Civic Intelligence

Innsbrook Rotary Charitable Foundation

990EZ • Fiscal year 2021 • EIN 54-1771779

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

PO Box 2308Glen Allen, VA 23058

(804) 282-7636

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

8.5%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-57%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Flat

$230,947

Flat from 2021

Net Assets

$230,947

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue

Flat

$20,603

Flat from 2021

Expenses

Flat

$2,480

Flat from 2021

Net Income

Flat

$18,123

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $84,415Liabilities 2010: $0Net Assets 2010: $84,4152010Assets 2011: $71,019Liabilities 2011: $02011Assets 2012: $72,087Liabilities 2012: $0Net Assets 2012: $72,0872012Assets 2013: $77,466Liabilities 2013: $0Net Assets 2013: $77,4662013Assets 2014: $147,167Liabilities 2014: $0Net Assets 2014: $147,1672014Assets 2015: $155,302Liabilities 2015: $02015Assets 2016: $171,429Liabilities 2016: $02016Assets 2017: $178,240Liabilities 2017: $0Net Assets 2017: $178,2402017Assets 2018: $183,696Liabilities 2018: $0Net Assets 2018: $183,6962018Assets 2019: $200,824Liabilities 2019: $0Net Assets 2019: $200,8242019Assets 2020: $212,824Liabilities 2020: $0Net Assets 2020: $212,8242020Assets 2021: $230,947Liabilities 2021: $0Net Assets 2021: $230,9472021Assets 2021: $230,947Liabilities 2021: $02021Assets 2022: $264,840Liabilities 2022: $10,510Net Assets 2022: $254,3302022Assets 2023: $262,893Liabilities 2023: $02023Assets 2024: $265,647Liabilities 2024: $0Net Assets 2024: $265,6472024

Highlighted filing

2021

Assets$230,947
Liabilities$0
Net Assets$230,947

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $45,941Expenses 2010: $38,061Net Income 2010: $7,8802010Revenue 2011: $51,795Expenses 2011: $65,191Net Income 2011: -$13,3962011Revenue 2012: $41,064Expenses 2012: $39,996Net Income 2012: $1,0682012Revenue 2013: $56,557Expenses 2013: $51,178Net Income 2013: $5,3792013Revenue 2014: $140,746Expenses 2014: $71,045Net Income 2014: $69,7012014Revenue 2015: $79,599Expenses 2015: $71,464Net Income 2015: $8,1352015Revenue 2016: $44,046Expenses 2016: $27,919Net Income 2016: $16,1272016Revenue 2017: $48,357Expenses 2017: $41,546Net Income 2017: $6,8112017Revenue 2018: $33,432Expenses 2018: $27,976Net Income 2018: $5,4562018Revenue 2019: $35,846Expenses 2019: $18,718Net Income 2019: $17,1282019Revenue 2020: $48,344Expenses 2020: $36,344Net Income 2020: $12,0002020Revenue 2021: $20,603Expenses 2021: $2,480Net Income 2021: $18,1232021Revenue 2021: $20,603Expenses 2021: $2,480Net Income 2021: $18,1232021Revenue 2022: $47,220Expenses 2022: $23,837Net Income 2022: $23,3832022Revenue 2023: $38,081Expenses 2023: $29,518Net Income 2023: $8,5632023Revenue 2024: $20,637Expenses 2024: $17,883Net Income 2024: $2,7542024

Highlighted filing

2021

Revenue$20,603
Expenses$2,480
Net Income$18,123
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$25,568
Mission and Program Overview

Mission

The mission of the rotary foundation is to enable rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of educations, and the alleviation of poverty. The foundation is a not-for-profit corporation supported solely by voluntary contributions from rotarians and friends of the foundation who share its vision of a better world.

Program Services

DescriptionGrantsExpenses
RAISE MONEY IN ORDER TO PROVIDE CONTRIBUTIONS TO ORGANIZATIONS THAT SERVE YOUTH$0$0
THE SALE OF ROSES IN ORDER TO RAISE MONEY TO MAKE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS THAT SERVE THE RICHMOND AREA$0$0
PROMOTE PUBLIC AWARENESS AND FIRE SAFETY ALONG WITH EXCESS FUNDS BEING USED TO CONTRIBUTE TO RICHMOND CHARITABLE ORGANIZATIONS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW MCDONALDDirector-$0--
STEPHEN BEERPresident-$0--
WILLIAM MATTOXSecretary-$0--
ELIZABETH NOAKESDirector-$0--
KATHRYN L KINGDirector-$0--
LARRY PARKERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rose Sale$9,047$9,047$4,965$4,082
Total Events$9,047$9,047$4,965$4,082
Filing and Contact Details

Filer

Filer Name
Innsbrook Rotary Charitable Foundation
EIN
54-1771779
Phone
8042827636
Address
PO BOX 2308, GLEN ALLEN, VA 23058

Signing Officer

Name
Matthew O Mcdonald
Title
Officer
Phone
8042827636
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Keiter Stephens Hurst Gary & Shreaves
Address
PO BOX 32066, RICHMOND, VA 23294-2066
Preparer
Matthew O Mcdonald
Phone
8047470000
Supplemental Narrative

Additional Explanations

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

Description: interest and dividends. Amount: 10,371.

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

Description: other. Amount: 2,480.

Raw XML Appendix200 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/PhoneNum08042736226
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2308
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLEN ALLEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH NOAKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHRYN L KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LARRY PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02480
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE ROTARY FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATIONS, AND THE ALLEVIATION OF POVERTY. THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND FRIENDS OF THE FOUNDATION WHO SHARE ITS VISION OF A BETTER WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE MONEY IN ORDER TO PROVIDE CONTRIBUTIONS TO ORGANIZATIONS THAT SERVE YOUTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE SALE OF ROSES IN ORDER TO RAISE MONEY TO MAKE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS THAT SERVE THE RICHMOND AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROMOTE PUBLIC AWARENESS AND FIRE SAFETY ALONG WITH EXCESS FUNDS BEING USED TO CONTRIBUTE TO RICHMOND CHARITABLE ORGANIZATIONS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010371
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09047
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST AND DIVIDENDS. AMOUNT: 10,371.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER. AMOUNT: 2,480.
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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.
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ReturnHeader/PreparerPersonGrp/PhoneNum08047470000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW O MCDONALD
ReturnHeader/ReturnTs02022-05-16T16:59:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCDONALD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.21$0.18$0.03
2023Summary only. Only limited summary data is available for this year.$2.63$0.00$0.38$0.30$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.11$2.54$0.47$0.24$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.21$0.02$0.18
2021Summary only. Only limited summary data is available for this year.$2.31$0.00$0.21$0.02$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.48$0.36$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.36$0.19$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.33$0.28$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.48$0.42$0.07
2016Summary only. Only limited summary data is available for this year.$1.71$0.00$0.44$0.28$0.16
2015Summary only. Only limited summary data is available for this year.$1.55$0.00$0.80$0.71$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.41$0.71$0.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.57$0.51$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.41$0.40$0.01
2011Summary only. Only limited summary data is available for this year.$0.71$0.00$0.52$0.65$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.46$0.38$0.08