Civic Intelligence

Rotary International Staunton Rotary Club

990EZ • Fiscal year 2018 • EIN 54-6053618

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 25, 2018

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

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

66th percentile

11%

Higher net margin than 66% 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

83rd percentile

26%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

59th percentile

4.0%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Up

$48,216

Up $9,798 (+26%) from 2017

Net Assets

Up

$47,456

Up $11,711 (+33%) from 2017

Liabilities

Down

$760

Down $1,913 (-72%) from 2017

Revenue

Up

$107,969

Up $4,175 (+4.0%) from 2017

Expenses

Down

$96,258

Down $5,781 (-5.7%) from 2017

Net Income

Up

$11,711

Up $9,956 (+567%) from 2017

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

2018

Assets$48,216
Liabilities$760
Net Assets$47,456

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

2018

Revenue$107,969
Expenses$96,258
Net Income$11,711
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$111,602
Mission and Program Overview

Mission

Promote outreach projects-local & international

Program Services

DescriptionGrantsExpenses
OUTREACH CONTRIBUTIONS-CONTRIBUTIONS TO ROTARY INTERNATIONAL$8,980$19,728
COMMUNITY PROJECTS AND MISCELLANEOUS CONTRIBUTIONS$12,000$12,000
CODE OF ETHICS/STUDENT RECOGNITION/YOUTH CONFERENCE$4,973$5,973
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYLE MOFFETTPresidentPT$0--
TAMARA RIDENOURPast Preside-$0--
STEVE OWENPresident-El-$0--
JERRY GILESSecretary-$0--
RAY BURKHOLDERAsst Secreta-$0--
WAYT GIBBSTreasurer-$0--
LEE BEAMAsst Treasur-$0--
RANDY ROLLERDirector-$0--
KATHERINE JACOBSONDirector-$0--
TAMI RADECKEDirector-$0--
MIKE QUILLENDirector-$0--
JOE SPRANGELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
54-6053618
Address
PO BOX 2353, STAUNTON, VA 24402-2353

Signing Officer

Name
Wayt Gibbs
Title
Treasurer
Signed
2018-10-25
Discuss with paid preparer
Yes

Preparer

Firm
White Withers Masincup & Cannaday Pc
Address
PO BOX 1048, STAUNTON, VA 24402-1048
Preparer
Robert W Masincup
Phone
5408858123
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous income 1,428 total 1,428

Form 990-ez, Part I, Line 16

Expenses market animal show sponser 1,000 district conference 1,605 district governor's honorariu 200 insurance 395 dues-ri & dist 10,748 meals 53,147 officer and committe exp 831 miscellaneous expense 984 total 68,910

Form 990-ez, Part II, Line 24

Equipment 777 777 less accumulated depreciation 777 777 total 0 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,673 760

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WAYT GIBBS
IRS990EZ/BooksInCareOfDetail/PhoneNum05408864158
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2353
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STAUNTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038418
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048216
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012480
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011711
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038418
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048216
IRS990EZ/FundraisingGrossIncomeAmt011586
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025953
IRS990EZ/GrossReceiptsAmt0111602
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0130
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt085978
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035745
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047456
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035745
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047456
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYLE MOFFETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAMARA RIDENOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE OWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JERRY GILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RAY BURKHOLDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WAYT GIBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEE BEAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RANDY ROLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATHERINE JACOBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TAMI RADECKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MIKE QUILLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JOE SPRANGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST SECRETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASST TREASUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068910
IRS990EZ/OtherRevenueTotalAmt01428
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE OUTREACH PROJECTS-LOCAL & INTERNATIONAL
IRS990EZ/PrintingPublicationsPostageAmt0645
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/GrantsAndAllocationsAmt012000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18980
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24973
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119728
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25973
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03633
IRS990EZ/SpecialEventsNetIncomeLossAmt07953
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02673
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0760
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096258
IRS990EZ/TotalProgramServiceExpensesAmt037701
IRS990EZ/TotalRevenueAmt0107969
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://STAUNTONROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 1,428 TOTAL 1,428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKET ANIMAL SHOW SPONSER 1,000 DISTRICT CONFERENCE 1,605 DISTRICT GOVERNOR'S HONORARIU 200 INSURANCE 395 DUES-RI & DIST 10,748 MEALS 53,147 OFFICER AND COMMITTE EXP 831 MISCELLANEOUS EXPENSE 984 TOTAL 68,910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 777 777 LESS ACCUMULATED DEPRECIATION 777 777 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,673 760
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYT GIBBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STAUNTON ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0546053618
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2353
ReturnHeader/Filer/USAddress/CityNm0STAUNTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0244022353
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07634779FA0C05ECDF1CBC14E15FEC9C4ADAA794A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0477DC43178C3ECE5AE0015075072BAD221DE33EF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.146.21.81
ReturnHeader/FilingSecurityInformation/IPDt02018-10-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:27:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541400395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITE WITHERS MASINCUP & CANNADAY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1048
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAUNTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244021048
ReturnHeader/PreparerPersonGrp/PhoneNum05408858123
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W MASINCUP
ReturnHeader/ReturnTs02018-10-26T15:27:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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