Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 54-1580184

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization ProfileN/A
P O Box 1744Winchester, VA 22604

(540) 662-0325

Siviq Scores

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

Liabilities / Assets

79th percentile

0.14x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

9th percentile

-34%

Faster asset growth than 9% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

56th percentile

2.8%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$26,703

Down $13,609 (-34%) from 2013

Net Assets

Down

$22,840

Down $13,505 (-37%) from 2013

Liabilities

Down

$3,863

Down $104 (-2.6%) from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin9th percentile

Revenue

Up

$40,187

Up $1,104 (+2.8%) from 2013

Expenses

Up

$53,692

Up $27,531 (+105%) from 2013

Net Income

Down

-$13,505

Down $26,427 (-205%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$60K$40K$20K$0Assets 2012: $32,155Liabilities 2012: $8,732Net Assets 2012: $23,4232012Assets 2013: $40,312Liabilities 2013: $3,967Net Assets 2013: $36,3452013Assets 2014: $26,703Liabilities 2014: $3,863Net Assets 2014: $22,8402014Assets 2015: $28,520Liabilities 2015: $4,185Net Assets 2015: $24,3352015Assets 2016: $28,989Liabilities 2016: $4,264Net Assets 2016: $24,7252016Assets 2017: $25,153Liabilities 2017: $3,141Net Assets 2017: $22,0122017Assets 2018: $29,673Liabilities 2018: $3,550Net Assets 2018: $26,1232018Assets 2019: $30,839Liabilities 2019: $3,220Net Assets 2019: $27,6192019Assets 2020: $38,536Liabilities 2020: $1,275Net Assets 2020: $37,2612020

Highlighted filing

2014

Assets$26,703
Liabilities$3,863
Net Assets$22,840
Open 2014 Filing

Operations Trend

Revenue Growth56th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $35,867Expenses 2012: $27,977Net Income 2012: $7,8902012Revenue 2013: $39,083Expenses 2013: $26,161Net Income 2013: $12,9222013Revenue 2014: $40,187Expenses 2014: $53,692Net Income 2014: -$13,5052014Revenue 2015: $28,511Expenses 2015: $27,016Net Income 2015: $1,4952015Revenue 2016: $28,696Expenses 2016: $28,306Net Income 2016: $3902016Revenue 2017: $23,782Expenses 2017: $26,495Net Income 2017: -$2,7132017Revenue 2018: $32,810Expenses 2018: $28,699Net Income 2018: $4,1112018Revenue 2019: $27,284Expenses 2019: $25,788Net Income 2019: $1,4962019Revenue 2020: $26,555Expenses 2020: $16,913Net Income 2020: $9,6422020

Highlighted filing

2014

Revenue$40,187
Expenses$53,692
Net Income-$13,505
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.0
Gross Receipts
$54,426
Mission and Program Overview

Mission

To bring about civic betterments and social improvements

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AND OTHER FUND RAISING FOR LOCAL CHARITIES$0$0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES R DANIELSPresidentPT$0--
ERIKA DEAZAGRASecretaryPT$0--
CAROLE FOXTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$7,600$7,600$5,288$2,312
Event 1$3,498$3,498$5,453$-1,955
Total Events$36,272$36,272$14,239$22,033
Filing and Contact Details

Filer

EIN
54-1580184
Phone
5406620325

Signing Officer

Name
James M Vermillion Jr
Title
Treasurer
Phone
5406620325
Signed
2014-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
James M Vermillion Jr CPA
Phone
5406620325
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 7.”

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

“Description: miscellaneous. Amount: 4,632. Description: 50/50 income. Amount: 693. Total to form 990-ez, line 8: 5,325.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: rotary international. Affiliate address: 1560 sherman ave evanston, il 60201-3698. Purpose of payment: annual dues. Amount of payment: 3,760.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organizations. Grantee name: various charities. Grantee address: various winchester/frederick co., va 22601. Grantee relationship: none. Amount given: 42,935.”

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

“Description: miscellaneous. Amount: 4,087. Description: supplies, etc. Amount: 688. Description: youth leadership. Amount: 945. Description: district dues. Amount: 1,277. Total to form 990-ez, line 16: 6,997.”

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

“Description: miscellaneous. Beg. Of year amount: 3,967. End of year amount: 3,863.”

Raw XML Appendix139 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/BusinessNameLine10MS CAROLE FOX
IRS990EZ/BooksInCareOfDetail/PhoneNum05407236382
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10211 FAIRFIELD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0WINCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode022602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040312
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05741
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-13505
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026703
IRS990EZ/FundraisingGrossIncomeAmt036272
IRS990EZ/GrantsAndSimilarAmountsPaidAmt046695
IRS990EZ/GrossReceiptsAmt054426
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt07081
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036345
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022840
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036345
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022840
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES R DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIKA DEAZAGRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROLE FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06997
IRS990EZ/OtherRevenueTotalAmt05325
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO BRING ABOUT CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND OTHER FUND RAISING FOR LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014239
IRS990EZ/SpecialEventsNetIncomeLossAmt022033
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03967
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03863
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt053692
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt040187
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014239
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt03498
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025174
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036272
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03498
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025174
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036272
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0PEANUT SALES DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022033
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03498
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014239
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05453
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05288
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS. AMOUNT: 4,632. DESCRIPTION: 50/50 INCOME. AMOUNT: 693. TOTAL TO FORM 990-EZ, LINE 8: 5,325.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: ROTARY INTERNATIONAL. AFFILIATE ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201-3698. PURPOSE OF PAYMENT: ANNUAL DUES. AMOUNT OF PAYMENT: 3,760.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATIONS. GRANTEE NAME: VARIOUS CHARITIES. GRANTEE ADDRESS: VARIOUS WINCHESTER/FREDERICK CO., VA 22601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 42,935.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MISCELLANEOUS. AMOUNT: 4,087. DESCRIPTION: SUPPLIES, ETC. AMOUNT: 688. DESCRIPTION: YOUTH LEADERSHIP. AMOUNT: 945. DESCRIPTION: DISTRICT DUES. AMOUNT: 1,277. TOTAL TO FORM 990-EZ, LINE 16: 6,997.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: MISCELLANEOUS. BEG. OF YEAR AMOUNT: 3,967. END OF YEAR AMOUNT: 3,863.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M VERMILLION JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05406620325
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20ROTARY CLUB OF FREDERICK COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0541580184
ReturnHeader/Filer/PhoneNum05406620325
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1744
ReturnHeader/Filer/USAddress/City0WINCHESTER
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode022604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541135771
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HOTTEL & WILLIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10314 NORTH BRADDOCK STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode022601
ReturnHeader/PreparerPersonGrp/PhoneNum05406620325
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M VERMILLION JR CPA
ReturnHeader/ReturnTs02014-11-14T08:22:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,703
Liabilities
$3,863
Net assets
$22,840
Revenue
$40,187
Expenses
$53,692
Net income
-$13,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$38.5$1.28$37.3$26.6$16.9$9.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.8$3.22$27.6$27.3$25.8$1.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.7$3.55$26.1$32.8$28.7$4.11
2017Detailed filing. Detailed filing data is available for this year.$25.2$3.14$22.0$23.8$26.5$2.71
2016Detailed filing. Detailed filing data is available for this year.$29.0$4.26$24.7$28.7$28.3$0.39
2015Detailed filing. Detailed filing data is available for this year.$28.5$4.19$24.3$28.5$27.0$1.50
2014Detailed filing. Detailed filing data is available for this year.$26.7$3.86$22.8$40.2$53.7$13.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.3$3.97$36.3$39.1$26.2$12.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.2$8.73$23.4$35.9$28.0$7.89
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits