Civic Intelligence

Rotary Club of Petersburg - Breakfast

990EZ • Fiscal year 2023 • EIN 54-1421099

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 07, 2023

Organization Profilewww.rotary-site.org/petersburgh-breakfAST
PO Box 1635Petersburg, VA 23805

(804) 869-6578

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

6th percentile

-78%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

11th percentile

-39%

Faster asset growth than 11% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$37,644

Down $23,897 (-39%) from 2022

Net Assets

Down

$37,644

Down $23,897 (-39%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin6th percentile

Revenue

Down

$30,694

Down $88,680 (-74%) from 2022

Expenses

Down

$54,591

Down $17,589 (-24%) from 2022

Net Income

Down

-$23,897

Down $71,091 (-151%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$80K$60K$40K$20K$0Assets 2011: $13,361Liabilities 2011: $02011Assets 2012: $11,658Liabilities 2012: $02012Assets 2013: $9,463Liabilities 2013: $02013Assets 2014: $9,105Liabilities 2014: $0Net Assets 2014: $9,1052014Assets 2015: $12,710Liabilities 2015: $0Net Assets 2015: $12,7102015Assets 2016: $11,100Liabilities 2016: $0Net Assets 2016: $11,1002016Assets 2017: $1,123Liabilities 2017: $0Net Assets 2017: $1,1232017Assets 2018: $17,709Liabilities 2018: $0Net Assets 2018: $17,7092018Assets 2019: $14,157Liabilities 2019: $02019Assets 2020: $6,167Liabilities 2020: $02020Assets 2021: $14,347Liabilities 2021: $0Net Assets 2021: $14,3472021Assets 2022: $61,541Liabilities 2022: $0Net Assets 2022: $61,5412022Assets 2023: $37,644Liabilities 2023: $0Net Assets 2023: $37,6442023Assets 2024: $47,150Liabilities 2024: $0Net Assets 2024: $47,1502024Assets 2025: $29,499Liabilities 2025: $0Net Assets 2025: $29,4992025

Highlighted filing

2023

Assets$37,644
Liabilities$0
Net Assets$37,644
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $26,657Expenses 2011: $27,894Net Income 2011: -$1,2372011Revenue 2012: $43,342Expenses 2012: $45,045Net Income 2012: -$1,7032012Revenue 2013: $29,746Expenses 2013: $31,941Net Income 2013: -$2,1952013Revenue 2014: $46,591Expenses 2014: $46,949Net Income 2014: -$3582014Revenue 2015: $30,945Expenses 2015: $27,340Net Income 2015: $3,6052015Revenue 2016: $56,946Expenses 2016: $58,556Net Income 2016: -$1,6102016Revenue 2017: $28,252Expenses 2017: $38,229Net Income 2017: -$9,9772017Revenue 2018: $35,038Expenses 2018: $18,452Net Income 2018: $16,5862018Revenue 2019: $55,003Expenses 2019: $58,555Net Income 2019: -$3,5522019Revenue 2020: $24,697Expenses 2020: $32,687Net Income 2020: -$7,9902020Revenue 2021: $21,087Expenses 2021: $12,907Net Income 2021: $8,1802021Revenue 2022: $119,374Expenses 2022: $72,180Net Income 2022: $47,1942022Revenue 2023: $30,694Expenses 2023: $54,591Net Income 2023: -$23,8972023Revenue 2024: $42,671Expenses 2024: $33,176Net Income 2024: $9,4952024Revenue 2025: $65,827Expenses 2025: $83,479Net Income 2025: -$17,6522025

Highlighted filing

2023

Revenue$30,694
Expenses$54,591
Net Income-$23,897
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 7, 2023
Return Version
2022v5.0
Gross Receipts
$34,618
Mission and Program Overview

Mission

BUSINESS LEAGUE

Service club

Program Services

DescriptionGrantsExpenses
Donations of materials for Petersburg city parks$0$27,366
Donations to charities and civic organizations$0$13,460
Donations to The Rotary Foundation$0$4,337
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LaMar TaleaferroClub President-$0--
Liz SawyerClub Vice President-$0--
Richard GatesClub Secretary-$0--
Lawrence HeydClub Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotary Golf Tournament$9,957$9,957$0$9,957
Brunswick Stew Sales$6,740$6,740$2,524$4,216
Total Events$16,697$16,697$2,924$13,773
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
54-1421099
Phone
8048696578
Address
PO Box 1635, Petersburg, VA 23805

Signing Officer

Name
Lawrence Heyd
Title
Treasurer
Phone
8048696578
Signed
2023-10-07
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Meals and meeting expenses;1544|Dues;4194|Supplies and other expenses;1356|Conferences and seminars;2123|Bank fees;211|Contributions to charities and civic orgs;17797|Projects;27366^Total;54591^”

Raw XML Appendix167 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Lawrence Heyd
IRS990EZ/BooksInCareOfDetail/PhoneNum08048696578
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1635
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Petersburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023805
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061541
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037644
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt08024
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-23897
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061541
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037644
IRS990EZ/FundraisingGrossIncomeAmt016859
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt034618
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt09735
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061541
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037644
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061541
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037644
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LaMar Taleaferro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Liz Sawyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Richard Gates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lawrence Heyd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Club President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Club Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Club Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Club Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt054591
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Service club
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Donations of materials for Petersburg city parks
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Donations to charities and civic organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Donations to The Rotary Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027366
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113460
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24337
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03924
IRS990EZ/SpecialEventsNetIncomeLossAmt012935
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054591
IRS990EZ/TotalProgramServiceExpensesAmt045163
IRS990EZ/TotalRevenueAmt030694
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Civic League
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02924
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Brunswick Stew Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Rotary Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09957
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09957
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016697
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013773
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02524
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02524
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Meals and meeting expenses;1544|Dues;4194|Supplies and other expenses;1356|Conferences and seminars;2123|Bank fees;211|Contributions to charities and civic orgs;17797|Projects;27366^Total;54591^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lawrence Heyd
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08048696578
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0541421099
ReturnHeader/Filer/PhoneNum08048696578
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1635
ReturnHeader/Filer/USAddress/CityNm0Petersburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023805
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-10-07T13:19:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,644
Liabilities
$0
Net assets
$37,644
Revenue
$30,694
Expenses
$54,591
Net income
-$23,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.66$0.83$0.18
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.43$0.33$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.31$0.55$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.19$0.72$0.47
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.21$0.13$0.08
2020Summary only. Only limited summary data is available for this year.$0.06$0.00$0.25$0.33$0.08
2019Summary only. Only limited summary data is available for this year.$0.14$0.00$0.55$0.59$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$0.35$0.18$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.28$0.38$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.57$0.59$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.31$0.27$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.47$0.47$0.00
2013Summary only. Only limited summary data is available for this year.$0.09$0.00$0.30$0.32$0.02
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.43$0.45$0.02
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.27$0.28$0.01