Civic Intelligence

Stafford Rotary Club Inc

990EZ • Fiscal year 2019 • EIN 54-1560557

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 28, 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

54th percentile

4.6%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

8.3%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

6.2%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$18,792

Up $1,438 (+8.3%) from 2018

Net Assets

Up

$18,792

Up $1,438 (+8.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$31,182

Up $1,831 (+6.2%) from 2018

Expenses

Down

$29,744

Down $29,558 (-50%) from 2018

Net Income

Up

$1,438

Up $31,389 (+105%) from 2018

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

2019

Assets$18,792
Liabilities$0
Net Assets$18,792

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

2019

Revenue$31,182
Expenses$29,744
Net Income$1,438
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 28, 2019
Return Version
2018v3.1
Gross Receipts
$31,182
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
TREVOR O'TOOLEPresidentPT$0--
JOHN ALMBORGSecretaryPT$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
TREVOR O'TOOLE
Title
President
Phone
5402889700
Signed
2019-10-28
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: 31.

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

Description: club administration. Amount: 25,970. Description: club service advertising. Amount: 3,434. Description: club service special events. Amount: 284. Total to form 990-ez, line 16: 29,688.

Raw XML Appendix160 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05402889700
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FREDERICKSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN ALMBORG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt029688
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/PrintingPublicationsPostageAmt056
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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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt031182
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IRS990EZ/WebsiteAddressTxt0WWW.STAFFORDROTARY.ORG
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027836
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0239
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IRS990ScheduleA/InvestmentIncomeCYPct00.00170
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 31.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLUB ADMINISTRATION. AMOUNT: 25,970. DESCRIPTION: CLUB SERVICE ADVERTISING. AMOUNT: 3,434. DESCRIPTION: CLUB SERVICE SPECIAL EVENTS. AMOUNT: 284. TOTAL TO FORM 990-EZ, LINE 16: 29,688.
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TREVOR O'TOOLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05402889700
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022403
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.86.50.162
ReturnHeader/FilingSecurityInformation/IPDt02019-10-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:13:42
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/PreparationDt02019-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE FARMER
ReturnHeader/ReturnTs02019-11-06T09:55:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings