Civic Intelligence

Rotary Club of Innsbrook

990EZ • Fiscal year 2014 • EIN 54-1515404

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

Organization ProfileWWW.INNSBROOKROTARY.ORG
PO Box 2308Glen Allen, VA 23058

(804) 346-8030

Siviq Scores

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

Liabilities / Assets

80th percentile

0.16x

Higher debt load relative to assets than 80% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.07x

Higher debt load relative to revenue than 75% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-68%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

4th percentile

-57%

Faster asset growth than 4% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

2.2%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$38,514

Down $51,172 (-57%) from 2013

Net Assets

Down

$32,506

Down $55,524 (-63%) from 2013

Liabilities

Up

$6,008

Up $4,352 (+263%) from 2013

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin5th percentile

Revenue

Up

$81,548

Up $1,783 (+2.2%) from 2013

Expenses

Up

$137,072

Up $62,280 (+83%) from 2013

Net Income

Down

-$55,524

Down $60,497 (-1217%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$100K$50K$0Assets 2010: $62,614Liabilities 2010: $0Net Assets 2010: $62,6142010Assets 2012: $83,057Liabilities 2012: $0Net Assets 2012: $83,0572012Assets 2013: $89,686Liabilities 2013: $1,656Net Assets 2013: $88,0302013Assets 2014: $38,514Liabilities 2014: $6,008Net Assets 2014: $32,5062014Assets 2015: $65,678Liabilities 2015: $24,247Net Assets 2015: $41,4312015Assets 2017: $70,561Liabilities 2017: $623Net Assets 2017: $69,9382017Assets 2018: $83,091Liabilities 2018: $1,930Net Assets 2018: $81,1612018Assets 2019: $69,778Liabilities 2019: $623Net Assets 2019: $69,1552019Assets 2020: $57,737Liabilities 2020: $623Net Assets 2020: $57,1142020Assets 2021: $51,670Liabilities 2021: $0Net Assets 2021: $51,6702021Assets 2022: $40,112Liabilities 2022: $0Net Assets 2022: $40,1122022

Highlighted filing

2014

Assets$38,514
Liabilities$6,008
Net Assets$32,506
Open 2014 Filing

Operations Trend

Revenue Growth54th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $80,318Expenses 2010: $66,173Net Income 2010: $14,1452010Revenue 2012: $74,723Expenses 2012: $63,663Net Income 2012: $11,0602012Revenue 2013: $79,765Expenses 2013: $74,792Net Income 2013: $4,9732013Revenue 2014: $81,548Expenses 2014: $137,072Net Income 2014: -$55,5242014Revenue 2015: $91,652Expenses 2015: $82,727Net Income 2015: $8,9252015Revenue 2017: $64,020Expenses 2017: $63,903Net Income 2017: $1172017Revenue 2018: $73,812Expenses 2018: $62,589Net Income 2018: $11,2232018Revenue 2019: $59,994Expenses 2019: $72,000Net Income 2019: -$12,0062019Revenue 2020: $49,828Expenses 2020: $61,869Net Income 2020: -$12,0412020Revenue 2021: $11,015Expenses 2021: $16,459Net Income 2021: -$5,4442021Revenue 2022: $17,077Expenses 2022: $28,635Net Income 2022: -$11,5582022

Highlighted filing

2014

Revenue$81,548
Expenses$137,072
Net Income-$55,524
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$81,548
Mission and Program Overview

Mission

Rotary's main objective is service in the community, in the workplace, and around the globe. The 1.2 million rotarians who make up more than 34,000 rotary clubs in nearly every country in the world share a dedication to the ideal of service above self. Rotary clubs are open to people of all cultures and ethnicities and are not affiliated with any political or religious organizations.

Program Services

DescriptionGrantsExpenses
WEEKLY MEETINGS TO DISCUSS CURRENT AFFAIRS AND EDUCATE MEMBERS$0$41,818
SUPPORTED ROTARY INTERNATIONAL IN VARIOUS WORLD PROJECTS$0$10,793
EDUCATE AND TRAIN OFFICERS AND MEMBERS AND ATTEND ROTARY INTERNATIONAL AND DISTRICT MEETINGS$0$6,448
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN PAYSEPast PresidentPT$0--
JAY STEELEPresidentPT$0--
WES YORKPresident ElectPT$0--
DAN KERNSecretaryPT$0--
MATT MCDONALDTreasurerPT$0--
Filing and Contact Details

Filer

EIN
54-1515404
Phone
8043468030

Signing Officer

Name
Matthew O Mcdonald
Title
Officer
Phone
8043468030
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Matthew O Mcdonald
Phone
8047470000
Supplemental Narrative

Additional Explanations

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

“Description: dues. Amount: 75,785. Description: fellowship. Amount: 1,712. Description: other. Amount: 4,051. Total to form 990-ez, line 8: 81,548.”

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

“Description: club communications. Amount: 639. Description: club expenses/supplies. Amount: 2,868. Description: meal expense. Amount: 38,950. Description: contriution to innsbrook rotary charitable foundation. Amount: 69,670. Description: meetings and education. Amount: 6,448. Description: dues to affiliated organizations. Amount: 11,273. Description: general expenses. Amount: 341. Description: youth outreach. Amount: 3,815. Description: other. Amount: 1,068. Description: international. Amount: 2,000. Total to form 990-ez, line 16: 137,072.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to innsbrook rotary foundation. Beg. Of year amount: 1,656. End of year amount: 1,008. Description: due to rotary international. Beg. Of year amount: 0. End of year amount: 5,000.”

Raw XML Appendix126 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/BooksInCareOfDetail/BusinessName/BusinessNameLine10ROTARY CLUB OF INNSBROOK
IRS990EZ/BooksInCareOfDetail/PhoneNum08042736226
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 2308
IRS990EZ/BooksInCareOfDetail/USAddress/City0GLEN ALLEN
IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode023058
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089686
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038514
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-55524
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089686
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038514
IRS990EZ/GrossReceiptsAmt081548
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088030
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032506
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088030
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032506
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN PAYSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAY STEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WES YORK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN KERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATT MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0137072
IRS990EZ/OtherRevenueTotalAmt081548
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY'S MAIN OBJECTIVE IS SERVICE IN THE COMMUNITY, IN THE WORKPLACE, AND AROUND THE GLOBE. THE 1.2 MILLION ROTARIANS WHO MAKE UP MORE THAN 34,000 ROTARY CLUBS IN NEARLY EVERY COUNTRY IN THE WORLD SHARE A DEDICATION TO THE IDEAL OF SERVICE ABOVE SELF. ROTARY CLUBS ARE OPEN TO PEOPLE OF ALL CULTURES AND ETHNICITIES AND ARE NOT AFFILIATED WITH ANY POLITICAL OR RELIGIOUS ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATE AND TRAIN OFFICERS AND MEMBERS AND ATTEND ROTARY INTERNATIONAL AND DISTRICT MEETINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORTED ROTARY INTERNATIONAL IN VARIOUS WORLD PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WEEKLY MEETINGS TO DISCUSS CURRENT AFFAIRS AND EDUCATE MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06448
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110793
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt241818
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01656
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06008
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0137072
IRS990EZ/TotalProgramServiceExpensesAmt059059
IRS990EZ/TotalRevenueAmt081548
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INNSBROOKROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DUES. AMOUNT: 75,785. DESCRIPTION: FELLOWSHIP. AMOUNT: 1,712. DESCRIPTION: OTHER. AMOUNT: 4,051. TOTAL TO FORM 990-EZ, LINE 8: 81,548.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLUB COMMUNICATIONS. AMOUNT: 639. DESCRIPTION: CLUB EXPENSES/SUPPLIES. AMOUNT: 2,868. DESCRIPTION: MEAL EXPENSE. AMOUNT: 38,950. DESCRIPTION: CONTRIUTION TO INNSBROOK ROTARY CHARITABLE FOUNDATION. AMOUNT: 69,670. DESCRIPTION: MEETINGS AND EDUCATION. AMOUNT: 6,448. DESCRIPTION: DUES TO AFFILIATED ORGANIZATIONS. AMOUNT: 11,273. DESCRIPTION: GENERAL EXPENSES. AMOUNT: 341. DESCRIPTION: YOUTH OUTREACH. AMOUNT: 3,815. DESCRIPTION: OTHER. AMOUNT: 1,068. DESCRIPTION: INTERNATIONAL. AMOUNT: 2,000. TOTAL TO FORM 990-EZ, LINE 16: 137,072.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO INNSBROOK ROTARY FOUNDATION. BEG. OF YEAR AMOUNT: 1,656. END OF YEAR AMOUNT: 1,008. DESCRIPTION: DUE TO ROTARY INTERNATIONAL. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW O MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08043468030
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF INNSBROOK
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0541515404
ReturnHeader/Filer/PhoneNum08043468030
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2308
ReturnHeader/Filer/USAddress/City0GLEN ALLEN
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode023058
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541631262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KEITERSTEPHENSHURSTGARY & SHREAVESPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 32066
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0232942066
ReturnHeader/PreparerPersonGrp/PhoneNum08047470000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW O MCDONALD
ReturnHeader/ReturnTs02015-05-15T08:59:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,514
Liabilities
$6,008
Net assets
$32,506
Revenue
$81,548
Expenses
$137,072
Net income
-$55,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.17$0.29$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.11$0.16$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.01$0.57$0.50$0.62$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.01$0.69$0.60$0.72$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.02$0.81$0.74$0.63$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.01$0.70$0.64$0.64$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.24$0.41$0.92$0.83$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.06$0.33$0.82$1.37$0.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.02$0.88$0.80$0.75$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.75$0.64$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.80$0.66$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits