Civic Intelligence

Rotary International Staunton Rotary Club

990EZ • Fiscal year 2014 • EIN 54-6053618

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 21, 2014

PO Box 2353Staunton, VA 24402-2353

(540) 886-4158

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

28th percentile

-6.3%

Higher net margin than 28% 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

19th percentile

-15%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

39th percentile

-3.7%

Faster revenue growth than 39% of similar nonprofits.

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

Assets

Down

$29,089

Down $5,167 (-15%) from 2013

Net Assets

Down

$27,273

Down $6,233 (-19%) from 2013

Liabilities

Up

$1,816

Up $1,066 (+142%) from 2013

Revenue

Down

$98,239

Down $3,821 (-3.7%) from 2013

Expenses

Up

$104,472

Up $5,315 (+5.4%) from 2013

Net Income

Down

-$6,233

Down $9,136 (-315%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $35,298Liabilities 2011: $1,654Net Assets 2011: $33,6442011Assets 2012: $31,084Liabilities 2012: $4812012Assets 2013: $34,256Liabilities 2013: $750Net Assets 2013: $33,5062013Assets 2014: $29,089Liabilities 2014: $1,816Net Assets 2014: $27,2732014Assets 2015: $33,239Liabilities 2015: $2,822Net Assets 2015: $30,4172015Assets 2016: $36,708Liabilities 2016: $2,718Net Assets 2016: $33,9902016Assets 2017: $38,418Liabilities 2017: $2,673Net Assets 2017: $35,7452017Assets 2018: $48,216Liabilities 2018: $760Net Assets 2018: $47,4562018Assets 2019: $50,464Liabilities 2019: $1,886Net Assets 2019: $48,5782019Assets 2020: $45,024Liabilities 2020: $2,303Net Assets 2020: $42,7212020Assets 2021: $55,086Liabilities 2021: $6,712Net Assets 2021: $48,3742021Assets 2022: $44,641Liabilities 2022: $774Net Assets 2022: $43,8672022Assets 2023: $51,091Liabilities 2023: $982Net Assets 2023: $50,1092023Assets 2025: $46,982Liabilities 2025: $3,525Net Assets 2025: $43,4572025

Highlighted filing

2014

Assets$29,089
Liabilities$1,816
Net Assets$27,273

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $105,152Expenses 2011: $100,420Net Income 2011: $4,7322011Revenue 2012: $105,464Expenses 2012: $108,505Net Income 2012: -$3,0412012Revenue 2013: $102,060Expenses 2013: $99,157Net Income 2013: $2,9032013Revenue 2014: $98,239Expenses 2014: $104,472Net Income 2014: -$6,2332014Revenue 2015: $99,888Expenses 2015: $96,744Net Income 2015: $3,1442015Revenue 2016: $103,105Expenses 2016: $99,532Net Income 2016: $3,5732016Revenue 2017: $103,794Expenses 2017: $102,039Net Income 2017: $1,7552017Revenue 2018: $107,969Expenses 2018: $96,258Net Income 2018: $11,7112018Revenue 2019: $97,083Expenses 2019: $95,961Net Income 2019: $1,1222019Revenue 2020: $110,857Expenses 2020: $116,714Net Income 2020: -$5,8572020Revenue 2021: $34,909Expenses 2021: $29,256Net Income 2021: $5,6532021Revenue 2022: $76,691Expenses 2022: $81,199Net Income 2022: -$4,5082022Revenue 2023: $79,620Expenses 2023: $73,377Net Income 2023: $6,2432023Revenue 2025: $80,511Expenses 2025: $84,981Net Income 2025: -$4,4702025

Highlighted filing

2014

Revenue$98,239
Expenses$104,472
Net Income-$6,233
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 21, 2014
Return Version
2013v3.1
Gross Receipts
$109,251
Mission and Program Overview

Mission

Promote outreach projects-local & international

Program Services

DescriptionGrantsExpenses
OUTREACH CONTRIBUTIONS-CONTRIBUTIONS TO ROTARY INTERNATIONAL$8,400$17,529
COMMUNITY PROJECTS AND MISCELLANEOUS CONTRIBUTIONS$16,821$16,821
CODE OF ETHICS/STUDENT RECOGNITION/YOUTH CONFERENCE-$3,679
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH MOSEDALEPast Preside-$0--
THOMAS CRACASSecretary-$0--
WAYT GIBBSTreasurer-$0--
AMY WRATCHFORDDirector-$0--
CARL LINDPresidentPT$0--
RAY BURKHOLDERDirector-$0--
CARL BALDERSONPresident-El-$0--
DUSTIN W DIDAWICKDirector-$0--
TAMARA RIDENOURDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$15,821$15,821$11,012$4,809
Total Events$15,821$15,821$11,012$4,809
Filing and Contact Details

Filer

EIN
54-6053618

Signing Officer

Name
Wayt Gibbs
Title
Treasurer
Signed
2014-10-21
Discuss with paid preparer
Yes

Preparer

Preparer
Robert W Masincup
Phone
5408858123
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

District grant-dixon school charitable 116 west beverley street staunton, va 24401 6,121 0 0 rotary fdn-sustainers program charitable 14280 collections center dr chicago, il 60693 8,400 0 0

Form 990-ez, Part I, Line 16

Expenses district conference 3,571 insurance 270 dues-ri & dist 9,129 youth leadership conferen 1,382 code of ethics 1,197 youth study exchange 1,100 meals 56,683 officer and committe exp 1,548 miscellaneous expense 2,909 non-investment depreciation 69 total 77,858

Form 990-ez, Part II, Line 24

Equipment 777 777 less accumulated depreciation 604 673 total 173 104

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 750 1,816

Raw XML Appendix156 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/PersonNm0JUDITH MOSEDALE
CompensationExplanation/CompensationExplanationGrp/PersonNm1THOMAS CRACAS
CompensationExplanation/CompensationExplanationGrp/PersonNm2WAYT GIBBS
CompensationExplanation/CompensationExplanationGrp/PersonNm3AMY WRATCHFORD
CompensationExplanation/CompensationExplanationGrp/PersonNm4CARL LIND
CompensationExplanation/CompensationExplanationGrp/PersonNm5RAY BURKHOLDER
CompensationExplanation/CompensationExplanationGrp/PersonNm6CARL BALDERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm7DUSTIN W DIDAWICK
CompensationExplanation/CompensationExplanationGrp/PersonNm8TAMARA RIDENOUR
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WAYT GIBBS
IRS990EZ/BooksInCareOfDetail/PhoneNum05408864158
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 2353
IRS990EZ/BooksInCareOfDetail/USAddress/City0STAUNTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode024401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034083
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028985
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016163
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6233
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034256
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029089
IRS990EZ/FundraisingGrossIncomeAmt015821
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025221
IRS990EZ/GrossReceiptsAmt0109251
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt090
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt077177
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033506
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027273
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033506
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027273
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDITH MOSEDALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS CRACAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WAYT GIBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY WRATCHFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARL LIND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RAY BURKHOLDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CARL BALDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DUSTIN W DIDAWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TAMARA RIDENOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0173
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0104
IRS990EZ/OtherExpensesTotalAmt077858
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE OUTREACH PROJECTS-LOCAL & INTERNATIONAL
IRS990EZ/PrintingPublicationsPostageAmt0693
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY PROJECTS AND MISCELLANEOUS CONTRIBUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OUTREACH CONTRIBUTIONS-CONTRIBUTIONS TO ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CODE OF ETHICS/STUDENT RECOGNITION/YOUTH CONFERENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016821
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016821
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117529
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23679
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011012
IRS990EZ/SpecialEventsNetIncomeLossAmt04809
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0750
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01816
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0104472
IRS990EZ/TotalProgramServiceExpensesAmt038029
IRS990EZ/TotalRevenueAmt098239
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://STAUNTONROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015821
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0WREATH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04809
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011012
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRICT GRANT-DIXON SCHOOL CHARITABLE 116 WEST BEVERLEY STREET STAUNTON, VA 24401 6,121 0 0 ROTARY FDN-SUSTAINERS PROGRAM CHARITABLE 14280 COLLECTIONS CENTER DR CHICAGO, IL 60693 8,400 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES DISTRICT CONFERENCE 3,571 INSURANCE 270 DUES-RI & DIST 9,129 YOUTH LEADERSHIP CONFEREN 1,382 CODE OF ETHICS 1,197 YOUTH STUDY EXCHANGE 1,100 MEALS 56,683 OFFICER AND COMMITTE EXP 1,548 MISCELLANEOUS EXPENSE 2,909 NON-INVESTMENT DEPRECIATION 69 TOTAL 77,858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 777 777 LESS ACCUMULATED DEPRECIATION 604 673 TOTAL 173 104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 750 1,816
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYT GIBBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20STAUNTON ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0546053618
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2353
ReturnHeader/Filer/USAddress/City0STAUNTON
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode0244022353
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541400395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RITCHIE WITHERS & MASINCUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1048
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0STAUNTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0244021048
ReturnHeader/PreparerPersonGrp/PhoneNum05408858123
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W MASINCUP
ReturnHeader/ReturnTs02014-11-04T13:12:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.47$0.04$0.43$0.81$0.85$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$0.80$0.73$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.01$0.44$0.77$0.81$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.07$0.48$0.35$0.29$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.02$0.43$1.11$1.17$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.02$0.49$0.97$0.96$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.01$0.47$1.08$0.96$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.03$0.36$1.04$1.02$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.03$0.34$1.03$1.00$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.03$0.30$1.00$0.97$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.02$0.27$0.98$1.04$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.01$0.34$1.02$0.99$0.03
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$1.05$1.09$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.02$0.34$1.05$1.00$0.05
Peer Organizations

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