Civic Intelligence

Alexandria Rotary Foundation

990EZ • Fiscal year 2016 • EIN 54-1545015

Jul 01, 2015 to Jun 30, 2016 • Filed on May 02, 2017

Organization ProfileN/A
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

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.35x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

26th percentile

-7.7%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

0.4%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$175,346

Up $625 (+0.4%) from 2015

Net Assets

Down

$154,615

Down $7,894 (-4.9%) from 2015

Liabilities

Up

$20,731

Up $8,519 (+70%) from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin26th percentile

Revenue

Down

$58,816

Down $16,002 (-21%) from 2015

Expenses

Down

$63,346

Down $348 (-0.5%) from 2015

Net Income

Down

-$4,530

Down $15,654 (-141%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2016

Assets$175,346
Liabilities$20,731
Net Assets$154,615
Open 2016 Filing

Operations Trend

Revenue Growth23rd percentile

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

2016

Revenue$58,816
Expenses$63,346
Net Income-$4,530
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 2, 2017
Return Version
2015v3.0
Gross Receipts
$65,118
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$63,347
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY ALBERSONPresident-$0--
THOMAS C ROBERTS JRPresident-Elect-$0--
MIKE WICKSVice President-$0--
SHARON MEISELSecretary-$0--
LEE DUNCANTreasurer-$0--
DONNA WILSONDirector-$0--
CHRIS HERNDONDirector-$0--
AMY CURTISDirector-$0--
PAUL ANDERSON IIDirector-$0--
VANESSA HAVENERDirector-$0--
GORDON PEYTONDirector-$0--
STUART MATTHEWSSergeant-At-Arms-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charity Fundraiser$46,713$15,303$6,302$9,001
Total Events$46,713$15,303$6,302$9,001
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
2017-05-02
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: 10. Description: dividends. Amount: 9,010. Total included on form 990-ez, line 4: 9,020.”

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

“Description: banking and accounting. Amount: 346. Description: general contributions. Amount: 39,500. Description: international projects. Amount: 15,900. Description: presidential classroom. Amount: 100. Description: rebuilding alexandria together. Amount: 1,500. Description: scholarships. Amount: 5,000. Description: sports and housing - contribution. Amount: 1,000. Total to form 990-ez, line 16: 63,346.”

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

“Description: unrealized loss on investments. Amount: -3,364.”

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

“Description: scott and stringfellow, inc.. Beg. Of year amount: 124,504. End of year amount: 130,151. 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 expense. Beg. Of year amount: 2,836. End of year amount: 0. Description: due for pakistan relief. Beg. Of year amount: 1,400. End of year amount: 1,400. Description: due to alexandria day nursery. Beg. Of year amount: 0. End of year amount: 51. Description: due to ecuador relief. Beg. Of year amount: 0. End of year amount: 75. Description: due to rotary club of alexandria. Beg. Of year amount: 525. End of year amount: 8,677. Description: due to rotary international. Beg. Of year amount: 7,451. End of year amount: 9,228. Description: due to shelter box. Beg. Of year amount: 0. End of year amount: 1,050. Description: due to wash. School girls. Beg. Of year amount: 0. End of year amount: 250.”

Raw XML Appendix226 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/BusinessNameLine1Txt0JEFFREY A KOHNE CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum07036422700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05270 SHAWNEE ROAD SUITE 250
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALEXANDRIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022312
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013041
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08019
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4530
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0174721
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0175346
IRS990EZ/FundraisingGrossIncomeAmt015303
IRS990EZ/GrossReceiptsAmt065118
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt09020
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0162509
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0154615
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0162509
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0154615
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARRY ALBERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS C ROBERTS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE WICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON MEISEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEE DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DONNA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRIS HERNDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AMY CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAUL ANDERSON II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VANESSA HAVENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10GORDON PEYTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11STUART MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SERGEANT-AT-ARMS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0161680
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0167327
IRS990EZ/OtherChangesInNetAssetsAmt0-3364
IRS990EZ/OtherExpensesTotalAmt063346
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ALEXANDRIA 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.
IRS990EZ/ProgramServiceRevenueAmt040795
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063347
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt06302
IRS990EZ/SpecialEventsNetIncomeLossAmt09001
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012212
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020731
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063346
IRS990EZ/TotalProgramServiceExpensesAmt063347
IRS990EZ/TotalRevenueAmt058816
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0UNINCORPORATED NON-PROFIT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033733
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0173978
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06555
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02509
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03280
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt032445
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt021303
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt029273
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt060267
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt038277
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt041398
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0190518
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43830
IRS990ScheduleA/PublicSupportPY170Pct00.42910
IRS990ScheduleA/PublicSupportTotal170Amt0173978
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045903
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033733
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028732
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0173978
IRS990ScheduleA/TotalSupportAmt0396941
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031410
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt031410
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06302
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHARITY FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015303
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09001
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06302
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06302
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 10. DESCRIPTION: DIVIDENDS. AMOUNT: 9,010. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 9,020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANKING AND ACCOUNTING. AMOUNT: 346. DESCRIPTION: GENERAL CONTRIBUTIONS. AMOUNT: 39,500. DESCRIPTION: INTERNATIONAL PROJECTS. AMOUNT: 15,900. DESCRIPTION: PRESIDENTIAL CLASSROOM. AMOUNT: 100. DESCRIPTION: REBUILDING ALEXANDRIA TOGETHER. AMOUNT: 1,500. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 5,000. DESCRIPTION: SPORTS AND HOUSING - CONTRIBUTION. AMOUNT: 1,000. TOTAL TO FORM 990-EZ, LINE 16: 63,346.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS. AMOUNT: -3,364.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: SCOTT AND STRINGFELLOW, INC.. BEG. OF YEAR AMOUNT: 124,504. END OF YEAR AMOUNT: 130,151. DESCRIPTION: SCOTT AND STRINGFELLOW, INC. RESTRICTED. BEG. OF YEAR AMOUNT: 37,176. END OF YEAR AMOUNT: 37,176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCRUED EXPENSE. BEG. OF YEAR AMOUNT: 2,836. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE FOR PAKISTAN RELIEF. BEG. OF YEAR AMOUNT: 1,400. END OF YEAR AMOUNT: 1,400. DESCRIPTION: DUE TO ALEXANDRIA DAY NURSERY. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 51. DESCRIPTION: DUE TO ECUADOR RELIEF. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 75. DESCRIPTION: DUE TO ROTARY CLUB OF ALEXANDRIA. BEG. OF YEAR AMOUNT: 525. END OF YEAR AMOUNT: 8,677. DESCRIPTION: DUE TO ROTARY INTERNATIONAL. BEG. OF YEAR AMOUNT: 7,451. END OF YEAR AMOUNT: 9,228. DESCRIPTION: DUE TO SHELTER BOX. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,050. DESCRIPTION: DUE TO WASH. SCHOOL GIRLS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 250.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE DUNCAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07036422700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALEXANDRIA ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0541545015
ReturnHeader/Filer/PhoneNum07036422700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 320666
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0223201271
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/PreparationDt02017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL E WICKS CPA
ReturnHeader/ReturnTs02017-05-09T15:50:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,346
Liabilities
$20,731
Net assets
$154,615
Revenue
$58,816
Expenses
$63,346
Net income
-$4,530
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