Civic Intelligence

Rotary Club of Alexandria Virginia

990EZ • Fiscal year 2016 • EIN 54-6058928

Jul 01, 2015 to Jun 30, 2016 • Filed on May 02, 2017

PO Box 320666Alexandria, VA 22320-1271

(703) 642-2700

Siviq Scores

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

Liabilities / Assets

85th percentile

0.25x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.06x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

32nd percentile

-4.2%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-28%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

-1.6%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$35,957

Down $14,114 (-28%) from 2015

Net Assets

Down

$26,892

Down $6,897 (-20%) from 2015

Liabilities

Down

$9,065

Down $7,217 (-44%) from 2015

Revenue

Down

$144,918

Down $2,369 (-1.6%) from 2015

Expenses

Up

$150,980

Up $636 (+0.4%) from 2015

Net Income

Down

-$6,062

Down $3,005 (-98%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $46,949Liabilities 2011: $18,2152011Assets 2012: $38,877Liabilities 2012: $7,296Net Assets 2012: $31,5812012Assets 2013: $47,339Liabilities 2013: $9,670Net Assets 2013: $37,6692013Assets 2014: $45,716Liabilities 2014: $8,472Net Assets 2014: $37,2442014Assets 2015: $50,071Liabilities 2015: $16,282Net Assets 2015: $33,7892015Assets 2016: $35,957Liabilities 2016: $9,065Net Assets 2016: $26,8922016Assets 2017: $35,535Liabilities 2017: $13,985Net Assets 2017: $21,5502017Assets 2018: $38,867Liabilities 2018: $17,285Net Assets 2018: $21,5822018Assets 2019: $45,993Liabilities 2019: $29,368Net Assets 2019: $16,6252019Assets 2020: $47,274Liabilities 2020: $699Net Assets 2020: $46,5752020Assets 2021: $69,618Liabilities 2021: $11,654Net Assets 2021: $57,9642021Assets 2022: $93,601Liabilities 2022: $19,125Net Assets 2022: $74,4762022Assets 2023: $78,635Liabilities 2023: $7,733Net Assets 2023: $70,9022023

Highlighted filing

2016

Assets$35,957
Liabilities$9,065
Net Assets$26,892

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $126,484Expenses 2011: $132,634Net Income 2011: -$6,1502011Revenue 2012: $129,749Expenses 2012: $127,468Net Income 2012: $2,2812012Revenue 2013: $140,504Expenses 2013: $136,427Net Income 2013: $4,0772013Revenue 2014: $135,901Expenses 2014: $137,500Net Income 2014: -$1,5992014Revenue 2015: $147,287Expenses 2015: $150,344Net Income 2015: -$3,0572015Revenue 2016: $144,918Expenses 2016: $150,980Net Income 2016: -$6,0622016Revenue 2017: $133,201Expenses 2017: $139,406Net Income 2017: -$6,2052017Revenue 2018: $133,576Expenses 2018: $133,672Net Income 2018: -$962018Revenue 2019: $141,411Expenses 2019: $146,638Net Income 2019: -$5,2272019Revenue 2020: $121,091Expenses 2020: $90,357Net Income 2020: $30,7342020Revenue 2021: $51,490Expenses 2021: $43,446Net Income 2021: $8,0442021Revenue 2022: $118,289Expenses 2022: $101,600Net Income 2022: $16,6892022Revenue 2023: $119,608Expenses 2023: $123,219Net Income 2023: -$3,6112023

Highlighted filing

2016

Revenue$144,918
Expenses$150,980
Net Income-$6,062
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 2, 2017
Return Version
2015v3.0
Gross Receipts
$144,918
Mission and Program Overview

Mission

The object of rotary is to encourage and foster the idea of service as a basis of worthy enterprise and, in particular, to encourage and foster:first. The development of acquaintance as an opportunity for service;second. High ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each rotarian's occupation as an opportunity to serve society;third. The application of the idea of service in each rotarian's personal, business and community life;fourth. The advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.

Program Services

DescriptionGrantsExpenses
CONFERENCES AND MEETINGS TO PROMOTE FELLOWSHIP AND ENABLE MEMBERS TO EXCHANGE INFORMATION ON COMMUNITY NEEDS AND ONGOING COMMUNITY SERVICE PROJECTS.$0$112,727
DUES PAID TO ROTARY INTERNATIONAL AND ROTARY DISTRICT 7610 TO SUPPORT INTERNATIONAL AND DISTRICT ACTIVITIES.$0$14,335
WEEKLY BULLETIN, ANNUAL DIRECTORY AND WEBSITE TO FACILITATE FELLOWSHIP AND COMMUNICATION BETWEEN MEMBERS AND EXCHANGE OF INFORMATION REGARDING CLUB ACTIVITIES.$0$5,825
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY ALBERSONPresident-$0--
THOMAS C ROBERTS JRPresident-Elect-$0--
MIKE WICKSVice President-$0--
SHARON MEISELSecretary-$0--
LEE DUNCANTreasurer-$0--
DONNA WILSONDirector-$0--
CHRIS HERNDONDirector-$0--
AMY CURTISDirector-$0--
PAUL ANDERSON IIDirector-$0--
VANESSA HAVENERDirector-$0--
GORDON PEYTONDirector-$0--
STUART MATTHEWSSergeant-At-Arms-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Alexandria Virginia
EIN
54-6058928
Phone
7036422700
Address
PO BOX 320666, ALEXANDRIA, VA 22320-1271

Signing Officer

Name
Lee Duncan
Title
Treasurer
Phone
7036422700
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Kositzka Wicks and Company
Address
5270 SHAWNEE ROAD SUITE 250, ALEXANDRIA, VA 22312
Preparer
Michael E Wicks CPA
Phone
7036422700
Supplemental Narrative

Additional Explanations

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

Description: dividend income. Amount: 758.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: alexandria rotary foundation. Affiliate address: po box 320666 alexandria, va 22320-1271. Purpose of payment: unrestricted contributions to foundation. Amount of payment: 5,000.

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

Description: bad debts. Amount: 9,608. Description: conferences, conventions and meetings. Amount: 106,667. Description: directory and bulletin expenses. Amount: 5,825. Description: district dues. Amount: 5,398. Description: insurance. Amount: 293. Description: miscellaneous. Amount: 1,387. Description: rotary international dues. Amount: 8,937. Description: special events. Amount: 6,060. Description: supplies. Amount: 1,615. Total to form 990-ez, line 16: 145,790.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized loss. Amount: -835.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 8,312. End of year amount: 13,311. Description: due to foundation. Beg. Of year amount: 519. End of year amount: 8,677. Description: scott and stringfellow investment. Beg. Of year amount: 15,859. End of year amount: 5,882.

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

Description: accrued expenses. Beg. Of year amount: 16,282. End of year amount: 9,065.

Raw XML Appendix185 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/OfficerDirectorTrusteeEmplGrp/PersonNm0LARRY ALBERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS C ROBERTS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE WICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON MEISEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEE DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DONNA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRIS HERNDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AMY CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAUL ANDERSON II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VANESSA HAVENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10GORDON PEYTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11STUART MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SERGEANT-AT-ARMS
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherExpensesTotalAmt0145790
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEA OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER:FIRST. THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE;SECOND. HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS, THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS, AND THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY;THIRD. THE APPLICATION OF THE IDEA OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS AND COMMUNITY LIFE;FOURTH. THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
IRS990EZ/PrintingPublicationsPostageAmt0190
IRS990EZ/ProgramServiceRevenueAmt09355
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONFERENCES AND MEETINGS TO PROMOTE FELLOWSHIP AND ENABLE MEMBERS TO EXCHANGE INFORMATION ON COMMUNITY NEEDS AND ONGOING COMMUNITY SERVICE PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DUES PAID TO ROTARY INTERNATIONAL AND ROTARY DISTRICT 7610 TO SUPPORT INTERNATIONAL AND DISTRICT ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WEEKLY BULLETIN, ANNUAL DIRECTORY AND WEBSITE TO FACILITATE FELLOWSHIP AND COMMUNICATION BETWEEN MEMBERS AND EXCHANGE OF INFORMATION REGARDING CLUB ACTIVITIES.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114335
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25825
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt0132887
IRS990EZ/TotalRevenueAmt0144918
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALEXANDRIAROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 758.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ALEXANDRIA ROTARY FOUNDATION. AFFILIATE ADDRESS: PO BOX 320666 ALEXANDRIA, VA 22320-1271. PURPOSE OF PAYMENT: UNRESTRICTED CONTRIBUTIONS TO FOUNDATION. AMOUNT OF PAYMENT: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BAD DEBTS. AMOUNT: 9,608. DESCRIPTION: CONFERENCES, CONVENTIONS AND MEETINGS. AMOUNT: 106,667. DESCRIPTION: DIRECTORY AND BULLETIN EXPENSES. AMOUNT: 5,825. DESCRIPTION: DISTRICT DUES. AMOUNT: 5,398. DESCRIPTION: INSURANCE. AMOUNT: 293. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,387. DESCRIPTION: ROTARY INTERNATIONAL DUES. AMOUNT: 8,937. DESCRIPTION: SPECIAL EVENTS. AMOUNT: 6,060. DESCRIPTION: SUPPLIES. AMOUNT: 1,615. TOTAL TO FORM 990-EZ, LINE 16: 145,790.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED LOSS. AMOUNT: -835.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 8,312. END OF YEAR AMOUNT: 13,311. DESCRIPTION: DUE TO FOUNDATION. BEG. OF YEAR AMOUNT: 519. END OF YEAR AMOUNT: 8,677. DESCRIPTION: SCOTT AND STRINGFELLOW INVESTMENT. BEG. OF YEAR AMOUNT: 15,859. END OF YEAR AMOUNT: 5,882.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 16,282. END OF YEAR AMOUNT: 9,065.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE DUNCAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07036422700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF ALEXANDRIA VIRGINIA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0546058928
ReturnHeader/Filer/PhoneNum07036422700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 320666
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0223201271
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541342298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSITZKA WICKS AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05270 SHAWNEE ROAD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022312
ReturnHeader/PreparerPersonGrp/PhoneNum07036422700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL E WICKS CPA
ReturnHeader/ReturnTs02017-05-09T15:51:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.08$0.71$1.20$1.23$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.19$0.74$1.18$1.02$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.12$0.58$0.51$0.43$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.47$1.21$0.90$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.29$0.17$1.41$1.47$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.17$0.22$1.34$1.34$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.14$0.22$1.33$1.39$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.09$0.27$1.45$1.51$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.16$0.34$1.47$1.50$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.08$0.37$1.36$1.38$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.10$0.38$1.41$1.36$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.07$0.32$1.30$1.27$0.02
2011Summary only. Only limited summary data is available for this year.$0.47$0.18$1.26$1.33$0.06