Civic Intelligence

Stafford Rotary Club Inc

990EZ • Fiscal year 2017 • EIN 54-1560557

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

PO Box 5575Fredericksburg, VA 22403

(540) 288-9700

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

8th percentile

-40%

Higher net margin than 8% 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

18th percentile

-18%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

26th percentile

-14%

Faster revenue growth than 26% of similar nonprofits.

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

Assets

Down

$47,305

Down $10,309 (-18%) from 2016

Net Assets

Down

$47,305

Down $10,309 (-18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$25,688

Down $4,047 (-14%) from 2016

Expenses

Down

$35,997

Down $1,283 (-3.4%) from 2016

Net Income

Down

-$10,309

Down $2,764 (-37%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $81,861Liabilities 2010: $4,645Net Assets 2010: $77,2162010Assets 2016: $57,614Liabilities 2016: $0Net Assets 2016: $57,6142016Assets 2017: $47,305Liabilities 2017: $0Net Assets 2017: $47,3052017Assets 2018: $17,354Liabilities 2018: $0Net Assets 2018: $17,3542018Assets 2019: $18,792Liabilities 2019: $0Net Assets 2019: $18,7922019Assets 2020: $18,752Liabilities 2020: $0Net Assets 2020: $18,7522020Assets 2021: $22,548Liabilities 2021: $0Net Assets 2021: $22,5482021Assets 2022: $19,320Liabilities 2022: $0Net Assets 2022: $19,3202022Assets 2023: $7,361Liabilities 2023: $0Net Assets 2023: $7,3612023Assets 2024: $8,974Liabilities 2024: $0Net Assets 2024: $8,9742024Assets 2025: $9,970Liabilities 2025: $0Net Assets 2025: $9,9702025

Highlighted filing

2017

Assets$47,305
Liabilities$0
Net Assets$47,305

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $35,415Expenses 2010: $48,536Net Income 2010: -$13,1212010Revenue 2016: $29,735Expenses 2016: $37,280Net Income 2016: -$7,5452016Revenue 2017: $25,688Expenses 2017: $35,997Net Income 2017: -$10,3092017Revenue 2018: $29,351Expenses 2018: $59,302Net Income 2018: -$29,9512018Revenue 2019: $31,182Expenses 2019: $29,744Net Income 2019: $1,4382019Revenue 2020: $26,458Expenses 2020: $26,498Net Income 2020: -$402020Revenue 2021: $15,450Expenses 2021: $11,654Net Income 2021: $3,7962021Revenue 2022: $25,109Expenses 2022: $28,337Net Income 2022: -$3,2282022Revenue 2023: $18,598Expenses 2023: $30,557Net Income 2023: -$11,9592023Revenue 2024: $14,534Expenses 2024: $12,921Net Income 2024: $1,6132024Revenue 2025: $25,744Expenses 2025: $24,748Net Income 2025: $9962025

Highlighted filing

2017

Revenue$25,688
Expenses$35,997
Net Income-$10,309
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$25,688
Mission and Program Overview

Mission

The object of rotary is to "encourage and foster the ideal of service as a basis of worthy enterprise." rotary is a service organization. Since 1910, the rotary motto has been "service above self." rotary strives to achieve it's objective of "service above self" through activities in five primary areas. These are often referred to as the five avenues of service.

Program Services

DescriptionGrantsExpenses
CLUB SERVICETHIS "AVENUE" PROMOTES THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE. IT INVOLVES THE ACTIVITIES NECESSARY TO MAKE THE CLUB FUNCTION SUCCESSFULLY AND ACHIEVE ITS GOALS.$0$0
VOCATIONAL SERVICETHIS AREA REPRESENTS THE OPPORTUNITY THAT EACH ROTARIAN HAS TO REPRESENT THE DIGNITY AND UTILITY OF ONE'S VOCATION AS AN OPPORTUNITY TO SERVE SOCIETY. ROTARIANS PROMOTE AND FOSTER HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS AND PROMOTE THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS.$0$0
COMMUNITY SERVICETHIS RELATES TO THE ACTIVITIES THAT ROTARIANS UNDERTAKE TO IMPROVE THE QUALITY OF LIFE IN THEIR COMMUNITY. PARTICULAR EMPHASIS IS GIVEN TO HELPING CHILDREN, NEEDY FAMILIES, THE AGED, THE HANDICAPPED, AND THOSE MOST IN NEED OF ASSISTANCE.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN HUWARPresidentPT$0--
MICHAEL SMITHSecretaryPT$0--
MICHAEL SMITHPresident-ElectPT$0--
LINDA KNECHTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Stafford Rotary Club Inc
EIN
54-1560557
Phone
5402889700
Address
PO BOX 5575, FREDERICKSBURG, VA 22403

Signing Officer

Name
Shawn Huwar
Title
President
Phone
5402889700
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Bishop Farmer & Co Llp
Address
1207 CHARLES STREET, FREDERICKSBURG, VA 22401
Preparer
Elaine Farmer
Phone
5403738973
Supplemental Narrative

Additional Explanations

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

Description: interest. Amount: 75.

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

Description: club administration. Amount: 32,152. Description: club service operations. Amount: 846. Description: club service special events. Amount: 2,937. Total to form 990-ez, line 16: 35,935.

Raw XML Appendix162 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWN HUWAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL SMITH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt035935
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECT OF ROTARY IS TO "ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE." ROTARY IS A SERVICE ORGANIZATION. SINCE 1910, THE ROTARY MOTTO HAS BEEN "SERVICE ABOVE SELF." ROTARY STRIVES TO ACHIEVE IT'S OBJECTIVE OF "SERVICE ABOVE SELF" THROUGH ACTIVITIES IN FIVE PRIMARY AREAS. THESE ARE OFTEN REFERRED TO AS THE FIVE AVENUES OF SERVICE.
IRS990EZ/PrintingPublicationsPostageAmt062
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLUB SERVICETHIS "AVENUE" PROMOTES THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE. IT INVOLVES THE ACTIVITIES NECESSARY TO MAKE THE CLUB FUNCTION SUCCESSFULLY AND ACHIEVE ITS GOALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1VOCATIONAL SERVICETHIS AREA REPRESENTS THE OPPORTUNITY THAT EACH ROTARIAN HAS TO REPRESENT THE DIGNITY AND UTILITY OF ONE'S VOCATION AS AN OPPORTUNITY TO SERVE SOCIETY. ROTARIANS PROMOTE AND FOSTER HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS AND PROMOTE THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY SERVICETHIS RELATES TO THE ACTIVITIES THAT ROTARIANS UNDERTAKE TO IMPROVE THE QUALITY OF LIFE IN THEIR COMMUNITY. PARTICULAR EMPHASIS IS GIVEN TO HELPING CHILDREN, NEEDY FAMILIES, THE AGED, THE HANDICAPPED, AND THOSE MOST IN NEED OF ASSISTANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLUB ADMINISTRATION. AMOUNT: 32,152. DESCRIPTION: CLUB SERVICE OPERATIONS. AMOUNT: 846. DESCRIPTION: CLUB SERVICE SPECIAL EVENTS. AMOUNT: 2,937. TOTAL TO FORM 990-EZ, LINE 16: 35,935.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/PersonNm0SHAWN HUWAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05402889700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STAFFORD ROTARY CLUB INC
ReturnHeader/Filer/BusinessNameControlTxt0STAF
ReturnHeader/Filer/EIN0541560557
ReturnHeader/Filer/PhoneNum05402889700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5575
ReturnHeader/Filer/USAddress/CityNm0FREDERICKSBURG
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ReturnHeader/Filer/USAddress/ZIPCd022403
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.86.50.162
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:35:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541435778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BISHOP FARMER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01207 CHARLES STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREDERICKSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022401
ReturnHeader/PreparerPersonGrp/PhoneNum05403738973
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE FARMER
ReturnHeader/ReturnTs02017-11-14T07:42:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings