Civic Intelligence

Kilmarnock-Irvington-White Stone Rotary Foundation

990EZ • Fiscal year 2013 • EIN 54-1773873

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 26, 2014

Organization ProfileN/A
PO Box 42022480

(804) 438-5656

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

94th percentile

57%

Higher net margin than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

74th percentile

22%

Faster asset growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

93rd percentile

113%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$142,761

Up $25,771 (+22%) from 2012

Net Assets

Up

$142,761

Up $25,771 (+22%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Up

$44,885

Up $23,843 (+113%) from 2012

Expenses

Down

$19,113

Down $7,485 (-28%) from 2012

Net Income

Up

$25,772

Up $31,328 (+564%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$300K$200K$100K$0Assets 2010: $115,625Liabilities 2010: $02010Assets 2011: $122,545Liabilities 2011: $02011Assets 2012: $116,990Net Assets 2012: $116,9902012Assets 2013: $142,761Net Assets 2013: $142,7612013Assets 2014: $147,061Net Assets 2014: $147,0612014Assets 2015: $159,579Net Assets 2015: $159,5792015Assets 2016: $166,496Net Assets 2016: $166,4962016Assets 2017: $180,275Net Assets 2017: $180,2752017Assets 2018: $194,663Net Assets 2018: $194,6632018Assets 2019: $195,326Net Assets 2019: $195,3262019Assets 2020: $270,041Net Assets 2020: $270,0412020Assets 2021: $284,058Net Assets 2021: $284,0582021Assets 2022: $270,879Net Assets 2022: $270,8792022Assets 2023: $263,565Net Assets 2023: $263,5652023Assets 2024: $272,805Net Assets 2024: $272,8052024

Highlighted filing

2013

Assets$142,761
Liabilities-
Net Assets$142,761
Open 2013 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KRevenue 2010: $35,894Expenses 2010: $36,978Net Income 2010: -$1,0842010Revenue 2011: $33,884Expenses 2011: $26,963Net Income 2011: $6,9212011Revenue 2012: $21,042Expenses 2012: $26,598Net Income 2012: -$5,5562012Revenue 2013: $44,885Expenses 2013: $19,113Net Income 2013: $25,7722013Revenue 2014: $30,322Expenses 2014: $26,021Net Income 2014: $4,3012014Revenue 2015: $34,005Expenses 2015: $21,488Net Income 2015: $12,5172015Revenue 2016: $33,133Expenses 2016: $26,214Net Income 2016: $6,9192016Revenue 2017: $38,369Expenses 2017: $24,592Net Income 2017: $13,7772017Revenue 2018: $34,829Expenses 2018: $20,441Net Income 2018: $14,3882018Revenue 2019: $20,085Expenses 2019: $19,422Net Income 2019: $6632019Revenue 2020: $80,543Expenses 2020: $5,828Net Income 2020: $74,7152020Revenue 2021: $30,966Expenses 2021: $16,950Net Income 2021: $14,0162021Revenue 2022: $23,321Expenses 2022: $36,500Net Income 2022: -$13,1792022Revenue 2023: $24,187Expenses 2023: $31,500Net Income 2023: -$7,3132023Revenue 2024: $37,740Expenses 2024: $28,500Net Income 2024: $9,2402024

Highlighted filing

2013

Revenue$44,885
Expenses$19,113
Net Income$25,772
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 26, 2014
Return Version
2013v3.1
Gross Receipts
$111,528
Mission and Program Overview

Mission

To provide community service to people of the northern neck of virginia through its fund raising and volunteer programs.

Program Services

DescriptionGrantsExpenses
RAISE MONEY THROUGH SPECIAL EVENTS TO DONATE TO LOCAL CHARITIES.$15,900$15,900
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE RACKELTrustee-$0--
SHERRY GERMAINPresident-$0--
TOM KINNEYSecretary-$0--
DWIGHT CLARKETreasurer-$0--
EDD YOUNGTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$88,999$88,999$59,065$29,934
Total Events$88,999$88,999$59,065$29,934
Filing and Contact Details

Filer

EIN
54-1773873
Phone
8044385656

Signing Officer

Name
C Dwight Clarke
Title
Treasurer
Phone
8044385656
Signed
2014-09-26

Preparer

Preparer
John R Charbeneau
Phone
8044385656
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative expenses 3,184 foreign tax on investment 29 total 3,213”

Form 990-ez, Part II, Line 24

“Equipment 19,563 21,414 less accumulated depreciation 16,219 17,557 total 3,344 3,857”

Form 990-ez, Part III

“To provide community service to people of the northern neck of virginia through its fund raising and volunteer programs.”

Raw XML Appendix159 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0EUGENE RACKEL
CompensationExplanation/CompensationExplanationGrp/PersonNm1SHERRY GERMAIN
CompensationExplanation/CompensationExplanationGrp/PersonNm2TOM KINNEY
CompensationExplanation/CompensationExplanationGrp/PersonNm3DWIGHT CLARKE
CompensationExplanation/CompensationExplanationGrp/PersonNm4EDD YOUNG
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08044384656
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 420
IRS990EZ/BooksInCareOfDetail/USAddress/City0IRVINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode022480
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0113645
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0138904
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06362
IRS990EZ/CostOrOtherBasisExpenseSaleAmt07578
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025772
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0116989
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IRS990EZ/FundraisingGrossIncomeAmt088999
IRS990EZ/GainOrLossFromSaleOfAssetsAmt05681
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015900
IRS990EZ/GrossReceiptsAmt0111528
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02908
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0116989
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0142761
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0116989
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0142761
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EUGENE RACKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERRY GERMAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOM KINNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DWIGHT CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EDD YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03344
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03857
IRS990EZ/OtherExpensesTotalAmt03213
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE COMMUNITY SERVICE TO PEOPLE OF THE NORTHERN NECK OF VIRGINIA THROUGH ITS FUND RAISING AND VOLUNTEER PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE MONEY THROUGH SPECIAL EVENTS TO DONATE TO LOCAL CHARITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt013259
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt059065
IRS990EZ/SpecialEventsNetIncomeLossAmt029934
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019113
IRS990EZ/TotalProgramServiceExpensesAmt015900
IRS990EZ/TotalRevenueAmt044885
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06362
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02195
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01904
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01433
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011040
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57100
IRS990ScheduleA/PublicSupportPY170Pct00.39130
IRS990ScheduleA/PublicSupportTotal170Amt014697
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06362
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01660
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0875
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014697
IRS990ScheduleA/TotalSupportAmt025737
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt059065
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt088999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt088999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt088999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt088999
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SEAFOOD FESTIVA
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029934
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt059065
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt059065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE EXPENSES 3,184 FOREIGN TAX ON INVESTMENT 29 TOTAL 3,213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 19,563 21,414 LESS ACCUMULATED DEPRECIATION 16,219 17,557 TOTAL 3,344 3,857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE COMMUNITY SERVICE TO PEOPLE OF THE NORTHERN NECK OF VIRGINIA THROUGH ITS FUND RAISING AND VOLUNTEER PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0C DWIGHT CLARKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08044385656
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10KILMARNOCK-IRVINGTON-WHITE STONE
ReturnHeader/Filer/BusinessName/BusinessNameLine20ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KILM
ReturnHeader/Filer/EIN0541773873
ReturnHeader/Filer/PhoneNum08044385656
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 420
ReturnHeader/Filer/USAddress/City0IRVINGTON
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode022480
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201212674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DEHNERT CLARKE & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0IRVINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode022480
ReturnHeader/PreparerPersonGrp/PhoneNum08044385656
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R CHARBENEAU
ReturnHeader/ReturnTs02014-11-14T14:19:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,761
Liabilities
-
Net assets
$142,761
Revenue
$44,885
Expenses
$19,113
Net income
$25,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.73$2.73$0.38$0.29$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.64$2.64$0.24$0.32$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.71$2.71$0.23$0.37$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.84$2.84$0.31$0.17$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.70$2.70$0.81$0.06$0.75
2019Detailed filing. Detailed filing data is available for this year.$1.95$1.95$0.20$0.19$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.95$1.95$0.35$0.20$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.80$1.80$0.38$0.25$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.33$0.26$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.34$0.21$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.30$0.26$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.45$0.19$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$1.17$0.21$0.27$0.06
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.34$0.27$0.07
2010Summary only. Only limited summary data is available for this year.$1.16$0.00$0.36$0.37$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits