Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 54-1416043

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 15, 2019

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

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

55th percentile

5.1%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-6.0%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-33%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$30,266

Down $1,934 (-6.0%) from 2018

Net Assets

$30,266

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$32,697

Down $16,376 (-33%) from 2018

Expenses

Down

$31,044

Down $6,493 (-17%) from 2018

Net Income

Down

$1,653

Down $9,883 (-86%) from 2018

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

2019

Assets$30,266
Liabilities$0
Net Assets$30,266

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

2019

Revenue$32,697
Expenses$31,044
Net Income$1,653
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$32,697
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

Program Services

DescriptionGrantsExpenses
Meal payments - Includes payment of weekly meeting meals and special even meal and facility payments--
Payments to Rotary International - includes payment of annual dues to RI and Rotary District 7600 and training to new leadership.--
Club operating and administrative expenses--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William MutellPresident-$0--
Steve MenaqualeImmediate Past President-$0--
Franklin Bud RobesonSecretary-$0--
Chester TellisTreasurerPT$0--
Jack ClarkDirector-$0--
Katie MolitorisDirector-$0--
Susan HarmonDirector-$0--
Victor HolmanDirector-$0--
Tim WrightDirector-$0--
Jerry FieldsDirector-$0--
Nancy NunnDirector-$0--
Jim JohnsonDirector-$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
Steve Menaquale
Title
President
Signed
2019-10-15
Discuss with paid preparer
No

Preparer

Firm
Tfgllc
Address
11970 Rocky Brooke Court, Manassas, VA 20112
Preparer
Chester Tellis
Phone
5713793476
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

Christmas party reimbursement 2,014

Form 990-EZ, Part I, Line 8, Other Revenue

Social Events 380

Form 990-EZ, Part I, Line 16, Other Expenses

Meals and entertainment 16,935

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 265

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 1,480

Form 990-EZ, Part I, Line 16, Other Expenses

Postage 134

Form 990-EZ, Part I, Line 16, Other Expenses

Dues 6,726

Form 990-EZ, Part I, Line 16, Other Expenses

Technical Support 315

Form 990-EZ, Part I, Line 16, Other Expenses

Badges Pins 455

Form 990-EZ, Part I, Line 16, Other Expenses

Service Award 141

Form 990-EZ, Part I, Line 16, Other Expenses

Club/District Leadership 395

Form 990-EZ, Part I, Line 16, Other Expenses

Club Miscellaneous Expenses 275

Form 990-EZ, Part I, Line 16, Other Expenses

Rotary Pins, Caps,Shirts, etc 262

Form 990-EZ, Part I, Line 16, Other Expenses

Social Events 3,661

Form 990-EZ, Part II, Line 24, Other Assets

Receivables Beginning of year 1,919, End of year 2,016

Raw XML Appendix166 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/PersonNm0Chester Tellis
IRS990EZ/BooksInCareOfDetail/PhoneNum07575656511
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05700 Williamsburg Landing Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Williamsburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023185
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026694
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01653
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028613
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030266
IRS990EZ/GrossReceiptsAmt032697
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt029475
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028613
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030266
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028613
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030266
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11002.00
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/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0William Mutell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Steve Menaquale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Franklin Bud Robeson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chester Tellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jack Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Katie Molitoris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Susan Harmon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Victor Holman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tim Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jerry Fields
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Nancy Nunn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Jim Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01919
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02016
IRS990EZ/OtherExpensesTotalAmt031044
IRS990EZ/OtherRevenueTotalAmt02394
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide service to others promote high ethical standards while advancing world understanding, goodwill, and peace through it fellows of business, professional, and community leaders
IRS990EZ/ProgramServiceRevenueAmt0828
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Meal payments - Includes payment of weekly meeting meals and special even meal and facility payments
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Payments to Rotary International - includes payment of annual dues to RI and Rotary District 7600 and training to new leadership.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Club operating and administrative expenses
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031044
IRS990EZ/TotalRevenueAmt032697
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Christmas party reimbursement 2,014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Social Events 380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meals and entertainment 16,935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, conventions, and meetings 265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 1,480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Postage 134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues 6,726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Technical Support 315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Badges Pins 455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Service Award 141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Club/District Leadership 395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Club Miscellaneous Expenses 275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Rotary Pins, Caps,Shirts, etc 262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Social Events 3,661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Receivables Beginning of year 1,919, End of year 2,016
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Menaquale
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId045725D65C1328FCE7D1BF82597A6A97AC9DDD29F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId045725D65C1328FCE7D1BF82597A6A97AC9DDD29F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.77.203.140
ReturnHeader/FilingSecurityInformation/IPDt02019-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm023:42:17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TFGLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011970 Rocky Brooke Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manassas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020112
ReturnHeader/PreparerPersonGrp/PhoneNum05713793476
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chester Tellis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-15T07:42:36-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings