Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 54-1416043

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 20, 2020

Organization ProfileN/A
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

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

-3.0%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$33,755

Up $3,489 (+12%) from 2019

Net Assets

Up

$33,755

Up $3,489 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin69th percentile

Revenue

Down

$31,700

Down $997 (-3.0%) from 2019

Expenses

Down

$26,652

Down $4,392 (-14%) from 2019

Net Income

Up

$5,048

Up $3,395 (+205%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2020

Assets$33,755
Liabilities$0
Net Assets$33,755
Open 2020 Filing

Operations Trend

Revenue Growth63rd 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

2020

Revenue$31,700
Expenses$26,652
Net Income$5,048
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 20, 2020
Return Version
2019v5.1
Gross Receipts
$31,700
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 bi weekly meeting meals and special events 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
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan HarmonPresident-$0--
William MutellImmediate Past President-$0--
Franklin Bud RobesonSecretary-$0--
Chester TellisTreasurerPT$0--
Jack ClarkDirector-$0--
Grayson MooreDirector-$0--
Salatore TrifelletiDirector-$0--
Victor HolmanDirector-$0--
Michael HendrickDirector-$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
Susan
Title
Harmon
Signed
2020-10-20
Discuss with paid preparer
No

Preparer

Firm
Tfg LLC
Address
221 Market Street, Virginia Beach, VA 23462
Preparer
Chester Tellis
Phone
5713793476
Supplemental Narrative

Additional Explanations

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

“Christmas party reimbursement 925”

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

“Social Events 548”

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

“Meals and entertainment 15,752”

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

“Postage 148”

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

“Dues 8,053”

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

“Technical Support 216”

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

“Badges Pins 327”

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

“Service Award 40”

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

“Rotary Pins, Caps,Shirts, etc 271”

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

“Social Events 1,845”

Form 990-EZ, Part I, Line 20, Net Assets

“Change in Accounts Receivable -1,559”

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

“Receivables Beginning of year 2,016, End of year 2,436”

Raw XML Appendix160 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/BOYAmt028250
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031319
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05048
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030266
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033755
IRS990EZ/GrossReceiptsAmt031700
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030227
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030266
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033755
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030266
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033755
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11002.00
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/PersonNm0Susan Harmon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1William Mutell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Franklin Bud Robeson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chester Tellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jack Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Grayson Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Salatore Trifelleti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Victor Holman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Michael Hendrick
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/BOYAmt02016
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02436
IRS990EZ/OtherChangesInNetAssetsAmt0-1559
IRS990EZ/OtherExpensesTotalAmt026652
IRS990EZ/OtherRevenueTotalAmt01473
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Meal payments - Includes payment of bi weekly meeting meals and special events 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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026652
IRS990EZ/TotalRevenueAmt031700
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Christmas party reimbursement 925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Social Events 548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meals and entertainment 15,752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Postage 148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues 8,053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Technical Support 216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Badges Pins 327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Service Award 40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Rotary Pins, Caps,Shirts, etc 271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Social Events 1,845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Change in Accounts Receivable -1,559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Receivables Beginning of year 2,016, End of year 2,436
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 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Harmon
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-20
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/AtSubmissionCreationDeviceId03E6CB932040730EB5B5DEE75561744FD226F1296
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03E6CB932040730EB5B5DEE75561744FD226F1296
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.213.238.77
ReturnHeader/FilingSecurityInformation/IPDt02020-10-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:05:26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TFG LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0221 Market Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Virginia Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023462
ReturnHeader/PreparerPersonGrp/PhoneNum05713793476
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chester Tellis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-19T02:10:14-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,755
Liabilities
$0
Net assets
$33,755
Revenue
$31,700
Expenses
$26,652
Net income
$5,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$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