Civic Intelligence

Alexandria Rotary Foundation

990EZ • Fiscal year 2015 • EIN 54-1545015

Jul 01, 2014 to Jun 30, 2015 • Filed on May 11, 2016

PO Box 320666Alexandria, VA 22320-1271

(703) 642-2700

Siviq Scores

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

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

85th percentile

0.16x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

43rd percentile

-1.0%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$174,721

Down $1,701 (-1.0%) from 2014

Net Assets

Up

$162,509

Up $5,812 (+3.7%) from 2014

Liabilities

Down

$12,212

Down $7,513 (-38%) from 2014

Revenue

Up

$74,818

Up $27,392 (+58%) from 2014

Expenses

Up

$63,694

Up $15,918 (+33%) from 2014

Net Income

Up

$11,124

Up $11,474 (+3278%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $157,638Liabilities 2011: $30,943Net Assets 2011: $126,6952011Assets 2012: $151,320Liabilities 2012: $22,023Net Assets 2012: $129,2972012Assets 2013: $155,972Liabilities 2013: $18,422Net Assets 2013: $137,5502013Assets 2014: $176,422Liabilities 2014: $19,725Net Assets 2014: $156,6972014Assets 2015: $174,721Liabilities 2015: $12,212Net Assets 2015: $162,5092015Assets 2016: $175,346Liabilities 2016: $20,731Net Assets 2016: $154,6152016Assets 2017: $188,338Liabilities 2017: $8,926Net Assets 2017: $179,4122017Assets 2018: $205,850Liabilities 2018: $17,850Net Assets 2018: $188,0002018Assets 2019: $197,224Liabilities 2019: $7,393Net Assets 2019: $189,8312019Assets 2020: $220,704Liabilities 2020: $20,244Net Assets 2020: $200,4602020Assets 2021: $347,158Liabilities 2021: $68,036Net Assets 2021: $279,1222021Assets 2022: $343,885Liabilities 2022: $74,488Net Assets 2022: $269,3972022Assets 2023: $331,873Liabilities 2023: $10,189Net Assets 2023: $321,6842023Assets 2024: $411,044Liabilities 2024: $40,082Net Assets 2024: $370,9622024

Highlighted filing

2015

Assets$174,721
Liabilities$12,212
Net Assets$162,509

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $53,917Expenses 2011: $79,754Net Income 2011: -$25,8372011Revenue 2012: $55,842Expenses 2012: $52,485Net Income 2012: $3,3572012Revenue 2013: $44,820Expenses 2013: $52,267Net Income 2013: -$7,4472013Revenue 2014: $47,426Expenses 2014: $47,776Net Income 2014: -$3502014Revenue 2015: $74,818Expenses 2015: $63,694Net Income 2015: $11,1242015Revenue 2016: $58,816Expenses 2016: $63,346Net Income 2016: -$4,5302016Revenue 2017: $84,936Expenses 2017: $75,285Net Income 2017: $9,6512017Revenue 2018: $104,477Expenses 2018: $104,030Net Income 2018: $4472018Revenue 2019: $106,369Expenses 2019: $101,484Net Income 2019: $4,8852019Revenue 2020: $110,149Expenses 2020: $91,765Net Income 2020: $18,3842020Revenue 2021: $169,236Expenses 2021: $145,504Net Income 2021: $23,7322021Revenue 2022: $97,226Expenses 2022: $76,718Net Income 2022: $20,5082022Revenue 2023: $92,726Expenses 2023: $71,142Net Income 2023: $21,5842023Revenue 2024: $89,173Expenses 2024: $78,076Net Income 2024: $11,0972024

Highlighted filing

2015

Revenue$74,818
Expenses$63,694
Net Income$11,124
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 11, 2016
Return Version
2014v6.0
Gross Receipts
$86,256
Mission and Program Overview

Mission

Alexandria rotary foundation makes annual awards on behalf of the club to worthwhile charitable groups and projects in the area. Emphasis is usually given to projects which benefit the area's deserving youngsters.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION MAKES ANNUAL AWARDS ON BEHALF OF THE CLUB TO WORTHWHILE CHARITABLE GROUPS AND PROJECTS IN THE ALEXANDRIA AREA. EMPHASIS IS USUALLY GIVEN TO PROJECTS WHICH BENEFIT THE AREA'S DESERVING YOUNGSTERS. ANNUAL AWARDS HAVE BEEN AWARDED TO FRIENDS OF GUEST HOUSE, COMPUTER CORE, CENTER FOR ALEXANDRIA'S CHILDREN INC., CHILD AND FAMILY NETWORK CENTERS, AND COMMUNITY LODGINGS, INC., TO NAME JUST A FEW.$0$63,477
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN RENNERPresident-$0--
LARRY ALBERSONPresident-Elect-$0--
THOMAS C ROBERTS JRVice President-$0--
SHARON MEISELSecretary-$0--
LEE DUNCANTreasurer-$0--
STUART MATTHEWSSergeant-At-Arms-$0--
GORDON PEYTONDirector-$0--
PAUL ANDERSON IIDirector-$0--
VANESSA HAVENERDirector-$0--
NOLAN FORNESSDirector-$0--
CHRIS HERNDONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charity Fundraiser$66,894$26,438$11,438$15,000
Family 5k Fun Run$2,835$2,835-$2,835
Total Events$69,729$29,273$11,438$17,835
Filing and Contact Details

Filer

Filer Name
Alexandria Rotary Foundation
EIN
54-1545015
Phone
7036422700
Address
PO BOX 320666, ALEXANDRIA, VA 22320-1271

Signing Officer

Name
Lee Duncan
Title
Treasurer
Phone
7036422700
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Kositzka Wicks and Company
Address
5270 SHAWNEE ROAD SUITE 250, ALEXANDRIA, VA 22312
Preparer
Michael E Wicks CPA
Phone
7036422700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 21. Description: dividends. Amount: 11,059. Total included on form 990-ez, line 4: 11,080.

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

Description: banking and accounting. Amount: 217. Description: general contributions. Amount: 55,302. Description: rebuilding alexandria together. Amount: 2,000. Description: scholarships. Amount: 5,000. Description: sports and housing - contribution. Amount: 1,000. Description: essay contest. Amount: 175. Total to form 990-ez, line 16: 63,694.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized loss on investments. Amount: -5,312.

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

Description: scott and stringfellow, inc.. Beg. Of year amount: 118,757. End of year amount: 124,504. Description: scott and stringfellow, inc. Restricted. Beg. Of year amount: 37,176. End of year amount: 37,176.

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

Description: accrued expenses. Beg. Of year amount: 0. End of year amount: 2,836. Description: due for pakistan relief. Beg. Of year amount: 1,400. End of year amount: 1,400. Description: due to rotary club of alexandria. Beg. Of year amount: 2,279. End of year amount: 525. Description: due to rotary international. Beg. Of year amount: 16,046. End of year amount: 7,451.

Raw XML Appendix221 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 21. DESCRIPTION: DIVIDENDS. AMOUNT: 11,059. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 11,080.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANKING AND ACCOUNTING. AMOUNT: 217. DESCRIPTION: GENERAL CONTRIBUTIONS. AMOUNT: 55,302. DESCRIPTION: REBUILDING ALEXANDRIA TOGETHER. AMOUNT: 2,000. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 5,000. DESCRIPTION: SPORTS AND HOUSING - CONTRIBUTION. AMOUNT: 1,000. DESCRIPTION: ESSAY CONTEST. AMOUNT: 175. TOTAL TO FORM 990-EZ, LINE 16: 63,694.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS. AMOUNT: -5,312.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: SCOTT AND STRINGFELLOW, INC.. BEG. OF YEAR AMOUNT: 118,757. END OF YEAR AMOUNT: 124,504. DESCRIPTION: SCOTT AND STRINGFELLOW, INC. RESTRICTED. BEG. OF YEAR AMOUNT: 37,176. END OF YEAR AMOUNT: 37,176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,836. DESCRIPTION: DUE FOR PAKISTAN RELIEF. BEG. OF YEAR AMOUNT: 1,400. END OF YEAR AMOUNT: 1,400. DESCRIPTION: DUE TO ROTARY CLUB OF ALEXANDRIA. BEG. OF YEAR AMOUNT: 2,279. END OF YEAR AMOUNT: 525. DESCRIPTION: DUE TO ROTARY INTERNATIONAL. BEG. OF YEAR AMOUNT: 16,046. END OF YEAR AMOUNT: 7,451.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541342298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSITZKA WICKS AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05270 SHAWNEE ROAD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022312
ReturnHeader/PreparerPersonGrp/PhoneNum07036422700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL E WICKS CPA
ReturnHeader/ReturnTs02016-05-16T07:44:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.11$0.40$3.71$0.89$0.78$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.32$0.10$3.22$0.93$0.71$0.22
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.74$2.69$0.97$0.77$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.68$2.79$1.69$1.46$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.20$2.00$1.10$0.92$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.97$0.07$1.90$1.06$1.01$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.18$1.88$1.04$1.04$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.09$1.79$0.85$0.75$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.21$1.55$0.59$0.63$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.12$1.63$0.75$0.64$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.20$1.57$0.47$0.48$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.18$1.38$0.45$0.52$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.22$1.29$0.56$0.52$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.31$1.27$0.54$0.80$0.26