Civic Intelligence

Rotary Club of Innsbrook

990EZ • Fiscal year 2015 • EIN 54-1515404

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

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

88th percentile

0.37x

Higher debt load relative to assets than 88% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

85th percentile

0.26x

Higher debt load relative to revenue than 85% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

65th percentile

9.7%

Higher net margin than 65% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

94th percentile

71%

Faster asset growth than 94% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

73rd percentile

12%

Faster revenue growth than 73% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$65,678

Up $27,164 (+71%) from 2014

Net Assets

Up

$41,431

Up $8,925 (+27%) from 2014

Liabilities

Up

$24,247

Up $18,239 (+304%) from 2014

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin65th percentile

Revenue

Up

$91,652

Up $10,104 (+12%) from 2014

Expenses

Down

$82,727

Down $54,345 (-40%) from 2014

Net Income

Up

$8,925

Up $64,449 (+116%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2015

Assets$65,678
Liabilities$24,247
Net Assets$41,431
Open 2015 Filing

Operations Trend

Revenue Growth73rd 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

2015

Revenue$91,652
Expenses$82,727
Net Income$8,925
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$91,652
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$51,321
SUPPORTED ROTARY INTERNATIONAL IN VARIOUS WORLD PROJECTS$0$10,462
EDUCATE AND TRAIN OFFICERS AND MEMBERS AND ATTEND ROTARY INTERNATIONAL AND DISTRICT MEETINGS$0$8,124
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY STEELEPast PresidentPT$0--
WES YORKPresidentPT$0--
DAN KERNPresident ElectPT$0--
LAURENCE PARKERSecretaryPT$0--
CARTER DAGESTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Innsbrook
EIN
54-1515404
Phone
8043468030
Address
PO BOX 2308, GLEN ALLEN, VA 23058

Signing Officer

Name
Matthew O Mcdonald
Title
Officer
Phone
8043468030
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Keiterstephenshurstgary & Shreavespc
Address
PO BOX 32066, RICHMOND, VA 23294-2066
Preparer
Matthew O Mcdonald
Phone
8047470000
Supplemental Narrative

Additional Explanations

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

“Description: fellowship. Amount: 1,550. Description: other. Amount: 15,717. Total to form 990-ez, line 8: 17,267.”

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

“Description: club communications. Amount: 1,704. Description: club expenses/supplies. Amount: 661. Description: meal expense. Amount: 50,660. Description: contriution to innsbrook rotary charitable foundation. Amount: 6,023. Description: meetings and education. Amount: 8,124. Description: dues to affiliated organizations. Amount: 10,462. Description: general expenses. Amount: 291. Description: youth outreach. Amount: 3,442. Description: other. Amount: 1,360. Total to form 990-ez, line 16: 82,727.”

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

“Description: due to innsbrook rotary foundation. Beg. Of year amount: 1,008. End of year amount: 1,158. Description: due to rotary international. Beg. Of year amount: 5,000. End of year amount: 23,089.”

Raw XML Appendix127 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/BusinessNameLine1Txt0ROTARY CLUB OF INNSBROOK
IRS990EZ/BooksInCareOfDetail/PhoneNum08042736226
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2308
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLEN ALLEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023058
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038514
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065678
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt08925
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038514
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065678
IRS990EZ/GrossReceiptsAmt091652
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt074385
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032506
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041431
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032506
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041431
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/PersonNm0JAY STEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WES YORK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN KERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURENCE PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARTER DAGES
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/OtherExpensesTotalAmt082727
IRS990EZ/OtherRevenueTotalAmt017267
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/ProgramServiceExpensesAmt08124
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110462
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt251321
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06008
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt024247
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt082727
IRS990EZ/TotalProgramServiceExpensesAmt069907
IRS990EZ/TotalRevenueAmt091652
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INNSBROOKROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FELLOWSHIP. AMOUNT: 1,550. DESCRIPTION: OTHER. AMOUNT: 15,717. TOTAL TO FORM 990-EZ, LINE 8: 17,267.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLUB COMMUNICATIONS. AMOUNT: 1,704. DESCRIPTION: CLUB EXPENSES/SUPPLIES. AMOUNT: 661. DESCRIPTION: MEAL EXPENSE. AMOUNT: 50,660. DESCRIPTION: CONTRIUTION TO INNSBROOK ROTARY CHARITABLE FOUNDATION. AMOUNT: 6,023. DESCRIPTION: MEETINGS AND EDUCATION. AMOUNT: 8,124. DESCRIPTION: DUES TO AFFILIATED ORGANIZATIONS. AMOUNT: 10,462. DESCRIPTION: GENERAL EXPENSES. AMOUNT: 291. DESCRIPTION: YOUTH OUTREACH. AMOUNT: 3,442. DESCRIPTION: OTHER. AMOUNT: 1,360. TOTAL TO FORM 990-EZ, LINE 16: 82,727.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO INNSBROOK ROTARY FOUNDATION. BEG. OF YEAR AMOUNT: 1,008. END OF YEAR AMOUNT: 1,158. DESCRIPTION: DUE TO ROTARY INTERNATIONAL. BEG. OF YEAR AMOUNT: 5,000. END OF YEAR AMOUNT: 23,089.
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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW O MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08043468030
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF INNSBROOK
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0541515404
ReturnHeader/Filer/PhoneNum08043468030
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2308
ReturnHeader/Filer/USAddress/CityNm0GLEN ALLEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023058
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541631262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEITERSTEPHENSHURSTGARY & SHREAVESPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 32066
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0232942066
ReturnHeader/PreparerPersonGrp/PhoneNum08047470000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW O MCDONALD
ReturnHeader/ReturnTs02016-05-16T13:25:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,678
Liabilities
$24,247
Net assets
$41,431
Revenue
$91,652
Expenses
$82,727
Net income
$8,925
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. 2015 filings • 501(c)4 • <$500k nonprofits