expenses - Seminars, Conf., Etc. 2239.

Form 990EZ, Part I, Line 16

Club Supplies & Postage 489.

Form 990EZ, Part I, Line 16

Social Events 3193.

Form 990EZ, Part I, Line 16

Technology Trgm/Support, Web site 678.

Form 990EZ, Part I, Line 16

Merchant Fees (Credit Card) 11.

Form 990EZ, Part II, Line 24

Account Receivable from Members 3547. 445.

Form 990EZ, Part II, Line 24

F/Y Substitute Meeting Adjustment 782.

Form 990EZ, Part II, Line 26

Amounts Due James City County Rotary Foundation 7075. 0.

Form 990EZ, Part II, Line 26

Member Prepaid Dues 859.

Form 990EZ, Part II, Line 26

"50/50"Payable Members 38.

Raw XML Appendix172 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/BooksInCareOfDetail/PersonNm0CHESTER TELLIS CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum07575656511
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05700 Williamsburg Landing Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Williamsburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023185
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017859
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0324
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-851
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021406
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014377
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt049226
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0165
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt046247
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014331
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013480
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014331
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013480
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt412.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt84.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1110.00
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/PersonNm0JOHN ENRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BUD ROBESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE GAUMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA FELDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES J OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BILL WALLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JACK CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PETE KOKOLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVE MENAQUALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TERRY LOVVORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BOB MAGNUSSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ANDREW GILFILLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP-Secy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8President Nominee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03547
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01227
IRS990EZ/OtherExpensesTotalAmt050077
IRS990EZ/OtherRevenueTotalAmt02490
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/ProgramServiceExpensesAmt05470
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt142966
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21641
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07075
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0897
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050077
IRS990EZ/TotalProgramServiceExpensesAmt050077
IRS990EZ/TotalRevenueAmt049226
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0jccRotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Guest Meals 1018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Social Events 1472.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Member Ties, scarfs, Supplies, etc. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Payments to Rotary International (Dues) 3693.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meeting Meal Payments 39774.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rotary District Dues/Expenses - Seminars, Conf., Etc. 2239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Club Supplies & Postage 489.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Social Events 3193.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Technology Trgm/Support, Web site 678.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Merchant Fees (Credit Card) 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Account Receivable from Members 3547. 445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11F/Y Substitute Meeting Adjustment 782.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Amounts Due James City County Rotary Foundation 7075. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Member Prepaid Dues 859.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14"50/50"Payable Members 38.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHESTER TELLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07575656511
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of James City County
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0541416043
ReturnHeader/Filer/PhoneNum07575656511
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5956
ReturnHeader/Filer/USAddress/CityNm0Williamsburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023188
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NIELSEN ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 6056
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023188
ReturnHeader/PreparerPersonGrp/PhoneNum07572293160
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES OLIVER
ReturnHeader/ReturnTs02017-05-15T12:57:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings