Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 54-1580184

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

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

78th percentile

0.12x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.11x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

38%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$29,673

Up $4,520 (+18%) from 2017

Net Assets

Up

$26,123

Up $4,111 (+19%) from 2017

Liabilities

Up

$3,550

Up $409 (+13%) from 2017

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin69th percentile

Revenue

Up

$32,810

Up $9,028 (+38%) from 2017

Expenses

Up

$28,699

Up $2,204 (+8.3%) from 2017

Net Income

Up

$4,111

Up $6,824 (+252%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2018

Assets$29,673
Liabilities$3,550
Net Assets$26,123
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$32,810
Expenses$28,699
Net Income$4,111
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$43,150
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 Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIETTA WALLSPresidentPT$0--
PIA CRANDALLSecretaryPT$0--
CAROLE FOXTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Decades Dance$13,441$13,441$5,592$7,849
Golf Tournament$9,545$9,545$4,188$5,357
Total Events$27,947$27,947$10,340$17,607
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
54-1580184
Phone
5406620325
Address
P O BOX 1744, WINCHESTER, VA 22604

Signing Officer

Name
Carole Fox
Title
Treasurer
Phone
5406620325
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Hottel & Willis Pc
Address
314 NORTH BRADDOCK STREET, WINCHESTER, VA 22601
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: 8.”

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

“Description: miscellaneous. Amount: 2,219. Description: 50/50 income. Amount: 529. Total to form 990-ez, line 8: 2,748.”

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: 2,419.”

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: 20,859.”

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

“Description: miscellaneous. Amount: 4,010. Description: supplies, etc. Amount: 311. Description: district dues. Amount: 1,100. Total to form 990-ez, line 16: 5,421.”

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

“Description: miscellaneous. Beg. Of year amount: 3,141. End of year amount: 3,550.”

Raw XML Appendix144 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/BusinessNameLine1Txt0MS CAROLE FOX
IRS990EZ/BooksInCareOfDetail/PhoneNum05407236382
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0211 FAIRFIELD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025153
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029673
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt07064
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt04111
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025153
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029673
IRS990EZ/FundraisingGrossIncomeAmt027947
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023278
IRS990EZ/GrossReceiptsAmt043150
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt05383
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022012
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026123
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026123
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/PersonNm0MARIETTA WALLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PIA CRANDALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROLE FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05421
IRS990EZ/OtherRevenueTotalAmt02748
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/SpecialEventsDirectExpensesAmt010340
IRS990EZ/SpecialEventsNetIncomeLossAmt017607
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03141
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03550
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt028699
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt032810
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010340
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DECADES DANCE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013441
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013441
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027947
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017607
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0560
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010340
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04188
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05592
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,219. DESCRIPTION: 50/50 INCOME. AMOUNT: 529. TOTAL TO FORM 990-EZ, LINE 8: 2,748.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: ROTARY INTERNATIONAL. AFFILIATE ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201-3698. PURPOSE OF PAYMENT: ANNUAL DUES. AMOUNT OF PAYMENT: 2,419.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATIONS. GRANTEE NAME: VARIOUS CHARITIES. GRANTEE ADDRESS: VARIOUS WINCHESTER/FREDERICK CO., VA 22601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 20,859.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MISCELLANEOUS. AMOUNT: 4,010. DESCRIPTION: SUPPLIES, ETC. AMOUNT: 311. DESCRIPTION: DISTRICT DUES. AMOUNT: 1,100. TOTAL TO FORM 990-EZ, LINE 16: 5,421.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: MISCELLANEOUS. BEG. OF YEAR AMOUNT: 3,141. END OF YEAR AMOUNT: 3,550.
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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLE FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05406620325
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB OF FREDERICK COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0541580184
ReturnHeader/Filer/PhoneNum05406620325
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1744
ReturnHeader/Filer/USAddress/CityNm0WINCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022604
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0684A0FDAADF7091D191B0F28DD0DED83E6220AFA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A3AF531E30D15005BE6CFE819FEA465122AA5648
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.15.197.85
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:16:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541135771
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOTTEL & WILLIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0314 NORTH BRADDOCK STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022601
ReturnHeader/PreparerPersonGrp/PhoneNum05406620325
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M VERMILLION JR CPA
ReturnHeader/ReturnTs02018-11-12T09:41:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,673
Liabilities
$3,550
Net assets
$26,123
Revenue
$32,810
Expenses
$28,699
Net income
$4,111
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
2018Detailed filing. Detailed filing data is available for this year.$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. 2018 filings • 501(c)4 • <$500k nonprofits