Civic Intelligence

Rotary Club of Innsbrook

990EZ • Fiscal year 2017 • EIN 54-1515404

Jul 01, 2016 to Jun 30, 2017 • Filed on May 13, 2018

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

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

68th percentile

10.0%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-25%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$70,561

Up $4,883 (+7.4%) from 2015

Net Assets

Up

$69,938

Up $28,507 (+69%) from 2015

Liabilities

Down

$623

Down $23,624 (-97%) from 2015

Revenue

Down

$64,020

Down $27,632 (-30%) from 2015

Expenses

Down

$63,903

Down $18,824 (-23%) from 2015

Net Income

Down

$117

Down $8,808 (-99%) from 2015

Historical Trend

Balance Sheet Trend

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

2017

Assets$70,561
Liabilities$623
Net Assets$69,938

Operations Trend

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

2017

Revenue$64,020
Expenses$63,903
Net Income$117
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 13, 2018
Return Version
2016v3.0
Gross Receipts
$64,020
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$43,544
SUPPORTED ROTARY INTERNATIONAL IN VARIOUS WORLD PROJECTS$0$12,712
EDUCATE AND TRAIN OFFICERS AND MEMBERS AND ATTEND ROTARY INTERNATIONAL AND DISTRICT MEETINGS$0$2,346
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN KERNPast PresidentPT$0--
LAURENCE PARKERPresidentPT$0--
MATTHEW MCDONALDPresident ElectPT$0--
PHIL GOODHARTSecretaryPT$0--
MICHAEL KERRTreasurerPT$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
2018-05-13
Discuss with paid preparer
No

Preparer

Firm
Keiterstephenshurstgary & Shreavespc
Address
4401 DOMINION BLVD, GLEN ALLEN, VA 23060
Preparer
Matthew O Mcdonald
Phone
8047470000
Supplemental Narrative

Additional Explanations

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

Description: dues. Amount: 13,845. Description: fellowship. Amount: 46,985. Description: other. Amount: 3,190. Total to form 990-ez, line 8: 64,020.

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

Description: club communications. Amount: 925. Description: club expenses/supplies. Amount: 1,855. Description: meal expense. Amount: 40,291. Description: service project expense. Amount: 250. Description: meetings and education. Amount: 2,346. Description: dues to affiliated organizations. Amount: 10,462. Description: general expenses. Amount: 206. Description: youth outreach. Amount: 500. Description: other. Amount: 7,068. Total to form 990-ez, line 16: 63,903.

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

Description: due to innsbrook rotary foundation. Beg. Of year amount: 350. End of year amount: 0. Description: due to rotary international. Beg. Of year amount: 5,301. End of year amount: 0.

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

Description: due to rotary international. Beg. Of year amount: 0. End of year amount: 623.

Raw XML Appendix137 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/BOYAmt064170
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070561
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0117
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069821
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070561
IRS990EZ/GrossReceiptsAmt064020
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069821
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069938
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069821
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069938
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/PersonNm0DAN KERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURENCE PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTHEW MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHIL GOODHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL KERR
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/OtherAssetsTotalDetail/BOYAmt05651
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt063903
IRS990EZ/OtherRevenueTotalAmt064020
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/ProgramServiceExpensesAmt02346
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112712
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt243544
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0623
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063903
IRS990EZ/TotalProgramServiceExpensesAmt058602
IRS990EZ/TotalRevenueAmt064020
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INNSBROOKROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DUES. AMOUNT: 13,845. DESCRIPTION: FELLOWSHIP. AMOUNT: 46,985. DESCRIPTION: OTHER. AMOUNT: 3,190. TOTAL TO FORM 990-EZ, LINE 8: 64,020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLUB COMMUNICATIONS. AMOUNT: 925. DESCRIPTION: CLUB EXPENSES/SUPPLIES. AMOUNT: 1,855. DESCRIPTION: MEAL EXPENSE. AMOUNT: 40,291. DESCRIPTION: SERVICE PROJECT EXPENSE. AMOUNT: 250. DESCRIPTION: MEETINGS AND EDUCATION. AMOUNT: 2,346. DESCRIPTION: DUES TO AFFILIATED ORGANIZATIONS. AMOUNT: 10,462. DESCRIPTION: GENERAL EXPENSES. AMOUNT: 206. DESCRIPTION: YOUTH OUTREACH. AMOUNT: 500. DESCRIPTION: OTHER. AMOUNT: 7,068. TOTAL TO FORM 990-EZ, LINE 16: 63,903.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO INNSBROOK ROTARY FOUNDATION. BEG. OF YEAR AMOUNT: 350. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO ROTARY INTERNATIONAL. BEG. OF YEAR AMOUNT: 5,301. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUE TO ROTARY INTERNATIONAL. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 623.
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 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW O MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08043468030
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0535C7F20781B80FCAFCCA14FB60BA8EA9BC29823
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F698B2BD671DA480E98A93E1F7D07DF2F3C3C286
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.129.194.95
ReturnHeader/FilingSecurityInformation/IPDt02018-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:51:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541631262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEITERSTEPHENSHURSTGARY & SHREAVESPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04401 DOMINION BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLEN ALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023060
ReturnHeader/PreparerPersonGrp/PhoneNum08047470000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW O MCDONALD
ReturnHeader/ReturnTs02018-05-14T09:08:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits